Melinda Bremley on How Effective Leaders Assess Talent, Solve Problems, and Navigate Complex Conversations
Melinda Bremley and I discuss the traits that differentiate top leaders, including how to use assessments and conduct performance reviews.
10 Insights From 10 Years of Podcasting
While I could easily list dozens of unique and actionable ideas I've learned from a decade of podcasting, these 10 insights stand out.
Brighton Jones’s Carley Dillon on Achieving 15% Annual Organic Growth, Holding Team Members Accountable to Hitting Metrics, and Delivering “Wealth Alignment”
Carley Dillon shares the framework behind Brighton Jones's stunning success, including how they deliver wealth alignment.
Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go?
Mindy Diamond shares the process she uses to help advisors clarify their goals and make the right decision for their careers.
Trust, Team, and Tea: Pete Goss on What His Epic Adventures at Sea Taught Him About Life and Business
Answering a Mayday call deep in the Southern Ocean while solo sailing in a gale changed his life.
The Comprehensive 5-Step Operational Guide to Systematizing Your Financial Advisory Firm
Systematizing your office is essential for efficiency, delivering exceptional client service, and sustaining growth.
Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go
Eric Brotman and I have a wide-ranging conversation that touches on evolving your role over time and how to accelerate organic growth.
Integrating Right Brain/Left Brain to Unleash Your Inner Visionary Leader to Generate a Holistic Impact for All Stakeholders with McKinsey’s Ramesh Srinivasan
Ramesh Srinivasan discusses how leaders can transform themselves and their organizations by evolving through personal growth.
The Step-By-Step YouTube Strategy Dave Zoller Used to Add 72,000 Subscribers and Generate 60 – 100 Qualified Leads a Month
Dave Zoller and I discuss how advisors can get started with YouTube marketing or optimize their existing channels.
How Pure Financial Advisors Built a $7 Billion Organic Marketing Machine That Generated >45,000 Leads in 2024 with CEO Joe Anderson
Joe Anderson explains how he built a corporate marketing machine that consistently generates thousands of high-quality leads.