Episodes

EP 143

Your Office Space Might Be Costing You Million-Dollar Clients

With

November 19, 2025 • 21 min

EP 142

The AI Tool Advisors Are Using to Win Business-Owner Clients

With

November 12, 2025 •

EP 141

The AI Platform Helping Financial Advisors Find and Convert Ideal Clients Faster

With

November 5, 2025 • 32 mins

EP 140

How a Family Advisory Firm Unlocked 264% Growth in 3 Years

With

with Triad Members: Gary Hansen, Jaris Hansen and Josh Cumrine

October 29, 2025 • 1 hr 1 min

EP 139

The Psychology Behind High-Growth Financial Advisors (Live from Future Proof)

With

October 22, 2025 •

EP 138

Uncover Your Core Values and Build a Business You Never Want to Retire From

With

October 15, 2025 •

EP 137

Why My Family Asks Me to Travel More for Work (LIVE from Triad's DBDL Retreat)

With

Daniel Crosby & Jason Khalipa

October 8, 2025 •

EP 136

The Mindset Shift That Unlocks Scale

With

Triad Members: Matt Rowley & Daveda Phillips

October 1, 2025 •

EP 135

Comedy, Rockefellers, and Tax Secrets Used by the Ultra-Wealthy

With

Garrett Gunderson

September 24, 2025 •

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