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.
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.
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.
How a Nearly Billion-Dollar RIA Integrates Tax and Financial Planning for Ultra-High-Net-Worth Clients with Megan Gorman
Megan Gorman discusses how her firm meets the business challenges of serving high-net-worth families, including personalized services.
Heather Robertson Fortner on the Unsexy Realities of Building a Multi-Billion-Dollar RIA
Heather Robertson Fortner discusses how consistent execution and "Net Worthwhile" have fueled her firm's remarkable growth.
Beacon Pointe’s Matt Cooper on Using Private Equity to Build a High-Growth RIA Platform
Matt Cooper shares a rare behind-the-scenes look at Beacon Pointe's approach to M&A and discusses taking on a private equity investor.
Scott Hanson and Pat McClain on Secrets to 30 Years of Partnership and Growing Allworth Financial to $20 Billion in AUM
Scott Hanson and Pat McClain explain how they leveraged their complementary skillsets and shared business objectives to grow their firm.