What if the real reason your business isn’t scaling has nothing to do with systems, strategy, or staffing but everything to do with who you’re becoming?

In this episode, I explain why most advisors struggle to grow beyond their current level: they focus on scaling the business without first scal...

What if the reason your goals take so long isn’t strategy, but identity?

In this episode, I explain why goals are hard to reach when they do not match your identity. After more than 30 years of coaching financial advisors, I have seen that trying to change yourself usually fails. Creating a new ...

What happens to your goals when motivation wears off?

In this episode, I break down why most New Year’s resolutions fail and why motivation alone will never carry you through the year. With National Quitting Day as the backdrop, I explain the real difference between motivation and commitment, an...

What if the fastest way to a great year had nothing to do with production numbers in January?

In this episode, I continue a two-part conversation by sharing the last five of ten strategies to help advisors avoid feeling behind before the year even gets started. Based on three decades of coaching...

What would your results look like if you judged your year by how well you executed, not by how generous the market happened to be?

In this episode, I walk you through the first five of the 10 strategies I use with advisors to set up a strong start to 2026. I explain why it’s essential to truly c...

What would change in your business if every growth decision you made was guided by a clear, intentional strategy instead of reacting to whatever showed up that week?

In this episode, I walk you through how I help advisors build a revenue-focused strategic plan for 2026 that actually drives momen...

Ever think about how far your business could go if you had a clear plan instead of just hoping things work out?

In this episode, I share the process I use with advisors to create a clear and measurable plan for 2026, one that not only defines your targets but helps you grow into the person capab...

Have you ever wondered how much more powerful your business could become if you stopped letting the day control you and instead ran every day with a game plan that drives real results?

In this episode, I break down why a structured daily routine is the single greatest advantage you can create as...