Best The Everyday Executive || Career Development Coach Podcasts (2025)

1
Lessons on Leadership and Life from My 600-Mile Caribbean Yacht Race with Skipper Nikki Henderson 1:16:47

2M ago1:16:47

1:16:47

Guest: Nikki Henderson, a world-class professional sailor. In 2018, Nikki became the youngest skipper to lead a team in the Clipper Round the World Yacht Race. At the age of 25, over the course of more than 40,000 miles of ocean racing, Nikki led a diverse team of mostly amateur sailors from 16 countries to an extraordinary second place finish. She…

1
Ep. 18 — Masculinity Decoded: Initiative, Risk, and Healthy Manhood 33:07

2M ago33:07

33:07

We often hear about masculinity through extremes—either as toxic or outdated. But what if true masculinity is neither? In this insightful episode of Second Thoughts with Dr. Roger Hall, we unpack the essential, yet often misunderstood, core of healthy masculinity: initiative. Dr. Hall reveals why real masculinity is about risk-taking, courage, and …

1
Ep. 17 — How to Get More Done in 2 Hours Than Most Do in a Day 29:17

3M ago29:17

29:17

We’ve all been told to manage our time better—block your calendar, hustle harder, grind longer. But what if that’s not the secret to real productivity? In this game-changing episode of Second Thoughts with Dr. Roger Hall, we break down why time management fails, and what actually drives high performance: energy and attention management. Discover th…

1
Ep. 16 — The Truth About Heroes: Bravery, Courage & Everyday Acts of Valor 28:58

3M ago28:58

28:58

Episode Description: What makes someone a true hero? Is it raw courage, moral conviction, or something deeper? In this episode of Second Thoughts with Dr. Roger Hall, we strip away the myths of heroism—from comic book legends to real-world acts of bravery—to uncover what truly defines a hero. Join us as we explore: Physical vs. Moral Courage – Why …

1
My 3 Polarities for 2025 31:49

5M ago31:49

31:49

I discuss how well I executed on my 3 words from 2024 and then reveal why and how I’m changing the exercise for 2025. For 2025, I'm going to explore polarities—pairs of words that represent the tension and harmony between opposing yet complementary concepts. This shift feels like a natural evolution. Just as life is a balance of contrasts—action an…

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Helping Clients Thrive: Wealth-Building 'Permission to Prosper' Strategies With Dr. Preston Cherry 1:05:19

6M ago1:05:19

1:05:19

Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., an entrepreneur, coach and speaker. Dr. Cherry is the creator of the Life Money Balance™ approach and founder of Concurrent Financial Planning. His new book is Wealth in the Key of Life: Finding Your Financial Harmony. In a Nutshell: "Songs in the Key of Life" is one of Stevie Wonder's most famo…

1
Ep. 15 — Back to Basics: Building Habits, Trust, and Thriving Teams 56:37

6M ago56:37

56:37

What are the foundational elements that drive personal and professional success: effective habit formation, cultivating trust, and building cohesive teams? Discover practical strategies to develop habits that stick, foster trust in both remote and in-person environments, and enhance team collaboration for the future of work. Key Takeaways: Habit Fo…

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Kendra Wright on "Finding" Great Copy and Revamping Your Website to Attract More Ideal Clients 1:30:20

6M ago1:30:20

1:30:20

Guest: Kendra Wright, owner of Rebel Media Agency, a marketing company specializing in financial professionals. In her prior life, Kendra worked in rock ‘n roll marketing for some of the biggest names in music (Willie Nelson, Motley Crue, Matchbox Twenty, and more). In a Nutshell: Great copy means you'll never experience a failure to communicate. G…

1
Ep. 14 — Cut Flower Society 30:58

7M ago30:58

30:58

Cut Flower Society is a thought-provoking exploration of the ideas that shape our world. What happens when societies sever themselves from their foundational beliefs? Is morality timeless, or simply a product of cultural consensus? Join us as we dive into history, philosophy, and modern-day dilemmas, drawing on examples like the French Revolution, …

1
10 Insights From 10 Years of Podcasting 51:17

7M ago51:17

51:17

After I left Peak Advisor Alliance (now Carson Coaching), I settled on the idea of starting my Between Now and Success podcast as part of my next chapter. I figured podcasting would be a great way to stay in touch with people in our industry, keep networking, and learn from the best of the best. Now, 10 years later, across five separate podcasts, I…

1
Ep. 13 — Religion’s Role in Shaping Civilizations and Revolutions 30:52

7M ago30:52

30:52

What impact does religion have on society, culture, and even revolutions? This episode explores the civilizing influence of religion through history—from the Protestant push to abolish slavery to the unique concept of grace in Christianity. We also examine the evolution of religions from the Indian subcontinent, the Fertile Crescent, and beyond, re…

1
Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go? 55:49

7M ago55:49

55:49

Guest: Mindy Diamond, the founder and CEO of Diamond Consultants and the author of a fantastic new book called Should I Stay or Should I Go? In a Nutshell: Between the competition for top talent at large firms and the proliferation of smaller lifestyle RIAs, many advisors feel like they need to be constantly evaluating their career options. But the…

1
Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go 1:08:08

8M ago1:08:08

1:08:08

Guest: Eric Brotman, CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehen…

1
The Step-By-Step YouTube Strategy Dave Zoller Used to Add 72,000 Subscribers and Generate 60 - 100 Qualified Leads a Month 1:10:47

8M ago1:10:47

1:10:47

Guest: Dave Zoller, CFP®, owner of Streamline Financial Services in Warrenville, IL. Streamline currently manages over $450 million in assets for 250 client households. In a Nutshell: Digital marketing isn't about trying to strike lighting and "go viral," although that certainly helps! The advisors I've talked to who have mastered YouTube, LinkedIn…

1
Building an Authentic Brand Around His Personal Passion of Being an "Everyday Explorer" with Josh Self 51:00

9M ago51:00

51:00

Guest: Josh Self, CLU, ChFC, CFP®, Managing Partner of Ridgeline Wealth Advisors in Raleigh, NC. In a Nutshell: Do you serve your business or does it serve you? Josh Self decided to do a complete rebrand and design his business around his personal passion of being an everyday explorer. He wanted to attract other like-minded outdoor enthusiasts so h…

1
Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig 53:08

9M ago53:08

53:08

In a Nutshell: Steve and Amy Koenig, a financial advisor coach, are back for a deep dive on an issue every advisor will face at some point which is, how do you transition existing clients to another advisor and do it so the clients stay and there's no drop in service. Sometimes there's a personality mismatch. Sometimes goals aren't aligned. Sometim…

1
Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab's Lisa Salvi 43:20

10M ago43:20

43:20

Guest: Lisa Salvi, Managing Director, Advisor Services at Charles Schwab. In a Nutshell: If you could start from scratch and sketch out what the ideal advisory practice looks like, what would you come up with? Lisa Salvi and her team have developed just such a blueprint for what the most successful firms at Charles Schwab are doing to manage and gr…

1
How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years 1:17:43

10M ago1:17:43

1:17:43

Guest: Erin Scannell, Chief Executive Officer of Heritage Wealth Advisors. In a Nutshell: When I talked to Erin Scannell in 2020, he was directing 50 team members, 18 advisors, and about $2 billion in AUM. Four years later, Heritage has doubled to $4 billion in AUM, and Erin is in charge of over 80 team members, including 20 advisors and a robust s…

1
Ep. 12 — The Real Impact of Nutrition on Your Brain and Mood 16:52

10M ago16:52

16:52

Is your diet affecting more than your waistline? In this episode, we explore how what you eat shapes your brain health, mood, and overall mental performance. Discover why the Standard American Diet (ironically called the SAD diet) is making us feel worse despite filling us up, and how eating the right foods can improve focus, fight depression, and …

1
Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money Flashpoints 51:52

10M ago51:52

51:52

Guest: Dr. Shaywanna Harris-Pierre, a licensed professional counselor and financial therapist with a rich background in marriage and family therapy. Dr. Shay is also the owner of Shades of You Counseling and Consulting. In a Nutshell: Every family is unique, and no family is perfect. The dynamics, positive and negative, that exist between loved one…

1
Ep. 11 — Why Sports Matter: More Than Just a Game 16:06

10M ago16:06

16:06

Sports aren’t just for entertainment—they shape culture, community, and even mental health. In this episode, we explore how physical activity does more than boost endorphins; it can heal the brain, alleviate depression, and build resilience. From the scholar-athlete ideal to the unifying power of cheering for a team, sports offer benefits beyond th…

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Ep. 10 — Social Media’s Hidden Costs: Anxiety, Comparison, and Critical Thinking 19:49

11M ago19:49

19:49

Social media was supposed to connect us, but has it done more harm than good? This episode breaks down how endless scrolling and highlight reels lead to anxiety, social comparison, and even physical illness. We explore how our brains react to constant comparison with the "perfect" lives of others and why it makes us feel inadequate. But it doesn’t …

1
Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig 46:57

11M ago46:57

46:57

Guest: Amy Koenig, a financial advisor coach and the Chief of Operations at ROL Advisor. In a Nutshell: Amy Koenig was the first coach I hired back in 2004 when I was running Peak Advisor Alliance-now Carson Coaching. She coached advisors, operations leaders, and she developed the entire systems manual that was a key part of our coaching offering b…

1
Ep. 9 — Why We Can't Admit We're Wrong: The Psychology Behind Belief and Violence 17:28

11M ago17:28

17:28

Why do people struggle so much with admitting they’re wrong? This episode dives into the psychology of belief, cognitive dissonance, and the power of rhetoric in shaping our minds—and sometimes leading to dangerous outcomes. From impulsive and obsessive violence to the biases that keep us stuck in echo chambers, we explore how worldviews form, chan…

1
Ep. 8 — The Multitasking Myth & Why People Are Switching Jobs 19:26

11M ago19:26

19:26

Think you’re a multitasking master? Think again. This episode reveals the hidden cost of multitasking on your brain and productivity. Learn why every attention switch drains your focus, leaving you exhausted without getting much done—and what you can do about it. We also tackle the growing trend of job switching: why people leave jobs they love bec…

1
From Spreadsheets to Yoga Mats: How to Slow Down, Find Inner Peace, and Recharge with Shannon Warwick 50:27

11M ago50:27

50:27

Guest: Shannon Warwick, Certified Personal Trainer, Yoga Teacher, & Sports Nutritionist. In a Nutshell: There's a profound connection between our physical health and the stress that we carry around with us every day. Today's show is a bit different from my usual focus on financial advisor practice management. Shannon and I dive deep into the topic …

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Ep. 7 — The Real Cost of Workplace Distractions and Hidden Biases 12:07

12M ago12:07

12:07

Are you getting less done despite working more? This episode breaks down how workplace distractions—from constant notifications to overstimulation—are sabotaging productivity. We discuss why it takes 20 minutes to regain focus after every interruption and what you can do to reclaim deep concentration. The conversation also takes a turn into the hid…

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Ep. 6 — Patriotism Today: Why Loving Your Country Is So Polarizing 22:18

12M ago22:18

22:18

In today’s polarized world, patriotism has become a lightning rod for heated debates. Why has something as fundamental as love for one’s country turned into a divisive issue? We explore the clash of worldviews shaping this debate, from utopian visions to hard truths about human nature. Discover how echo chambers, technology, and generational shifts…

1
From Elton John to Taylor Swift: Applying Music Industry Lessons to Financial Advising with Matt Ackermann and Andree Mohr 53:29

12M ago53:29

53:29

What can Elton John, Van Halen, and Taylor Swift teach financial advisors about running a successful firm? On today's show, Matt Ackermann and Andree Mohr discuss their unique spin on writing about practice management, which examines stories about how famous musicians hone their craft and applies those lessons to what we do as advisors.…

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Ep. 5 — Why Gen Z Brings Parents to Job Interviews: The Workforce Crisis 15:23

12M ago15:23

15:23

Ever wonder why Gen Z job seekers are showing up with their parents at interviews? We break down what’s really going on—from confidence gaps to generational shifts—and how it impacts today’s workplace dynamics. Stress is another beast facing business owners and employees. We dive into why burnout is at an all-time high and share straightforward way…

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Ep. 4 — Why the Economy Feels Broken (Even When It Isn’t) 17:44

12M ago17:44

17:44

Why does the data say one thing while everyday Americans feel another? In this episode, we explore the disconnect between economic reports and consumer sentiment. Discover how media narratives shape anxiety, why small businesses struggle under regulatory burdens, and who actually benefits from economic uncertainty. From job reports to spending habi…

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Ep. 3 — The Trump Trial: What It Means for America’s Future 16:04

1y ago16:04

16:04

What happens when a political opponent faces trial during an election cycle? This episode unpacks the unprecedented Trump trial and its ripple effects across politics, business, and public trust. We explore how undecided voters could be swayed by last-minute revelations and why snap judgments, guided by peripheral thinking, often shape major decisi…

1
Tom Rieman on Accelerating Organic Growth and Elevating the Financial Advice Experience 1:18:50

1y ago1:18:50

1:18:50

Guest: Tom Rieman, the Founding Partner and CEO of Practice Intel, a company dedicated to empowering advisors to deliver truly impactful advice. Tom has held leadership roles at J. D. Power and Associates, Brinker Capital, and J. P. Morgan Asset Management. In a Nutshell: Tom and I explore three themes that are crucial to all advisors' success: org…

1
Ep. 2 — Will AI Steal Your Job or Create New Ones? 15:09

1y ago15:09

15:09

Is AI just hype, or is it truly reshaping the job market? In this episode, we dig into how artificial intelligence could transform the American workforce, exploring whether it's a helpful tool or a disruptor poised to replace human jobs. From fast-food robots to the ripple effects of declining birth rates, we connect the dots on the future of emplo…

1
Ep. 1 — How Insurance is Changing Therapy (For Better or Worse) 8:37

1y ago8:37

8:37

In this episode, we take a hard look at how modern therapy has evolved—and the surprising ways insurance companies are calling the shots. Ever wonder why almost every therapist claims to practice cognitive behavioral therapy (CBT) these days? We uncover the financial incentives driving this trend and whether it actually helps patients. From explori…

1
Devin Martin: Integrating Spirituality and Science for a Holistic Approach to Personal Growth 1:21:39

1y ago1:21:39

1:21:39

Guest: Devin Martin, a transformation coach who specializes in helping individuals navigate major life and career transitions. In a Nutshell: Devin discusses his transformative journey from corporate success to a year of solitude on a mountain, his insights into personal growth, and his approach to transformational coaching. The episode explores th…

1
Mastering "The Language of Referrals" to Drive Organic Growth with Bill Cates 1:03:44

1y ago1:03:44

1:03:44

Guest: Bill Cates, a Hall of Fame speaker, author, and referral coach. Bill's latest book is The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients. In a Nutshell: When it comes to creating and sustaining organic growth, clicks and "likes" are important. But turning your existing clients into superfans…

1
How Concierge Wealth Management Services Can Improve Your Clients' Return on Life with Alex Miele 58:40

1y ago58:40

58:40

Guest: Alex Miele, CFP®, a Managing Director and Partner with Hierax Wealth Partners. Alex’s fifteen years of service in the wealth management industry has focused on advocating for her clients throughout every permutation of their financial lives. Alex prides herself in finding solutions for her clients’ seemingly unsolvable problems, while provid…

1
Using an Outsourced Chief Investment Officer (OCIO) to Deliver Enhanced Investment Services and Free Your Time for Other High-Value Pursuits with Mario Nardone 50:01

1+ y ago50:01

50:01

Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning and relationship-focused financial advisors. In a Nutshell: The human side of financial planning is, increasingly, where financial planners are delivering the most value to clients. Building th…

1
Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity 52:03

1+ y ago52:03

52:03

Guest: Benjamin Brandt, a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast. In a Nutshell: Many advisors think about tech and marketing in terms o…

1
Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm 1:06:08

1+ y ago1:06:08

1:06:08

Guest: Matt Reiner, a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. In a Nutshell: Nobody likes to fail, nobody likes to admit they failed,…

1
Welcome to the Jungle: Mark Hurley on Thriving During the Next Evolution of the Wealth Management Industry 1:19:36

1+ y ago1:19:36

1:19:36

Guest: Mark Hurley, founder of Fiduciary Network and now CEO of Digital Privacy & Protection LLC, a cybersecurity company. In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs woul…

1
My 3 Words for 2024 27:34

1+ y ago27:34

27:34

For the ninth time, I begin the New year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my best year yet. It’s the My 3 Words exercise. My 3 words are printed at the top of my Daily Outcomes sheet (my prioritized to-do list) so I see them multiple times a day. By being thoughtful when I ident…

1
Connor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client Experience 52:52

1+ y ago52:52

52:52

Guest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor. In a Nutshell: It's been about seven months since I asked ChatGPT if I could retire without running out of money. Since then, the intersection of financial psychology and technology continues to advance rapidly -- not just in how advisors use AI, but in how they're improving …

1
Explosive YouTube Growth Strategy: How James Conole Added $120 Million in AUM From YouTube in Just 12 Months 1:09:06

1+ y ago1:09:06

1:09:06

Guest: James Conole, CFP®, Founder of Root Financial Partners and star of a very successful YouTube channel with over 61,000 subscribers. In a Nutshell: When prospects watch your YouTube videos, read your newsletters, listen to your podcasts, and click on your website, within seconds they should think, "These guys are reading my mind!" Understandin…

1
Marketing Expert John Wernz On Digital Marketing, SEO, Media Efficiency Ratio, and a ChatGPT-4 Marketing Plan 1:09:41

1+ y ago1:09:41

1:09:41

Guest: John Wernz, one of the top marketers on the planet. John was the Chief Marketing Officer of Wealth Enhancement Group (WEG) (listen to my podcast with WEG CEO Jeff Dekko) as that company grew rapidly through some sophisticated organic marketing programs. He’s currently Executive-in-Residence at Great Hill Partners, Executive Director and Boar…

1
Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning 48:41

1+ y ago48:41

48:41

Guest: Jon Dauphiné, Esq. is the CEO of the Foundation for Financial Planning, the U.S.'s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Dave Mantell, CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA. In a Nutshell: In fields like medicine, law,…

1
Dr. Preston Cherry on Using the "Relationship Quality Index" to Give Clients What They Value Most 37:42

1+ y ago37:42

37:42

Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., the Founder and President of Concurrent Financial Planning, a comprehensive financial planning firm serving households and business owners across generations. Dr. Cherry is also Head of the Financial Planning Program and Director of the Charles Schwab Center for Personal Financial Planning at th…

1
Manisha Thakor on Escaping the Cult of "Never Enough" and Finding "MoneyZen" 52:54

1+ y ago52:54

52:54

Guest: Manisha Thakor, MBA, CFA, CFP®, a national thought leader and personal finance expert with more than 25 years of experience working in the worlds of personal finance and investing. She's also the author of a great new book, MoneyZen: The Secret to Finding Your "Enough." In a Nutshell: Society trains us to believe that the answer to all of ou…

1
The Kev Experience, Kalyn Ponga and Destiny for SJ's Warriors with special guest Jamie Lester 47:19

1+ y ago47:19

47:19

The Kev Experience, Kalyn Ponga and Destiny for SJ's Warriors with special guest Jamie Lester by Leaguel CounselBy Leaguel Counsel

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The Everyday Executive || Career Development Coach Podcasts

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