Podcast Episodes

123: Ronen Olshansky - The Death of Networking (And The Rise of Real Relationships)

Episode 123

What if the key to growth wasn’t more leads, but deeper relationships?

Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never …

Published on 2 months, 1 week ago

122: Solo - How a Single Word Can Impact Your Company Culture (And What to Do About It) with Brad Johnson

Episode 122

What if the biggest threat to your culture was the language you use?

As your firm scales, the way you talk about the people on your team can either create clarity or chaos. In this solo episode, I sha…

Published on 2 months, 2 weeks ago

121: Derek Coburn - The Rise of Un-Retirement and What It Means for Advisors

Episode 121

As a financial advisor, you’re taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don’t actually want?

In this episode, I’m talking with Dere…

Published on 2 months, 3 weeks ago

120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond

Episode 120

What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt?

That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to fin…

Published on 2 months, 4 weeks ago

119: Brendan Frazier - Why Most Advisors Fail to Connect with Clients

Episode 119

The best financial advisors aren’t just experts in finance, they’re experts in people.

In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of th…

Published on 3 months ago

118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days)

Episode 118

What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business?

Today’s guest has done exactly that—and he’s here to …

Published on 3 months, 1 week ago

117: Alex Judd - Your Personality Is NOT a Business Plan

Episode 117

Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode.

Alex spent years at the Dave…

Published on 3 months, 2 weeks ago

116: Triad Member - $380M Gathered in 2024 – Inside SHP Financial’s Growth Strategy with Keith Ellis Jr. & Michelle Short

Episode 116

Live from Triad’s Scale Summit in Atlanta, I got the opportunity to sit down with two Triad members who are driving SHP Financial’s incredible growth—founding partner Keith Ellis Jr. and Chief Operat…

Published on 3 months, 3 weeks ago

115: Solo - This Stoic Lesson Made Me a Better Leader with Brad Johnson

Episode 115

Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel.

Yet we act surprised, as if hardship wasn’t part of the deal.

But what if the real probl…

Published on 4 months ago

114: Steven Latow - A Proven Way to ACTUALLY Integrate AI into Your Financial Practice

Episode 114

What if AI could save you an extra 8–10 hours a week? 

I’m talking about actual time back. Without adding headcount or overhauling your process.

That’s what today’s guest, Steven Latow, is helping advi…

Published on 4 months, 1 week ago