Our values are the motivators behind the decisions we make in life. Uncovering your values matters, because deep down, they are the life-long goals driving you to become the best version of yourself.

In this episode, our guest is Tim Bickmore, CFP®, CPWA®, Director of Financial Planning and Co-Founder at LBW...

Today’s guest is Shauna Mace, CHPC™️, Head of Practice Management, and Managing Director at SEI. She and the team focus on helping advisors grow their businesses so they can spend more time serving their clients. She has been featured in publications and is a frequent speaker in the financial industry.

With over...

Today’s guest is Stacey McKinnon. Stacey is the Chief Operating Officer and Chief Marketing Officer at Morton Wealth, an RIA with over 2 billion of assets in her management. She has dedicated her professional career to spreading the message of positive leadership inside Morton Wealth and throughout the financial...

Today’s guest is Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®, CCIM, and the president of Kahler Financial Group. Rick is a pioneer in integrating financial planning and psychology, is one of the founders of financial therapy, and is recognized internationally for his pioneering work in that field.

In this episode,...

Mitch Anthony is the author of 17 books for financial advisors, a thought leader, and an impactful keynote speaker. In this episode, we got together to talk about a few flaws in the industry and the missing elements that might be holding some advisors (and their clients) back.

‘Purpose’ is central to today’s...