Mastering the M&A Game for Buyers and Sellers with Charles Schwab’s Nikolee Turner
Nikolee Turner explains the three-phase approach to M&A that Charles Schwab believes can help firms avoid unhappy marriages.
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.
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.
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.
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.
From Elton John to Taylor Swift: Applying Music Industry Lessons to Financial Advising with Matt Ackermann and Andree Mohr
Matt Ackermann and Andree Mohr discuss how famous musicians hone their craft and apply those lessons to what we do as advisors.
Tom Rieman on Accelerating Organic Growth and Elevating the Financial Advice Experience
Tom Rieman explores three themes that are crucial to success: organic growth; bridging the advice-experience gap, and an ideal advice experience.
Devin Martin: Integrating Spirituality and Science for a Holistic Approach to Personal Growth
Devin Martin on harnessing the power of mindfulness, emotional diversification, and self-inquiry to create a life of profound transformation.
Suzanne Peterson On How To Be An Admired Leader That Gets Results
Suzanne Peterson explores the behaviors that great leaders consistently demonstrate to earn the respect of their teams.
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.