86 Avsnitt

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

    Publicerades: 2022-03-21

  2. Becoming a Team Player, and Thinking Like a Golf Pro with Shaw Pritchett

    Publicerades: 2022-03-07

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

    Publicerades: 2022-02-21

  4. Planning Beyond the First Six Months with Michael Kitces

    Publicerades: 2022-02-07

  5. Work Ethic, Critical Thinking, and Risk-Taking with Ernest Clark

    Publicerades: 2022-01-24

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

    Publicerades: 2022-01-10

  7. Doing Things Differently, Teachable Moments, and the Need for Nice with Eric Lansford

    Publicerades: 2021-12-27

  8. Mindset Shifts, Thinking Beyond Transactions, and Prioritizing What Matters with Neel Shah

    Publicerades: 2021-12-06

  9. Building Trust, Catching Red Flags, and Educating Athletes with Mike George

    Publicerades: 2021-11-22

  10. Life-Based Conversations and Learning to be Likable with Barry LaValley

    Publicerades: 2021-11-08

  11. Winning for Your Clients and Planning for the Unexpected with Stan Royer

    Publicerades: 2021-10-25

  12. Balancing Risk and Gaining Client Trust with Ryan Brott

    Publicerades: 2021-10-11

  13. Client Segmentation Strategies with Jim Dischert

    Publicerades: 2021-09-27

  14. Engaging in a Client-Centered Discovery Process with Trey Nelson

    Publicerades: 2021-09-13

  15. Staying Accountable, Planning for Success, and Making It Resonate with Peter Succoso

    Publicerades: 2021-08-30

  16. Learning to Be Vulnerable and Living in the Unknown with Chris Gardner

    Publicerades: 2021-08-16

  17. Information Sharing and Navigating the RIA Marketplace with Brad Wales

    Publicerades: 2021-08-02

  18. Holistic Planning, Value-Based Leadership & Navigating Tough Times with Charlie Weidman

    Publicerades: 2021-07-19

  19. Multi-Generational Planning and Community Building with Akemi Dalvi

    Publicerades: 2021-07-05

  20. Education, Active Listening and Emotion Over Data with Apollo Lupescu

    Publicerades: 2021-06-21

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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