Episode 100: Growing Together: Marriage, Mindset, and Milestones with Christina Houser
A hundred episodes, three kids, and one unstoppable partnership. In [...]
Episode 99: Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA
Most advisors understand that taxes impact every financial decision, yet [...]
Episode 98: The Heart of Leadership: Embracing Change and Building Legacy with Steve Kerns
Change challenges every leader, but it also shapes character, culture, [...]
Episode 97: Leading with Data: Elevating Team Potential with Kellie Fern
Leaders often think they understand themselves and their teams, but [...]
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 [...]