Podcast Episodes
Back to SearchRedefining Productivity in Business With Steve Miksta
Steve Miksta is the Founder and CEO of Oppty, a transformative company that helps organizations significantly enhance their productivity and profitab…
1 year, 8 months ago
Creating Winning Opportunities in Financial Services With Tom Anderson
Tom Anderson is the Founder and CEO of Anasova, a platform dedicated to connecting individuals with financial advisors through innovative technology …
1 year, 9 months ago
Winning the B2B Sales Game Through Specialization With Richard Walton
Richard Walton is the Founder of Outsell Sales, a B2B marketing and sales company specializing in high-ticket item sales. With over 20 years of entre…
1 year, 9 months ago
[AI Series] Harnessing AI for Strategic Leadership With Geoff Woods
Geoff Woods is the Founder of AI Leadership, a company helping leaders harness AI to make faster, smarter strategic decisions. He is a true visionary…
1 year, 9 months ago
Maximizing Efficiency With CRM Optimization for RIAs With Kate Guillen
Kate Guillen is the Founder of Simplicity Ops, a firm on a mission to help advisors grow and scale their businesses while delivering exceptional clie…
1 year, 9 months ago
Harnessing Fractional Workforce for Business Success With Praveen Ghanta
Praveen Ghanta is the Co-founder and CEO of Fraction, which specializes in pairing businesses with top-notch fractional technical talent in the Unite…
1 year, 10 months ago
Creating Financial Health With Abby Morton
Abby Morton is the Director of Customer Success at Elements, a fintech software company, where she's played various vital roles, including Chief of S…
1 year, 10 months ago
Navigating the Waters of Financial Marketing With Robert Sofia
Robert Sofia is the Co-founder and CEO of Snappy Kraken, an award-winning marketing platform for financial advisors. With two decades of experience, …
1 year, 10 months ago
Scaling Communities and Operations Excellence for RIAs With Shaun Kapusinski
Shaun Kapusinski is the Founder of HIFON, a premier community for RIA operations professionals, and the Senior Director of Technology at Sequoia Fina…
1 year, 10 months ago
Innovating Fiduciary Risk Assessment for Growth With Mark Friedenthal
Mark Friedenthal is the Founder and CEO of Tolerisk, a company revolutionizing risk tolerance assessment technology for investment advisors. With a r…
1 year, 11 months ago