Oct 2, 2026
What if growing your practice wasn’t about finding more leads, but making every conversation count? In this episode, Tom is joined by Paul Carpenter, sales coach and trainer at SERVEFIRST, to discuss how advisors can build more effective, scalable practices. They explore the mindset and process behind stronger client...
Sep 11, 2026
The economy and markets may look strong on the surface, but Tony Parish says investors and advisors should pay close attention to what’s happening underneath. In this episode, Tom talks with the AlphaStar Capital Management CIO about how taking too much risk - or too little - can create problems for investors. Tony...
Feb 13, 2026
Markets have delivered powerful returns, but strong momentum can sometimes mask underlying vulnerabilities. Tom sits down with Tony Parish, CIO at AlphaStar Capital Management, to unpack where the economy stands and what could shape the next phase of the cycle. As 2026 approaches, the real question isn’t just how...
Feb 6, 2026
The retirement industry has changed, and advisors are feeling it. In this episode, Tom and Nicholas Ross, Chief Strategy Officer at FIG, explore how the post-pandemic reset has reshaped the financial advice industry. They explore why traditional business models eventually plateau, how client expectations have evolved,...
Jan 30, 2026
As the financial advisory industry evolves, flexibility - not formulas - is becoming the differentiator. In this episode, Derek Gubala, Co-President of AlphaStar Capital Management, joins Tom to share what he’s seeing across the independent RIA landscape heading into 2026. From shifting advisor demographics to...
