Ideas worth sharing.

Season 1 | Episode 16 We connected with Matt Halloran of ProudMouth, our partner in creating the first end to end advisor podcasting solutio...

Season 1 | Episode 15 We connected with Matt Halloran of ProudMouth, our partner in creating the first end to end advisor podcasting solutio...

Season 1 | Episode 14 Chris Savage and Brendan Schwartz are the cofounders of Wistia – what we call “the cooler, business version of YouTube...

Season 1 | Episode 13 Arlene Moss and Carolyn Dalle-Molle are coaches at XY Planning Network. Arlene and Carolyn work directly with advisors...

Season 1 | Episode 12 Wes Kao is the previous co-founder of altMBA that she built alongside Seth Godin, and has now teamed up with one of th...

Season 1 | Episode 11 Matthew Ricks is the President of Haystack Financial Planning, a modern RIA that focuses exclusively on serving the di...

Season 1 | Episode 10 Adam Lisagor is the founder of Sandwich and lead in some of your favorite commercials for brands including Slack, Warb...

Season 1 | Episode 9 Anna N’Jie-Konte, founder of Dare to Dream Financial Planning, has dedicated her career to making financial advice more...

Season 1 | Episode 7 Georgia Lee Hussey is the founder and CEO of Modernist Financial a B-Corp RIA with a $1M client minimum.

Season 1 | Episode 6 Toussaint Bailey is the CEO of Enso Wealth and the Founder of the Just Listen Project. In this episode Toussaint shares...