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142: Jason Early - The AI Tool Advisors Are Using to Win Business-Owner Clients
Episode 142
Live from Future Proof, I sat down with Jason Early, Founder and CEO of RISR — an AI platform that’s helping financial advisors rethink how they serv…
6 months, 4 weeks ago
141: Eden Ovadia - The AI Platform Helping Financial Advisors Find and Convert Ideal Clients Faster
Episode 141
Live from Future Proof, I sat down beachside with Eden Ovadia, Co-Founder and CEO of FINNY—the AI-powered marketing platform helping advisors solve o…
7 months ago
140: Triad Member - How RPC Unlocked 264% Growth in 3 Years with Gary Hansen, Jaris Hansen and Josh Cumrine
Episode 140
In this episode, I got to catch up with three amazing Triad members — Gary Hansen, Jaris Hansen, and Josh Cumrine — to break down how they turned a f…
7 months, 1 week ago
139: Daniel Crosby - The Psychology Behind High-Growth Financial Advisors (Live from Future Proof)
Episode 139
Live from Future Proof, I sat down with my friend Dr. Daniel Crosby to talk about the psychology behind the fastest-growing advisors in our industry.…
7 months, 2 weeks ago
138: Robert Glazer - Uncover Your Core Values and Build a Business You Never Want to Retire From
Episode 138
If you don’t know your core values, you’ll likely build a business that looks successful on paper but leaves you burned out and misaligned in real li…
7 months, 3 weeks ago
137: Jason Khalipa & Daniel Crosby - Why My Family Asks Me to Travel More for Work (LIVE from Triad's DBDL Retreat)
Episode 137
Most advisors I know have felt that tug-of-war: do I grow my firm, or do I show up at home? The truth is, you don’t have to choose.
At our Founder’s R…
8 months ago
136: Triad Member - The Mindset Shift That Unlocks Scale with Matt Rowley & Daveda Phillips
Episode 136
In the early days, Matt Rowley was doing whatever it took to keep his firm alive — running 60+ seminars a year, making 13-hour road trips, and pushin…
8 months, 1 week ago
135: Garrett Gunderson - Comedy, Rockefellers, and Tax Secrets Used by the Ultra-Wealthy
Episode 135
Garrett Gunderson has worn a lot of hats—New York Times bestselling author, financial educator, entrepreneur, and even stand-up comedian. And in this…
8 months, 2 weeks ago
134: Marisa Messana - How Advisors Can Build Trust & Win Clients on the Golf Course
Episode 134
If you’re an advisor who loves golf, here’s the truth: the game teaches more about winning clients and building lasting trust than most people ever r…
8 months, 3 weeks ago
133: Tim Grover - Mental Mastery: Lessons from Training Michael Jordan & Kobe Bryant
Episode 133
Michael Jordan. Kobe Bryant. Two of the greatest to ever play the game.
But what set them apart wasn’t just physical talent, it was the mental game. T…
9 months ago