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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Decoding Financial Advisory Roles With Brad Wooten
I backed into intentionality. ...
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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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Maximizing Valuations and Smart Business Planning
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How Your LLC Fails
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Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]
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Overcoming Head Trash and Building Lucrative CPA Relationships
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Encore Episode: Dealing with Head Trash
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Decoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259]
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It’s All About That Prospect: Being Intentional and Gathering Information
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Encore Episode: New Client Onboarding – What Information New Prospects and Clients Provide
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What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]
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