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072: Triad Member – Referral Secrets for Gathering $60M of New Assets Annually with Andy Heese
Episode 72
Today, I’m excited to chat with Triad Member Andy Heese, the president and founder of The Guardian Group.
This year, Andy and his team are on track to…
1 year, 11 months ago
071: Ken Crenshaw - Unlocking Elite Performance & Building a Winning Culture
Episode 71
Today, I’m talking to Ken Crenshaw, the Sports Medicine and Performance Director for the Arizona Diamondbacks.
Ken's journey in sports medicine is b…
1 year, 11 months ago
070: DJ Eric Rhodes - Turning Your Passion into Your Career & Going Viral
Episode 70
Today, I’m talking with DJ Eric Rhodes, an expert at creating content that goes viral.
Eric is renowned for his mashups of classic hits with new songs…
1 year, 11 months ago
069: Brad Johnson & Dave Zoller - Creating Unlimited Growth and Freedom in Your Business AND Life - Streamline Replay
Episode 69
Today the tables are turned! This is going to be a slightly different episode, as I’m the one being interviewed. A while back, I had the pleasure of …
1 year, 11 months ago
068: Triad Member - Overcoming Loss and Serving $10M+ Clients with Tim & Julie Sullivan
Episode 68
Today, I have the pleasure of talking with Triad members Tim and Julie Sullivan – a dynamic husband and wife team that lead Strategic Wealth Advisors…
1 year, 11 months ago
067: Ross Marino - The Power of Human-First Financial Guidance
Episode 67
Today, I’m talking with Ross Marino, the founder and CEO of Transitus Wealth Partners, as well as Advisor 2X. Ross is a seasoned financial planner wi…
2 years ago
066: Brooke Martin - Why an Executive Assistant is the #1 Overlooked Role in Finance
Episode 66
Today, I’m chatting with Brooke Martin – an incredible human being and very talented Executive Assistant who has worked with me for the past 3 years.…
2 years ago
065: Tom Ruggie - From Solo Advisor to Family Office & Marketing to the Sports Card Niche
Episode 65
Today, I’m talking with Tom Ruggie, the founder and CEO of Ruggie Wealth Management – the flagship company of independent RIA, Destiny Wealth Partner…
2 years ago
064: Triad Member - Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership with Jordan Flowers
Episode 64
In this episode, I’m talking to Triad member and financial advisor Jordan Flowers who leads Wealth Financial Services & Tax Advisory along with his f…
2 years ago
063: Kristi Herold - It Pays to PLAY & Building a Winning Workplace Culture
Episode 63
Today, I’m chatting with Kristi Herold, a workplace culture expert who has built a multi-million-dollar global organization called JAM.
Kristi founde…
2 years, 1 month ago