Have you ever wondered what separates advisors who build momentum year after year from those who feel like they’re grinding without real progress?

In this third and final installment of my three-part series, I share the core principles I’ve taught for over three decades, principles that help advis...

Ever wonder why some financial advisors keep growing while others hit a wall?

In this second part of a three-part series, I share what I’ve learned from over 31 years of coaching advisors about how real growth begins with changing who you are, not just what you do. I talked about building strong...

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...