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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Capital Deployment and Growth Strategies With Peter Velardi
Now is the time, we're at peak M&A values ...
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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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Throwback: Roth Conversions [Episode 248]
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Genuine Communication and Prospecting Pitfalls
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When Prospecting Goes Wrong
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Communication, Not Sales [Episode 247]
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Talent Acquisition and Profitable Prospect Meetings
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Charging For Prospect Meetings
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Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]
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Prospecting and Pregame Strategies
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Prospecting That Works for Advisors
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