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https://youtu.be/f9QyjfqfeJY Guy Leman is a founder and CFP at Compass Financial Services. Guy shares his journey from a corporate ladder climber to a trusted financial advisor, influenced by personal family experiences. He discusses the core values and unique approach of Compass Financial, emphasizing the importance of independent advice, team ownership, and building a culture based […]

https://youtu.be/AI7dXaBLPZ0 After working as an in-house and agency marketer, Meg Scarborough founded Megawatt Content Marketing in 2015. She has over 9 years of experience in marketing. Meg specializes in content strategy and execution and particularly enjoys developing brand messaging and helping clients tell their stories through case studies and long-form content. In this episode, Chris

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