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102: Jim Kwik - Helping CEOs Think Faster & Remember More
Episode 102
How many times have you shaken someone’s hand, only to forget their name seconds later? Or finished a book, only to realize you can’t remember a sing…
1 year, 4 months ago
101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast)
Episode 101
If your business is taking over your life, it’s time to step back and rethink the playbook. Success shouldn’t come at the cost of everything else. Th…
1 year, 4 months ago
100: Triad Member - Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself with Anthony Pellegrino
Episode 100
Most advisors dream of growing their business to the next level without grinding themselves into burnout. But how do you scale without sacrificing yo…
1 year, 4 months ago
099: Patric Yumul - Business Growth Secrets from a Michelin-Star Restaurateur
Episode 99
What do Michelin-starred restaurants and top financial advisory firms have in common? More than you might think.
In this episode, I’m talking with Pat…
1 year, 4 months ago
098: Dr. Henry Cloud - Today May Be the Enemy of Your Tomorrow
Episode 98
What if the very thing that got you here is the one thing holding you back?
As financial advisors, it’s easy to cling to familiar clients, strategies,…
1 year, 5 months ago
097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over)
Episode 97
If I had to start over as a financial advisor, what would I do differently?
Today, I’m sharing the lessons I’ve learned from years of coaching the top…
1 year, 5 months ago
096: Triad Member - Scaling from $30M to $60M (Working 20hrs/Week) with Craig Sullivan & Bonnie Becker
Episode 96
Have you ever thought, “Is it really possible to scale my business and work less at the same time?” If so, this episode is for you.
Today, I’m chattin…
1 year, 5 months ago
095: Ken Coleman - Unlock Your Full Potential by Doing the Work You Were Wired to Do
Episode 95
What if the biggest obstacle standing in your way of success was you?
Ken Coleman, bestselling author, host of The Ken Coleman Show, and co-host of th…
1 year, 5 months ago
094: Dennis Moseley-Williams - The Secret to Building Lifelong Client Relationships
Episode 94
Is it possible to create lifelong clients who are obsessed with your brand? Dennis Moseley-Williams says yes—but only if you stop selling products an…
1 year, 5 months ago
093: Solo - Why Most Financial Advisors Are a Commodity (And What To Do About It)
Episode 93
Have you ever wondered how McDonald’s turned a simple hamburger into the Big Mac—one of the most iconic products in the world? What made them so diff…
1 year, 6 months ago