The Round Table Podcast

Episode 11: Building a Personal Operating System from 11 Personality Tests, Mary Learns to Read the Room

A long-form deep dive built from 11 personality assessments, 18 years of operations, 11 years of license, and a stack of mentors who already solved this. The system that replaces the self when motivation does not show up.

Part 5 of the Reconnection series, and the close. Education is the business, the product is the tool, the lesson is the sale. The mentor stack, the IT to financial services transformation, and the philosophy behind eleven years of practice.

Part 4 of the Reconnection series. Building a business operating system tuned to your actual personality. Accountability stacks, daily rhythms, and scripts for the warm market you have been avoiding.

Part 3 of the Reconnection series. What the research says about reconnecting with people you have not talked to in years, how shame keeps producers from picking up the phone, and scripts that work for introverts selling life insurance.

Part 2 of the Reconnection series. A 42-minute deep dive on the mental game, scripts for dormant ties, warm market, and hot market, compliance for texts and calls, and a daily system designed for introverts and systems thinkers, not hustle culture.

Part 1 of the Reconnection series. Two hosts dig into the research behind reaching back out to people you have not spoken to in years. Why dormant ties often lead to the best opportunities, and why the awkwardness is mostly in your head.

Episode 7: The Agency Pivot, The Persona Layer Rebuild, The Workflow SOP Discipline Reset

Round Table shipped a client bot platform with zero AI cost, squashed 10+ iOS bugs in 5 days, and learned the hard way what happens when AI bots go silent at 2 AM. Three stories about why infrastructure matters more than features.

Cody Askins interviews David Duford on the most effective strategies for selling final expense insurance. Covers rapport building, pre-qualifying prospects, handling budget objections, and becoming a specialized consultant.

How to use Perplexity, best use cases, real examples, reasons to pay for the Max account, workflow impact, and cost breakdown.

How a business owner can use Perplexity Computer to automate research, following the Dan Martell "Buy Back Your Time" framework. Set to Professional expertise, Deep Dive tone.

What happens when automation has no brakes, a team of AI personas learns to hand off work like a relay race, and a one-day tool audit turns into a full SaaS product launch. Three real stories from inside Round Table on speed, guardrails, and what building with AI actually looks like.

A late night deep dive into what the best minds say about building systems for everyday success. Featuring Dan Martell (Buy Back Your Time), Ali Abdaal (systems over willpower), John C. Maxwell (leadership from the Bible), Ed Mylett (MAXOUT), Simon Sinek (consistency wins), Jim Rohn (goals through systems), and James Clear (Atomic Habits). This is the wisdom that shapes how we build at Round Table.

Episode 2 goes where Episode 1 didn't. Handoff, the Daily Insider saga, a Vercel billing crisis, the persona system, and what happens when your Mac falls asleep at the worst possible moment.

Our first audio digest. Two AI hosts discuss the full evolution of the Round Table platform, from CRM to AI-integrated ecosystem.