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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Process Over Guesswork: The Path to Master Prospecting [Episode 352]
"I was doing an objectively terrible job." ...
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is Disrupting The Financial Services Industry
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What Works Wednesday – Planning For Aging Clients With Lisa Mayfield
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Why Don’t You Graduate Clients? [Episode 177]
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Follow Up Friday – What Is A Lifestyle Practice?
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Worlds To Conquer – Dealing With Head Trash
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What Works Wednesday – Business Planning with Expert EOS Business Coach Scott Rusnak
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What Is A Lifestyle Practice? [Episode 176]
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Follow Up Friday – Delegation: When It Works And When It Doesn’t
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Worlds To Conquer – Client Onboarding: Referrals
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What Works Wednesday – Dynamic Retirement Income Planning with Justin Fitzpatrick
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