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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Stop Playing Office and Start Delivering Value [Episode 366]
Delivering value is work ...
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Listen to the Show that
is Disrupting The Financial Services Industry
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Prospecting
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The Pitfalls of Cooperative Practices With John Poole
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You’re Choosing Not To Deliver Value [Episode 362]
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Onboarding and Turnover Strategies With Becky Casstevens-Bellury
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Email Management: A Double-Edged Sword [Episode 361]
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The Impact of Health on Career Decisions With Shelby Nicholl
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Don’t Worry, The Estate Planning is Done [Episode 360]
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Decoding Financial Advisory Roles With Brad Wooten
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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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