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 10 hours ago
Episode 132
Scaling a financial advisory firm can come at a cost—endless travel, long hours, and precious time away from family. That’s where Triad Member Devin Choules found himself a few years ago: 60,000 mile…
Published on 1 week ago
Episode 131
Advisors spend a ton of time and money putting on seminars… but let’s be honest, a lot of them leave frustrated when the room doesn’t convert. The #1 mistake I see? Going off-script instead of sticki…
Published on 2 weeks ago
Episode 130
What if the #1 reason you feel burned out is because you’re unknowingly doing three completely different jobs?
In this solo episode, I break down the Triad Advisor Model—the exact system top firms are…
Published on 3 weeks ago
Episode 129
What if 80% of new clients were ready to work with you before they ever met you?
That’s the reality Marcus Sheridan created when the 2008 recession almost bankrupted his pool business. The crisis forc…
Published on 4 weeks ago
Episode 128
From protecting quarterbacks to protecting retirements, Triad Member, Terence Brown never stopped being a left tackle.
After a career playing Division I football at BYU and a stint in the pros, he tra…
Published on 1 month ago
Episode 127
So, you’ve built a team… but you’re still the one putting out fires, making all the decisions, and carrying the whole business on your back.
That’s because most leadership models are built top-down. T…
Published on 1 month, 1 week ago
Episode 126
Why do most financial advisors keep hiring the wrong people, despite their best efforts?
After 20 years in this industry, I can tell you it’s one of the biggest challenges advisors face: finding and k…
Published on 1 month, 2 weeks ago
Episode 125
You’re growing your business, but is your marriage growing with it?
In this special conversation, Sarah and I sat down with Christa Hardin—licensed therapist, Enneagram expert, and host of The Enneagr…
Published on 1 month, 3 weeks ago
Episode 124
In our industry, family-run firms are common. But handing the business down to the next generation is rarely seamless.
Triad Member Ben Grosko knows that firsthand. After years of saying no to joining…
Published on 2 months ago
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