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https://youtu.be/wix8zOpuOgI Kara Smith Brown, CEO of LeadCoverage, shares her journey from working at Echo Global Logistics to founding her own go-to-market consultancy specializing in supply chain and logistics. She discusses the significance of niche marketing, the importance of having a clear point of view, and the strategies that have led to her company’s rapid growth […]

https://youtu.be/yaj331qUwtc Matthew Miller (https://www.linkedin.com/company/upleftllc/) is an experienced financial advisor and founder of Upleft. Matt shares his journey into the financial advisory world, the heartfelt story of helping his mother after his father’s passing, and the invaluable lessons he’s learned along the way. Matt and Chris explore the importance of personal connections with clients, strategies for

https://youtu.be/YBRIS9jSlY0 Prince Dykes is a retired Navy Chief, Registered Investment Advisor, Host, and Author. Prince shares his unique journey into financial advising, starting from his early career on a nuclear-powered submarine to launching his own independent advisory service. He discusses how he grew his client base through word-of-mouth and social media, particularly leveraging platforms like YouTube

https://youtu.be/VJh3o4CdRa0 Willem Westra (https://wwcapitalgroup.com/) is a successful entrepreneur in the mergers and acquisitions (M&A) space. He shares his journey from the marketing industry to facilitating off-market deals for top private equity firms and eventually launching his own investment firm. Chris and Willem delve into the value of M&A and roll-up strategies, the advantages of off-market

https://youtu.be/KWDhSlQEIoo Rose M. Price is a 24-year financial advisor veteran. She discusses her path into finance, the role of empathy in client relationships, and VLP Financial Advisors‘ team-oriented culture. Rose also shares strategies for networking and her firm’s growth goals. In this episode, Chris and Rose discuss:  The Importance of Client Relationships Networking and Strategic Partnerships

https://youtu.be/2wjR2kDsXRo Amy N. Mullen is a CFP and the President of Money Quotient, Inc. Amy shares the importance of integrating the emotional and psychological aspects of money into financial planning. She shares insights on how financial advisors can enhance client trust, satisfaction, and motivation by adopting a holistic, values-based approach. In this episode, Chris and Amy

https://youtu.be/rHM7_Y8QJ9E Bill Cates, CSP, CPAE is the president of Referral Coach International and founder of The Cates Academy for Relationship Marketing. Bill discusses the importance of referrals, niching down, and creating a strong personal connection with clients. He emphasizes staying adaptable and the future role of AI in financial advising, sharing insights from his 30-year experience

https://youtu.be/5_y_Rp7DdCQ Ron Gross shares his journey from accountant to a leading figure in retirement and 401k planning. Ron discusses the evolution of his firm, OneSeven, and how he has helped clients grow their wealth over time, often from modest beginnings. He emphasizes the importance of giving back through his work and philanthropy. Ron reflects on

https://youtu.be/-hdaW9-waWA David McClellan (@wethorn), shares his journey from a technology and consulting background to establishing a successful financial advisory practice with Forum Financial. McClellan highlights his approach to adding value as a fiduciary, the importance of relationships, leveraging personal passions for business growth, and the shift towards virtual client engagements. In this episode, Chris and

https://youtu.be/cYXZIM02RWo Damon King is a certified financial planner and wealth manager at Chappelwood Financial Services. King shares his journey from struggling with credit card debt in his early twenties to becoming a successful financial advisor dedicated to helping people achieve financial security. He emphasizes the value of providing genuine help to clients and the impactful