031: How Financial Advisors Can Build a Brand That’s Authentic to You with Kristin Shea
We’ve got a special one lined up for you today! I’m talking to Triad’s Chief Product Officer, Kristin Shea, who has been helping build and shape our company since day one. If you’re in financial services, you’ve likely already come across Kristin on LinkedIn, a platform she leaned into and leveraged early on to connect […]
027: Never Lose an Employee Again with Joey Coleman
If you find it difficult to retain top talent, you’re not alone. Studies show that somewhere between 20% and 60% of new hires quit in the first 100 days! That’s why I’m excited to speak with Joey Coleman. When organizations like Whirlpool, NASA, Volkswagen, and Zappos need to boost employee satisfaction, Joey’s the guy they […]
023: Harnessing the 32 Principles of Jiu-Jitsu to Succeed in Business, Relationships, and Life with Rener Gracie
I recently got an opportunity to interview Rener Gracie – a Brazilian jiu-jitsu black belt, coach, author and entrepreneur. If you’re unfamiliar with the Gracie family, they are widely regarded as one of the most accomplished family dynasties in martial arts history. Ok, so what does Jiu-Jitsu have to do with financial advising? Well, for […]
014: The Family Board Meeting Framework, Tech-Fasting, & Unforgettable Date Nights with Jamie & Jim Sheils
When I first started Triad, there were a lot of unknowns. But one thing was crystal clear in my heart: I refused to build a business that would come at the cost of my family. I wanted to create a company that not only thrived but also freed me up to cherish life’s most precious […]
010: Elevate Your Team, Avoid Burnout, and Drive Sustainable Growth with Robert Glazer
“We’re ending the steroid phase of high-growth organizations that just kind of grew by breaking people and burning through them.” – Robert Glazer Gone are the days of pushing people to unreasonable limits in order to hit “company goals.” People need boundaries. They need time away from work, so that when they are working, they’re […]
009: The 5 Secrets of Genuine Influence with Bob Burg
How can you truly understand your clients needs, goals and desires if they don’t fully trust you? In today’s episode, I’m talking with Bob Burg about how you can communicate with your clients and prospects more effectively, improve your ability to navigate difficult conversations, and create an environment where they feel safe and comfortable to […]
003: Mind Your Mindset with Michael Hyatt
Do you trust the voice in your head? Our minds are powerful storytellers, but the stories our minds feed us as facts aren’t always accurate. In fact, neuroscience research has shown that, on average, about 20% of our memories are false. And even crazier, up to 70% are distorted in some way. Unfortunately, these stories […]
002: The 5 Pillars to Scaling Your Advisory Business with Shawn Sparks
In our industry, it’s all too common to treat revenue numbers as the ultimate scoreboard. But if that’s your only game plan, not only will your progression hit a ceiling, but burnout is inevitable. Today, I’m sitting down with Shawn Sparks of Triad Partners, to talk about what it means to truly succeed as a […]