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052: Triad Member - The Power of Community, Creating a Culture of Trust, and Building a Life of Significance with Tyler Wrezinski and Andrew Hall
052: Triad Member - The Power of Community, Creating a Culture of Trust, and Building a Life of Significance with Tyler Wrezinski and Andrew Hall

Episode 52

Today, I’m interviewing Triad Members Tyler Wrezinski and Andrew Hall, the co-founders of Virtus Financial Group. As you’ll find out, these guys are …

2 years, 3 months ago

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051: Justin Donald - Becoming a Lifestyle Investor, Hiring A+ Talent, and Building a Life by Design
051: Justin Donald - Becoming a Lifestyle Investor, Hiring A+ Talent, and Building a Life by Design

Episode 51

Today, I’m talking with my good friend, Justin Donald. He’s a successful entrepreneur and the founder of The Lifestyle Investor – a company that teac…

2 years, 3 months ago

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050: Daniel Crosby - The Soul of Wealth, Money vs Happiness, & How to Write a Book
050: Daniel Crosby - The Soul of Wealth, Money vs Happiness, & How to Write a Book

Episode 50

Today, I’m talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind a…

2 years, 4 months ago

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049: Wally Elibiary - Unlocking Client Referrals from Attorneys, CPAs, & other COIs and The 24-7 Mindset
049: Wally Elibiary - Unlocking Client Referrals from Attorneys, CPAs, & other COIs and The 24-7 Mindset

Episode 49

Today, I’m talking with Wally Elibiary – a leader in the mortgage industry and the author of 24-7 Mindset.

Wally has been in the mortgage business for…

2 years, 4 months ago

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048: Triad Member – Mastering Educational Events vs Dinner Seminars & the Impact of Building a Firm vs an Agency Model with Stephen Stricklin
048: Triad Member – Mastering Educational Events vs Dinner Seminars & the Impact of Building a Firm vs an Agency Model with Stephen Stricklin

Episode 48

Today, I’m chatting with Triad Member Stephen Stricklin, who is the president and founder of Wise Wealth LLC, an independent, full-service wealth man…

2 years, 4 months ago

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047: Top Moments of 2023 - Top Guest Stories, Moments, and Ideas
047: Top Moments of 2023 - Top Guest Stories, Moments, and Ideas

Episode 47

What's up, DBDL listeners! We have a special episode for you this week. As some of you may know, at the end of last year, we released the DBDL Top Tr…

2 years, 4 months ago

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046: Ann Hiatt - Jeff Bezos' Secrets to Success, the DNA of Unicorn Leaders, and How to Bet on Yourself
046: Ann Hiatt - Jeff Bezos' Secrets to Success, the DNA of Unicorn Leaders, and How to Bet on Yourself

Episode 46

Today, I’m talking with Ann Hiatt, a Silicon Valley veteran with 15 years of experience as the Executive Business Partner for Jeff Bezos (Founder and…

2 years, 5 months ago

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045: Triad Member Spotlights - Top Moments of 2023
045: Triad Member Spotlights - Top Moments of 2023

Episode 45

What's up DBDL Fam and Happy New Year! This week, we’re shaking things up! After 40+ interviews with leading experts, entrepreneurs, and game changer…

2 years, 5 months ago

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044: Triad Member – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team with Victor Medina
044: Triad Member – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team with Victor Medina

Episode 44

Today, I’m joined by Triad Member Victor Medina, the founder of both Medina Law Group and Palante Wealth Advisors.

If you’re interested in cracking th…

2 years, 5 months ago

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043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World
043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World

Episode 43

Today, I’m talking with Jamie Hopkins, the Director of Private Wealth Management at Bryn Mawr Trust and a leading voice in the retirement income plan…

2 years, 5 months ago

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