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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Decoding Financial Advisory Roles With Brad Wooten
I backed into intentionality. ...
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is Disrupting The Financial Services Industry
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Confidence Comes From Repetitions [Episode 359]
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Capital Deployment and Growth Strategies With Peter Velardi
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You’re Not Marketing, You’re Guessing [Episode 358]
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Navigating the Insurance Landscape With Charlie Gipple
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How Does a Prospect Say Yes? [Episode 357]
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Revolutionizing Financial Planning with Sam Flatten
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Fees Are Never The Issue [Episode 356]
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The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan
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Head Trash: Overcoming Mental Barriers in Advising [Episode 355]
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