Podcast Episodes
Back to SearchThe Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
Episode 150
Show highlights include:
*How Elite uses our Core Values as a thermostat to measure and ensure that the decisions we are making are aligning with our …
2 years, 8 months ago
Dominate the Marketing Game with Tina Beck, President – Elite Marketing Concepts & CMO – Elite Consulting Partners
Episode 149
Topics discussed in this episode include:
New marketing and technology trends within the financial services industry.
The social media strategies you n…
2 years, 8 months ago
Supported Independence Success with David Karr, Chairman - Equitable Advisors
Episode 148
Topics discussed include:
* David Karr’s career legacy, including his journey from financial advisor to Chairman of Equitable Advisors.
* Why Equitable…
2 years, 8 months ago
Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
Episode 147
Some of the topics discussed include:
* A summary of Stacey Frank’s unique background in psychology and education, and how it enables her to build dee…
2 years, 8 months ago
Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners
Episode 146
Some of the topics discussed include:
2 years, 9 months ago
Tactical Growth with Nate Lenz - Co-Founder and CEO, Concurrent Advisors
Episode 145
Topics discussed include:
*A breakdown of the Concurrent Advisors value proposition, the firm’s evolution, and goals for the future.
*Why Concurrent…
2 years, 9 months ago
Becoming a Leader with Ray Kelly - Senior Vice President - Think2Perform
Episode 144
Topics discussed include:
* Tactical strategies that you can implement right now to become a stronger leader.
* Why leadership qualities are more impor…
2 years, 9 months ago
Introducing the Financial Advisor Success Syndicate with Jon Kuttin, CEO Kuttin Consulting Group
Episode 143
Topics discussed include:
* The conceptualization of FASS and a description of the platform.
* How FASS intends to fill a much-needed gap in the financ…
2 years, 9 months ago
Greatest Hits - Lead by Example with Stephen Drum
This episode is packed with stories from Stephen’s US Navy SEAL career, each drawing a direct correlation for listeners as to how the lessons Stephen…
2 years, 10 months ago
Greatest Hits - Playing the Long Game with Scott Curtis, President Private Client Group - Raymond James
Among the many topics covered are:
*the Raymond James story, its affiliation options, and how the firm’s resources and tools can be leveraged by advis…
2 years, 10 months ago