Have you ever wondered why some financial advisors thrive year after year while others struggle to gain traction?

In this episode, I share insights from more than 31 years of coaching advisors on what truly drives long-term success. You’ll learn why qualities like drive, competitiveness, commitm...

Have you ever wondered why some advisors consistently perform at their best while others struggle to find their rhythm?

In this episode, I’m sharing the 10-point daily game plan I’ve taught to hundreds of financial advisors to help them take control of their day and boost results by 20–30%. You’...

What if your next big breakthrough as a financial advisor didn’t come from a new strategy or software—but from the people you surround yourself with?

In this episode, I’m sharing 10 best practices for networking and collaborating with like-minded advisors—the same principles I’ve used and taught...

What if the future of financial advising isn’t about mastering spreadsheets—but mastering people?

In this episode, I share why the advisors who will thrive aren’t just great planners—they’re great communicators and coaches. I’ll introduce Mastering the Art of People, my new 21.5 CE credit progra...

What if the real secret to growing your advisory practice isn’t found in working harder—but in who you surround yourself with?

In this episode, I share why associating with like-minded advisors is one of the most powerful levers for success. From collapsing years of trial-and-error into months, ...

What if failure isn’t something to avoid—but the very thing that fuels your growth?

This episode is the second part of my two-part series on the 10 strategies every advisor needs to transform themselves. If you haven’t had a chance to listen to Part 1 yet, I recommend starting there to hear stra...

What if the biggest ceiling on your business isn’t the market—but you?

In this episode, I share why your current results are a direct reflection of who you are right now—and how breaking through to the next level requires you to evolve into a new version of yourself. 

I’ll walk you through the ...

What if the success of your partnership has less to do with markets or money and everything to do with alignment and communication?

In this episode, I share the strategies I’ve seen transform financial advisor partnerships, from building on shared vision and values (V²) to using behavioral asses...