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062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM
Episode 62
Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM.
B…
2 years, 1 month ago
061: Jeffrey Shaw - Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars
Episode 61
This week, I’m talking with Jeffrey Shaw, who is an entrepreneur, business coach, and one of the most preeminent portrait photographers in the United…
2 years, 1 month ago
060: Triad Member – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI with Mike & Jess Panico
Episode 60
Today, I’m sitting down with Triad Members Mike and Jess Panico, the husband-and-wife founders of Arcadia Financial. Mike and Jess are living proof t…
2 years, 1 month ago
059: Scott Hanson - The Secret to NFL RedZone’s Success & Prepping for 7 Hours of Commercial Free Football
Episode 59
In this episode, I’m talking with the host of NFL RedZone, Scott Hanson.
For 15 seasons, Scott has hosted the wildly popular RedZone where he entertai…
2 years, 2 months ago
058: Brittany Hodak - How to Tell Your Story & Turn Clients into Superfans
Episode 58
In this episode, I’m talking with Brittany Hodak about how financial advisors can build a diehard community of superfans using the same system Taylor…
2 years, 2 months ago
057: Arthur Brooks - The Science of Happiness and Helping Retirees Find Passion & Purpose
Episode 57
Today, I’m joined by a very special guest, Arthur Brooks, to discuss a very special topic: happiness.
Arthur is a Harvard professor, author, and soci…
2 years, 2 months ago
056: Triad Member - Overcoming Addiction & Learning to Let Go of Control with Russ Ross
Episode 56
Today, I’m sitting down with Triad Member Russ Ross for an honest and raw discussion about overcoming adversity and navigating the stressful environm…
2 years, 2 months ago
055: Shawn Sparks - The Advisor Transformation & How Financial Advisors Can Build a Legacy That Outlives Them
Episode 55
Well, we've got a special one for you today! Triad's very own, Shawn Sparks is jumping on the pod to talk about his new book, The Advisor Transformat…
2 years, 2 months ago
054: Robert Sofia - Taking Online Relationships to Real World Clients
Episode 54
Today, I’m talking with Robert Sofia, the co-founder and CEO of Snappy Kraken – an award-winning marketing technology firm that provides financial ad…
2 years, 3 months ago
053: Hal Elrod - The Miracle Morning & Evening, and Overcoming Adversity
Episode 53
Today’s episode is a fun one. I’m talking with my good friend and one of the most inspiring human beings I’ve ever met, Hal Elrod.
In case you don’t …
2 years, 3 months ago