Culture & Values

EP 189

3 Lessons From 20 Years in Finance (in 12 Minutes)

With

October 7, 2026 • 11 mins

EP 186

If I Could Start Over Building a Sales Team (Here’s What I’d Do)

With

September 16, 2026 • 34 mins

EP 185

The One Sentence Gary Vaynerchuk Used to Build a 2,200-Person Company

With

September 9, 2026 • 49 mins

EP 183

Most Retirees' Regrets Have Nothing to Do With Money

With

August 26, 2026 • 68 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 157

The Culture Strategy Behind High-Growth Advisory Firms

With

Kenzie Olejnik (Triad Team Member)

February 25, 2026 • 1 hr, 4 mins

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 138

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

With

October 15, 2025 •

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