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032: Kristin Shea & Clayton Alexander - Principles for Scaling Your Advisory Business
Episode 32
Today, we’re doing things a little differently. Instead of our usual interview, we’re recording the pod LIVE from Future Proof – the world’s largest …
2 years, 8 months ago
031: Kristin Shea - How Financial Advisors Can Build a Brand That’s Authentic to You
Episode 31
We’ve got a special one lined up for you today! I’m talking to Triad’s Chief Product Officer, Kristin Shea, who has been helping build and shape our …
2 years, 8 months ago
030: John Israel - How Handwriting 1,825 Thank You Cards in a Year Changed Me
Episode 30
Today, I’m talking with John Israel, the founder and Chief Gratitude Officer of Mr. Thank You.
After building a successful sales career, John realized…
2 years, 8 months ago
029: Leore Avidar - Investing in Sports Cards, Scaling Businesses, and Hiring Top Talent
Episode 29
Today, I’m chatting with Leore Avidar, the founder of Alt—a sports cards collectibles platform that makes it simple for investors to buy and sell aut…
2 years, 8 months ago
028: Triad Member - How Empowering a Team Unlocks Exponential Growth with David & Kristy Afraimi
Episode 28
Today, I’m joined by Triad Members and husband-and-wife power duo David & Kristy Afraimi, the founder and COO of BAM Advisory Group.
In 2018, BAM Advi…
2 years, 9 months ago
027: Joey Coleman - Never Lose an Employee Again
Episode 27
If you find it difficult to retain top talent, you’re not alone. Studies show that somewhere between 20% and 60% of new hires quit in the first 100 d…
2 years, 9 months ago
026: Brian Portnoy - The Psychology of Money, Rich vs. Wealthy, and AI’s Role in Finance
Episode 26
Today, I’m talking with Brian Portnoy – Founder of Shaping Wealth, CFA, and one of the world’s leading experts at simplifying the complex world of fi…
2 years, 9 months ago
025: Chandler Bolt - How to Write a Book That Grows Your Income, Impact, and Business
Episode 25
Today, I’m talking with Chandler Bolt, the CEO of SelfPublishing.com – an Inc 5000 company that he built from 0 to $43M+ in 8 years.
Chandler has auth…
2 years, 9 months ago
024: Triad Member - Shifting to a Leadership Mindset and on Pace to Reach $80M+ of New Assets in 2023 with Jeremy Reiland, Nick Reiland and Tim Kuntz
Episode 24
We have a special episode today as I’m joined by Triad members Jeremy Reiland, Nick Reiland and Tim Kuntz of Vantage Point Financial.
With offices in…
2 years, 10 months ago
023: Rener Gracie - Harnessing the 32 Principles of Jiu-Jitsu to Succeed in Business, Relationships, and Life
Episode 23
I recently got an opportunity to interview Rener Gracie – a Brazilian jiu-jitsu black belt, coach, author and entrepreneur.
If you’re unfamiliar with…
2 years, 10 months ago