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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Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!
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No One Wants To Talk To You
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Unleashing the Power of Virtual Assistants with Guest Karen Stewart
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Conquer or Crumble: How’s Your Prospecting Going? [Episode 216]
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Small Details, Custodians, and What To Say
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Say This
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Disrupting Giants With Guest Jason Wenk
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It’s Nothing, Right? No! The Little Things Are What Matter [Episode 215]
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Rockstar Teams, Trainings, and Career Enterprise Value
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