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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Back By Popular Demand [Episode 353]
It's not what you know, it's what you do. ...
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Listen to the Show that
is Disrupting The Financial Services Industry
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Coaching Your Clients Off the Ledge [Episode 17]
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5 Business Lessons Learned from Disney World [Episode 16]
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Confessions of a Wholesaler [Episode 15]
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When, Why, and How to Fire a Client [Episode 14]
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A Roadmap for a Value-Driven Financial Plan [Episode 13]
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Realistic Ruminations on Broker-Dealers [Episode 12]
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Coach Joe Lukacs Revisited [Episode 11]
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From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]
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Don’t Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]
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