063: It Pays to PLAY & Building a Winning Workplace Culture with Kristi Herold

Kristi Herold

Today, I’m chatting with Kristi Herold, a workplace culture expert who has built a multi-million-dollar global organization called JAM. Kristi founded JAM in 1996 and grew it into one of the largest adult recreational sports league providers in the world. When the 2020 pandemic forced sports to pause, Kristi and her team pivoted to helping […]

058: How to Tell Your Story & Turn Clients into Superfans with Brittany Hodak

Brittany Hodak

In this episode, I’m talking with Brittany Hodak about how financial advisors can build a diehard community of superfans using the same system Taylor Swift used to create an army of Swifties. Brittany came up with her game-changing system, the SUPER Model, while working with globally known brands like Walmart, Disney, Amazon, Katy Perry, the […]

057: The Science of Happiness and Helping Retirees Find Passion & Purpose with Arthur Brooks

Arthur Brooks

Today, I’m joined by a very special guest, Arthur Brooks, to discuss a very special topic: happiness. Arthur is a Harvard professor, author, and social scientist specializing in happiness. He has written 12 books, including the New York Times bestseller “Strength to Strength,” along with “Build the Life You Want,” a book he co-authored with Oprah. […]

054: Taking Online Relationships to Real World Clients with Robert Sofia

Robert Sofia

Today, I’m talking with Robert Sofia, the co-founder and CEO of Snappy Kraken – an award-winning marketing technology firm that provides financial advisors with a complete digital marketing system to foster and deepen relationships with clients and prospects, while making it easier for advisors to fulfill all of their marketing needs in one place. The […]

053: The Miracle Morning & Evening, and Overcoming Adversity with Hal Elrod

Hal Elrod

Today’s episode is a fun one. I’m talking with my good friend and one of the most inspiring human beings I’ve ever met, Hal Elrod. In case you don’t know, Hal is the author of one of the highest rated books in the world, The Miracle Morning – which has over 6,000 five-star Amazon reviews […]

050: The Soul of Wealth, Money vs Happiness, & How to Write a Book with Daniel Crosby

Daniel Crosby

Today, I’m talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. As the Chief Behavioral Officer at Orion Advisor Solutions, Daniel develops tools and tech that make it easier for financial advisors to apply behavioral science to the real world. He’s authored books […]