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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Decoding Financial Advisory Roles With Brad Wooten
I backed into intentionality. ...
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Listen to the Show that
is Disrupting The Financial Services Industry
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Prospecting
Team
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Team Won’t Implement [Episode 125]
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Follow Up Friday – It’s Not Just Matt and Micah That Surge
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Reading Time with Jarvis – Nerd’s Eye View by Michael Kitces
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It’s Not Just Matt and Micah That Surge [Episode 124]
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Follow Up Friday – Is There A Wannabe Doctor On Board?
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Tips from the Trenches – The Power of One Page
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Is There A Wannabe Doctor On Board? [Episode 123]
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Reading Time with Jarvis – The Rich Barber Method by Chuka Torres
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Tips from the Trenches – Follow The Process
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