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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Listen to the Show that
is Disrupting The Financial Services Industry
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Clients
Prospecting
Team
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Stacking The Odds, Writing Legacy Letters, and Continuous Team Training
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You Didn’t Hire Idiots
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The Value Of Writing A Legacy Letter With Guest Blake Brewer
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Stacking The Odds In Your Favor [Episode 207]
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Prospect Process, Forcing Mechanisms, and Unlimited Access
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How You Can Offer Unlimited Access
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Unique Forcing Mechanisms with Guest Dave Zaegel
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Just Cause Your Breath Stinks, Don’t Change The Process [Episode 206]
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Walls, Right Fits, And What Will Get You Fired
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