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152: Triad Members – How to Step Out of Client Meetings and Scale with Matt Dixon & Byron Hurren
Episode 152
In this episode, I sit down with Triad members Matt Dixon and Byron Hurren to break down how True North evolved from a founder-led advisory firm into…
4 months, 2 weeks ago
151: Shasta Nelson - The Science Every Advisor Needs to Know About Human Connection
Episode 151
What if stronger relationships really did come down to just three things?
In this episode, I sit down with Shasta Nelson, one of the most respected vo…
4 months, 3 weeks ago
150: Solo - 3 Lessons Every Advisor Can Learn From Their Doctor with Brad Johnson
Episode 150
When clients feel understood, everything gets easier. When they don’t, even the best advice falls flat. In this solo episode, I break down three less…
5 months ago
149: Carey Lohrenz - Navy’s First Female Top Gun on Performing Under Pressure
Episode 149
What do fighter pilots and financial advisors have in common?
More than you might think—especially when it comes to performing under pressure.
In this …
5 months, 1 week ago
148: Triad Member: Fired for Putting Clients First and How He Rebuilt a Family Practice Gathering $65M of New Assets with Keith Leverentz
Episode 148
What do you do when doing the right thing gets you fired?
That’s the question at the center of this conversation with Keith Leverentz. Keith started h…
5 months, 2 weeks ago
147: Solo - Top 5 Most Replayed Moments in 2025 (According to the Stats) with Brad Johnson
Episode 147
Every advisor is looking back at the year — what worked, what didn’t, and what’s worth carrying into 2026. So I pulled the analytics, reviewed the co…
5 months, 3 weeks ago
146: Glenn Street - What Creating a Pro Sports Mascot Taught Me About Differentiating Your Advisory Practice
Episode 146
As a coach to independent financial advisors, I see a lot of advisors struggling with the same issue—they blend in with the advisor down the street. …
6 months ago
145: Lindsey Lewis - Why Women Will Drive the Next Era of Advisor Growth (According to the Data)
Episode 145
Advisors everywhere are feeling the pressure to scale, hire, and prepare for a wave of retirements that will reshape the industry. At the same time, …
6 months, 1 week ago
144: Triad Member: The Playbook That Took Reliance Financial Partners from $35M to $100M Per Year with Dana Dunkelberger
Episode 144
A few years ago, Triad members Dana and Tyler Dunkelberger were gathering $35M in new assets with a four-person team. And like most advisors, when gr…
6 months, 2 weeks ago
143: Solo - Your Office Space Could Be Costing You Million-Dollar Clients with Brad Johnson
Episode 143
Are you struggling to attract and close more high-net-worth clients?
What if the reason has nothing to do with your financial plans and everything to …
6 months, 3 weeks ago