004: Triad Member: SHP Financial—Generating $250M of New Assets in a Single Year
Once per month, we’re going to release a special episode with one of our Triad members that highlights their story and shares the lessons learned from building and scaling an advisory practice. My goal is to have genuine conversations that dig into the good, the bad, and the ugly so that we can help as […]
001: Why I Quit My Job: The Story Behind “Do Business. Do Life.” with Brad Johnson
No man ever steps in the same river twice—for it’s not the same river, and he’s not the same man.” – Heraclitus I love that quote (for many reasons), but now more than ever, it holds particular significance in my life. For one, I left a 13-year career with Advisors Excel to go out on […]