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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Creating Welcoming Spaces for Clients [Episode 364]
We'll part ways as friends. ...
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Listen to the Show that
is Disrupting The Financial Services Industry
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Clients
Prospecting
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Encore Episode: Business Planning
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The Future of Financial Advising with Shelby Nicholl [Episode 324]
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Encore Episode: Stop Talking Yourself Out Of The Sale!
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Counting the Reps: The Key to Growth [Episode 323]
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Encore Episode: Why Aren’t You Delegating To A Virtual Assistant?
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Navigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell
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Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]
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Encore Episode: Did Surge Abandon You?
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Valuations in a Changing Market With Scott DiGiammarino
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