Podcasting is a wonderful way to showcase the talents, insights, and creativity of the amazing people that populate our world. In that spirit, I’m thrilled to announce two special series of episodes that I’m launching this fall.

The first series of episodes is in partnership with CAIS, the leading alternative investment platform for financial advisors. To explain what we’re doing, I asked industry star and CAIS CMO Abby Salameh to join me today to discuss this special series of 10 podcast episodes and how they can help you enhance the investment side of your practice. (Teaser: you can apply to attend the Summit Abby mentions by clicking here.)

The second series is something that I don’t think has ever been done before in the financial advisory profession. So please listen to today’s episode as I explain what these “adventurous” shows are about and how you might be able to be a guest on one of them.

I hope you enjoy these upcoming shows as much as I love doing them. Please spread the word about the podcast and rate it and write a review on your favorite social platform. Thank you!


Apply to attend the CAIS 2022 Summit.