Best Daniel Jarvis Podcasts (2025)

1
In-Character Interview: Lt. Yael Goldstein (Chloe Elmore) 6:23

7h ago6:23

6:23

Chi Chen, Mars: a city run by crime, built on corporate rot, and fueled by human expendability. That’s where Yael Goldstein learned to survive. 🎙️ Voiced by Chloe Elmore, Goldstein is brought to life with chilling precision and quiet intensity. Chloe’s performance balances the character’s raw inner trauma with the steel trap exterior of a woman who…

1
278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden 55:08

6h ago55:08

55:08

Video is no longer just a "nice-to-have"—it's an essential tool for financial advisors looking to build trust, streamline operations, and enhance the client experience. In this episode, Libby sits down with Katie Braden to discuss why video is so powerful and how advisors can integrate it into their business in a way that feels easy and authentic. …

1
Ep #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss 27:49

4d ago27:49

27:49

Joey Loss is a co-founder of Strivus Wealth Partners, and he joins the show today to share how his career journey led him to start his own RIA and merge with another firm. If you're interested in starting your own firm, navigating career transitions, or learning what it's really like to go through a merger, this episode is for you! Listen in as Joe…

1
277: 3 Biohacks That Tripled My Daily Focus and Energy 13:29

4d ago13:29

13:29

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! Ready to level up your energy, focus, and productivity? In this episode, I share my latest biohacking routine—what I’m continuing, what’s new, and w…

1
WHS presents: DEATHWOODS with cast and crew 58:47

5d ago58:47

58:47

We welcome Jake Kopronica, Scott Conner, KateLynn E. Newberry, and Anthony Dain to talk DEATHWOODS.A tragic event 20 years ago left a Tennessee town scarred. Local legends about that horrific night continue to haunt the town. A group ignores the warnings and goes camping in those woods, only to face the ghosts of the past one by one.https://youtu.b…

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276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby 49:20

7d ago49:20

49:20

Understanding human behavior is key to financial success, both for advisors and their clients. In this episode, Daniel Crosby, a psychologist turned behavioral finance expert, dives deep into why traditional goal-setting often falls short and how to create meaningful, lasting change. If you’ve ever wondered why clients set arbitrary financial goals…

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S22,E03: 05/26/25 (COMEDY! Weird Al Yankovic, Flight of the Conchords, Garfunkel and Oates, Lemon Sisters, Lonely Island, Asylum Street Spankers, Monty Python, Wynonie Harris, Muppets, Bo Burnham, Tim ... 1:04:26

10d ago1:04:26

1:04:26

SEASON 22 EPISODE 3 SPECIAL "COMEDY MUSIC" EPISODE! The Check's in the Mail - "Weird Al" Yankovic Foux Du Fafa - Flight of the Conchords Carol Brown - Flight of the Conchords You Don't Have to Be a Prostitute - Flight of the Conchords Pregnant Women are Smug - Garfunkel and Oates 29 / 31 - Garfunkel and Oates In My Country - The Lemon Sisters Natal…

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Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin 42:21

11d ago42:21

42:21

Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up. Listen in…

1
275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track 16:56

11d ago16:56

16:56

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we're getting real about shifting gears when life and business get chaotic. Libby shares an honest update on her upcoming book, the…

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274: The Ultimate Value Add to Make Clients for LIFE Replay with Blake Brewer 46:11

14d ago46:11

46:11

Adding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we’re looking for two things… 1) How much impact does it actually have on your clients?... and…

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Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan 21:35

18d ago21:35

21:35

Looking for a community that actually supports you as a new financial planner? Blake Pinyan, Senior Financial Planner and Tax Manager at Anchor Bay Capital, joins the show today to talk about the NexGen community of the Financial Planning Association—a community geared towards meeting the needs of younger and newer planners. If you're interested in…

1
273: An Alternative to Surge Meetings: What I Call Cluster Meetings 11:24

18d ago11:24

11:24

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
099: Ryan McCormick – Trying the Unconventional on Tour 54:34

18d ago54:34

54:34

In this episode, we are joined by Ryan McCormick. Ryan (@mccormick__ryan) is a professional golfer currently on the KFT. --- Follow us: Twitter - @TournamentCode Instagram - @thetournamentcode YouTube - The Tournament Code Hosted by: Cooper Collins (@coopercollins99) and Daniel Hamrin (@DanielHamrin) Sponsored by: https://puttviewbooks.com/ --- (01…

1
WHS presents: Benjamin L. Newmark to talk about The Last Cabin 1:03:49

19d ago1:03:49

1:03:49

We are happy to welcome back friend of the show, Benjamin L. Newmark to talk about The Last Cabin Trapped in a remote cabin, a film crew finds themselves stalked by three masked men who know the isolated forest and their every moveThe Last Cabin is streaming over on Amazon! Go show some support and check it outhttps://www.amazon.com/.../B0DZDJWJ78/…

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In-Character Interview: Lt. Zeke Richards (Ali Gohar) 5:57

19d ago5:57

5:57

Meet Zeke Richards—shuttle pilot, professional smartass, and low-key chaos magnet. He’s got a sharp tongue, a quicker wit, and just enough charm to get away with both. Whether he's dodging debris fields or flirting his way out of trouble, Richards flies by instinct—and lives to tell the story with a smile. 🎙️ Voiced by: Ali Gohar 🎤 With featured pe…

1
272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis 36:23

21d ago36:23

36:23

Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer! In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—…

1
In-Character Interview: Daniel Mitchell (Corey Colf) 6:53

21d ago6:53

6:53

Welcome to another Terra Alpha character spotlight! In this video, we’re introducing Daniel Mitchell, a soft-spoken but brilliant young botanist aboard Drop Module 013. Voiced by: Corey Colf Corey brings a gentle sincerity and depth to Daniel, perfectly capturing the spirit of a young man who never expected to be a hero—but might just become one an…

1
WHS presents: Mark Cantu , Stanton Rutledge, Daniel John, and Kelley Rhea with GRIND 1:00:10

24d ago1:00:10

1:00:10

We are super excited to welcome back Mark Cantu , Stanton Rutledge, Daniel John, and Kelley Rhea to talk about GRINDA group of college students host a midnight grindhouse film festival. They discover a cursed arthouse horror called "The Creeping Chaos". In classic horror fashion, they mistakenly screen the film and unleash absolute mayhem.https://y…

1
Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss 29:40

25d ago29:40

29:40

Brent Weiss is the Co-Founder and Head of Financial Wellness at Facet, and he joins the show today to share how his career journey took him from student athlete at Notre Dame to financial planner. If you're interested in discovering how to break into financial planning, navigate startup environments, or grow your role in a fast-changing firm, this …

1
271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In 14:13

26d ago14:13

14:13

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
In-Character Interview: Deputy Elena Rodriguez (Taylor Shaye) 8:03

28d ago8:03

8:03

Meet Deputy Elena Rodriguez, security officer of Drop Module 066, voiced by the fantastic Taylor Shaye. Loyal, level-headed, and by the book, Rodriguez is definitely the kind of woman you want watching your back. In this in-character interview, she talks about what the ARC Project means to her, the weight of responsibility, and what she’s bringing …

1
270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone 53:45

28d ago53:45

53:45

Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate! What you'll lear…

1
WHS presents: Jennifer Stone with BIRTHDAY BASH! 55:36

1M ago55:36

55:36

We are thrilled to welcome actress, producer director Jennifer Stone to discuss the upcoming film BIRTHDAY BASH! You can go support the project over at https://igg.me/at/lucadyCxO5o/x#/Jennifer Michelle Stone II was born in Dallas TX June, 8 1984. She was always interested in entertaining from a young age. She would act out Saturday night live type…

1
Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden 26:53

1M ago26:53

26:53

Amanda Bearden is a financial advisor at Pesta & Pesta Wealth Management, and she joins the show today to share her journey from starting as an art major to becoming a financial planner. If you're interested in changing career paths, gaining hands-on experience through a rotational program, or learning how to navigate the early stages of a planning…

1
269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward 9:44

1M ago9:44

9:44

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we're tackling a challenge many financial advisors face: how to politely and confidently communicate that there’s a fee for your ti…

1
In-Character Interview: Dr. Tris Hayden (Bryan Boston) 7:06

1M ago7:06

7:06

Meet Dr. Trismegistus "Tris" Hayden, the ship’s eccentric, brilliant, and brutally blunt celebrity scientist aboard Terra Alpha. Genetically engineered for intelligence and burdened by chronic illness, Hayden doesn't care much for social niceties—but he's one of the few people who understands the complex systems keeping Terra Alpha alive. When the …

1
In-Character Interview: Claire Anderson (Samantha Philyaw) 7:18

1M ago7:18

7:18

Meet Claire Anderson, brought to life by the incredibly talented Samantha Philyaw! Claire is a brilliant systems engineer with a knack for solving problems. Assigned to Drop Module 07, She’s quietly determined to make a difference aboard Terra Alpha, even when fate has other plans. 🔗 Listen on Podbean, Spotify, Amazon Music, and more! 🔗 Learn more …

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268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout 21:52

1M ago21:52

21:52

This week, Libby gets real about burnout, white space, and the power of pressing pause. She shares her journey from soul-level exhaustion to creating an intentional retreat tradition she calls Camp Libby. It’s not about productivity—it’s about reconnecting with yourself, finding margin, and remembering what it feels like to just be. Whether you’re …

1
S22,E01: 04/28/25 (Foamboy, Zack Keim, Panda Bear, The Innocence Mission, Dyan, Dean Wareham, cagedancr.) 50:09

1M ago50:09

50:09

Season 22 Episode 2 Edibles - Foamboy Washington DC - Zack Keim Better Days - Zack Keim Praise - Panda Bear Ends Meet - Panda Bear Midwinter Swimmers - The Innocence Mission John Williams - The Innocence Mission Pray to Me - Dyan What Fiction Is For - Dyan You Were the Ones I Had to Betray - Dean Wareham The Cloud is Coming - Dean Wareham Fine Day …

1
Ep #226: Transitioning from a Non Profit to Financial Planner with Daniel Whitt 27:28

1M ago27:28

27:28

Daniel Whitt is a senior advisor at Pandowealth, and he joins the show today to share his unique journey from working in the non-profit sector to successfully transitioning into the financial planning profession. If you're interested in making a career change into financial planning, growing within a firm, or learning how to succeed as a new planne…

1
267: Stop Doing Annual Reviews Now! And Do This Instead 6:50

1M ago6:50

6:50

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
098: Ward Jarvis – Conquering the Yips 50:22

1M ago50:22

50:22

In this episode, we are joined by Ward Jarvis. Ward (@wjarviscoaching) is a performance coach and works with players at all levels of golf. --- Follow us: Twitter - @TournamentCode Instagram - @thetournamentcode YouTube - The Tournament Code Hosted by: Cooper Collins (@coopercollins99) and Daniel Hamrin (@DanielHamrin) Sponsored by: https://puttvie…

1
WHS presents: James Balsamo with Bite School 2 1:02:02

1M ago1:02:02

1:02:02

This week, we are happy to welcome back a long-time friend of the show, James Balsamo, to talk about all things Bite School 2 and Acidbath Productions. This episode is sponsored by Deadly Grounds Coffee, head over to https://deadlygroundscoffee.com/ and grab a bag We are proud to be part of The Dorkening Podcast Networkhttps://www.thedorkeningpodca…

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266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt 46:48

1M ago46:48

46:48

In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challeng…

1
In-Character Interview: Corvin Haymes ( Larry Oblander) 6:23

2M ago6:23

6:23

A man with no patience for authority and even less for corporate lies. Corvin Haymes didn't believe second chances were for him—but somehow, the ARC Project gave him one. 🎙️ Featuring Larry Oblander (https://www.larryoblander.com/) as Corvin Haymes. Steve Scott: Luke Alphonso ( https://www.lukealphonsovo.com/ ) Announcer: Mike Cunningham ( https://…

1
Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli 26:54

2M ago26:54

26:54

Mike Zarrelli is a financial advisor at FSA Wealth Partners based out of Rockville, MD. He joins the show today to share why he got into financial planning—even though he was initially encouraged to pursue accounting instead. If you're interested in learning how to grow your career in financial planning, leverage transferable skills from previous j…

1
265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff Done 17:18

2M ago17:18

17:18

Running your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you’re in the thick of client meetings or juggling team leadership with family life, this system will help…

1
In-Character Interview: Waverly Carmine ( Holly Elara) 7:17

2M ago7:17

7:17

Meet Waverly Carmine—charismatic, scene-stealing, and the public’s dazzling pick to join the Terra Alpha mission. After charming her way through the global reality competition Race to the Stars, Waverly secured her spot aboard humanity’s last great hope. Voiced by the fabulous Holly Elara, this in-character interview offers a glimpse into Waverly’s…

1
264: Compliance Made Simple: What You Need to Know & Do! 55:35

2M ago55:35

55:35

Are you haunted by your past compliance experiences? You're not alone! In this episode, we sit down with Kent Keister, compliance consultant and founder of Reliant, to demystify the world of compliance for RIAs. Kent brings humor, clarity, and loads of practical wisdom to a topic that usually makes advisors cringe. Whether you're thinking about goi…

1
Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski 38:24

2M ago38:24

38:24

Mallory Kretman is a partner and wealth manager for Laurel Wealth Planning, where Felix Kopycinski serves as an associate wealth manager, and they both join the show today to share their respective career journeys. If you're interested in learning how to grow into leadership roles, navigate the early stages of your career, or better understand the …

1
263: Stop Tax Season Madness: 5 Fixes Now! 15:44

2M ago15:44

15:44

Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos. And listen, I get it. You want to help these clients. You care. But at the same time, you’re frustrated because they’ve had 15 MONTH…

1
097: Ian Gilligan – Beating Cancer & Dominating College Golf 45:31

2M ago45:31

45:31

In this episode, we are joined by Ian Gilligan. Ian (@ian.gilligan) is a college golfer and top-5 in PGA Tour U. --- Follow us: Twitter - @TournamentCode Instagram - @thetournamentcode YouTube - The Tournament Code Hosted by: Cooper Collins (@coopercollins99) and Daniel Hamrin (@DanielHamrin) Sponsored by: https://puttviewbooks.com/ --- (01:10) - P…

1
In-Character Interview: Dr. Ophelia Fawkes (Kat Jade Jarvie) 7:17

2M ago7:17

7:17

Meet Dr. Ophelia Fawkes—psychologist aboard Terra Alpha. In this in-character interview, she offers insight into her role on the mission, her thoughts on space travel, and the mental toll of building a new world light-years from Earth. This is part of our Road to Launch vignette series: a collection of short, immersive pieces designed to introduce …

1
WHS: Horror News and poop shootin 1:14:34

2M ago1:14:34

1:14:34

No super special guest this week, just a bunch O guys talking horror news and shooting the poop

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262: How You Show Up in a Crazy Market Really Matters (And What To Do!) 25:28

2M ago25:28

25:28

Markets are a mess, your inbox is full, and you’re probably feeling like you’re having the same conversation 100 times in a row. Maybe you're exhausted, maybe a little discouraged, and definitely stretched thin between trying to market yourself, stay visible, and manage nervous clients. I see you. This work is hard. I wanted to create a special pod…

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Special Episode: Overview of The 2025 Amplified Planning Externship with Hannah Moore 14:08

2M ago14:08

14:08

What if you could gain real-world experience, learn from top industry experts, and watch a financial plan come together in real time? Today’s guest, Hannah Moore, is here to share a unique opportunity that can help you do just that. The creator of The Amplified Planning Externship, Hannah joins the show to discuss why she started it, how it works, …

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261: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster (Efficient Friday!) 13:17

2M ago13:17

13:17

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!) 44:04

2M ago44:04

44:04

In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the first quarter, Libby shares strategies and tips for evaluating business performance, setting goals, and preparing for the next phase. Whether you're a seasoned advisor or new to the business, this episode…

1
Ep #223: Adding Tax Planning and Preparation to Your Firm with Steven Jarvis 25:33

2M ago25:33

25:33

Steven Jarvis is the CEO of Retirement Tax Services, and he joins the show today to share why he opted for a career in accounting and tax preparation instead of financial planning. If you're interested in improving tax planning within your advisory firm, bridging the gap between financial planning and tax strategy, or learning how to add more value…

1
096: Johan Swanepoel – Caddying on LIV and PGA Tour 41:06

2M ago41:06

41:06

In this episode, we are joined by Johan Swanepoel. Johan (@johanswanepoel) is the caddie for Branden Grace and former caddie for Christian Bezuidenhout. --- Follow us: Twitter - @TournamentCode Instagram - @thetournamentcode YouTube - The Tournament Code Hosted by: Cooper Collins (@coopercollins99) and Daniel Hamrin (@DanielHamrin) Sponsored by: ht…

Podcasts Worth a Listen

Daniel Jarvis Podcasts

Podcasts Worth a Listen