Best Elite Advisor Blueprint Podcasts (2025)

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How to Lead with Respect and Build Unshakable Trust with Author Marcy Syms 31:08

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2h ago31:08

31:08

What does it really mean to lead with respect and how can it transform the way we work, connect, and grow? In this episode, I sit down with Marcy Syms, trailblazing business leader, author of Leading with Respect, and former president of the New York Stock Exchange. Marcy shares how respect goes far beyond a “soft skill” and becomes the foundation …

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How To Build Generational Wealth | Episode #7 39:44

2h ago39:44

39:44

I've spent 25+ years helping ordinary people build extraordinary wealth. It all comes down to ONE thing. In this week's episode of The American Capitalist, I share that secret-plus 3 real stories of people who started with nothing and built generational wealth. Join this channel to create financial freedom- https://www.youtube.com/@realrobluna?sub_…

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134: Marisa Messana - How Advisors Can Build Trust & Win Clients on the Golf Course 57:45

7d ago57:45

57:45

If you’re an advisor who loves golf, here’s the truth: the game teaches more about winning clients and building lasting trust than most people ever realize. That’s exactly what I dive into with today’s guest, Marisa Messana. She went from leading Clemson’s women’s golf team to the national championship, to competing as a professional golfer, to now…

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133: Tim Grover - Mental Mastery: Lessons from Training Michael Jordan & Kobe Bryant 1:02:39

14d ago1:02:39

1:02:39

Michael Jordan. Kobe Bryant. Two of the greatest to ever play the game. But what set them apart wasn’t just physical talent, it was the mental game. The mindset that pushes past pain, silences doubt, and wins long after the body wants to quit. They had an obsession to improve, to compete, and to dominate at the highest level. Where exactly does tha…

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Is Your Work Worth It? Rethinking Purpose, Money & Meaning with Authors Christopher Wong Michaelson and Jen Tosti-Kharas 48:17

15d ago48:17

48:17

What makes work truly worth it? Is it the paycheck, the prestige, or the purpose behind what we do every day? In this episode, I sit down with authors Christopher Wong Michaelson and Jen Tosti-Kharas to dive into their book Is Your Work Worth It? We unpack the big questions around why we work, what keeps us going long after we “have to,” and how to…

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How to Become a Millionaire (Even on a Low Salary)- Wealth for Beginners | Episode 6 50:05

14h ago50:05

50:05

In this episode, Rob Luna breaks down 7 simple, step-by-step actions anyone can follow to build real wealth- even if you’ve never invested, are on a low salary, or feel like you’re starting from zero. Disclosures: This content does not constitute tax, legal, or financial advice, and I am not acting as your financial advisor. All investments involve…

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132: Triad Member - The Overlooked Hiring Secret That 4X’d This Advisor’s Firm with Devin Choules 1:05:04

21d ago1:05:04

1:05:04

Scaling a financial advisory firm can come at a cost—endless travel, long hours, and precious time away from family. That’s where Triad Member Devin Choules found himself a few years ago: 60,000 miles a year on the road, burned out, and questioning the life and business he had built. Everything shifted when Devin stopped trying to do it all himself…

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131: Nick Whitaker - The Advisor Seminar System That Books Appointments on Repeat 1:06:23

28d ago1:06:23

1:06:23

Advisors spend a ton of time and money putting on seminars… but let’s be honest, a lot of them leave frustrated when the room doesn’t convert. The #1 mistake I see? Going off-script instead of sticking to a proven process. That’s where Nick Whitaker comes in. Nick’s a former advisor who’s run 250+ seminars, and now he coaches advisors inside Triad …

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How to Build a Community that Thrives with CEO of Mighty Networks Gina Bianchini 45:02

19d ago45:02

45:02

What if the real key to your business growth isn’t another marketing tactic—but building the right community around you? In this episode, I sit down with Gina Bianchini, CEO of Mighty Networks, to uncover the true difference between networking (which often feels transactional) and community (which sparks transformation). We explore why being the hu…

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Coach Micheal Burt: Same Skillset. Career Change. 10X the Income. | Episode #5 1:22:04

22d ago1:22:04

1:22:04

Coach Burt is widely known as “America’s Coach”- a former championship basketball coach who has become one of the most sought-after business and personal development strategists in the world. He specializes in helping entrepreneurs, business leaders, and sales professionals unlock their “inner drive” and build world-class performance systems. With …

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130: Solo - The #1 Reason Financial Advisors Burn Out (And How to Fix It) with Brad Johnson 20:17

1M ago20:17

20:17

What if the #1 reason you feel burned out is because you’re unknowingly doing three completely different jobs? In this solo episode, I break down the Triad Advisor Model—the exact system top firms are using to scale without sacrificing freedom. You’ll see why trying to run your practice alone is like running a Chick-fil-A by yourself—taking orders …

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129: Marcus Sheridan - The Fastest Way to Build Trust & Turn Prospects into Clients 1:04:30

1M ago1:04:30

1:04:30

What if 80% of new clients were ready to work with you before they ever met you? That’s the reality Marcus Sheridan created when the 2008 recession almost bankrupted his pool business. The crisis forced him to rethink his marketing strategy–a shift that transformed his struggling company into the most visited swimming pool website in the world. How…

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Unlocking Success Through Small, Strategic Actions with Neuroscientist Anne-Laure Le Cunff 41:11

1M ago41:11

41:11

What if the key to your biggest breakthroughs isn’t some giant leap—but a series of small, curious steps? In this episode, I sit down with Anne-Laure Le Cunff—neuroscientist, entrepreneur, and author of Tiny Experiments to explore how we can apply an experimental mindset to business development, relationship building, and even leadership. We dive i…

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Brad Lea: Lower Your Effort & Increase Your Income | Episode #4 1:50:18

29d ago1:50:18

1:50:18

What if the only thing standing between you and millions is the truth no one else will tell you? Brad Lea- entrepreneur, sales trainer, and the man behind the “Dropping Bombs” podcast- pulls no punches as he reveals how to turn raw hustle into lasting wealth. From closing 7-figure deals to building a personal brand that prints money, Brad shares th…

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128: Triad Member - From Football to Finance: Serving Retirees by Protecting their Blind Sides with Terence Brown 57:51

2M ago57:51

57:51

From protecting quarterbacks to protecting retirements, Triad Member, Terence Brown never stopped being a left tackle. After a career playing Division I football at BYU and a stint in the pros, he transitioned into financial services and brought his team-first mindset with him. Today, he leads Left Tackle Advisors—a fast-growing planning firm where…

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127: Keith Ferrazzi - Never Lead Alone: What Top Advisors Do to Build High-Performing Teams 42:28

2M ago42:28

42:28

So, you’ve built a team… but you’re still the one putting out fires, making all the decisions, and carrying the whole business on your back. That’s because most leadership models are built top-down. The founder makes the calls. The team waits for direction. And over time, the business becomes more dependent on you—not less. Keith Ferrazzi has spent…

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Unlocking Growth, Clarity & Confidence Through Modern Journaling with Leading Voice Jo Franco 1:04:34

2M ago1:04:34

1:04:34

Are you too busy to journal—or just not doing it the right way? In this episode, I sit down with the extraordinary Jo Franco—Netflix host, polyglot, entrepreneur, and journaling pioneer—to unpack the true power of journaling as a transformational tool for self-awareness, leadership, and productivity. If you’ve ever thought journaling was a fluffy “…

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Gunnar Peterson: The Man Who Trained Rocky Shares His Secrets | Episode #3 2:15:07

1M ago2:15:07

2:15:07

He trained Sylvester Stallone, Kardashians, and the Lakers. In this exclusive episode of The American Capitalist Show, legendary trainer Gunnar Peterson sits down with Rob Luna to reveal what it really takes to build the mindset, business, and skillset to work with the world’s top performers and stay there. Go inside the industry and behind the sce…

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126: Solo - The 3 Most Common Hiring Mistakes Financial Advisors Make (And How to Fix Them) with Brad Johnson 22:33

2M ago22:33

22:33

Why do most financial advisors keep hiring the wrong people, despite their best efforts? After 20 years in this industry, I can tell you it’s one of the biggest challenges advisors face: finding and keeping the right talent. And if you’ve ever felt like you're stuck with the wrong team, constantly putting out fires, or doing everything yourself… yo…

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125: Christa Hardin - Why Most Entrepreneur Couples Struggle (And How We Rebuilt) with Brad & Sarah Johnson 1:03:43

2M ago1:03:43

1:03:43

You’re growing your business, but is your marriage growing with it? In this special conversation, Sarah and I sat down with Christa Hardin—licensed therapist, Enneagram expert, and host of The Enneagram + Marriage Podcast—to share the behind-the-scenes story of how we almost separated just months after launching Triad. We talk about how the Enneagr…

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The 3-Step Negotiation Method To Help You Navigate Any Conversation with Negotiation Expert Kwame Christian 43:27

2M ago43:27

43:27

Are you letting fear or friction hold you back from the conversations that matter most? In this episode, I sit down with Kwame Christian— host of the #1 negotiation podcast Negotiate Anything and creator of LinkedIn’s only official negotiation certificate—to explore how we can all get better at negotiation by doing it with more heart. Kwame breaks …

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Michael Chandler: UFC Fighter. Entrepreneur. Millionaire. Michael Chandler Breaks It All Down | Episode #2 2:08:34

2M ago2:08:34

2:08:34

Michael Chandler is a powerhouse in the UFC’s lightweight division- an explosive fighter known for his relentless pace, knockout power, and never- back- down mentality. A former three- time Bellator Lightweight Champion, Chandler made the leap to the UFC and instantly became one of the top fighters in the world and sport’s most electrifying competi…

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124: Triad Member – The Right Way to Hand Off a Family Business with Ben Grosko 56:38

3M ago56:38

56:38

In our industry, family-run firms are common. But handing the business down to the next generation is rarely seamless. Triad Member Ben Grosko knows that firsthand. After years of saying no to joining his dad’s financial firm, he eventually stepped in—not just as an advisor, but as the eventual successor to a decades-long legacy. Since joining the …

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123: Ronen Olshansky - The Death of Networking (And The Rise of Real Relationships) 54:56

3M ago54:56

54:56

What if the key to growth wasn’t more leads, but deeper relationships? Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leader…

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Charles Payne: How to Take Back America & Win Again | Episode #1 2:04:14

2M ago2:04:14

2:04:14

Charles Payne- host of Making Money on Fox Business and founder of Wall Street Strategies has spent decades fighting for the everyday investor and pushing back against the system rigged against them. In this powerful episode, Charles opens up about his journey from humble beginnings to national influence. We dive into the threats facing America tod…

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The Blueprint for Better Client and Team Relationships with Author Michael Bungay Stanier 50:51

3M ago50:51

50:51

What if your success didn’t just depend on what you do—but on how you work with people? In this episode, I sit down with Michael Bungay Stanier, author of How to Work with (Almost) Anyone, to uncover how the quality of our working relationships is the true game-changer in business. Whether you’re trying to repair a tricky client dynamic or elevate …

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122: Solo - How a Single Word Can Impact Your Company Culture (And What to Do About It) with Brad Johnson 18:00

3M ago18:00

18:00

What if the biggest threat to your culture was the language you use? As your firm scales, the way you talk about the people on your team can either create clarity or chaos. In this solo episode, I share a painful but powerful lesson I learned while building Triad Partners—from an underperforming team member we were too afraid to let go, to 100+ A-p…

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Introducing The American Capitalist Show with Rob Luna- Preview 3:47

3M ago3:47

3:47

The blueprint the rich don't talk about- until now. Host Rob Luna breaks down money, mindset, and what it really takes to win. A bold new podcast hosted by Rob Luna - renowned wealth manager and self-made entrepreneur. Who went from toughest streets of LA to multimillionaire. In this series, Rob pulls back the curtain on what it really takes to bui…

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121: Derek Coburn - The Rise of Un-Retirement and What It Means for Advisors 1:01:52

3M ago1:01:52

1:01:52

As a financial advisor, you’re taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don’t actually want? In this episode, I’m talking with Derek Coburn—longtime advisor and author of Let’s Retire Retirement—to talk about how changing that one question can completely shift the way you serve yo…

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Mastering the Art of Positive Influence in Everyday Interactions with Author Dr. Vanessa Bohns 49:38

3M ago49:38

49:38

Have you ever wondered why asking for what you want can feel so awkward—and why people say yes more often than we think? In this episode, I dive deep with Dr. Vanessa Bohns, an organizational behavior expert from Cornell University and the author of You Have More Influence Than You Think. Together, we unpack why influence is so much more than persu…

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120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond 56:17

3M ago56:17

56:17

What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt? That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks. Despite undergoing major surgery, radiation, and months of recovery, Dylan’s…

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119: Brendan Frazier - Why Most Advisors Fail to Connect with Clients 1:16:27

4M ago1:16:27

1:16:27

The best financial advisors aren’t just experts in finance, they’re experts in people. In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection. As an expert at helping advisors uncover the emotional drivers behind their clients’ f…

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The Power of Generosity-Driven Growth with Elite Financial Advisor Cannon Carr 50:18

3M ago50:18

50:18

What happens when an elite financial advisory firm embraces a "give to grow" mindset instead of the traditional hard-sell approach? In this episode, I sit down with Cannon Carr, CEO of CornerCap, to explore exactly that. Cannon takes us behind the scenes of how his expert-led team has used authenticity, generosity, and tailored business development…

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118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days) 1:01:10

4M ago1:01:10

1:01:10

What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business? Today’s guest has done exactly that—and he’s here to show you how. I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online commun…

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117: Alex Judd - Your Personality Is NOT a Business Plan 1:15:00

4M ago1:15:00

1:15:00

Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode. Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in …

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How to Create Lasting Competitive Advantage in a Rapidly Changing World with Author David Teece 37:38

4M ago37:38

37:38

What really gives a company an edge in a constantly changing world? In this episode, I sit down with the legendary David Teece—the man behind the most cited paper on strategic management and the creator of the “Dynamic Capabilities” framework. But he’s far more than an academic. David has built billion-dollar companies, challenged outdated economic…

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116: Triad Member - $380M Gathered in 2024 – Inside SHP Financial’s Growth Strategy with Keith Ellis Jr. & Michelle Short 40:32

4M ago40:32

40:32

Live from Triad’s Scale Summit in Atlanta, I got the opportunity to sit down with two Triad members who are driving SHP Financial’s incredible growth—founding partner Keith Ellis Jr. and Chief Operating Officer Michelle Short. In this behind-the-scenes conversation, we unpack how SHP went from a 4-person startup to a 55-person firm who gathered $38…

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115: Solo - This Stoic Lesson Made Me a Better Leader with Brad Johnson 12:54

5M ago12:54

12:54

Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel. Yet we act surprised, as if hardship wasn’t part of the deal. But what if the real problem isn’t the setback itself, it’s believing it wasn’t coming? In this solo episode, I share the single most important mindset shift I’ve made since b…

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How to Rewire Your Productivity for Real Results with Author and YouTuber Ali Abdaal 48:13

4M ago48:13

48:13

What if the secret to peak performance wasn’t grinding harder, but simply feeling better? In this episode of Real Relationships, Real Revenue, I sit down with the brilliant Ali Abdaal—doctor, YouTuber, author, and now productivity philosopher—to unpack the science and strategy behind Feel Good Productivity. We explore the idea that happiness isn’t …

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114: Steven Latow - A Proven Way to ACTUALLY Integrate AI into Your Financial Practice 1:04:46

5M ago1:04:46

1:04:46

What if AI could save you an extra 8–10 hours a week? I’m talking about actual time back. Without adding headcount or overhauling your process. That’s what today’s guest, Steven Latow, is helping advisors do. He’s the VP of Operations at Zocks, an AI assistant built specifically for financial advisors. But Zocks isn’t just a note-taker. It automate…

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113: Andrew Woodward - How Buying a Pro Sports Team Actually Works 1:14:01

5M ago1:14:01

1:14:01

In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion. That’s not luck, it’s strategy! But how do these deals actually happen? Who’s behind them? And why are pro sports teams becoming the ultimate alternative investment? In this episode, I’m talking with Andrew Woodward—former right-…

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Unlocking the Power of Storytelling with Expert Relationships Builder Topaz Adizes 49:20

5M ago49:20

49:20

What does it really take to stand out and succeed in a competitive market? In this episode, we dive deep into the strategies and mindset shifts that can elevate your brand and business. Our guest, Topaz Adizes, shares firsthand experiences, practical advice, and thought-provoking insights that challenge the status quo. From overcoming obstacles to …

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112: Triad Member - From Solo Advisor to CEO with Nico Pesci 1:12:42

5M ago1:12:42

1:12:42

What if your best year in business was also your breaking point? That’s exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast. In today’s conversation, Nico opens up about the wake-up call that made…

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111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson 15:39

6M ago15:39

15:39

Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of conversations with advisors, I’ve seen behind the curtain. I’ve met advisors making millions who are secretly miserable… and others earning far less who are truly winning in every category that matters. …

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The 9 “Bad” Traits That Will Help You Grow with Author Jenny Wood 1:11:18

6M ago1:11:18

1:11:18

Have you ever let fear of failure, uncertainty, or judgment hold you back from going after what you truly want? In this episode, we dive into the principles of Wild Courage with author Jenny Wood. We break down three of the nine bold traits she explores in her book—how to be positively manipulative, obsessed, and shameless—to achieve extraordinary …

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110: Dane Espegard - Why Employees Leave (And the System That Fixes It) 48:52

6M ago48:52

48:52

Most leaders struggle to keep top talent. Why? Because when employees don’t feel engaged or fulfilled, they often start looking for better opportunities elsewhere. And while competitive pay matters, it’s not the only reason people stick around. What if the real key to retention was helping your team achieve their personal dreams? In this episode, I…

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109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth 56:33

6M ago56:33

56:33

Your network isn’t just who you know, it’s who knows you. And if you’re not intentional about building the right relationships, you’re leaving massive opportunities on the table—especially as a financial advisor who wants to work with high-net-worth clients and take your firm to the next level. That’s where Rich Robledo comes in. He’s built a thriv…

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The Power of Flexible Leadership with Author Kevin Eikenberry 34:55

6M ago34:55

34:55

Have you ever found yourself in a leadership role—whether guiding a team, driving a client project, or shaping a business—without an official title? In this episode, I sit down with leadership expert and author Kevin Eikenberry to unpack the power of flexible leadership and how it can drive both relationships and revenue. We explore how great leade…

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108: Triad Member - The Uncommon Advisor Training Model that Captured $67M with Michael & Laura Lehrhaupt 1:17:44

6M ago1:17:44

1:17:44

New clients fuel growth, but without the right team, your firm will always hit a ceiling. That’s exactly why I wanted to speak with Michael & Laura Lehrhaupt, founders of Strategies for Wealth Management and longtime Triad members, who scaled their firm from $41M to $67M in just three years—without adding more hours to their week. Their growth didn…

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107: Christa Hardin - Enneagram & Entrepreneurship: Transform Your Business & Marriage 1:05:16

7M ago1:05:16

1:05:16

What if understanding one simple framework could transform your marriage, improve communication, and make you a better leader in your business? That’s what we’re diving into today with Enneagram expert Christa Hardin—and for the first time ever, my wife, Sarah, is co-hosting with me. The Enneagram isn’t just another personality test, it’s a powerfu…