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In this episode, we will share some effective strategies for managing and growing your wealth. Joe has years of experience in conservative wealth management and today he’ll provide practical advice to help you maximize your financial assets.… READ MORE

I’ve noticed a trend of financial advisors thinking they have imposter syndrome. And so I decided to investigate…
When I did, I found out the hard truth:
Most financial advisors whining about their imposter syndrome are misdiagnosing it.… READ MORE

In today’s episode, we sit down with Catherine Teichert, a senior lead consultant who is making waves in the financial services industry.
From her start in a small Wyoming town to earning a master’s degree and excelling in compliance, Catherine shares her compelling journey and the lessons she has learned along the way.… READ MORE

Could you use a little more joy in your life? So many people go through life focused on what they lack that they forget to be grateful for what they have. Worse yet, our consumer culture encourages us to fixate on this lack.… READ MORE

Today I’d like you to meet Ryan.
Ryan’s a first responder with a strong sense of fairness, and he loves to help people who need it.
Those are both noble qualities, so on the surface it all sounds great.… READ MORE

Every now and then I’m asked if churches can use Infinite Banking. And I wish more churches would ask, because the answer is “Yes!”
If you’re in church leadership, or just a member of a congregation you care about, then this episode is for you.… READ MORE

Many real estate investors never flip more than 30 houses a year. But today’s guest, Chris Music, accomplished that goal.
Chris’s secret?
He swapped out direct mail campaigns with online marketing.… READ MORE

In this episode, we revisit lessons from winning sales leaders like Shaun Priest, Lacy Buzzelli, and Chris Turnley, to name a few, focusing on key topics such as clarity in decision-making, leadership empowerment, and building trust within teams.… READ MORE

Show Highlights:

How boards contribute and can evolve strategically. [00:09:38]
Explore the four rules well-functioning boards fulfil. [00:14:28]
Advisory vs. fiduciary board governance explained.… READ MORE

In today’s show, Troy Broussard and JR Rivera talk about a smart trick called email banking.
Troy explains how saving up ideas ahead of time can make writing emails much easier and faster. Curious how some people always seem to know what to write?… READ MORE

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