Episodes

EP 171

The #1 Visual Missing from Most Financial Advisor Appointments (Missing Visuals - EP 1 of 3)

With

June 3, 2026 • 16 mins

EP 170

The Psychology Behind Clients Who Stay for Life

With

May 27, 2026 • 55 mins

EP 169

How One Financial Advisor Made His Time Worth $40,000/Hour

With

May 20, 2026 • 21 mins

EP 168

How I'd Spend My First $100,000 as a Financial Advisor

With

May 13, 2026 • 8 mins

EP 167

What Happens When Richard Branson Challenges You... And You Accept

With

Adam Holt and Derek Notman

May 6, 2026 • 59 mins

EP 166

The Four Steps to Real Accountability (Most Skip All of Them)

With

April 29, 2026 • 53 mins

EP 165

The 3 Word Framework for Every 1st Appointment (Financial Advisor Training)

With

April 22, 2026 • 30 mins

EP 164

The Most Expensive Fear in Financial Advising

With

April 15, 2026 • 50 mins

EP 163

Why Most Financial Advisor Firms Can’t Escape the Chaos

With

Sabrina Brown and Grace Suchy

April 8, 2026 • 1 hr, 20 mins

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