THIS WEEK’S PODCASTUpgrade Opportunities and Lessons in Criticism 

Opportunities for clients to grow along with you. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

You Thought It Would Be Easy…[Episode 218]

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DIYers, Navigating Challenges and Delivering Value in Client Interactions

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Fricken DIY’ers

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Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima

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Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]

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Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!

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No One Wants To Talk To You

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Unleashing the Power of Virtual Assistants with Guest Karen Stewart

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Conquer or Crumble: How’s Your Prospecting Going? [Episode 216]

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