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022: Anthony Zhang - Pitching Mark Cuban, Overcoming Adversity, and Investing in Fine Wine
Episode 22
For any advisors who are fans of wine and/or investing, this episode is for you!
I’m speaking with Anthony Zhang, co-founder and CEO of Vinovest—an on…
2 years, 10 months ago
021: Dave Zoller - Leveraging YouTube to Grow Your Advisory Business
Episode 21
In this episode, I’m talking with Dave Zoller about how to effectively leverage YouTube to build your advisory business.
Not only has Dave built and s…
2 years, 10 months ago
020: Triad Member - Checking Your Ego, Replacing Yourself, and Prioritizing Family with Clayton Alexander
Episode 20
Today, I’m talking with Triad member Clayton Alexander. Clayton is one of the most intentional leaders I know and has learned how to effectively inve…
2 years, 10 months ago
019: Jason Wenk - Traits of a Great Fiduciary, Flywheel Momentum, & Designing a Business Around Your Life
Episode 19
Today, I’m talking with Jason Wenk, who has spent the past 20+ years working to make financial advice better, more affordable, and accessible to ever…
2 years, 11 months ago
018: John Ruhlin - The Art & Science of Radical Generosity and Relationship Building
Episode 18
Raise your hand if you’ve ever sent or received a corporate gift? It’s pretty common practice in our industry to receive branded swag as a “thank you…
2 years, 11 months ago
017: Amy Porterfield - How Financial Advisors Can Build Digital Courses
Episode 17
Today, I’m talking with the one and only Amy Porterfield. Amy’s a NYT bestselling author and online marketing expert who has helped hundreds of thous…
2 years, 11 months ago
016: Triad Member - How Building a Business that's Bigger than Him Unlocked $250M+ of Growth Annually with Anthony Pellegrino
Episode 16
If you’re an advisor who’s building your business, there’s a very good chance you’ve made some grueling sacrifices in return for growth…
Late nights i…
2 years, 11 months ago
015: Corey Westphal - Helping Advisors Master Productivity, Simplify Meetings, & Optimize Data
Episode 15
We’ve all heard it before: “There just aren’t enough hours in the day.”
For advisors looking to run or scale a successful practice, efficiency is cru…
3 years ago
014: Jamie & Jim Sheils - The Family Board Meeting Framework, Tech-Fasting, & Unforgettable Date Nights
Episode 14
When I first started Triad, there were a lot of unknowns. But one thing was crystal clear in my heart: I refused to build a business that would come …
3 years ago
013: Ian Cron - Using the Enneagram to Lead with Compassion, Strengthen Your Team, & Scale Your Business
Episode 13
One of the biggest hurdles for financial advisors who want to build a thriving business, is the transition from a one-person operation to leading lik…
3 years ago