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092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger
Episode 92
Can you scale your business at breakneck speed without sacrificing the service you provide or your quality of life?
Triad members Dana and Tyler Dunk…
1 year, 6 months ago
091: Ian Cron - The Fix: How Hidden Addictions Keep Financial Advisors Stuck
Episode 91
In nearly two decades of working with some of the world’s top independent financial advisors, I’ve seen all kinds of hidden addictions—and, honestly,…
1 year, 6 months ago
090: Shawn Sparks & Brad Johnson - The 5 Principles to Scale Your Business and Build a Life of Impact (Live from FutureProof)
Episode 90
Building a business shouldn’t mean sacrificing your life, but far too often, that’s exactly what happens in our industry. In this live conversation f…
1 year, 6 months ago
089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson
Episode 89
Throughout my years of coaching advisors, I’ve noticed one of the most common traps they fall into is letting meetings run too long. It may feel like…
1 year, 7 months ago
088: Triad Member - Unlocking 7X Growth and Scaling for Significance with Matt Dixon
Episode 88
Today, I’m sitting down with Triad member Matt Dixon, the founder and CEO of TRU North Advisors, to discuss the blueprint he followed to double his b…
1 year, 7 months ago
087: Tim White and Sara Baker - How Wealth.com Is Transforming Estate Planning
Episode 87
Today, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival.
I sat down with Tim White, Co-Founder of Wealth.com, and …
1 year, 7 months ago
086: Amanda Brinkman - How Financial Advisors Can Build a Purpose-Driven Brand that Attracts Clients
Episode 86
Today, I’m talking with branding expert Amanda Brinkman, who shares her powerful “do well by doing good” philosophy—proving that you can build a thri…
1 year, 7 months ago
085: Solo - Honoring John Ruhlin: The Greatest Relationship Builder of Our Time
Episode 85
Today’s episode is a tough one, but an important one. I wanted to take a moment to honor someone who profoundly impacted my life – my friend, John Ru…
1 year, 8 months ago
084: Triad Member - The Story Behind 20% Growth in Less Than 7 Months with John McNeil and Virginia O’Brien
Episode 84
Today, I’m sitting down with Triad members John McNeil and Virginia O’Brien, the father-daughter team behind a 103-year-old family firm, to learn how…
1 year, 8 months ago
083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor
Episode 83
Today, I’m sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial ad…
1 year, 8 months ago