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Financial Advisors Live Event

Never Sacrifice Who You Are For What You Want (featuring Ron Dickinson)

0.75x 1x 1.25x 1.5x 2x 0:000:26:31 Never Sacrifice Who You Are For What You Want (featuring Ron Dickinson) Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicBack in 1930, economist John Maynard Keynes wrote an essay in which he predicted his future grandchildren would only need to work […]

Succeeding with Energy and Authenticity (Featuring Matt Ross)

In this week’s episode, you’re going to meet Matt Ross. Matt, a top performing financial advisor, is great at staying focused on his biggest goals. Taking action on the things that will make the biggest difference to his clients, team and family.

Succeeding with Energy and Authenticity (featuring Matt Ross)

0.75x 1x 1.25x 1.5x 2x 0:000:31:58 Succeeding with Energy and Authenticity (featuring Matt Ross) Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon Music Do you ever wonder how you’re going to get it all done? You feel like you have way too much to do and you don’t […]

Do Right (Featuring Phil Calandra)

In this episode of the Truest Fan podcast, you’ll meet Phil Calandra, a financial advisor and leader of the Atlanta team of Apella Capital Management. We talk about the importance of “doing right” and how to hang in there when things get tough.

Do Right (featuring Phil Calandra)

0.75x 1x 1.25x 1.5x 2x 0:000:35:47 Do Right (featuring Phil Calandra) Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicBack in 1930, economist John Maynard Keynes wrote an essay in which he predicted his future grandchildren would only need to work 15 hours per week. He imagined that […]

The Importance of Finishing Strong

In this episode, I talk about the importance of finishing strong. Whether it’s a simple task, a major project or a period of life, the way we finish is often the difference between accomplishment and failure.

The Importance of Finishing Strong

0.75x 1x 1.25x 1.5x 2x 0:000:16:43 The Importance of Finishing Strong Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicBack in 1930, economist John Maynard Keynes wrote an essay in which he predicted his future grandchildren would only need to work 15 hours per week. He imagined that […]

Be Your Clients Truest Fan

In this episode, I share some tried and true ideas for elevating your client relationships. Plus, you’ll learn to better appreciate the positive impact your efforts are making in this world.

Be Your Clients Truest Fan

0.75x 1x 1.25x 1.5x 2x 0:000:16:03 Be Your Clients Truest Fan Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicThis episode was created especially for financial advisors in my audience. No matter how you serve your clients, you’re probably feeling the sting of volatile markets and a turbulent […]

7 Shifts That Change Everything

For Advisors Who Want to Grow AUM, Show Up Where It Matters Most, and Serve with Purpose