Leadership & Team Building

EP 189

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

With

October 7, 2026 • 11 mins

EP 188

Is Your Firm Ready for Claude for Financial Advisors?

With

Shannon McGinnis & Quin Kilgore

September 30, 2026 • 32 mins

EP 187

How Did One Advisor Close a $17M Prospect?

With

September 23, 2026 • 52 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 182

Inside a $2B AUM Exit: What Buyers Actually Pay For

With

August 19, 2026 • 42 mins

EP 166

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

With

April 29, 2026 • 53 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

EP 145

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

With

December 3, 2025 • 1 hr 8 mins

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