Ep. 57: The Financial Playbook: Jim Sumpter’s Story of Propelling Growth
Ready to explore the world of finance and advisory through the lens of experts who are…
Embrace Change & Reshape The Future of Finance with Dany Martin and Chase Crump
Get ready to delve into the heart of disruption in the financial advisory landscape with Dany…
Ep: 56: Transforming The Financial Advisory Industry Through Data-Driven Organic Growth with Tom Rieman and Jordan Hutchison
What does it take to revolutionize the financial advisory landscape? In this episode, Jordan Hutchison is…
Ep. 55: Breaking Through Growth Barriers in Wealth Management with Samuel Deane and Dr. Preston Cherry
How can financial advisors unleash their growth potential in the ever-changing landscape of the wealth management…
Ep. 54: The Female Financial Revolution: Rethinking Wealth Management with Dr. Barbara Provost
How can the financial industry better serve women’s unique needs? In this episode, Shannon Spotswood speaks…
Ep. 53: From Insurance BD to 4X Growth in Independence with Wes Miller
Welcome back to another episode of the Disruption Blueprint Podcast! If you’re a financial advisor navigating…
Ep. 52: The Financial Advisory Succession Crisis with David DeVoe
It looks like the financial services industry is progressing towards a succession crisis. Are advisors ready…
Ep. 51: Stepping Out of Your Comfort Zone and Inspiring Others with Nicole Middendorf
How can financial advisors take themselves and their practices a step further to unleash their growth…
Ep. 50: Driving Trust, Growth, and Innovation in Wealth Management with Eric Clarke
In every walk with nature, one receives far more than he seeks. – John Muir Could this…
Ep. 49: Why Your Zoom Calls Matter with Liz Dykes
How do we maintain a personal touch in an increasingly digital age? Elevate your understanding as…
Ep. 48: Endurance Entrepreneurs: The Thin Line Between Complacency & Burnout with Michael Futterman
Some advisors become too comfortable with their current situation and stop striving for more, usually due…
Ep. 47: Unleashing Growth Potential: Shannon Spotswood’s Blueprint for Success
What achievements and victories can we learn from Shannon Spotswood? Today, Shannon takes a seat on…
Ep. 46: How Availability & Support Make A Difference For Clients With Kelly Klingaman
Welcome to Game Film with Dr. J, where we share some of the most valuable lessons…
Ep. 45: Just Show Up
In their element, at Dynamis Alliance HQ, Bobby White, RFG Advisory Founder and CEO, and Dom…
Ep. 44: Get 1% Better Every Day
One Year Later on from their prescient conversation on Captiva Island in 2020, Bobby White and…
Ep. 43: Crush Everything
In this episode, Bobby and Dom discuss how to apply Dom Raso’s Crush Everything philosophy around…
Ep. 42: Building Your Team
In this episode, Bobby White talks about how to be the CEO not the COO+ –…
Ep. 41: Doing What It Takes
In this episode, Bobby White and Dom Raso discuss the actions independent advisors must take in…
Ep. 40: How to Stay Motivated
In this episode, Bobby White and Dom Raso discuss tactics to train your mind and body…
Ep. 39: What’s Holding You Back
In this episode, Bobby White and Dom Raso discuss how fear is one of the biggest…
Ep. 38: Mindset is Everything
In this episode, Bobby White and Dom Raso talk about the importance of mindset for financial…
Ep. 37: Getting Back To Doing What You Love Most as an Advisor with Matt Halloran
Do you find yourself dragging yourself out of bed, lacking the energizing spark in your work…
Ep. 36: Achieving Flow in the Everchanging Finance Industry with Dr. Jordan Hutchison
Technology is changing the financial landscape, not just for advisors but for clients too. In this…
Ep 35: How Technology is Disrupting Financial Services with Joel Bruckenstein and Dr. Jordan Hutchison
Technology is disrupting the financial services industry! From collecting data about clients to utilizing AI, a…
Ep 34: The Secret Sauce of Thriving Businesses – Focusing On Your Niche with Eric Blake, CFP®
“You can have everything in life you want, if you will just help other people get…
Ep. 33: Crafting And Growing Your Own Firm As An Independent Advisor with David Koren
As an independent advisor, you shouldn’t fear growth. You should invest in it! In this episode,…
Ep. 32: Podcasting Your Way to Influence as a Financial Advisor With Matt Halloran
Are you tired of being drowned out in a sea of financial advisors all saying the…
Ep. 31: The 5 Freedoms of a Successful Business and a Life That You Love with Stephanie Bogan
Stop spending a galactic waste of your time on activities that won’t get you or your…
Ep. 30: The 4 Elements of Communication with Apollo Lupescu, PhD
Would you consider yourself a good communicator? In this episode, Shannon Spotswood speaks with the Vice…
Ep. 29: Building Billion-Dollar Brands Through Marketing with Dany Martin, David Pulcini, and Andrew Parrott
If you’re looking to grow your business, digital marketing should be your go-to. In this episode,…