Podcast Episodes
Back to SearchClinical Psychologist Shares the Science Behind Behavior Change
Episode 110
Dr. Joy Lere discusses how the mind works, how our beliefs are formed, and the tools and techniques we can use to guide positive behavior change for …
4 years, 4 months ago
Chris Davis Picks Stocks, Praises Buffett, Rips Politicians
Episode 109
The chairman and portfolio manager of Davis Advisors on the importance of long-term investing and buying "durable, growing businesses at value prices…
4 years, 4 months ago
Former Yum! Brands CEO on Leadership, Talent, and Self-Coaching
Episode 108
David Novak distills decades of success into practical "dynasty drivers" that led to double-digit growth for 13 consecutive years. Host: Steve Sandus…
4 years, 4 months ago
Shirl Penney on the 10 Things Elite Advisory Teams Do Best
Episode 107
Dynasty Financial Partners' CEO on the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of …
4 years, 4 months ago
Don't 'Follow Your Bliss.' Instead, Find Love in Your Work.
Episode 106
Love, the most powerful of human emotions, has been systematically drained from our lives - our work, teams, and classrooms. Marcus Buckingham says i…
4 years, 5 months ago
Charles Zhang on Efficiency, Community, and Caring for Animals
Episode 105
"We donate roughly 20% of our profit every year to our community and other places," says the founder and president of Zhang Financial. Host: Greg Bar…
4 years, 5 months ago
There Is No Such Thing as 'Apolitical' Leadership Anymore
Episode 104
Eric Pliner, who counsels top CEOs on how to make difficult decisions, says that you won't please everyone but there is a framework to help you make …
4 years, 5 months ago
Multigenerational Planning and 'The Most Important Thing to Parents'
Episode 103
Mariner Wealth Advisors' Valerie Newell describes how advisors should work with multigenerational families. Host: Greg Bartalos.
Hosted by Simplecast…
4 years, 5 months ago
How a Founder Can Step Down as CEO Yet Remain Pivotal in a New Role
Episode 102
Mission Wealth founder Seth Streeter ran his $4.8 billion AUM firm as CEO for more than 20 years. Now, still in his early 50s, he put his ego aside, …
4 years, 6 months ago
Brian Hamburger on RIA's Biggest M&A Mistakes
Episode 101
"Deals win or lose based upon their structure," says the president and CEO of MarketCounsel. Host: Greg Bartalos.
Hosted by Simplecast, an AdsWizz c…
4 years, 6 months ago