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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Back By Popular Demand [Episode 353]
It's not what you know, it's what you do. ...
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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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Appointments Outside of the Surge [Episode 26]
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Luck of the Draw [Episode 25]
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Let’s Talk About Taxes! Part 2
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Let’s Talk About Taxes! [Episode 23]
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To Fee, or Not to Fee? [Episode 22]
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Account Minimums as a Metric for Finding Ideal Clients [Episode 21]
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Tips to Maximize Your Return on Time [Episode 20]
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Stop Pretending to Work [Episode 19]
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Talking Points for True Communication with Clients [Episode 18]
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