Oct 29, 2021
Many of us joined the financial industry to help others. David Rosell has combined his passion for helping people with his love for storytelling. On today's episode, David Rosell joins us to speak on his approach to the art of storytelling and the importance it plays in our marketing and financial planning...
Oct 22, 2021
In the financial world and beyond we must be capable of overcoming adversity. We need to grow from our experiences. On today's show, Austin Hatch is joining us to share his G.R.I.T. framework and how it helps teams develop into their best selves.
Austin was in two separate plane crashes as a child and young adult, he...
Oct 15, 2021
As the world starts to open back up, live events are starting up again. The importance of events whether they are live, online, or a hybrid can not be understated. Events are crucial for our education and business development.
You can learn a lot when attending one of these events and you should focus on implementing...
Oct 8, 2021
A few episodes ago we interviewed Gino with Icon Trust. Today we are continuing the conversation with his partner, Brian Simmons. Brian has been in the field for over a decade, accommodating clients with asset protection through trusts.
Icon Trust values being advisor-friendly, encouraging partnerships rather than...
Oct 1, 2021
Hiring new employees looks a lot different than it did a few years ago. Small business owners and independent financial advisors are finding it harder than ever to recruit quality candidates on their own.
To explain this change in the job market we invited Lori Miller, Vice President of FIG Talent Solutions, onto the...