Rethink. Financial Advice

Is asking for referrals lame?! featuring Libby Greiwe

Asking for referrals tends to be taught as the gold standard for growing ones business, but is it? Asking for referrals in fact can really suck but...

What did we learn in 2022?

Zoom!  What was that?  That was 2022 my friend!  What, it’s already over?  Yup.  Can I get another?  Nope, but we can learn from 2022 to make...

Overcoming the Tyranny of the Urgent with Rich Campe

Overcoming the Tyranny of the Urgent featuring Rich Campe (Ep 36)

Summary: 

Are you eating what you kill or planting...

"Does your advice suck?" Featuring Carl Richards

“Your advice is not as good as you think.” - Derek and Adam have a unique debate on how we can rethink the advice profession even more. Do we have...

The Secret to Financial Advisors & CPA Collaboration

FAs have been trying to break into the CPA trusted advisors space for years to minimal success. Yet Paul Saganey jumped into the space before it was...