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132: Triad Member - The Overlooked Hiring Secret That 4X’d This Advisor’s Firm with Devin Choules
132: Triad Member - The Overlooked Hiring Secret That 4X’d This Advisor’s Firm with Devin Choules

Episode 132

Scaling a financial advisory firm can come at a cost—endless travel, long hours, and precious time away from family. That’s where Triad Member Devin …

9 months, 1 week ago

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131: Nick Whitaker - The Advisor Seminar System That Books Appointments on Repeat
131: Nick Whitaker - The Advisor Seminar System That Books Appointments on Repeat

Episode 131

Advisors spend a ton of time and money putting on seminars… but let’s be honest, a lot of them leave frustrated when the room doesn’t convert. The #1…

9 months, 2 weeks ago

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130: Solo - The #1 Reason Financial Advisors Burn Out (And How to Fix It) with Brad Johnson
130: Solo - The #1 Reason Financial Advisors Burn Out (And How to Fix It) with Brad Johnson

Episode 130

What if the #1 reason you feel burned out is because you’re unknowingly doing three completely different jobs?

In this solo episode, I break down the …

9 months, 3 weeks ago

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129: Marcus Sheridan - The Fastest Way to Build Trust & Turn Prospects into Clients
129: Marcus Sheridan - The Fastest Way to Build Trust & Turn Prospects into Clients

Episode 129

What if 80% of new clients were ready to work with you before they ever met you?

That’s the reality Marcus Sheridan created when the 2008 recession al…

9 months, 4 weeks ago

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128: Triad Member - From Football to Finance: Serving Retirees by Protecting their Blind Sides with Terence Brown
128: Triad Member - From Football to Finance: Serving Retirees by Protecting their Blind Sides with Terence Brown

Episode 128

From protecting quarterbacks to protecting retirements, Triad Member, Terence Brown never stopped being a left tackle.

After a career playing Division…

10 months ago

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127: Keith Ferrazzi - Never Lead Alone: What Top Advisors Do to Build High-Performing Teams
127: Keith Ferrazzi - Never Lead Alone: What Top Advisors Do to Build High-Performing Teams

Episode 127

So, you’ve built a team… but you’re still the one putting out fires, making all the decisions, and carrying the whole business on your back.

That’s be…

10 months, 1 week ago

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126:  Solo - The 3 Most Common Hiring Mistakes Financial Advisors Make (And How to Fix Them) with Brad Johnson
126: Solo - The 3 Most Common Hiring Mistakes Financial Advisors Make (And How to Fix Them) with Brad Johnson

Episode 126

Why do most financial advisors keep hiring the wrong people, despite their best efforts?

After 20 years in this industry, I can tell you it’s one of t…

10 months, 2 weeks ago

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125: Christa Hardin - Why Most Entrepreneur Couples Struggle (And How We Rebuilt) with Brad & Sarah Johnson
125: Christa Hardin - Why Most Entrepreneur Couples Struggle (And How We Rebuilt) with Brad & Sarah Johnson

Episode 125

You’re growing your business, but is your marriage growing with it?

In this special conversation, Sarah and I sat down with Christa Hardin—licensed th…

10 months, 3 weeks ago

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124: Triad Member – The Right Way to Hand Off a Family Business with Ben Grosko
124: Triad Member – The Right Way to Hand Off a Family Business with Ben Grosko

Episode 124

In our industry, family-run firms are common. But handing the business down to the next generation is rarely seamless.

Triad Member Ben Grosko knows t…

11 months ago

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

11 months, 1 week ago

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