Growth Case Study

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 144

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

With

Triad Member: Dana Dunkelberger

November 26, 2025 • 44 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 136

The Mindset Shift That Unlocks Scale

With

Triad Members: Matt Rowley & Daveda Phillips

October 1, 2025 •

EP 132

The Overlooked Hiring Secret That 4X’d This Advisor’s Firm

With

Triad Member: Devin Choules

September 3, 2025 •

EP 128

From Football to Finance: Serving Retirees by Protecting their Blind Sides

With

Triad Member: Terence Brown

August 6, 2025 •

EP 120

How to Help Clients Actually Live Their Retirement

With

Triad Member - Dylan Bond

June 11, 2025 • 1 hr 4 mins

EP 116

$380M Gathered in 2024 – Inside SHP Financial’s Growth Strategy

With

Triad Members, Keith Ellis & Michelle Short

May 14, 2025 •

EP 112

From Solo Advisor to CEO

With

Triad Member - Nico Pesci

April 16, 2025 •

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