45: Things Wholesalers Wish Financial Professionals Knew
In this special crossover podcast with Dan Sullivan of Internal Use Only, we reflect on the job of wholesaling. What are some good questions that you should be asking wholesalers with whom you work? W...
2 Elo 202250min
44: Straight from the mouths of Navy SEALS - An Effective Team Requires Trust
On today's episode, Special Ops and Navy SEALS: John Choate, CD and Ant join the show. They draw upon experiences from their history and their SA-720™ Consulting business to discuss how to foster effe...
12 Heinä 202244min
43: From the United Nations to Wealth Management
Our guest Daniel Catone is CEO of Golden State Wealth Management. He's fascinating on a number of levels -- he's been nominated for Top 40 Under 40, he runs a variety of different businesses, he colle...
21 Kesä 202240min
42: The Whole Truth on How to Assess and Assemble a Winning Team
When hiring a team, it's always best to consider individuals that approach problems in different ways. Kolbe can be a powerful tool used by Managers to assess and understand how members of your team w...
31 Touko 202251min
41: Bold Moves for Building Superior Service: Supernova Teams with Curtis Brown
Industry veteran, Curtis Brown joins to discuss the concept of (and book) "Supernova Teams." You will hear how the financial services industry has changed over his decades in it, why client experience...
10 Touko 202252min
40: One of the Hardest Things to Learn is How to Unlearn
In this episode, we are joined by Liz Stiles, who discusses three big topics: people, process, and tech. We get into how she conducts a gap analysis with financial professionals and she explains actio...
19 Huhti 202256min
39: An Entrepreneurial Take on the Do’s and Don’ts of Financial Podcasting
Lee Michael Murphy is doing innovative things in the financial professional space. He started his own podcast and with more than 100 episodes in, of course, as fellow financial services podcasters, we...
29 Maalis 202234min
38: What is Your Morning Routine?
In this episode we start with a “Just Stop It” segment, then move on to a discussion about how to improve your morning routine.
8 Maalis 202224min
