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#134 How a Side Hustle turned into a $300 Million Business w/ Brian Moran, SamCart

https://youtu.be/yiauig48_hc Brian Moran (@realbrianmoran) is the CEO and co-founder of SamCart, a company that provides training products and tools to business owners looking to use facebook to grow their business or brand. Prior to founding SamCart, Moran was the CEO and founder of Get 10,000 Fans, a company that provided training products and tools to […]

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#142 How Tech Is Reinventing the CPA–Client Relationship w/ David Snider, Founder, Harness Wealth

https://youtu.be/nPzEdqKg4Fc David Snider (@DavidSniderHW) is the Founder & CEO of Harness Wealth, a platform that pairs modern tax software with a curated marketplace of elite CPAs, financial advisors, and trust-and-estate pros. After stints at Bain Capital and Compass (where he helped raise $300 M and reach a $1.8 B valuation), David set out to fix

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#141 Turning Parking Lots Into Beautiful Power Plants w/ Scott Franklin, Founder & CEO, Lumos Solar

https://youtu.be/SMSyjMV7iJ4 Scott Franklin (@scottfranklin) is the Founder & CEO of Lumos Solar, a Colorado firm turning carports, canopies, and facades into high-performance solar generators. A former professional rock climber, Scott now applies the same grit to building architectural solar that looks as good as it performs, powering brands like Porsche while keeping cars and people

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#117 The Discipline of Stock Selection w/ Adrian Davies, President, Woodstock Corporation

https://youtu.be/kSeHzGsQjHc Adrian G. Davies is the President and Portfolio Manager at Woodstock Corporation—In addition to providing portfolio management and financial consulting services for individual clients, Adrian G. Davies is the firm’s Chief Investment Officer and Chief Operations Officer. He also has analytical responsibilities for covering technology and business services stocks and directs the firm’s information technology

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#140 Training CEOs for the AI & Blockchain Era w/ Jerry Luftman, Founder, Global Institute for ITM

https://youtu.be/pBJf_pFq5Kk Jerry Luftman, Ph.D. is Founder & Managing Director of the Global Institute for IT Management. After 22 years at IBM—culminating as CIO—he built one of the world’s largest Information Systems programs at Stevens Institute of Technology, then launched GIIM to close the leadership gap between fast-moving tech and slower-moving organizations. His Strategic Alignment Maturity Model

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#64 Mastering Financial Planning for Doctors w/ Robert Schultz, CFP, Artisan Capital Partners

https://youtu.be/jvEjIEYMVSY For over 25 years, Robert Schultz has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. He is a Certified Financial Planner currently

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#137 Leading Through Tech Disruption w/ David Anderson, Founder & CEO, Off Madison Ave

https://youtu.be/zMuR0f41Ylc David W. Anderson is the CEO & Founder of Off Madison Ave, a strategic marketing agency generating $2M+ in monthly revenue. With over 25 years of experience and four successful acquisitions under his belt, David helps companies thrive through innovation, team leadership, and high-impact decision-making. He also serves as Advisory Board Chair at LighthousePE

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#138 Uber for Construction Logistics w/ Tarun Aleti, Co-Founder, PartRunner

https://youtu.be/jluvyx_7Y7g Tarun Aleti is the Co-Founder & Chief Product & Technology Officer at PartRunner, a last-mile logistics platform helping construction, HVAC, electrical, and industrial companies move big and bulky materials with ease. With operations across 12 Mexican states and headquarters in Austin, PartRunner is scaling fast through technology, strategic fleet partnerships, and a first-mover advantage. In

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#118 Building a Business, Not Just Selling Homes w/ Hilary Saunders, Co-Founder, Side

https://youtu.be/JQlfejyUdHg Real estate rebel Hilary Saunders is a co-founder of Side and serves as its Chief Broker Officer. In this role, she’s on a mission to challenge industry norms and elevate standards for the Side Community and beyond. She brings 20 years of industry experience to the table. Before starting Side, she operated a boutique real

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#79 Small Clients, Big Potential: Growing Wealth Together w/ Tim Newton, Newton Financial Solutions

https://youtu.be/nS-VYnVMaE4 Tim Newton is the CEO & Wealth Manager at Newton Financial Solutions, LLC. Newton Financial Solutions was born in 2007 when Tim and John Newton decided to pursue their dream of running a joint practice in the financial services industry. Tim wants to improve his clients’ lives by finding the right solution and encouraging

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