86 Episodio

  1. Evidence Before Theory and Systematic Investing with Larry Swedroe

    Pubblicato: 07/06/2021
  2. Asking Good Questions and The Importance of Core Values with Mark Fonville

    Pubblicato: 24/05/2021
  3. Committing to Lifelong Learning and Why Human Advisors Are Irreplaceable with Jeffrey Levine

    Pubblicato: 10/05/2021
  4. Investing Responsibly and the Power of Sustainable Strategy with Bruce Herbert

    Pubblicato: 27/04/2021
  5. Leveraging Technology and Perfecting Workflow with Clint Haynes

    Pubblicato: 12/04/2021
  6. Accountants Turned Advisors, Life Discovery, and the Importance of Empathy with Scott Lucia

    Pubblicato: 29/03/2021
  7. Helping Others and Using Your Passion with Stephanie Mackara

    Pubblicato: 15/03/2021
  8. Leading a Successful Merger, Inorganic Growth, and the Importance of Self-Care with Chris Winkler

    Pubblicato: 01/03/2021
  9. Wealth Management and the Importance of Alignment with Jared Siegel

    Pubblicato: 15/02/2021
  10. The Art of Referrals and Mindful Growth with Dan Allison

    Pubblicato: 01/02/2021
  11. Leaning Into Client Questions and Cultivating Comfort with Ray Olson

    Pubblicato: 18/01/2021
  12. Investing in Client Relationships and Hands-On Advising with Doug Howes

    Pubblicato: 28/12/2020
  13. Evidence-Based Investing and Succession Planning with Vickery Financial

    Pubblicato: 14/12/2020
  14. Equality in Finances and Understanding the Emotional Experience of Money with Hilary Hendershott

    Pubblicato: 30/11/2020
  15. Building a Business with a Purpose and Educating the Underserved with Georgia Hussey

    Pubblicato: 16/11/2020
  16. From Tennis Pro to Financial Pro with Dan Goldie

    Pubblicato: 02/11/2020
  17. Building Trust and Focusing on Relationships with Darrel Smith

    Pubblicato: 19/10/2020
  18. Empowering Your Staff and Engaging with Clients with Miye Wire

    Pubblicato: 05/10/2020
  19. The Importance of Measured Growth and Building a Sustainable Culture with Premier Wealth Advisors

    Pubblicato: 21/09/2020
  20. Leading With Vulnerability and Developing Trust with Michael Evans

    Pubblicato: 08/09/2020

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The show where we talk with successful independent financial advisors about how they approach their businesses, client relationships, and the underlying behaviors that have helped them achieve success.

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