86 Episodes

  1. Evidence Before Theory and Systematic Investing with Larry Swedroe

    Published: 6/7/2021
  2. Asking Good Questions and The Importance of Core Values with Mark Fonville

    Published: 5/24/2021
  3. Committing to Lifelong Learning and Why Human Advisors Are Irreplaceable with Jeffrey Levine

    Published: 5/10/2021
  4. Investing Responsibly and the Power of Sustainable Strategy with Bruce Herbert

    Published: 4/27/2021
  5. Leveraging Technology and Perfecting Workflow with Clint Haynes

    Published: 4/12/2021
  6. Accountants Turned Advisors, Life Discovery, and the Importance of Empathy with Scott Lucia

    Published: 3/29/2021
  7. Helping Others and Using Your Passion with Stephanie Mackara

    Published: 3/15/2021
  8. Leading a Successful Merger, Inorganic Growth, and the Importance of Self-Care with Chris Winkler

    Published: 3/1/2021
  9. Wealth Management and the Importance of Alignment with Jared Siegel

    Published: 2/15/2021
  10. The Art of Referrals and Mindful Growth with Dan Allison

    Published: 2/1/2021
  11. Leaning Into Client Questions and Cultivating Comfort with Ray Olson

    Published: 1/18/2021
  12. Investing in Client Relationships and Hands-On Advising with Doug Howes

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

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

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

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

    Published: 11/2/2020
  17. Building Trust and Focusing on Relationships with Darrel Smith

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

    Published: 10/5/2020
  19. The Importance of Measured Growth and Building a Sustainable Culture with Premier Wealth Advisors

    Published: 9/21/2020
  20. Leading With Vulnerability and Developing Trust with Michael Evans

    Published: 9/8/2020

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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.