Ranked #1
Ep 006: John Furey: The NorthStar Standard for Evolving and Advisor Growth
Ep 006: John Furey: The NorthStar Standard for Evolving and Advisor Growth
In this episode, Jeff and John discuss: • John’s professional journey and what lead him to the forming of Advisor Growth... Read more
24 Oct 2019
•
34mins
Ranked #2
Ep 005: Jeff Brown: Finding the Path and Growing Personally and Professionally
Ep 005: Jeff Brown: Finding the Path and Growing Personally and Professionally
In this episode, Jeff and Jeff discuss:• Jeff’s professional journey into financial advising and how he built his curren... Read more
10 Oct 2019
•
37mins
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Ranked #3
Ep 003: Michael Kitces: Evolving Firms for Evolving Generations
Ep 003: Michael Kitces: Evolving Firms for Evolving Generations
In this episode, Jeff and Michael discuss:• Michael’s journey to where he is today as a well-known financial speaker and... Read more
19 Sep 2019
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38mins
Ranked #4
Ep 007: Brit Leiser: SavviHer – The Financial Resource for the Modern Woman
Ep 007: Brit Leiser: SavviHer – The Financial Resource for the Modern Woman
In this episode, Jeff and Brit discuss:• How Brit evolved from a retail space to embracing her background and love of fi... Read more
7 Nov 2019
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Ranked #5
Ep 004: Ray Sclafani: Reframing Your Wealth Management Business
Ep 004: Ray Sclafani: Reframing Your Wealth Management Business
In this episode, Jeff and Ray discuss:• Ray’s evolution from mailroom to entrepreneurial ventures.• What it takes to be ... Read more
27 Sep 2019
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Ranked #6
Ep 010: Jeff Concepcion: The Evolution from Advisor to CEO
Ep 010: Jeff Concepcion: The Evolution from Advisor to CEO
In this episode, Jeff and Lou discuss:• Why it is often hard for advisors to relinquish control to allow their businesse... Read more
19 Dec 2019
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26mins
Ranked #7
Ep 012: Randy Carver: Leveraging Your Time to Build a Mega Practice
Ep 012: Randy Carver: Leveraging Your Time to Build a Mega Practice
In this episode, Jeff and Randy discuss:• The early stages of Carver Financial Services and the practices used to build ... Read more
23 Jan 2020
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38mins
Ranked #8
Ep 009: Deborah Danielson: Determination & Hard Work Lead to Big Success
Ep 009: Deborah Danielson: Determination & Hard Work Lead to Big Success
In this episode, Jeff and Deborah discuss:• Deborah’s self-driven start in financial planning in 1981• The multi-pronged... Read more
5 Dec 2019
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35mins
Ranked #9
Ep 011: Jeff Concepcion & Lou Camacho: Highlights of 2019 and a Sneak Peak of 2020
Ep 011: Jeff Concepcion & Lou Camacho: Highlights of 2019 and a Sneak Peak of 2020
In this episode, Jeff and Lou discuss: • Listening to the marketplace to find out wants, needs, and pain points.• Strea... Read more
9 Jan 2020
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26mins
Ranked #10
Ep 008: Sterling Shea: How Barron's Benefits Advisors
Ep 008: Sterling Shea: How Barron's Benefits Advisors
In this episode, Jeff and Sterling discuss:• How Sterling got his start with Barron’s over 20 years ago.• What to do to ... Read more
21 Nov 2019
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23mins
Ranked #11
Ep 013: Jon Dauphiné: The Foundation for Financial Planning and Pro Bono Work in the Financial Planning Industry
Ep 013: Jon Dauphiné: The Foundation for Financial Planning and Pro Bono Work in the Financial Planning Industry
In this episode, Jeff and Jon discuss: • Jon’s early experience working with clients in pro bono work and how it has ali... Read more
6 Feb 2020
•
32mins
Ranked #12
Ep 019: Ron Carson: Strengthening Your AQ - Adaptability Quotient
Ep 019: Ron Carson: Strengthening Your AQ - Adaptability Quotient
In this episode, Jeff and Ron discuss: • Ron’s impressive career journey from wanting to quit the business to his innova... Read more
7 May 2020
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38mins
Ranked #13
Ep 018: Tricia Haskins: The Evolution of Technology in the Financial Industry
Ep 018: Tricia Haskins: The Evolution of Technology in the Financial Industry
This Episode was recorded before the Covid-19 Pandemic.In this episode, Jeff, Lou, and Tricia discuss: • What the best f... Read more
23 Apr 2020
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41mins
Ranked #14
Ep 017: Liz & Peter Nesvold: Evaluating Your Firm with the Future in Mind
Ep 017: Liz & Peter Nesvold: Evaluating Your Firm with the Future in Mind
In this episode, Jeff, Liz, and Peter discuss: How Peter and Liz made their way into the financial industry and into the... Read more
2 Apr 2020
•
44mins
Ranked #15
Ep 016: Brent Brodeski - The Different Stages of Business Development Evolution
Ep 016: Brent Brodeski - The Different Stages of Business Development Evolution
In this episode, Jeff & Brent discuss: • Thoughts on the Corona Virus situation regarding your employees, clients, a... Read more
19 Mar 2020
•
44mins
