Episodes

EP 153

How Advisors Accidentally Build Businesses They Hate

With

January 28, 2026 • 1 hr 16 mins

EP 151

The Science Every Advisor Needs to Know About Human Connection

With

January 14, 2026 • 1 hr 2 mins

EP 150

3 Lessons Every Advisor Can Learn From Their Doctor

With

January 7, 2026 • 20 mins

EP 149

Navy’s First Female Top Gun on Performing Under Pressure

With

December 31, 2025 • 1 hr 21 mins

EP 148

Fired for Putting Clients First and How He Rebuilt a Family Practice Gathering $65M of New Assets

With

Keith Leverentz

December 24, 2025 • 1 hr

EP 147

Top 5 Most Replayed Moments in 2025 (According to the Stats)

With

December 18, 2025 •

EP 146

What Creating a Pro Sports Mascot Taught Me About Differentiating Your Advisory Practice

With

December 11, 2025 •

EP 145

Why Women Will Drive the Next Era of Advisor Growth (According to the Data)

With

December 3, 2025 • 1 hr 8 mins

EP 144

The Playbook That Took Reliance Financial Partners from $35M to $100M/Year

With

Triad Member: Dana Dunkelberger

November 26, 2025 • 44 mins

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