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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Unlocking M&A Secrets with Ted Jenkin
You need to lean into change ...
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Listen to the Show that
is Disrupting The Financial Services Industry
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Finding Good Talent with Yosef Colish [Episode 110]
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Reading Time with Jarvis – So Good They Can’t Ignore You by Cal Newport
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The “Perfect” Way to Rollover a 401(k) [Episode 109]
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Tips from the Trenches – Buckets
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The Right Size Financial Plan [Episode 108]
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Reading Time with Jarvis – Solve for Happy by Mo Gawdat
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Tips from the Trenches – Delivering Massive Value
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Reading Time with Jarvis – Multiplication by Subtraction by Shannon Waller
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How Long Does It Take You to Create a Tax Plan? [Episode 107]
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