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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
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Surge Week – How to Add Value to Your Meetings [Episode 48]
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Is This Marketing? [Episode 47]
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Making It Look Easy [Episode 46]
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Family Time [Episode 45]
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Mailbag [Episode 44]
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Effective Delegation – with Gina Cotner [Episode 43]
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Getting Your TEAM On Board [Episode 42]
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Massive Value – Fees [Episode 41]
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Networking: The Good, The Bad, The Ugly [Episode 40]
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