Episodes

EP 022

Pitching Mark Cuban, Overcoming Adversity, and Investing in Fine Wine

With

July 26, 2023 • 52 mins

EP 021

Leveraging YouTube to Grow Your Advisory Business

With

July 19, 2023 • 1 hr 29 mins

EP 019

Traits of a Great Fiduciary, Flywheel Momentum, & Designing a Business Around Your Life

With

July 05, 2023 • 1 hr 17 mins

EP 018

The Art & Science of Radical Generosity

With

June 28, 2023 • 1 hr

EP 017

How Financial Advisors Can Build Digital Courses

With

Amy Porterfield

June 21, 2023 • 1 hr

EP 016

How Building a Business that's Bigger than Him Unlocked $250M+ of Growth Annually

With

Triad Member Anthony Pellegrino

June 14, 2023 • 1 hr 55 mins

EP 015

Helping Advisors Master Productivity, Simplify Meetings, & Optimize Data

With

June 7, 2023 • 1 hr 30 mins

EP 014

The Family Board Meeting Framework, Tech-Fasting, & Unforgettable Date Nights

With

Jamie & Jim Sheils

May 31, 2023 • 1 hr 10 mins

EP 013

Using the Enneagram to Lead with Compassion, Strengthen Your Team, & Scale Your Business

With

May 24, 2023 • 59 min

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