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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 …
1 year, 1 month 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 co…
1 year, 2 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 opportunit…
1 year, 2 months 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 massiv…
1 year, 2 months 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 Le…
1 year, 2 months 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…
1 year, 2 months 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, …
1 year, 3 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…
1 year, 3 months 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, Bre…
1 year, 3 months ago
103: Jon Acuff - How to Set and Hit Bigger Goals (The High-Performer’s Mindset)
Episode 103
What if the difference between being good and being truly great was simply a mindset shift?
Too many entrepreneurs and business leaders play it safe—s…
1 year, 3 months ago