All Episodes
What Are You Working Towards? — 178 episodes · page 1 of 2
The Leadership Secret Behind $200M Growth: Culture, Trust, and the “Three T’s” | Josh Block
Inventing an Entire New Food Category — Inside the Rise of BuzzBar Ice Cream with Randy Freeman
How Your Brand Can Still Win in a Fragmented, AI-Driven World | Garth Weber (Duluth Trading Co.)
#199 The #1 Mistake Startup Founders Make When Seeking Seed Funding | Ian Levine
#198 Building Multi-Million-Dollar Pools in the Sky — A Conversation with Greg Carnforth
#196 The Hidden Skills That Create Elite Marketers with Chad de Lisle | VP of Marketing at Disrupt
#197 The Future of Legal Tech: Modernizing Finance, Compliance, and Risk for Law Firms with Bim Dave
#195 How to Identify Customers Who Never Complain Before They Leave | Bill Price, Intendra AI
#194 How To 10X a Traditional Business with AI and Systems | Ben Simpson, MyWorkwear
#193 The Explosive Role of AI in Vehicle Optimization, Diagnostics, and Personalization
#192 How World-Class Leaders Think, Adapt, and Build Meaningful Legacies with Michael Watkins
#188 Why Housing Is Broken and How Wunderflats Is Fixing It with Jan Hase, Co-Founder of Wunderflats
#189 Renewable Energy Is the ONLY Realistic Way to Power the AI Revolution | Josh Levine, EnergySage
#191 How Dane Chapin Turned Board Games Into a Global Phenomenon
#187 $30M Construction CEO Says No to 50% of Prospects
#186 From Space Needle to Amusement Parks — The Motion Control Tech Powering the World
#185 How to Rank in Ai Search Results - Explained by 25-Year SEO Veteran Adrian Newman
#184 Selling Fun is About Sharing the Joy with Every Experience with Dr. Jay Luis Aguilar
#183 Feeding the Planet with Zero Pesticides — Conner Tidd, Co-Founder & CEO, JustVertical.com
#182 Saving Lives Through App-Based Group Therapy with Irad Eichler, Founder & CEO, CirclesUp.com
#181 Why Customer Support Is a Profit Center (And How to Scale It Fast) with Pierre Latscha
#180 How Tiger Woods’ Foundation Is Changing the Future of Education with Dan Scali, VP Marketing
#173 Charging Your EV With Sunshine? This Inventor Made It Real
#179 From Spreadsheet Chaos to Perfect Cap Tables with Amit Jethani, Co-Founder at Mantle
#172 Inventing Non-Running Mascara to Change the Beauty Industry Forever w/ Lewis Farsedakis
#177 From Zero Clients to 30 Lawyers: The Secrets of EPGD Business Law
#178 The Tesla of Water: Ulf Stenerhag’s Mission to End Plastic Bottles
#171 How Erik Huberman Scaled a $150M+ Marketing Powerhouse
#170 What It Takes to Build a Billion-Dollar Space Company with Dylan Taylor, CEO of Voyager
#176 Scaling a Creative Agency Without Selling Your Soul with Darren Magarro, The DSM Group
#150 How to Build Your Dream Business Without Selling Your Soul w/ Chris Brewer, OMG Commerce
#175 Solving a Billion-Dollar Pharma Problem by Accident with Ben Davis, CEO of Phizzle
#169 Dressing for Success Without Shopping, Laundry, or Filling Landfills w/ Anya Cheng
#174 How To Outsmart the AI Apocalypse + Build a Better Marketing Agency with Ivan Vislavskiy
#168 What It Really Takes to Build 12 PT Clinics (Hint: Not Just Exercise) w/ Dr. Josh Funk
#167 From CIA and FBI to Protecting Billionaires, CEOs, and Family Offices - Kris Coleman, Red5
#166 Building a Smarter, More Human Alternative to Airbnb – Eric Goldreyer, Founder of Savvy
#165 Pioneering the Tech that Prevents Teen Tragedies Every Day – Jeff Patterson, Founder of Gaggle
#162 How Jen Glaser Turned Hand-Drawn Dog Toys Into a Global Pet Brand – ZippyPaws Founder Story
#163 From Family Startup to Global Brand: The Harney & Sons Story with Mike Harney
#153 The Millionaire‑Next‑Door Playbook w/ Dillon Widdows, Financial Advisor, Accelerated Wealth
#161 Building the Blueprint for Global Open Banking w/ Chris Michael, Co-CEO of Ozone API
#159 Cracking the Code of Hormones: How PROOV Helps Women Thrive with Dr. Amy Beckley
#158 Becoming the Shopify of Trust w/ Andrew McLeod, Co-Founder & CEO of Certn
#157 How Keeper Is Disrupting Tax Prep for High-Earners & Small Business Owners w/ David Kang
#151 Building the World’s Largest Customer Database w/ Bastian Bergmann, Founder & COO, Solsten
#149 How to Hook Viewers in 10 Seconds w/ Jim Dubensky, Co‑Founder/Director & Writer, Get Real Content
#75 Overcoming the Challenges of Starting Out w/ Andrew Betts, Partner, Bickling Financial Services
#145 Building a Fiduciary Firm Clients Trust w/ Stephen Nelson, Partner and Senior Wealth Manager, Mills Wealth Advisors
#144 From Higher-Ed to High-Value Planning w/ Nev Kraguljevic, Financial Planner, Elephant Corner Financial
#139 Flat Fee vs 1 % AUM: The Future of Advice w/ Shawn Ballinger, Founder, Columbus Street Financial Planning
#134 How a Side Hustle turned into a $300 Million Business w/ Brian Moran, Co-Founder & Chief Strategy Officer, SamCart
#141 Turning Parking Lots Into Beautiful Power Plants w/ Scott Franklin, Founder & CEO, Lumos Solar
#142 How Tech Is Reinventing the CPA–Client Relationship w/ David Snider, Founder & CEO, Harness Wealth
#117 The Discipline of Stock Selection w/ Adrian Davies, President - Portfolio Manager, Woodstock Corporation
#140 Training CEOs for the AI & Blockchain Era w/ Jerry Luftman, Founder, Global Institute for IT Management
#64 Mastering Financial Planning for Doctors w/ Robert Schultz, Certified Financial Planner, Artisan Capital Partners
#137 Leading Through Tech Disruption w/ David Anderson, Founder & CEO, Off Madison Ave
#138 Uber for Construction Logistics w/ Tarun Aleti, Co-Founder, PartRunner
#118 Building a Business, Not Just Selling Homes w/ Hilary Saunders, Co-Founder & Chief Broker Officer, Side
#79 Small Clients, Big Potential: Growing Wealth Together w/ Tim Newton, CEO & Wealth Manager, Newton Financial Solutions, LLC
#136 Why Founders Need Meditation More Than Funding w/ Dina Kaplan, Founder & CEO, The Path
#119 Why Human Advisors Still Matter in the Age of AI w/ Vincent Van Doorn, Co-founder, i-Cthru
#132 Why Great Service Beats Performance Everytime w/ Mario Hernandez, CFP/Principal, Longevity Wealth Management
#135 How Exceptional Service Is Disrupting Legacy ISPs w/ Jai Ramachandran, Founder & CEO, Wire 3
#125 Why Educating Clients is the Most Powerful Sales Strategy w/ Kimberly Stewart, Financial Advisor, KRS Wealth Management - Ameriprise Financial Services, LLC
#133 Sports Agent? No, Advisor Agent! w/ Louis Diamond, President, Diamond Consultants
#129 Redefining 'Ideal Clients' and Letting Go of the Wrong Ones w/ Nicholas Ockenga, Financial Planner, Sentinel Group
#131 Serving Families with Special Needs Children w/ Jenny McCosley, Senior Wealth Advisor, Beacon Pointe Advisors
#126 Maintaining Healthy Growth After Your First Billion In AUM w/ Kevin Kirchheimer, Private Wealth Advisor, Ameriprise Financial Services, LLC
#127 The Hidden Housing Crisis That’s Killing Investment Opportunities w/ Nick Halaris, Investor, Civic Leader & Founder, Metros Capital
#109 The Journey from Plastics to Portfolios w/ Michael N. Bernberg, Financial Advisor & Associate VP, Ameriprise Financial Services, LLC.
#124 How Latin Entrepreneurs Can Break Free from the ‘Work Harder’ Mentality w/ Esther Sangionvanni, Portfolio Manager, Main Street Bank
#116 How to Stand Out in a Crowded Wealth Management Industry w/ Matthew Mandell, Private Wealth Advisor & Managing Director, Siena Wealth Advisory Group
#122 Making Finance Less Boring for Clients Through Pop Culture References w/ Matt Zeigler, Managing Director & Private Wealth Advisor, Sunpointe Investments
#121 Automating the Perfect Gift w/ Braydan Young, Cofounder & Head of Growth, Sendoso
#115 Turning Small Accounts Into Million-Dollar Clients w/ Marc Shaffer, Principal & CFO, Searcy Financial Services, Inc.
#114 The Art of the Financial Seminar w/ Lauren Lindsay, Certified Financial Planner, Beacon Financial Planning
#106 Helping Clients Transform Their Businesses into Sellable Assets w/ Corwin Davidson, Certified Exit Planner, Hill Country Business Strategies
#113 Financial Strategies for Pro Athletes w/ Christian Nana Tanke, Founder & Wealth Management Advisor, Nana Tanke Advisor, LLC
#112 Tax-Optimized Financial Planning w/ Joanne Burke, Founder & Wealth Advisor, Birch Street Financial Advisors
#110 Using Care and Trust to Keep Clients Forever w/ Daniel J. Traub, Senior Financial Advisor, Montis Financial.
#103 From Educator to Advisor: The Power of Listening and Inquiry w/ Paul Stack, Financial Advisor, Wisdom Rock Financial Advisory Group.
#104 Harnessing Hidden Potential: Growing with Junior Advisors w/ Ross Mannino, Financial Advisor & Managing Director, Ameriprise Financial Servicers, LLC.
#108 Strategies for Tech-Enhanced Wealth Management w/ Krishna Velaga, Founder, Velaga Advisors
#107 Unlocking the Next Big Developments in The ETF Space w/ Larry Kim, VP & Investment Consultant, Simplify Asset Management Inc.
#105 Is It Time to Niche Down? w/ Crystal Lee Butler, Founder & Marketing Strategist, Crystal Marketing Solutions, LLC
#100 Revolutionizing Client Care: The Hospitality-Driven Finance Model / Todd Pisarczyk, CEO & FA, Momentous Wealth Management, Inc.
#102 Finding Value Others Overlook w/ Denver Smith, Managing Partner & Founder, Carlson Ridge Capital
#101 Building Client Relationships in Bear Markets w/ Paul Ragone, President & Wealth Manager, Integrity Wealth Services
#96 Client Conversations That Matter w/ Brian Goodstadt, Managing Partner & Private Wealth Advisor, Paragon Capital Management
#95 From Banking to Boutique: Sam Kaplowitz's Financial Advising Story | VP & Investment Advisor | Breachway Investments
#94 Serving Clients Beyond Local Markets w/ Chad Hufford, Financial Planner/Owner, Veritas Wealth Management
#93 The Beauty of The Fiduciary w/ Ashlea Jones, Financial Advisor, Prime Capital Financial
#90 When Education Meets Finance w/ Maggie Koosa, CEO & Financial Planning Advisor, The Alchemists
#91 The 10-Year Blueprint to $260M AUM w/ Cory Sims, Founder & RIA, Sims Investment Management, LLC
#89 Avoid Outliving Your Money: A Revolutionary Approach w/ Chris Miles, Founder, Money Ripples
#88 Understanding The 'Worried Well' w/ Bryan Montemurro, Certified Financial Planner™, Two West Advisors │ GoalPath Solutions, LLC
#83 Breaking Money Taboos: The Path to Financial Confidence w/ Amy Spandau, Founder, Ablaze Financial, Inc.
#84 From Elite Athlete to Financial Advisor w/ Larry Sidney, Holistic Wealth Advisor, Palisade Investments, LLC