Episodes

EP 097

The First Thing I’d Do as a Financial Advisor (If I Could Start Over)

With

January 1, 2025 • 29 mins

EP 096

Scaling from $30M to $60M (Working 20hrs/Week)

With

Triad Member - Craig Sullivan & Bonnie Becker

December 25, 2024 • 1 hr 18 mins

EP 095

Unlock Your Full Potential by Doing the Work You Were Wired to Do

With

December 18, 2024 •

EP 094

The Secret to Building Lifelong Client Relationships

With

Dennis Moseley-Williams

December 11, 2024 •

EP 093

Why Most Financial Advisors Are a Commodity (And What To Do About It)

With

December 4, 2024 • 37 mins

EP 092

From Stuck to Significance: How to 3x Growth Without Burning Out

With

Triad Members Dana & Tyler Dunkelberger

November 27, 2024 •

EP 091

The Fix: How Hidden Addictions Keep Financial Advisors Stuck

With

November 20, 2024 •

EP 090

The 5 Principles to Scale Your Business and Build a Life of Impact (Live from FutureProof)

With

Brad Johnson & Shawn Sparks

November 13, 2024 •

EP 089

The Little Known Meeting Hack That Can Change Everything for Financial Advisors

With

November 6, 2024 •

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