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 [...]
Episode 86: Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors
The financial advisory business is on the cusp of a [...]
Episode 85: Understanding Tax Reform and Political Shifts with Jeff Bush
With tax laws set to change and political uncertainty shaping [...]
Episode 84: Scaling Wealth Practices Through Systems with Terry Wheeler
Building a thriving financial practice is not about working harder [...]
Episode 83: Entrepreneurial Transformation Through Delegation, Growth, and Optimizing Time
Time is the most valuable asset for any entrepreneurial CEO. [...]
Episode 82: Strategic Growth Amid Market Volatility with Tom Rozman
Volatile markets demand innovative strategies, and 2025 presents both challenges [...]
Episode 81: Tom Haines: Forecasting the Future of Fixed Index Annuities
2025 holds immense potential for growth and transformation within the fixed index annuity space. High interest rates, changing market dynamics, and evolving client needs are creating new opportunities for financial advisors.
Episode 80: Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025
Uncertainty defines the future, but clear insights can help us prepare for what lies ahead. What does the second Trump administration mean for the economy? How will markets react to tax cuts, tariffs, and AI advancements?