Episodes

EP 106

3 Compensation Mistakes Financial Advisors Make When Scaling

With

March 5, 2025 • 16 mins

EP 105

The Evolution of Fintech & AI for Financial Advisors

With

February 26, 2025 •

EP 104

Gathering $49M of New Assets in a 4-Day Work Week

With

Triad Members - Brent & Kim Wells

February 19, 2025 • 1 hr 33 mins

EP 103

How to Set and Hit Bigger Goals (The High-Performer’s Mindset)

With

February 12, 2025 • 1 hr 8 mins

EP 102

Helping CEOs Think Faster & Remember More

With

February 5, 2025 • 1 hr 5 mins

EP 101

Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Live on The Double Win Podcast)

With

Michael Hyatt and Megan Hyatt-Miller

January 29, 2025 • 1 hr 6 mins

EP 100

Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself

With

Anthony Pellegrino

January 22, 2025 •

EP 099

Business Growth Secrets from a Michelin Star Restaurateur

With

January 15, 2025 •

EP 098

Today May Be the Enemy of Your Tomorrow

With

Dr. Henry Cloud

January 8, 2025 •

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