Episode 96: Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change
Change can feel uncomfortable, but it often opens the door [...]
Episode 95: Redefining Index Design and Value Creation with Alan Grissom
Innovation in indexing is reshaping the way advisors deliver value [...]
Episode 94: Business Lessons from the Boat: Culture, Standards, and the Value of Experience
Sometimes it takes stepping away to see your life and [...]
Episode 93: Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer
What began as a clunky Excel-based solution has transformed into [...]
Episode 92: Unstoppable Ascent: Rod Mims on Athene’s Rise to the Top
From launching a retail annuity business to becoming the leading [...]
Episode 91: From Practice to Enterprise: Scaling with Intention with Duncan MacPherson
Growth in financial advising demands a balance between serving current [...]
Episode 90: Building Momentum Through Systems, Training, and Delegation
Growth is possible, even in a slower market, when advisors [...]
Episode 89: Beyond Financial Planning: Integrating Real Estate and Legacy with Mark Taylan, CRPC
Financial advising can extend far beyond numbers—it’s about building trust, [...]
Episode 88: Building Trust Through Emotionally Intelligent Financial Conversations with Ashley Quamme
Financial advice isn’t just about the numbers. It’s about understanding [...]
Episode 87: Avoid Bad Habits and Remove Pressure with Marc Lamson
What’s the number one habit salespeople should avoid? Join Jeremy [...]