Episodes

EP 189

3 Lessons From 20 Years in Finance (in 12 Minutes)

With

October 7, 2026 • 11 mins

EP 188

Is Your Firm Ready for Claude for Financial Advisors?

With

Shannon McGinnis & Quin Kilgore

September 30, 2026 • 32 mins

EP 187

How Did One Advisor Close a $17M Prospect?

With

September 23, 2026 • 52 mins

EP 186

If I Could Start Over Building a Sales Team (Here’s What I’d Do)

With

September 16, 2026 • 34 mins

EP 185

The One Sentence Gary Vaynerchuk Used to Build a 2,200-Person Company

With

September 9, 2026 • 49 mins

EP 184

The Retirement Trap Nobody Warns You About

With

September 2, 2026 • 51 mins

EP 183

Most Retirees' Regrets Have Nothing to Do With Money

With

August 26, 2026 • 68 mins

EP 182

Inside a $2B AUM Exit: What Buyers Actually Pay For

With

August 19, 2026 • 42 mins

EP 181

The Mindset That Took Her From Bedridden to World Record Holder

With

Ariana Luterman

August 12, 2026 • 1hr, 9 mins

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