12 Growing Your Business with Maribeth Kuzmeski
Today our guest is Dr. Maribeth Kuzmeski, the founder and president of Red Zone Marketing. She tells how she helped one client grow their practice from 10 million to 200 million in under five years us...
29 Sep 202057min
11 Wealth Management from Venture Capitalist, Paul Seid
Our guest Paul Seid, a successful entrepreneur and venture capitalist shares valuable lessons learned from decades of running multiple businesses in various countries. Also included in this episode: W...
15 Sep 202054min
10 How to Execute on a Great New Idea
What can you do with that notepad full of great ideas that has been sitting in a drawer ever since you got home from your last conference? On today's episode, Steve and Kurt give specific guidance for...
1 Sep 202036min
09 Behavioral Finance Psychologist Dr. Daniel Crosby
On this episode, we dive into the fascinating world of behavioral finance and how you can apply its lessons to your business. Our guest is Dr. Daniel Crosby. He's a PhD in clinical psychology and a be...
18 Aug 202054min
08 What is Supernova with Mary Mock
Our guest is Mary Mock, Divisional Vice President at Touchstone Investments. Prior to this she was one of the most successful wholesalers at Touchstone Investments. Mary discusses the concept of Super...
4 Aug 202033min
07 Digital Marketing for Financial Professionals with Mark Fujiwara
Mark Fujiwara joins us on this episode to discuss ways that financial professionals can market their practices in the current digital landscape. Steve and Kurt ask him about podcasting, LinkedIn, and ...
21 Juli 202057min
06 Practice Analysis Review: Synthesizing the Data
In this episode, Steve and Kurt dive into the world of PAR, or Practice Analysis Review. This review anchors a lot of what they do around practice management, so today they're going to tell you what i...
7 Juli 202032min
05 Building Community: A Conversation with Jerod Morris
Our guest today is Jerod Morris, an expert in the world of podcasting and digital marketing. Steve and Kurt's goal for this show is to build a community, and Jerod was an inspiration to them when they...
23 Juni 202035min
