Kevin Jeffrey is a committed lifetime learner who understands that learning goes to a whole new level when one commits themselves to teaching and mentoring. In a world of “big and small, I want it all”, Kevin shares how he creates success through specialization.

Laurie MacNeil is back to talk about leadership and what motivates him to mentor folks in the business from coast to coast. You’ll be intrigued as you hear Laurie’s personal experiences and what he’s witnessed about the opportunities and pitfalls of engaging family in the business, and how you can increase your odds of success.

You’re going to get a ton of inspiration hearing from Donald Chu, co-Founder of Finaeo and Founder of BenefitDeck Consulting. At Benefit Deck, starting at zero, Donald created 7-figures of benefits revenue in four years flat, while putting people and processes in place so that he could move across the country to create a technology to help you grow your business.

Think about managing 5,000+ suppliers in a price sensitive market. If you want some clues about the critical nature of data collection, technology and rethinking your communication processes as you differentiate yourself, this is for you.

There's just not enough time to make all the mistakes that are possible. And with the mounting mistakes, there is a reciprocal diminishing of confidence that spells "quit". That in a nutshell is why people leave the business. Tune in to get your invitation to a dialogue with my guests.

Every professional, from your accountant to an airline pilot, depends on a checklist. This podcast is for you if you want more peace of mind - and if you want to create greater certainty, clarity and confidence for your audience.

Lori Power has a wonderful mindset of abundance. This is for you if you want to know how to create a thriving business by engaging and collaborating with others to create the best possible outcomes for your clients and prospects.

Ready for a podcast that makes an impact? Join me for an end-of-day random chat with Aly Dhalla and Jonathan Bega of Finaeo that encompasses technology, churn in the industry, community, education, getting from giving, “Bobble-Head Howard”, and more!

This is a story of how a near fanatical obsession with personal attention to service above all else - and turning a problem into a procedure, creating a thriving business that hundreds of advisors now rely on to deliver their unique personal brand of service to their audience. True inspiration about “the little engine that DID!”.

Wayne Cotton, creator of The Cotton System, shares the timeless advice and proven formulas that have created a bigger future for advisors around the world.