Podcast Episodes
Back to SearchHow Financial Advisors Can Grow Through Referrals With Bill Cates
Bill Cates is the Founder of Referral Coach International, a company that helps professionals grow their business by generating referrals and persona…
4 months, 3 weeks ago
[Emerging Tech Series] Transforming Financial Advisors' Workflows With AI Agents With Chirag Gandhi
Chirag Gandhi is the Co-founder and CEO of Mili, an AI-powered platform that automates administrative workflows for financial advisors, helping them …
5 months ago
Unlocking Money Wisdom and Intuition With Ellen Rogin
Ellen Rogin is a CPA, CFP, and financial intuitive at Create Great, a company dedicated to helping people transform their relationship with money and…
5 months, 1 week ago
Unlocking Business Owner Wealth With Jason Early
Jason Early is the Founder and CEO of RISR, a wealthtech platform that helps financial advisors support business owners with business valuation, succ…
5 months, 2 weeks ago
Empowering Advisors To Help Clients Live Fearlessly With Dan Zitting
Dan Zitting is the CEO of Nitrogen, a platform that empowers advisors by creating more engaging, confidence-building client conversations. He is a lo…
5 months, 3 weeks ago
[Emerging Tech] Protecting Businesses From Privacy Lawsuits With Richart Ruddie
Richart Ruddie is the Founder of Captain Compliance, a data privacy and compliance software platform that helps organizations navigate complex data p…
6 months ago
[Emerging Tech] Eliminating Data Complexity for Growth With Mark Ovaska
Mark Ovaska is the Co-founder and CEO of Precept, an AI-driven integration platform that helps fintech companies connect to any API quickly and simpl…
6 months, 1 week ago
Data Strategies That Transform Advisory Practices With Molly Pierce
Molly Pierce is the CEO of Track That Advisor, a firm that helps independent financial advisors turn complex business data into clear, actionable ins…
6 months, 2 weeks ago
Transforming Client Relationships Through Mindset Assessments With Colleen Bowler
Colleen Bowler is the Co-founder of C&J Innovations, a firm that provides tools and assessments to help financial advisors build deeper, life-centere…
6 months, 3 weeks ago
[Perspective Series] Breaking Bread and Building Trust With Josh DeTar
Josh DeTar is the EVP of Evangelism at Tyfone, Inc., a company that builds omnichannel digital banking and payments solutions for credit unions and c…
6 months, 4 weeks ago