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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Fees Are Never The Issue [Episode 356]
Focus your conversations on 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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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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Making Taxes Easy with Guest Steven Jarvis
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Creating Valuable Content [Episode 209]
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Financial Undressing, Team Building, and Taking Criticism
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