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Rethinking 65 Retirement Realities: Featuring Keena Pettijohn & Dorothy Hinchcliff [Ep 28]
How can an advisor who’s never retired or reached age 65 advise clients on how to transition to retirement? Join Adam and Derek as they debate this...
Relatability as a Growth Strategy featuring JR Gondeck
“It’s hard for two dudes to do that.” In a male dominated industry & profession, JR shares how he led his team at The Lerner Group at Hightower...
Work-Life Balance for Financial Advisors? Featuring Dr. Travis Parry
Work-life balance for financial advisors is not a myth. A lot of advisors fall into the trap of working more than they should because that’s “the...
Are the Right People Building Fintech? (Ep 25)
It is quite possible that the next generation of advisor fintech will be shaped by professionals and not engineers and enterprise executives. The highest...
Can you buy Marketing Success? With Megan Carpenter (Ep 24)
“There are some things that money can’t buy”. Is marketing success one of those things?
In this episode, Adam Holt & Derek Notman invite...
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