A show for financial professionals who want to be challenged to achieve their true potential faster.
Peer groups and accountability are the keys to surviving in this industry. Nothing ever reaches its
In this episode, Sten and Andy discuss the significance of whiteboarding in the business.Whiteboardi
In this episode, Sten has a conversation with Stevyn Guinnip, the founder of Grow Wellthy, a company
In this episode, Andy interviews Jon Bass, a seasoned financial advisor with 14 years of experience.
In today’s episode, Sten and Andy are discussing the profound influence Patrick Lencioni’s book "
In today’s episode, we discuss the Elite Assumption mindset.Embrace the Elite AssumptionWe dove deep
In this episode, Andy connects with Nelson Wood, an advisor with a family history in the industry da
Sten and Andy explore the prospecting spectrum and strategies for attracting clients. They examine t
Sten sits down with Eric Kapitulik, a former Marine Corps officer and co-founder of The Program. Lis
Co-host Andy Traub sits down with advisor James Graham for this Advisor Stories episode. James share
In this episode, Sten answers your questions from the financial advisor community. He outlines the g
Sten sits down with Mike Jesowshek, a CPA and entrepreneur, to discuss the gap between knowing tax s
In this installment of our Advisor Stories series, Andy interviews advisor Tyler Morris. Tyler peels
In this episode, Sten and Andy explore the importance of creating a great planning proposal. It serv
Sten and Andy dive into the critical role of setting and managing expectations in business, particul
Host Andy Traub talks with financial advisor and founder of Financial Staples, Chloe Moore. She shar
Sten talks with good friend Dr. Josh Axe, a functional medicine practitioner, author, and entreprene
Referral expert Bill Cates discusses strategies for financial advisors to obtain referrals and manag
Andy chats with financial advisor Nate Leo about his experience getting into the industry, challenge
Sten and marketing expert Dave Touhill dive into the intricacies of marketing for financial advisors
