Podcast Episodes
Back to Search135: Ideas to Implement - Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA
Episode 135
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but alway…
2 years, 10 months ago
134: Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA
Episode 134
From New York Yankee to Certified Financial Planner! Today's guest, Kevin Thompson, former Yankees outfielder, walks us through his extraordinary pat…
2 years, 10 months ago
133: Leveraging Experts to Add Value and Sales with Guest Kelly Augspurger
Episode 133
I LOVE when I find a good resource for advisors. When I think about what I ultimately want for the Efficient Advisor, a big piece of that vision is t…
2 years, 10 months ago
131: Level 6 Processes of the Systems to Scale Framework - LEAD
Episode 131
It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the sys…
2 years, 11 months ago
130: Level 5 Processes of the Systems to Scale Framework - SCALE
Episode 130
It’s Week 5 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the s…
2 years, 11 months ago
129: Ideas to Implement - Level 4 Processes of the Systems to Scale Framework: SYSTEMATIZE
Episode 129
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but alway…
2 years, 11 months ago
128: Level 4 Processes of the Systems to Scale Framework - SYSTEMATIZE
Episode 128
It’s Week 4 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the s…
2 years, 11 months ago
127: Ideas to Implement - Level 3 Processes of the Systems to Scale Framework: ATTRACT
Episode 127
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but alway…
2 years, 11 months ago
126: Level 3 Processes of the Systems to Scale Framework: ATTRACT
Episode 126
It’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the s…
2 years, 11 months ago
125: Ideas to Implement - Level 2 Processes of the Systems to Scale Framework: CREATE
Episode 125
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but alway…
2 years, 11 months ago