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...

What if the biggest threat to your partnership isn’t the market or competition—but the way you set it up from day one?

In this episode, I walk you through the 10 worst practices in financial advisor partnerships—from skipping the discovery phase to avoiding conflict, neglecting legal protections...

Most advisors fail at transitioning their practice because they try to fix the old model instead of building the new one.

In this episode, I show you exactly how to move from a legacy transactional business to a modern advisory model—without blowing up what you already have. Using a client’s 36-...

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...