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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
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Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth
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Acts Of Service
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The Complexity Curve with Guest Paul Saganey
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Throwback: Asking Questions That Matter For Estate Planning
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Mastering Communication, Delegation Secrets, and Personal Growth
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Showin’ Up For A Fight
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Delegating for Success with Guest Karen Stewart
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How To Get More At-Bats [Episode 231]
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Transparency, Energy Awareness, and Practicing Value Adds
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