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THE SUMMIT 2026
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THIS WEEK’S PODCAST
The Rebel Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt
Creating a Community for Dads ...
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Listen to the Show that
is Disrupting The Financial Services Industry
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Clients
Prospecting
Team
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Encore Episode: Managing Value Adds In Surge
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The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]
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Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising
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A Tangent with Floyd Shilanski
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Learning Opportunity or Time To Go [Episode 279]
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The Devil’s in the Details: Mastering Professionalism and Digital Discipline
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Is This The Grind?
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Yes, It Is Your Dress [Episode 278]
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Avoiding Common Advisor Pitfalls and Embracing Sales Excellence
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