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042: Matt Middleton - The Story Behind Future Proof & Transforming Your Live Events into Experiences
Episode 42
Today, I’m speaking with Matt Middleton, the CEO of Advisor Circle – a venture studio and incubator that’s modernizing the wealth management industry…
2 years, 5 months ago
041: Taylor Schulte - Podcasting Playbook for Financial Advisors & Building a Business You Love by Managing Client Expectations
Episode 41
Today, I’m joined by Taylor Schulte, a financial planner, author, speaker, and Founder of Define Financial. He’s also the host of two financial podca…
2 years, 6 months ago
040: Triad Member - Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team with Wayne Wagner
Episode 40
Today, I’m talking with Triad Member, Wayne Wagner. Wayne is the president of Vizionary Wealth Management, a firm that’s focused on building legacies…
2 years, 6 months ago
039: Michael Hyatt - Dinner Dates With Your Kids, Winning At Work & Succeeding At Life with the Double Win (Live on Front Row Dads Podcast)
Episode 39
What’s up DBDL Fam! We’ve got an extra special episode lined up for you today.
I was recently asked to guest host on the Front Row Dads podcast. In ca…
2 years, 6 months ago
038: Jordan Rigi - Building a Business for Unlimited Growth, Freedom & Joy
Episode 38
Today, I’m sitting down with one of our own, Triad’s Head of New Member Outreach, Jordan Rigi.
For so many advisors, career success comes at the expe…
2 years, 6 months ago
037: Adam Holt - Using Asset Map to Simplify Complexity & Create Meaningful Client Conversations
Episode 37
Today, I’m joined by Adam Holt, the founder and CEO of Asset-Map, a fintech platform that helps advisors facilitate more meaningful conversations wit…
2 years, 7 months ago
036: Triad Member – Streamlining Ops, Protecting Your Culture, and Scaling to $1B AUM with Michelle Short
Episode 36
Today, I’m sitting down with Michelle Short, the COO of SHP Financial — a Triad member firm that manages more than $1B in assets.
In the years leading…
2 years, 7 months ago
035: Matt Beaudreau - Reshaping Financial Education & Preparing Kids to Succeed at Life
Episode 35
Today, I’m speaking with education disrupter, Matt Beaudreau. In 2016, Matt launched Acton Academy Placer – an alternative to the traditional educati…
2 years, 7 months ago
034: Sten Morgan - Leading with Advice, Bridging the Trust Gap, and Generating Referrals
Episode 34
In today’s episode, I’m talking with Sten Morgan, the founder of both Legacy Investment Planning and Elite Advisor Network, a community for financial…
2 years, 7 months ago
033: Jason Khalipa - Elevating Your Mindset
Episode 33
Today, I’m talking with former CrossFit Games champion and family-first entrepreneur, Jason Khalipa.
As he worked his way to the top of the CrossFit w…
2 years, 7 months ago