Episodes

EP 012

Doubling Business by Letting Go, Empowering Your Team, and MASTERING Seminars

With

Triad Member: Tom Jacobs

May 17, 2023 • 1 hr 1 min

EP 011

Kyle Van Pelt | Leverage Tech to Deliver Better Client Experiences

With

May 10, 2023 • 1 hr 4 mins

EP 010

Elevate Your Team, Avoid Burnout, and Drive Sustainable Growth

With

May 3, 2023 • 1 hr 12 mins

EP 009

Bob Burg on The 5 Secrets of Genuine Influence

With

April 26, 2023 • 45 mins

EP 008

Triad Member: Dan DeVerna —The Client Referral Strategy that Resulted in $36M of New Assets

With

April 19, 2023 • 1hr 27 min

EP 007

Michael Kitces on Advisor Marketing, Niches, One Page Plans, Building a Team, and Being a CEO

With

April 12, 2023 • 1hr 15 min

EP 006

Using Visual Models to Simplify the Complexity of Finance

With

April 5, 2023 • 59:39

EP 005

Leadership, Language, & the Path to Preeminence

With

March 29, 2023 • 1 hr 13 min

EP 004

SHP Financial on Generating $250M of New Assets in a Single Year

With

Triad Member: SHP Financial

March 22, 2023 • 1 hr 17 min

Listen On Your Platform