THE SUMMIT 2025
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THIS WEEK’S PODCAST
A Trust Will Solve All My Problems… [Episode 294]
Navigating estate planning with your clients. ...
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is Disrupting The Financial Services Industry
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God Didn’t Make Tables!
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Improving Through Mentorship And Practice With Brady Bassford
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Stop Being Lazy [Episode 211]
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Too Many Clients, Core Values, and Bad Leaders
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Leaders You Shouldn’t Follow
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Core Values With Guest Ross Welte
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Why Are 50 Clients Too Many? [Episode 210]
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Creating Content, Simplifying Taxes, and Why Words Matter
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Words Matter
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