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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Why One Percent Is For Discount Advisors? [Episode 354]
Integrity is key in pricing! ...
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Listen to the Show that
is Disrupting The Financial Services Industry
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Stop Pretending to Work [Episode 19]
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Talking Points for True Communication with Clients [Episode 18]
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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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