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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Revolutionizing Financial Planning with Sam Flatten
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Listen to the Show that
is Disrupting The Financial Services Industry
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Clients
Prospecting
Team
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Corona Virus [Episode 69]
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Team Work Makes the Dream Work [Episode 68]
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Getting the First Appointment – Part 2 [Episode 67]
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Getting Past the First Prospect Meeting [Episode 66]
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Real Estate and the Secure Act [Episode 65]
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RMD Value Adds [Episode 64]
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Million Dollar Ideas Are Worthless [Episode 63]
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Beating The Markets [Episode 62]
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Distributions While Out of Office [Episode 61]
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