THIS WEEK’S PODCASTThe Power of Mental Checklists [Episode 351]

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is Disrupting The Financial Services Industry

The Longevity Factor in Retirement With Brian Smith

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The Integrity of Meeting Timeliness [Episode 346]

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Client Retention Strategies With Shelby Nicholl [Episode 345]

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The Power of Niche With Joe Curry

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Maximizing Marketing Efficiency With Ryan Fitzgerald [Episode 344]

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Negotiating Deal Terms With Peter Velardi

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Stop Defending Your Head Trash! [Episode 343]

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The Software Dilemma in Financial Planning [Episode 342]

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Embracing Failure: Lessons from Million Dollar Producers [Episode 341]

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