Podcast Episodes

Walls, Right Fits, And What Will Get You Fired

Do you believe that there is a capacity wall that requires you to hire another advisor? Or that this is just a self-limiting belief and you can push past that? What processes do you have in place to…

Published on 2 years, 7 months ago

What Gets You Fired

Finding the right people for your organization is a challenge, but once you do, how do you make sure they're living up to their potential, and how do they embrace the expectations that you set for t…

Published on 2 years, 7 months ago

The Right Value And The Right Clients with Guest Jason Speciner

An introductory call with a prospect is an incredible opportunity to understand their initial needs, whether they're the right fit for your firm, and who is the right fit for them. On today's episod…

Published on 2 years, 7 months ago

Wall, What Wall? [Episode 205]

Episode 205

Have you ever experienced someone telling you that your growth plans are wrong or not achievable? If so, then you've had the unfortunate experience of dealing with someone else placing their head tr…

Published on 2 years, 7 months ago

Surge Abandonment, Content Marketing and Amateur Hour

Would you run a marathon the day you decide to start running? If not, then you'll understand that jumping from zero surge meetings to 30 in a week is not a recipe for success. Are you interested in …

Published on 2 years, 7 months ago

Amateur Hour

When it comes to presentations, whether in front of a large audience or with a client, are you winging it? If you don't take the time to practice, how do you know how to handle scenarios such as pho…

Published on 2 years, 7 months ago

Content Marketing With Guest Dave Zoller

Do you think that social media is an instant way to get referrals and clients? Do you just post anything that comes to mind and sit and wait for someone to knock on your door? On this episode of Wha…

Published on 2 years, 7 months ago

Did Surge Abandon You? [Episode 204]

If you're new to skiing and it's your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for surge. You can't go from zero meetings to thirty and…

Published on 2 years, 7 months ago

Follow Up Friday - The Office Will Burn Down If You Go On Vacation

Have you considered that your productivity may be stagnant because you never leave the office, you're constantly working, and therefore never NOT working? Have you taken time to think about what you…

Published on 2 years, 7 months ago

Worlds to Conquer - When #$@# Goes Wrong

Don't kid yourself. You know that it's not a matter of if things will go wrong, but a matter of when. And when it happens, how are you handling it? Is it full on panic mode and is your team trying t…

Published on 2 years, 7 months ago