Episodes

EP 068

Overcoming Loss and Serving $10M+ Clients

With

Triad Member - Tim & Julie Sullivan

June 12, 2024 • 40 mins

EP 067

The Power of Human-First Financial Guidance

With

June 5, 2024 • 50 mins

EP 066

Why an Executive Assistant is the #1 Overlooked Role in Finance

With

May 29, 2024 • 56 mins

EP 065

From Solo Advisor to Family Office & Marketing to the Sports Card Niche

With

May 22, 2024 •

EP 064

Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership

With

Triad Member: Jordan Flowers

May 15, 2024 • 1 hr

EP 063

It Pays to PLAY & Building a Winning Workplace Culture

With

May 8, 2024 • 1 hr 10 mins

EP 062

How a Financial Advisor Used YouTube to Generate $400M+ of AUM

With

May 1, 2024 • 1 hr 11mins

EP 061

Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars

With

April 24, 2024 • 1 hr 24 mins

EP 060

Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI

With

Triad Member: Arcadia Financial

April 17, 2024 • 1 hr 24 mins

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