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THE SUMMIT 2027
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THIS WEEK’S PODCAST
The Hidden Cost of Selling Your Practice Alone With Scott DiGiammarino
Fit is everything ...
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Listen to the Show that
is Disrupting The Financial Services Industry
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Prospecting
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DIYers, Navigating Challenges and Delivering Value in Client Interactions
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Fricken DIY’ers
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Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima
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Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]
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Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!
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No One Wants To Talk To You
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Unleashing the Power of Virtual Assistants with Guest Karen Stewart
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Conquer or Crumble: How’s Your Prospecting Going? [Episode 216]
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Small Details, Custodians, and What To Say
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