Podcast Episodes

113: Andrew Woodward - How Buying a Pro Sports Team Actually Works

Episode 113

In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion.

That’s not luck, it’s strategy!

But how do these deals actually happen? Who’s be…

Published on 4 months, 2 weeks ago

112: Triad Member - From Solo Advisor to CEO with Nico Pesci

Episode 112

What if your best year in business was also your breaking point?

That’s exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night ema…

Published on 4 months, 3 weeks ago

111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson

Episode 111

Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of conversations with advisors, I’ve seen behind the cu…

Published on 5 months ago

110: Dane Espegard - Why Employees Leave (And the System That Fixes It)

Episode 110

Most leaders struggle to keep top talent. Why? Because when employees don’t feel engaged or fulfilled, they often start looking for better opportunities elsewhere.

And while competitive pay matters, i…

Published on 5 months, 1 week ago

109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth

Episode 109

Your network isn’t just who you know, it’s who knows you. And if you’re not intentional about building the right relationships, you’re leaving massive opportunities on the table—especially as a finan…

Published on 5 months, 2 weeks ago

108: Triad Member - The Uncommon Advisor Training Model that Captured $67M with Michael & Laura Lehrhaupt

Episode 108

New clients fuel growth, but without the right team, your firm will always hit a ceiling.

That’s exactly why I wanted to speak with Michael & Laura Lehrhaupt, founders of Strategies for Wealth Managem…

Published on 5 months, 3 weeks ago

107: Christa Hardin - Enneagram & Entrepreneurship: Transform Your Business & Marriage

Episode 107

What if understanding one simple framework could transform your marriage, improve communication, and make you a better leader in your business?

That’s what we’re diving into today with Enneagram exper…

Published on 5 months, 4 weeks ago

106: Solo - 3 Compensation Mistakes Financial Advisors Make When Scaling with Brad Johnson

Episode 106

If there’s one thing that can ruin a great team, it’s getting compensation wrong.

I’ve seen it happen over and over—advisors accidentally overpaying, then having to backtrack (and losing their best pe…

Published on 6 months ago

105: Shannon Rosic - The Evolution of Fintech & AI for Financial Advisors

Episode 105

Technology is evolving faster than ever, and financial advisors who ignore it risk getting left behind.

That’s why I’m sitting down with Shannon Rosic, Director of WealthStack Content & Solutions at I…

Published on 6 months, 2 weeks ago

104: Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells

Episode 104

For most advisors, scaling a financial firm without sacrificing your personal life can feel completely out of reach—until you meet Triad Members, Brent & Kim Wells. As the husband-and-wife team behin…

Published on 6 months, 3 weeks ago