All Episodes
June 21, 2022
Operational Due Diligence: The Key to Strategic Business Solutions with David Emerson
Operational due diligence is a process that helps businesses identify and mitigate potential risks associated with new and current operations. By gaining an in-depth understanding of all aspects of a company, operational due ...
June 14, 2022
Modernizing Wealth Management’s Data Infrastructure with Kyle Van Pelt
The market is flooded with financial data. Firms are sitting on goldmines of information, yet most are not deriving maximum value from it. To unlock this value, data integration is key. It enables different systems, including...
June 7, 2022
International Travel Made Easy with Rich Mandleur
International travel is bouncing back. With borders reopening and restrictions gradually being lifted, people are once again taking to the skies and heading to their favorite destinations. While applying for a passport and vi...
May 31, 2022
Building Championship Mindsets to Unleash Performance Excellence with Dr. Amber Selking
In any field or endeavor, one of the traits of the top performers is their champion mentality. To be a champion, however, is not about some innate quality you were born with. It is rather about developing a championship minds...
May 24, 2022
Transforming Success into True Significance with Scott Highmark
Financial advisors are uniquely positioned to help investors with their overall financial well-being. They work with their clients to set meaningful goals that go beyond just accumulating money. What are the best ways for adv...
May 17, 2022
Building a Brand, Breaking the Rules, and Learning to Lead with Tommy Martin
This week, we’re flipping the script and airing a conversion with Tommy from Frontier’s 10Q podcast. Frontier is a private community for investors to engage, learn, and form meaningful relationships. In this conversation, Fro...
May 10, 2022
Developing New Leaders and Scaling Small Businesses with Jeff Brewer
Small businesses and startups often find the process of scaling to be an uphill battle. In order to grow, they need to overcome several common challenges, including limited resources, lack of experience, and insufficient fund...
May 3, 2022
Annuities Are No Longer a Four-Letter Word with Tommy Martin
This week, we’re flipping the script and airing a conversion with Tommy from the Advisor Revelations podcast from DPL. In this conversation, DPL’s Leslie Grant talks with Tommy about his switch to using commission-free annuit...
April 26, 2022
Building a Culture of Financial Confidence Among Women with Lauren Pearson
Statistically, most women are uncomfortable discussing money and lack confidence in making investment decisions. Too often, these result in lost opportunities for both financial growth and independence. As the majority of wom...
April 12, 2022
Bringing A New Perspective To Medical Practice with Lucas Bryant
Brand isn't just about design and marketing. At its core, it's about the values and principles that a company stands for. Creating a culture of care in which people feel appreciated and valued brings exceptional results. In t...
April 5, 2022
Financial Planning for Families with Special Needs Children with Gordon Homes
In every walk of life, planning is important. This is especially true for parents of special needs children. How can parents provide the best support to their children and make plans for their future? In today’s episode, Tomm...
March 29, 2022
Investing in Clients, and Finding the Right Partners and Coaches with Tommy Martin
This week, we’re flipping the script and airing a conversion with Tommy from The Indie Advisor podcast with Craig Stuvland. Craig is the CEO at tru Independence, a firm that partners with financial advisors to give them the c...
March 22, 2022
De-Risking Entrepreneurship with Burak Yenigün
There's no doubt that being an entrepreneur is a risky proposition. People are often scared to take the leap and start their own business because they know there's a good chance they may not succeed. In today’s episode, Tommy...
March 15, 2022
From Professional Athlete to Professional Strategist with Jason Baker
There is an old saying that goes, "if you don't know where you're going, any road will take you there." This is certainly true when it comes to creating a life plan. Without a sense of purpose, it can be difficult to stay mot...
March 8, 2022
Staying In The Deep End with Daron K. Roberts
In today’s episode, Tommy talks with Daron K. Roberts, Partner at Notley Ventures and Co-Founder of Amass, which focuses on growing generational Black wealth through an end-to-end wealth-building platform. Daron K. Roberts is...
March 1, 2022
Investing In Commodities To Diversify Portfolios with Tom Holliday
Commodities are unique in that they represent the intersection of key areas of the market—production and consumption. Adding them to a private investment portfolio can provide diversification and stability that may be missing...
Feb. 22, 2022
The Art of Negotiation with Greg Allen
There is no question that the ability to negotiate effectively is a valuable skill. It can help achieve any life goal, whether it's a better deal on a car or a promotion at work. But negotiation is not just about getting what...
Feb. 15, 2022
Changing the Game in Private Equity with Brent Beshore
In today’s episode, Tommy talks with Brent Beshore, Founder and CEO of Permanent Equity, a North American private equity firm investing permanent equity in family-owned companies with $2.5 million to $14 million in net owner ...
Feb. 8, 2022
Developing a Culture of Care with Jason Lippert
When it comes to the workplace, there are a lot of things that go into making it a great place to be. One of the most important is creating a culture of care. When employees feel valued and appreciated, they are more likely t...
Feb. 1, 2022
The Future of Surgery is “Minimally Invasive” with Roel Raatgever
In today’s episode, Tommy talks with Roel Raatgever, co-founder and CEO of MRI Guidance—a company changing the landscape of medicine tech through complex 3D MRI imaging data. Roel is a biomedical scientist and an entrepreneur...
Jan. 25, 2022
Creating Core Values with David Quick
Core values are the backbone of an organization. They offer a way to define the company as a whole, its unique culture, and what it stands for. With core values at the foundation for all organizational behavior, how can leade...
Jan. 18, 2022
Alternative Investing with Phil Huber
The term "alternative investments" is a loaded phrase. But they can be just as important to your portfolio as stocks or bonds, providing diversity that can help reduce risk and increase returns. How can alternative investment...
Jan. 11, 2022
Empowering Women at Work with Kim Mackrill
Women have been an integral part of organizations since the beginning. They are powerful decision-makers, but they are frequently left out of the discussion. Their influence and contributions are often overlooked because thei...
Jan. 4, 2022
A Beginner's Guide to Digital Assets with Reagan Cook
In today’s episode, Tommy talks with Reagan Cook, Tax and Accounting specialist for crypto and digital assets at TaxBit. Digital assets have grown in popularity and momentum in today's world, with Bitcoin and Ethereum being t...