THIS WEEK’S PODCASTStacking The Odds, Writing Legacy Letters, and Continuous Team Training

Stacking the odds in your favor when it comes to prospect meetings. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

A Roadmap for a Value-Driven Financial Plan [Episode 13]

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Realistic Ruminations on Broker-Dealers [Episode 12]

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Coach Joe Lukacs Revisited [Episode 11]

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From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]

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Don’t Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]

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The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]

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The Art of Prospecting & Time-Blocking [Episode 7]

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A Primer for Determining Your Fee Schedule [Episode 6]

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Always Take the High Road [Episode 5]

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