THE SUMMIT 2025
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THIS WEEK’S PODCAST
Financial Undressing: What Your Practice Valuation is Really Wearing
Understanding your practice’s value. ...
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is Disrupting The Financial Services Industry
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Impactful Meetings, Wholesaler Perspectives, and Client Retention
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Are You Sticky?
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Confessions Of A Wholesaler with Guest Greg Goin
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Two Most Important Parts of a Surge Meeting [Episode 234]
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Value Delivery, Transformative Coaching, and Navigating Legal Challenges
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Stupid Games = Stupid Prizes
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The Power of Coaching With Guest Scott Rusnak
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Value Sledgehammer or Volume Sucker Punch? [Episode 233]
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Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth
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