Business of Advice

At just 14, Chris Ronzio started a video production company, managing it for 12 years through high school and college. As his business expanded, he discovered that clearly defining who you are, what you do and how you do it is crucial for successfully scaling a business. A two-time EY Entrepreneur of the Year finalist and Mountain Desert Region Award finalist, Chris is also the author of "The Busi...

Are you struggling to optimize your sales processes effectively? Are you waiting for the perfect moment to make a change? The key is to just start. With years of experience as a football referee, Bryan Neale has mastered the art of making tough calls under pressure. Tune in as we dive into Bryan's expertise, exploring actionable strategies and tips that can help you elevate your sales game. You'll...

Are you leveraging digital marketing to attract potential clients? If not, you might be missing out on significant business opportunities. Jonathan Musgrave has dedicated his career to marketing for insurance, financial and service professionals. He started his own marketing agency, Steep Digital, to help his clients grow their businesses. Join us as Musgrave shares valuable insights into the crit...

Are you looking to increase your ROI but aren't sure where to start? With mailings, meetings, follow-ups, tracking and getting business issued, it's easy to get lost in the chaos. For over a decade, Erica's coaching has helped numerous advisors not only grow their ROI but also streamline their processes. Tune in to this episode as Erica shares valuable insights on understanding and utilizing data...

Before gaining acclaim as an author and podcast host, Ryan Hawk embarked on a journey with two pivotal questions: "How can I improve every day?" and "What strategies lead to sustained success?" He launched his podcast, "The Learning Leader Show," to explore these questions with listeners by learning from exceptional leaders worldwide. With over 600 episodes, Ryan has emerged as a leading authority...

Have you ever pondered how to transform resistance into opportunity? U.S. Air Force Lt. Col. Dan Rooney, a former fighter pilot and the founder and CEO of Folds of Honor, shares his ideas on how to flip the script on opposition and change. Join us for this special episode as Lt. Col. Rooney shares his life philosophy and tenets to help you discover and seize your best life.

What is a salesperson? Rob Yoho, principal of MP Solutions, defines it like this: Anyone whose job is to help others make decisions. With two decades of experience at Sandler Training teaching techniques that spur sales, Rob has become an authority on what financial advisors and other salespeople can do to turn their best prospects into clients.

Before amassing a million-plus followers across social media, Jasmine Star started with two simple questions: Who is my dream client, and what do they want to know? Finding those answers helped her grow from solopreneur to world-renowned authority on content creation — and it could help you achieve your own messaging mastery. Listen to the business strategist and founder of Social Curator as she l...

We're taught in sales to never discuss two things: religion or politics. But, if you're a financial advisor, failing to cover the implications of the latter with your clients could prove perilous. Jeff Bush, principal of nonpartisan group The Washington Update and a former 30-plus-year financial professional, joins us to discuss how the upcoming presidential election might affect retirements and t...

If every person on your team shared your attitude, would that be a good thing? Alan Stein Jr. — a renowned former basketball and current corporate performance coach — has posed that question to some of the biggest leaders in both sports and business, one of the many ways he helps them rethink their roles and become the highest-performing version of themselves. Hear the author of " Raise Your Game"...

In life, facing health challenges is not a matter of if, but when. How prepared will you — and your business — be when that day comes? Entrepreneurs worldwide trust physician and author Dr. Gabrielle Lyon to help hone their health, and on this episode, she shares five actionable steps to improve your physical and mental fitness.

No matter what you do for a living, you can choose to be in the hospitality industry. Will Guidara parlayed a trailblazing career in that field into a role helping hundreds of business owners make that conscious choice and, in turn, gain their greatest competitive edge. Hear what the celebrated restaurateur and author of "Unreasonable Hospitality" says you can do right now to turn your clients and...

Before he became one of the nation's most recognizable real estate brokers, Ryan Serhant made just under $10,000 in his first year in that industry. Today? His properties regularly sell for eight- or nine-figure sums — and his scaling story is just getting started. "If you're not growing, you're dying," Ryan said. Hear the CEO and founder of SERHANT and star of Bravo's "Million Dollar Listing New...

All entrepreneurs reach a point where growth equals pain. For Dan Martell, this moment came when he became a millionaire at 27 — but couldn't build upon that success in a way that didn't also destroy his life. Dan devoted himself to finding the formula to achieving personal and professional fulfillment, and on this episode, he reveals his can't-miss methodology for getting more of your time back a...

As business owners and entrepreneurs, our health too often ends up on the back burner. Did you know, though, there's a clear correlation between your physical fitness and the shape of your business? Few know that connection better than Dr. Bill Kapp, CEO of Fountain Life. Dr. Kapp has long had his finger on the pulse of modern medicine, and on this episode, he outlines an approaching "paradigm shi...

What do your top clients say about you when you're not around? Chris Voss, a former lead FBI negotiator and author of "Never Split the Difference: Negotiating As If Your Life Depended On It," says every business owner should ask themselves this question — and his tactic for tackling any gripes head-on is the No. 1 skill you need to achieve accelerated relationships. Listen to learn his technique a...

You're going to leave your business someday, either on your terms or on a stretcher. And if you do it right, you'll have no regrets. Paul Niccum, a business strategist and author of "No Regrets: How to Grow and Then Exit Your Business, Emotionally and Financially Strong," has helped build and sell several successful businesses. On this episode, he reveals his biggest keys to finding happiness in t...

Are you prepared to navigate your team through storms of epic proportions? Darren Hardy, a mentor to thousands of top CEOs and business leaders, forecasts a 2024 possibly fraught with both perilous dangers and staggering opportunities. On this episode, he identifies five meta skills to help you not only make it through the potential turbulence ahead but come out a better person and professional.

Most financial advisors wouldn't self-identify as public speakers, but the numbers don't lie: Around 80% of their time is spent verbally communicating. Terri Sjodin, a 30-plus-year public speaking consultant and author of "Presentation Ready: Improve Your Sales Presentation Outcomes & Avoid the Twelve Most Common Mistakes," joins the podcast to talk strategies for speaking success and how to commu...

Most entrepreneurs know a lot about business, but few are familiar with the business going on between their ears. Author, columnist and social scientist Arthur Brooks is an expert in the intersection between business and happiness, and he joins the podcast to share the biggest keys to finding joy in your personal and professional lives.

You can't create a remarkable client experience without remarkable employees, yet many businesses don't recognize this symbiotic relationship. Thankfully, Joey Coleman does — better than just about anyone. The bestselling author of "Never Lose a Customer Again" and "Never Lose an Employee Again" joins the podcast to outline the biggest keys to retaining your best clients and team members.

How are human beings similar to grass? They both grow in adverse conditions. Author and serial entrepreneur Brad Pedersen knows how to successfully grow a business — and how not to. In fact, some of the best lessons Brad ever learned came from moments of failure. In this episode, Brad shares his 30+-year entrepreneurial journey, including the mistakes and lessons learned on his way to building and...

Ever wondered how to create "Swifties" for your business? You know, fans as devoted to you as those mega pop star Taylor Swift has cultivated. Brittany Hodak, an award-winning author, speaker and customer experience expert, knows the secrets to creating superfans. On this episode, she shares how you can cultivate even more of them — all while spending less money on ads and staying true to what's a...

Before becoming a nationally recognized speaking coach and consultant, Pat Quinn spent time as a high school teacher and professional magician. While he's moved on from the textbooks and top hats, his best work still comes by educating others — and, for the financial advisors he coaches, the results can be magical. Pat takes center stage to share best practices and can't-miss tips and tricks for t...

Of the 10,000-plus public and private schools Scott Donnell's companies have served, not one properly teaches the financial skills tomorrow's generation needs, Scott says. So he's helping parents take those teachings into their own hands — quite literally, through the groundbreaking GravyStack app. An entrepreneur and author of the bestseller "Value Creation Kid: The Healthy Struggles Your Childre...