PODCAST / VIDEOS
Since 2010, I have recorded hundreds of videos and audios. Each week I share brand new ideas, concepts, case studies, and strategies that you can execute in your business today. Subscribe today so you don't miss out.
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.Â
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...
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...
