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012: Triad Member - Doubling Business by Letting Go, Empowering Your Team, and MASTERING Seminars with Tom Jacobs
Episode 12
For many advisors, the idea of running a seminar conjures up images of wasted time, low ROI and an audience just there for a free dinner.
But for Tria…
3 years ago
011: Kyle Van Pelt - Leveraging Tech to Deliver Unforgettable Client Experiences
Episode 11
As if building a business in the financial services industry wasn’t already hard enough, financial advisors are also expected to be tech experts too!…
3 years, 1 month ago
010: Robert Glazer - Elevate Your Team, Avoid Burnout, and Drive Sustainable Growth
Episode 10
“We're ending the steroid phase of high-growth organizations that just kind of grew by breaking people and burning through them.” – Robert Glazer
Gone…
3 years, 1 month ago
009: Bob Burg - Master Your Emotions, Effective Communication, and Stepping Into Your Clients Shoes
Episode 9
How can you truly understand your clients needs, goals and desires if they don’t fully trust you?
In today’s episode, I’m talking with Bob Burg about …
3 years, 1 month ago
008: Triad Member - Referral Strategy, Lead Generation, Writing Books, & Systematizing Your Business with Dan DeVerna
Episode 8
In a saturated industry, relying on the same old lead generation tactics can make it difficult to stand out.
But when earning referrals and bringing i…
3 years, 1 month ago
007: Michael Kitces - Advisor Marketing, Niches, One Page Plans, Building a Team, and Being a CEO
Episode 7
Today, I'm talking to one of the most prolific content creators in financial services, Michael Kitces.
His website, Kitces.com, serves over 12,000 a…
3 years, 1 month ago
006: Simon Bowen - Using Visual Models to Simplify the Complexity of Finance
Episode 6
As a financial advisor, your clients don’t choose you because they want an average future; they choose you because they want to win the game of life.…
3 years, 2 months ago
005: Chris Smith - Leadership, Language, and the Path to Preeminence
Episode 5
If you want to avoid looking like every other financial advisor on the block, you'll need more than a catchy tagline!
Today, I'm talking with my good …
3 years, 2 months ago
004: Triad Member - Generating $250M of New Assets in a Single Year with Matthew Peck, Derek Gregoire, and Keith Ellis
Episode 4
Once per month, we’re going to release a special episode with one of our Triad members that highlights their story and shares the lessons learned fro…
3 years, 2 months ago
003: Michael Hyatt - Mind Your Mindset
Episode 3
Do you trust the voice in your head?
Our minds are powerful storytellers, but the stories our minds feed us as facts aren't always accurate. In fact…
3 years, 2 months ago