What if your success as an advisor has less to do with technical skills and everything to do with mastering yourself?

In this episode, I reveal the four quadrants of advisor success and why mindset, habits, and rituals are “10 to 100 times more important” than designations. You’ll discover how u...

What if the key to faster growth isn’t doing more, but thinking differently?

In this episode, I share insights from The Science of Scaling by Ben Hardy—a book I strongly recommend to every advisor looking to break out of the slow-growth cycle. It challenges the traditional, linear approach that ...

What if the real problem isn’t that your goals are too big—but that they’re not big enough?

After working with an advisor who wanted to triple revenue in 10 years, I challenged him to think bigger—and faster.

In this episode, I’ll break down why setting impossible goals is the key to unlocking ...

Curious what will set great advisors apart as AI takes over planning and portfolio work? 

After a powerful three-day training with a group of rising advisors, I’m more convinced than ever: your edge won’t be technical—it’ll be your ability to connect, coach, and lead. 

In this episode, I’ll sho...

Let’s talk about something that doesn’t get discussed enough: why chasing more money isn’t the path to fulfillment, and why so many advisors still fall into that trap.

In my career as a coach to advisors, I've seen it time and again: they achieve the financial goals they thought would bring them...

In this episode, I break down why doing a mid-year business review isn’t just a good idea—it’s essential if you want to finish 2025 strong.

I’ve worked with thousands of advisors over the years, and one thing is clear: the most successful ones take time to stop, assess, and adjust. That’s what t...

In this episode, I discuss why momentum is the real driver of long-term success for financial advisors.

Working with thousands of advisors over the years, I’ve seen how easily momentum can be lost due to things like vacations, illness, or even celebrating big wins. That’s why I focus on helping ...

In this episode, I explain why integrating your business and personal life, rather than trying to balance them, is the key to building a sustainable and fulfilling advisory practice.

After over 30 years of coaching financial advisors, I've seen that the traditional idea of balance often leads to...