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What Are You Working Towards? — 178 episodes · page 1 of 2

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Title
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The Leadership Secret Behind $200M Growth: Culture, Trust, and the “Three T’s” | Josh Block

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Inventing an Entire New Food Category — Inside the Rise of BuzzBar Ice Cream with Randy Freeman

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How Your Brand Can Still Win in a Fragmented, AI-Driven World | Garth Weber (Duluth Trading Co.)

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#199 The #1 Mistake Startup Founders Make When Seeking Seed Funding | Ian Levine

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#198 Building Multi-Million-Dollar Pools in the Sky — A Conversation with Greg Carnforth

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#196 The Hidden Skills That Create Elite Marketers with Chad de Lisle | VP of Marketing at Disrupt

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#197 The Future of Legal Tech: Modernizing Finance, Compliance, and Risk for Law Firms with Bim Dave

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#195 How to Identify Customers Who Never Complain Before They Leave | Bill Price, Intendra AI

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#194 How To 10X a Traditional Business with AI and Systems | Ben Simpson, MyWorkwear

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#193 The Explosive Role of AI in Vehicle Optimization, Diagnostics, and Personalization

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#192 How World-Class Leaders Think, Adapt, and Build Meaningful Legacies with Michael Watkins

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#188 Why Housing Is Broken and How Wunderflats Is Fixing It with Jan Hase, Co-Founder of Wunderflats

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#189 Renewable Energy Is the ONLY Realistic Way to Power the AI Revolution | Josh Levine, EnergySage

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#191 How Dane Chapin Turned Board Games Into a Global Phenomenon

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#187 $30M Construction CEO Says No to 50% of Prospects

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#186 From Space Needle to Amusement Parks — The Motion Control Tech Powering the World

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#185 How to Rank in Ai Search Results - Explained by 25-Year SEO Veteran Adrian Newman

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#184 Selling Fun is About Sharing the Joy with Every Experience with Dr. Jay Luis Aguilar

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#183 Feeding the Planet with Zero Pesticides — Conner Tidd, Co-Founder & CEO, JustVertical.com

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#182 Saving Lives Through App-Based Group Therapy with Irad Eichler, Founder & CEO, CirclesUp.com

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#181 Why Customer Support Is a Profit Center (And How to Scale It Fast) with Pierre Latscha

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#180 How Tiger Woods’ Foundation Is Changing the Future of Education with Dan Scali, VP Marketing

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#173 Charging Your EV With Sunshine? This Inventor Made It Real

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#179 From Spreadsheet Chaos to Perfect Cap Tables with Amit Jethani, Co-Founder at Mantle

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#172 Inventing Non-Running Mascara to Change the Beauty Industry Forever w/ Lewis Farsedakis

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#177 From Zero Clients to 30 Lawyers: The Secrets of EPGD Business Law

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#178 The Tesla of Water: Ulf Stenerhag’s Mission to End Plastic Bottles

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#171 How Erik Huberman Scaled a $150M+ Marketing Powerhouse

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#170 What It Takes to Build a Billion-Dollar Space Company with Dylan Taylor, CEO of Voyager

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#176 Scaling a Creative Agency Without Selling Your Soul with Darren Magarro, The DSM Group

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#150 How to Build Your Dream Business Without Selling Your Soul w/ Chris Brewer, OMG Commerce

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#175 Solving a Billion-Dollar Pharma Problem by Accident with Ben Davis, CEO of Phizzle

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#169 Dressing for Success Without Shopping, Laundry, or Filling Landfills w/ Anya Cheng

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#174 How To Outsmart the AI Apocalypse + Build a Better Marketing Agency with Ivan Vislavskiy

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#168 What It Really Takes to Build 12 PT Clinics (Hint: Not Just Exercise) w/ Dr. Josh Funk

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#167 From CIA and FBI to Protecting Billionaires, CEOs, and Family Offices - Kris Coleman, Red5

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#166 Building a Smarter, More Human Alternative to Airbnb – Eric Goldreyer, Founder of Savvy

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#165 Pioneering the Tech that Prevents Teen Tragedies Every Day – Jeff Patterson, Founder of Gaggle

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#162 How Jen Glaser Turned Hand-Drawn Dog Toys Into a Global Pet Brand – ZippyPaws Founder Story

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#163 From Family Startup to Global Brand: The Harney & Sons Story with Mike Harney

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#153 The Millionaire‑Next‑Door Playbook w/ Dillon Widdows, Financial Advisor, Accelerated Wealth

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#161 Building the Blueprint for Global Open Banking w/ Chris Michael, Co-CEO of Ozone API

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#159 Cracking the Code of Hormones: How PROOV Helps Women Thrive with Dr. Amy Beckley

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#158 Becoming the Shopify of Trust w/ Andrew McLeod, Co-Founder & CEO of Certn

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#157 How Keeper Is Disrupting Tax Prep for High-Earners & Small Business Owners w/ David Kang

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#151 Building the World’s Largest Customer Database w/ Bastian Bergmann, Founder & COO, Solsten

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#149 How to Hook Viewers in 10 Seconds w/ Jim Dubensky, Co‑Founder/Director & Writer, Get Real Content

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#75 Overcoming the Challenges of Starting Out w/ Andrew Betts, Partner, Bickling Financial Services

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#145 Building a Fiduciary Firm Clients Trust w/ Stephen Nelson, Partner and Senior Wealth Manager, Mills Wealth Advisors

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#144 From Higher-Ed to High-Value Planning w/ Nev Kraguljevic, Financial Planner, Elephant Corner Financial

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#139 Flat Fee vs 1 % AUM: The Future of Advice w/ Shawn Ballinger, Founder, Columbus Street Financial Planning

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#134 How a Side Hustle turned into a $300 Million Business w/ Brian Moran, Co-Founder & Chief Strategy Officer, SamCart

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#141 Turning Parking Lots Into Beautiful Power Plants w/ Scott Franklin, Founder & CEO, Lumos Solar

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#142 How Tech Is Reinventing the CPA–Client Relationship w/ David Snider, Founder & CEO, Harness Wealth

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#117 The Discipline of Stock Selection w/ Adrian Davies, President - Portfolio Manager, Woodstock Corporation

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#140 Training CEOs for the AI & Blockchain Era w/ Jerry Luftman, Founder, Global Institute for IT Management

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#64 Mastering Financial Planning for Doctors w/ Robert Schultz, Certified Financial Planner, Artisan Capital Partners

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#137 Leading Through Tech Disruption w/ David Anderson, Founder & CEO, Off Madison Ave

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#138 Uber for Construction Logistics w/ Tarun Aleti, Co-Founder, PartRunner

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#118 Building a Business, Not Just Selling Homes w/ Hilary Saunders, Co-Founder & Chief Broker Officer, Side

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#79 Small Clients, Big Potential: Growing Wealth Together w/ Tim Newton, CEO & Wealth Manager, Newton Financial Solutions, LLC

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#136 Why Founders Need Meditation More Than Funding w/ Dina Kaplan, Founder & CEO, The Path

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#119 Why Human Advisors Still Matter in the Age of AI w/ Vincent Van Doorn, Co-founder, i-Cthru

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#132 Why Great Service Beats Performance Everytime w/ Mario Hernandez, CFP/Principal, Longevity Wealth Management

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#135 How Exceptional Service Is Disrupting Legacy ISPs w/ Jai Ramachandran, Founder & CEO, Wire 3

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#125 Why Educating Clients is the Most Powerful Sales Strategy w/ Kimberly Stewart, Financial Advisor, KRS Wealth Management - Ameriprise Financial Services, LLC

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#133 Sports Agent? No, Advisor Agent! w/ Louis Diamond, President, Diamond Consultants

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#129 Redefining 'Ideal Clients' and Letting Go of the Wrong Ones w/ Nicholas Ockenga, Financial Planner, Sentinel Group

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#131 Serving Families with Special Needs Children w/ Jenny McCosley, Senior Wealth Advisor, Beacon Pointe Advisors

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#126 Maintaining Healthy Growth After Your First Billion In AUM w/ Kevin Kirchheimer, Private Wealth Advisor, Ameriprise Financial Services, LLC

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#127 The Hidden Housing Crisis That’s Killing Investment Opportunities w/ Nick Halaris, Investor, Civic Leader & Founder, Metros Capital

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#109 The Journey from Plastics to Portfolios w/ Michael N. Bernberg, Financial Advisor & Associate VP, Ameriprise Financial Services, LLC.

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#124 How Latin Entrepreneurs Can Break Free from the ‘Work Harder’ Mentality w/ Esther Sangionvanni, Portfolio Manager, Main Street Bank

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#116 How to Stand Out in a Crowded Wealth Management Industry w/ Matthew Mandell, Private Wealth Advisor & Managing Director, Siena Wealth Advisory Group

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#122 Making Finance Less Boring for Clients Through Pop Culture References w/ Matt Zeigler, Managing Director & Private Wealth Advisor, Sunpointe Investments

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#121 Automating the Perfect Gift w/ Braydan Young, Cofounder & Head of Growth, Sendoso

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#115 Turning Small Accounts Into Million-Dollar Clients w/ Marc Shaffer, Principal & CFO, Searcy Financial Services, Inc.

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#114 The Art of the Financial Seminar w/ Lauren Lindsay, Certified Financial Planner, Beacon Financial Planning

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#106 Helping Clients Transform Their Businesses into Sellable Assets w/ Corwin Davidson, Certified Exit Planner, Hill Country Business Strategies

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#113 Financial Strategies for Pro Athletes w/ Christian Nana Tanke, Founder & Wealth Management Advisor, Nana Tanke Advisor, LLC

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#112 Tax-Optimized Financial Planning w/ Joanne Burke, Founder & Wealth Advisor, Birch Street Financial Advisors

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#110 Using Care and Trust to Keep Clients Forever w/ Daniel J. Traub, Senior Financial Advisor, Montis Financial.

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#103 From Educator to Advisor: The Power of Listening and Inquiry w/ Paul Stack, Financial Advisor, Wisdom Rock Financial Advisory Group.

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#104 Harnessing Hidden Potential: Growing with Junior Advisors w/ Ross Mannino, Financial Advisor & Managing Director, Ameriprise Financial Servicers, LLC.

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#108 Strategies for Tech-Enhanced Wealth Management w/ Krishna Velaga, Founder, Velaga Advisors

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#107 Unlocking the Next Big Developments in The ETF Space w/ Larry Kim, VP & Investment Consultant, Simplify Asset Management Inc.

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#105 Is It Time to Niche Down? w/ Crystal Lee Butler, Founder & Marketing Strategist, Crystal Marketing Solutions, LLC

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#100 Revolutionizing Client Care: The Hospitality-Driven Finance Model / Todd Pisarczyk, CEO & FA, Momentous Wealth Management, Inc.

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#102 Finding Value Others Overlook w/ Denver Smith, Managing Partner & Founder, Carlson Ridge Capital

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#101 Building Client Relationships in Bear Markets w/ Paul Ragone, President & Wealth Manager, Integrity Wealth Services

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#96 Client Conversations That Matter w/ Brian Goodstadt, Managing Partner & Private Wealth Advisor, Paragon Capital Management

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#95 From Banking to Boutique: Sam Kaplowitz's Financial Advising Story | VP & Investment Advisor | Breachway Investments

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#94 Serving Clients Beyond Local Markets w/ Chad Hufford, Financial Planner/Owner, Veritas Wealth Management

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#93 The Beauty of The Fiduciary w/ Ashlea Jones, Financial Advisor, Prime Capital Financial

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#90 When Education Meets Finance w/ Maggie Koosa, CEO & Financial Planning Advisor, The Alchemists

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#91 The 10-Year Blueprint to $260M AUM w/ Cory Sims, Founder & RIA, Sims Investment Management, LLC

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#89 Avoid Outliving Your Money: A Revolutionary Approach w/ Chris Miles, Founder, Money Ripples

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#88 Understanding The 'Worried Well' w/ Bryan Montemurro, Certified Financial Planner™, Two West Advisors │ GoalPath Solutions, LLC

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#83 Breaking Money Taboos: The Path to Financial Confidence w/ Amy Spandau, Founder, Ablaze Financial, Inc.

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#84 From Elite Athlete to Financial Advisor w/ Larry Sidney, Holistic Wealth Advisor, Palisade Investments, LLC