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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Creating Welcoming Spaces for Clients [Episode 364]
We'll part ways as friends. ...
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Listen to the Show that
is Disrupting The Financial Services Industry
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Prospecting
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What Works Wednesday – Surge And Transferring Credibility With Monica Osborne and Colleen Wallace
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Surge – What If It Works? [Episode 183]
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Follow Up Friday – Why Are Value Adds Amazing?!
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Worlds to Conquer – Family Offices: An Interview With Floyd Shilanski
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What Works Wednesday – Small Business Planning With Steven Jarvis, CPA
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Why Are Value Adds Amazing?! [Episode 182]
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Follow Up Friday – Value Adds: Buckets and Guardrails
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Worlds to Conquer – Family Offices
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What Works Wednesday – Creating Habits With Lindsay Picone
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