86 Afleveringen

  1. Appreciating Introductions, Disagreeing Gracefully, and the Power of Gratitude with Mike Dixon

    Gepubliceerd: 21-3-2022
  2. Becoming a Team Player, and Thinking Like a Golf Pro with Shaw Pritchett

    Gepubliceerd: 7-3-2022
  3. Paving a Unique Path, the Value of Authenticity, and Navigating the Emotional Aspects of High Net Worth Clients with Megan Gorman

    Gepubliceerd: 21-2-2022
  4. Planning Beyond the First Six Months with Michael Kitces

    Gepubliceerd: 7-2-2022
  5. Work Ethic, Critical Thinking, and Risk-Taking with Ernest Clark

    Gepubliceerd: 24-1-2022
  6. The Value of Work-Life Harmony, Cultivating a Feedback Culture, and Working Toward Holistic Planning with Mary Huntley

    Gepubliceerd: 10-1-2022
  7. Doing Things Differently, Teachable Moments, and the Need for Nice with Eric Lansford

    Gepubliceerd: 27-12-2021
  8. Mindset Shifts, Thinking Beyond Transactions, and Prioritizing What Matters with Neel Shah

    Gepubliceerd: 6-12-2021
  9. Building Trust, Catching Red Flags, and Educating Athletes with Mike George

    Gepubliceerd: 22-11-2021
  10. Life-Based Conversations and Learning to be Likable with Barry LaValley

    Gepubliceerd: 8-11-2021
  11. Winning for Your Clients and Planning for the Unexpected with Stan Royer

    Gepubliceerd: 25-10-2021
  12. Balancing Risk and Gaining Client Trust with Ryan Brott

    Gepubliceerd: 11-10-2021
  13. Client Segmentation Strategies with Jim Dischert

    Gepubliceerd: 27-9-2021
  14. Engaging in a Client-Centered Discovery Process with Trey Nelson

    Gepubliceerd: 13-9-2021
  15. Staying Accountable, Planning for Success, and Making It Resonate with Peter Succoso

    Gepubliceerd: 30-8-2021
  16. Learning to Be Vulnerable and Living in the Unknown with Chris Gardner

    Gepubliceerd: 16-8-2021
  17. Information Sharing and Navigating the RIA Marketplace with Brad Wales

    Gepubliceerd: 2-8-2021
  18. Holistic Planning, Value-Based Leadership & Navigating Tough Times with Charlie Weidman

    Gepubliceerd: 19-7-2021
  19. Multi-Generational Planning and Community Building with Akemi Dalvi

    Gepubliceerd: 5-7-2021
  20. Education, Active Listening and Emotion Over Data with Apollo Lupescu

    Gepubliceerd: 21-6-2021

3 / 5

The show where we talk with successful independent financial advisors about how they approach their businesses, client relationships, and the underlying behaviors that have helped them achieve success.

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