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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.

Transform Yourself as a Financial Advisor: 10 Tips (2025) | Part 2 Sep 26, 2025

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...

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Transform Yourself as a Financial Advisor: 10 Tips (2025) | Part 1 Sep 19, 2025

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 ...

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10 Best Advisor Partnerships Tips | Financial Advisor Coaching 2025 Sep 12, 2025

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...

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10 Worst Mistakes in Financial Advisor Partnerships Sep 05, 2025

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...

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Financial Advisor Coaching 2025: Shift Your Business from Old Factory to New Factory Aug 22, 2025

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-...

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Four Quadrants Every Financial Advisor Must Master in 2025 Aug 15, 2025

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...

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2025 Advisor Growth Tips from The Science of Scaling Aug 08, 2025

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 ...

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Set Impossible Goals: 3X Your Advisory Practice in 2025 Aug 01, 2025

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 ...

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