Podcast Episodes

142: Jason Early - The AI Tool Advisors Are Using to Win Business-Owner Clients

Episode 142

Live from Future Proof, I sat down with Jason Early, Founder and CEO of RISR — an AI platform that’s helping financial advisors rethink how they serve business-owner clients.

Here’s the truth: for mos…

Published on 8 hours ago

141: Eden Ovadia - The AI Platform Helping Financial Advisors Find and Convert Ideal Clients Faster

Episode 141

Live from Future Proof, I sat down beachside with Eden Ovadia, Co-Founder and CEO of FINNY—the AI-powered marketing platform helping advisors solve one of the biggest challenges in wealth management:…

Published on 1 week ago

140: Triad Member - How RPC Unlocked 264% Growth in 3 Years with Gary Hansen, Jaris Hansen and Josh Cumrine

Episode 140

In this episode, I got to catch up with three amazing Triad members — Gary Hansen, Jaris Hansen, and Josh Cumrine — to break down how they turned a founder-led firm, Retirement Planning Center of the…

Published on 2 weeks ago

139: Daniel Crosby - The Psychology Behind High-Growth Financial Advisors (Live from Future Proof)

Episode 139

Live from Future Proof, I sat down with my friend Dr. Daniel Crosby to talk about the psychology behind the fastest-growing advisors in our industry.

Daniel had spent time with a number of Triad membe…

Published on 3 weeks ago

138: Robert Glazer - Uncover Your Core Values and Build a Business You Never Want to Retire From

Episode 138

If you don’t know your core values, you’ll likely build a business that looks successful on paper but leaves you burned out and misaligned in real life.

That’s why I invited my friend Robert Glazer on…

Published on 4 weeks ago

137: Jason Khalipa & Daniel Crosby - Why My Family Asks Me to Travel More for Work (LIVE from Triad's DBDL Retreat)

Episode 137

Most advisors I know have felt that tug-of-war: do I grow my firm, or do I show up at home? The truth is, you don’t have to choose.

At our Founder’s Retreat in Maui, I sat down with two guys who reall…

Published on 1 month ago

136: Triad Member - The Mindset Shift That Unlocks Scale with Matt Rowley & Daveda Phillips

Episode 136

In the early days, Matt Rowley was doing whatever it took to keep his firm alive — running 60+ seminars a year, making 13-hour road trips, and pushing forward with a business model that was unsustain…

Published on 1 month, 1 week ago

135: Garrett Gunderson - Comedy, Rockefellers, and Tax Secrets Used by the Ultra-Wealthy

Episode 135

Garrett Gunderson has worn a lot of hats—New York Times bestselling author, financial educator, entrepreneur, and even stand-up comedian. And in this episode, he connects the dots between all of them…

Published on 1 month, 2 weeks ago

134: Marisa Messana - How Advisors Can Build Trust & Win Clients on the Golf Course

Episode 134

If you’re an advisor who loves golf, here’s the truth: the game teaches more about winning clients and building lasting trust than most people ever realize.

That’s exactly what I dive into with today’…

Published on 1 month, 3 weeks ago

133: Tim Grover - Mental Mastery: Lessons from Training Michael Jordan & Kobe Bryant

Episode 133

Michael Jordan. Kobe Bryant. Two of the greatest to ever play the game.

But what set them apart wasn’t just physical talent, it was the mental game. The mindset that pushes past pain, silences doubt, …

Published on 2 months ago