Know Your Client with Jai Baker When you truly know your client, you understand a lot more than just their numbers. Jai Baker talks about developing relationships that get results!About the EpisodeWe focused on knowing your clients and customer beyond just numbers and...

Humanizing Personal Finance with David Steele How's your relationship with your financial team? David Steele talks about getting better outcomes by humanizing personal finance!About the EpisodeWe focused on humanizing personal finance and financial planning, the...

Board Management with Kevin White How important is it for a founder to run a successful board meeting? Kevin White talks about that and proper board management for companies! About the EpisodeWe focused on proper board management, developing executive presence as a...

AI and the Stock Market with Andrew Einhorn How are AI and the stock market working together to get you better returns? Andrew Einhorn talks about how to find your trading edge!About the EpisodeWe focused on AI and the stock market, how AI can and is improving...

Financial Literacy with Jeff Panik Financial literacy is important at every age, but best acquired as early as possible. Jeff Panik talks about how young adults can get ahead!About the Episode  We focused on figuring out how to retire and actually enjoying your...

How to Retire with Eric Brotman Do you know how to retire? Eric Brotman talks about the three keys to having a happy retirement and how to actually make them happen!About the EpisodeWe focused on figuring out how to retire and actually enjoying your retirement, the...

The Sustainable Family Office with Scott Saslow What does it take for a family office to transition from one generation to the next? Scott Saslow talks about the role impact investing plays in that process!About the EpisodeWe focused on building a sustainable office,...

Stick to the Plan with Adam Koós Do you stick to the plan regardless of what the markets are doing? Adam Koós talks about how focus on what matters and tune the rest out! About the EpisodeWe focused on how to stick to the plan, the reason why most people fail to reach...

The Value of Time with Travis Freeman Do you know the value of your time? Travis Freeman talks about the fortune of youth and how to take the right amount of risk!About the EpisodeWe focused on the value of time, how to understand how much your time is worth, when to...