Practice Management & Operations

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 182

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

With

August 19, 2026 • 42 mins

EP 177

How to Take a Sabbatical without Breaking Your Business

With

July 15, 2026 • 59 mins

EP 176

How To Hire An Assistant Who Actually Buys Back Your Time

With

Tricia Sciortino

July 8, 2026 • 1 hr, 2 mins

EP 174

The #1 Habit I'd Steal from The Top 1% of Financial Advisors (Missing Visuals - EP 3 of 3)

With

June 24, 2026 • 16 mins

EP 172

The #1 Way to Show Clients Their Future in 30 Seconds (Missing Visuals - EP 2 of 3)

With

June 10, 2026 • 16 mins

EP 171

The #1 Visual Missing from Most Financial Advisor Appointments (Missing Visuals - EP 1 of 3)

With

June 3, 2026 • 16 mins

EP 169

How One Financial Advisor Made His Time Worth $40,000/Hour

With

May 20, 2026 • 21 mins

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