All Episodes

Ep 32: Beyond the Portfolio: Building Relationships, Microservices & Succession Planning with Morris Shank & Morgan Shank

Ep 31: From Paraplanner to Financial Advisor Through Life’s Hardest Lessons with Steve Reents

Ep 30: Building a Systems-Driven Advisory Firm from Engineering Careers with Thomas Barnes & Derek Keeney

Ep 29: Why “Planning-First” Wins in Advisory Practices with William Black

Ep 28: The Realities of Advisor Partnerships and Succession Planning with Melissa Ekeberg & Chase Gunter

Ep 27: From Wholesaler to Financial Advisor: Building a Business on Relationships with Troy DeCastro

Ep 26: How Philosophy and Hard Work Drive Client Satisfaction with Gary Alpert

Ep 25: Why Purpose Matters More Than Profit in Wealth Management with Terrell Boone

Ep 24: Planning for the Next Generation of Advisors with Chris and Nicholas Rios

Ep 23: Finding Purpose Through Change with Temp Davis

Ep 22: From Turbulence to Trust: Financial Lessons with Alan Bratic

Ep 21: The Psychology of Money and Growing a Financial Practice with Rebekah Fero

Ep 20: Referrals, Boundaries, and Impact with John Franklin

Ep 19: Strategies for Successful Client Transitions with Robert Day and Justin Burgess

Ep 18: Building Legacy Through Intentional Succession with John Collins and Tim Fail

Ep 17: What It’s Really Like to Sell Your Advisory Business with Cindy Skaggs

Ep 16: The Art of Client Engagement in Financial Services with Darrin Bearden

Ep 15: Growing a Business Through Authentic Relationships with Karen Lee

Ep 14: Client Engagement, Niche Markets, and Personal Growth with Josh Donley

Ep 13: Streamlining Financial Advisory Practices with Gerald Craig

Ep 12: The Value of Relationships in Financial Planning with Robert Davis and Micah Valentine

Ep 11: From Financial Struggles to Financial Success with Cindy Skaggs

Ep 10: Persistence, Planning, and Networking with Mike Irvin

Ep 09: Leadership, Coaching, and Client Engagement with David Gaynes

Ep 08: Simplifying Wealth Management Through Trust and Transparency with Bain Nickels

Ep 07: Building a Successful Niche Marketing Financial Planning Practice with Mike Tarrant

Ep 06: Strategic Client Engagement with Rich Lombardi

Ep 05: Building Trust and Business with Mark Cross

Ep 04: Balancing Today and Securing Tomorrow with Brad Williams

Ep 03: Partnerships, Lifestyle, and Client-Centricity with Dan Miller and Jerrí Hewett Miller

Ep 02: Outsourcing Operations, Client-Centric Planning, and Workflow Systems with Paul Peeler

Ep 01: Connection, Empathy and Owning Your Own Office Space with Matt Carpinelli