Perfecting the Discovery Meeting Process with Bill Keen and Matt Wilson
The discovery meeting process starts well before your first meeting with a prospective client.
10 Key Ideas From My Top Podcasts of 2022
Pick one or two ideas from my top podcasts of 2022 that really resonate with you and then go all in on making them happen this year.
Can You Ever Have Enough?
There's never enough and more is better. Society tells us this but they are two toxic money myths says Lynne Twist.
You Don’t “Conquer” a Mountain
Mountains are not for conquering. We stand in awe and appreciation for them and they teach us lessons.
Mountain Climbing Adventures with Skip Schweiss and Scott MacKillop
Financial pros Scott MacKillop and Skip Schweiss share stories and wisdom from decades of mountain climbing and adventure living.
The Case for Alternative Investments with Matt Brown
Matt Brown makes a strong case for adding alternative investments to your portfolios.
2 Exciting Podcast Updates
Steve Sanduski shares the launch of 2 new series of episodes. One series is about investing, the other, about "adventure and achievement."
What Makes a Great Leader?
Great leaders are not superhuman. They're not "born." They cultivate the aspects of great leadership over their lifetime.
Surrender
Brute force may temporarily solve a problem or help you reach a goal. But surrender, in its purest form, is more enduring.
Paul McCartney at 80 and the Passing of Time
Paul McCartney is a shining example of living a full life.