Business of Advice

Business of Advice The podcast where we help good advisors become great business owners, so that they can help people h

Its a very special edition of The Business of Advice podcast! Recently, we hosted our World Series of Success, where the...
02/27/2025

Its a very special edition of The Business of Advice podcast! Recently, we hosted our World Series of Success, where the top advisors in the country gathered to learn, grow, and become better business owners. This year, we pulled out all the stops for our 20th anniversary, including an incredible fireside chat with the legendary Duke basketball coach, Coach K!

Coach K shared invaluable insights on leadership, accountability, and building a value-driven team. Whether you're an advisor, a business owner, or someone striving to be a better leader, this conversation is a must-listen.
Listen: https://rb.gy/rylylx
Watch: https://rb.gy/rn1l84

🔹 Key Takeaways:
The importance of loving what you do and embracing new beginnings.
Why the preparation to win is more critical than the will to win.
Building a cohesive team with character and talent.
Inspirational stories from Coach K's legendary career.

Remember, our world needs great leaders more than ever today, so let's go be great! 💪

02/13/2025

We recently had the privilege of hosting the World Series of Success in January, where our advisors were treated to an inspiring talk by Dan Martell, author of "Buy Back Your Time." Dan's insights on optimizing your time and energy for greater returns left us all motivated and ready to take action!

Following his electrifying session, I sat down with Dan for an exclusive interview, diving deeper into practical strategies that every entrepreneur and financial advisor can use to elevate their game.

Tune in to our latest podcast episode and discover how you can: 🔹 Spend more time on activities that energize you.
🔹 Invest wisely to maximize your returns.
🔹 Overcome the fear of letting go and delegate effectively.
🔹 And so much more!

Don't miss out on this golden advice from a true master of time management. Click the link below and be inspired to reclaim your time and transform your productivity!

Listen: https://rb.gy/r27lxj
Watch: https://rb.gy/lu723c

01/30/2025

The best is not the standard, THE STANDARD IS THE STANDARD! If you were at WSOS 2025, these words from Eric Thomas are STILL bouncing around your head.
-Create your dynasty.
-Be a wild dog, not a lion.
-Are championships your standard, or do you accept less?

ET got our blood pumping at WSOS 2025, so be ready when you listen to this one!

Listen: https://rb.gy/n7jrur
Watch: https://rb.gy/hoozx0

Taxes, Social Security and the impacts of the Presidential Election!  I had a great conversation with Becky Swansburg, o...
01/24/2025

Taxes, Social Security and the impacts of the Presidential Election! I had a great conversation with Becky Swansburg, of Stonewood Financial fame, and it’s packed with invaluable topics! Here are the top takeaways:
Roth Conversions: 2025 is a pivotal year for Roth conversions! Becky explains why it's crucial to start conversions now while tax rates are lower due to the TCJA, and how her new software helps model the best conversion strategies to minimize taxes.

Tax Diversification: Becky stresses the importance of educating clients on tax diversification to safeguard their retirement against future tax hikes. If all your retirement assets are in tax-deferred vehicles, you’re exposed to the risk of rising taxes.

Legislative Risk: Legislative changes can impact retirement savings significantly. Becky discusses the current administration's stance on protecting savers and what it means for your clients' future planning.

Social Security Planning: Addressing concerns about Social Security benefits, Becky advises that deferring benefits is still a smart choice for many, despite potential reforms.

Estate Tax Exemption: High net worth clients need to act now! She warns that the estate tax exemption could be reduced in future negotiations, making immediate estate planning essential.

Listen:

Podcast Episode · Business of Advice · 01/16/2025 · 41m

01/02/2025

I've known Adam Contos CEO for well over a decade, and you won't want to miss our conversation. From SWAT team to CEO, his experiences will help all of us become a better leader for our teams.

Ever heard of "founder's syndrome"? It's that mindset of "I built it this way, so this is how it works!" I sit down with Adam to discuss how leaders can break free from this trap and truly grow their businesses, and their teams.

Key takeaway: Great leaders replace themselves by building strong teams, embracing diverse ideas, and putting their egos aside. Why? Because it’s not just about today’s success—it’s about future-proofing your business and serving your team and customers better.

Listen: https://bit.ly/4fFC0Mp
Watch: https://bit.ly/4gyxhNQ

12/21/2024

It was a pleasure to spend time with Mark Sanborn - Leadership Speaker before he spoke at our Advisors Excel Leadership Summit in Charlotte. Mark is a legend in leadership and motivation—author of the bestseller The Fred Factor and someone who’s spent 30+ years helping people and businesses go from good to great.

In this episode, we dove into:
*Why extraordinary service isn’t just a nice-to-have—it’s a game-changer for your business.
*Simple ways to add value for your clients without spending a dime.
*The secret to building relationships that actually last.
*Why personal accountability is a non-negotiable for real leaders.

Mark’s stories and insights are pure gold, especially for financial advisors looking to grow your business, lead your team, or deepen client relationships.

Listen: bit.ly/405yYMP
Watch: bit.ly/41HFbzZ

This was a great discussion with Justin Forsett. We dive into journey is one for the books: a Cal Bear, NFL Pro Bowler, ...
12/06/2024

This was a great discussion with Justin Forsett. We dive into journey is one for the books: a Cal Bear, NFL Pro Bowler, and now co-founder of Hustle Clean, a lifestyle brand redefining hygiene, wellness, and community impact.

Justin's secret? Turning adversity into opportunity, whether on the field or in business. From his childhood in Mulberry, FL, to Cal, seven NFL rosters and then to a Shark Tank pitch that taught resilience and grit—Justin embodies what it means to never give up!

Listen:

Podcast Episode · Business of Advice · 12/05/2024 · 49m

Thank you to all of our Veterans on this Veterans Day. 🇺🇸 It is your service that allows us all the freedom and lives we...
11/11/2024

Thank you to all of our Veterans on this Veterans Day. 🇺🇸 It is your service that allows us all the freedom and lives we're able to enjoy each day. Thank you.

I'm honored to release a special Veterans Day episode with my good friend, and Veteran, Lieutenant Colonel (retired) Scott Mann. It was a blessing to spend an hour with a true American Patriot. I promise this will be an hour well spent.

Listen: https://tinyurl.com/2s6eds2d

10/24/2024

I'm pumped for our latest podcast episode with Christopher Zook, Founder, Chairman and Chief Investment Officer of CAZ Investments and Co-Author of "The Holy Grail of Investing," which Christopher wrote with Tony Robbins. We dive deep into the winning formula behind their wealth-building strategies.

Here’s are a few highlights from my time with Christopher:

-Core Principles of CAZ – From "seeing the forest, not the trees" to "embracing healthy conflict," these are the secrets to their success.

-Success Leaves Clues – Discover the 20+ book list that every team member at CAZ must read to stay ahead of the game.

-Scaling a Business – Learn how Christopher transitioned from a start-up business to a scalable powerhouse through the magic of systems and processes.

-Hear how CAZ Investments approaches the alternative market.

Listen: bit.ly/40hxSOM

Watch: bit.ly/3YmReze

10/10/2024

I'm beyond excited to welcome world-renowned personal & business coach, and my friend, Tony Robbins! 🎙️ Tony brings his signature energy and insights, diving into powerful strategies for thriving in times of uncertainty and how to seize opportunities in challenging environments. We discuss the mindset of top leaders who understand the seasons of business and how vision, drive, and hunger can lead to massive success, no matter the circumstances.

Tony shares inspiring stories about business leaders who have not just weathered difficult times but excelled by focusing on possibilities and staying adaptable. His advice on growth, leadership, and maintaining a hunger for success is truly invaluable. Whether you're an advisor, a business owner, or someone looking for that extra push, this conversation is filled with actionable insights and optimism about what’s possible.

Enjoy this fantastic time with Tony.

Listen: https://rb.gy/spu545
Watch: https://rb.gy/qpgfxf

Someone BIG is on the horizon! Get ready to be fired up this Thursday. We're dropping an episode and while he's not your...
10/08/2024

Someone BIG is on the horizon! Get ready to be fired up this Thursday. We're dropping an episode and while he's not your guru, he does drop some major personal development and business knowledge on us.

We'll see you Thursday!!!

09/26/2024

This week, we spend time with Geoff Woods, and you don’t want to miss this one! If you’re a financial advisor, entrepreneur, or just curious about harnessing the power of AI, this episode is for YOU! Geoff shares insights from his brand new book "The AI Driven Leader: Harnessing AI to Make Faster, Smarter Decisions" and dives into how AI is shaping the future of leadership and decision-making.

Want to know how AI can 10x your team’s impact? Or how to strategically leverage AI to grow your business? Geoff's got you covered!

Listen: https://rb.gy/qb3yp8
Watch: https://rb.gy/ddiuc2

09/12/2024

Ready to level up your business?

In this episode of the Business of Advice podcast, Chris Ronzio, founder of Trainual, shares invaluable insights on how to streamline your operations, train your team effectively, and scale your business.

Learn how to:
*Create a comprehensive business playbook
*Implement effective training programs
*Build a strong company culture

Listen: https://rb.gy/gy6mpu
Watch: https://rb.gy/wt5chf

09/03/2024

Time to take those dreams, plans, and wishes, and turn them into reality! Bryan Neale from Blind Zebra Consultingwalks the talk. He's achieved his goals of refereeing a Super Bowl, taught himself four instruments, certified in SCUBA, is a skydiver, and is a licensed pilot. Oh yeah, and he's also an accomplished entrepreneur. Join us for a fun and informative hour!

Listen: https://rb.gy/x9jb4d
Watch: https://rb.gy/x9jb4d

08/16/2024

Are you effectively driving traffic for your firm? What strategies are effective in connecting with prospects and clients? We jump into these questions and more with Jonathan Musgrave from Steep Digital Marketing. Oh, and we talk a little bit about the new movie they created with Morgan Housel, "The Psychology of Retirement." Watch or listen at the links below!

Watch: https://rb.gy/026lpg
Listen: https://rb.gy/t2krkn

08/09/2024

Our prayers go out to John Ruhlin 's friends and family. John was a wonderful man, and I always enjoyed our time together. Tragic reminder to hug those you love, and don't leave any words left unsaid.

Support for John's family can be sent by visiting the following http://giftologygroup.com/ruhlin

08/02/2024

I never watch a game without looking at the scoreboard and you'd never run your business, without paying attention to your numbers. Erica Pauly from Track That Advisor joins me on this episode to discuss how to make sure you're looking at the numbers and activities that truly make a difference in your business. Erica delivers a Master's class in 60 minutes, her insights will make you and your firm better!
Listen: https://rb.gy/ij2ha8
Watch: https://rb.gy/ibxjio

07/19/2024

With accolades like these, no wonder my conversation with Ryan Hawk was such a great hour. The Learning Leader Podcast was called by Forbes, “the most dynamic leadership podcast out there,” and Inc Magazine said, “It’s one of the five podcasts to make you a smarter leader.”

When you finish with this fantastic hour, leave a comment with your best learnings in the comments below!

Listen: https://shorturl.at/yRNGB
Watch: https://shorturl.at/731o4

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