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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 cr…
11 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 ac…
11 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 fi…
11 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 T…
1 year 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?
Tod…
1 year 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 re…
1 year 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…
1 year 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 …
1 year, 1 month 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…
1 year, 1 month ago
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 strateg…
1 year, 1 month ago