Podcast Episodes
Back to Search[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry
Dr. Preston Cherry is the Founder and President of Concurrent Financial Planning, a company dedicated to aligning clients' wealth with their well-bei…
1 year, 6 months ago
Revolutionizing Fintech Sales Strategies With Wim Van Lerberghe
Wim Van Lerberghe is the Founder of Advintro, which provides outsourced fractional sales services for fintechs, helping them scale and grow their bus…
1 year, 6 months ago
The Six F Strategy for Success With Brett Gilliland
Brett Gilliland is the Co-founder and CEO of Visionary Wealth Advisors, an independent wealth management firm dedicated to providing world-class serv…
1 year, 7 months ago
Navigating Customer Experience To Unlock Customer Loyalty With Richard Weylman
Richard Weylman is the Founder of Richard Weylman, Inc., Weylman Consulting Group, and The Weylman Center. He delivers personalized, dynamic, and mem…
1 year, 7 months ago
Transforming Cybersecurity for Businesses With Matthew Connor
Matthew Connor, Founder and CEO of CyberLynx, began his programming career at 12 while working for his father's company as a coder. His passion led h…
1 year, 7 months ago
Revolutionizing Fee Billing Systems for Advisors With Lacey Shrum
Lacey Shrum is the Founder and CEO of Smart Kx, a company dedicated to revolutionizing AUM fee billing for financial advisors through innovative tech…
1 year, 7 months ago
Transforming Financial Advising With Simplicity and Tech With Adam Dell
Adam Dell is the Founder and CEO of Domain Money, a company dedicated to creating exceptional financial products that reshape the financial system an…
1 year, 8 months ago
How Psychometrics Can Revolutionize Your Workforce With Jason P. Carroll
Jason P. Carroll is the Founder and CEO of Aptive Index, a company revolutionizing hiring and leadership through psychometric assessments and strateg…
1 year, 8 months ago
[Perspective Series] Strategies for Winning Customers: A Conversation With Peter LePiane
Peter LePiane is the Founder of Idea Bridge, a consulting firm specializing in product transformation and customer experience enhancement across vari…
1 year, 8 months ago
[AI Series] Tailoring Client Acquisition in Finance With AI With Farbod Nowzad
Farbod Nowzad is the Co-founder and CEO of Cashmere AI, a company dedicated to enhancing client acquisition in the wealth management space through in…
1 year, 8 months ago