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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Don’t Worry, The Estate Planning is Done [Episode 360]
You don't really know your value ...
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is Disrupting The Financial Services Industry
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The Software Dilemma in Financial Planning [Episode 342]
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Embracing Failure: Lessons from Million Dollar Producers [Episode 341]
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Encore Episode: Why Advisors Fail
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Encore Episode: Tips from the Trenches – Taxes
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Tax Planning at Scale [Episode 339]
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Encore Episode: You Didn’t Hire Idiots
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Creative Deal Structuring for Advisors With Scott DiGiammarino
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The Power of Experimentation in Financial Planning With Art Turock [Episode 338]
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Encore Episode:The Godfather: Michael Kitces
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