Podcast

S4 E4: The Keys to Strategic Growth with Dr. Gerry Herbison

We’re excited today to welcome on someone that has tremendous insight into business growth and personal development.

Dr. Gerry Herbinson, ChFC®, CFP®, CASL®, CLF® is an Executive Business Coach with the Carson group and one of the leaders in our industry.

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S4 E3: Taking Your Brand to the Next Level with Jeremy Weber

No matter what profession you’re in, there’s never been a better time (or more important time) to independently build your own brand. Financial advisors might not see that as a priority to their business, but building a brand can increase credibility and awareness for the work you do.

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S4 E2: Creating Superfans for Your Business with Brittany Hodak

Today’s guest has built her own brand around filling this need. Brittany Hodak is an award-winning entrepreneur, author, and customer experience speaker. Her work has appeared on some of the largest media platforms in the world and you might even have seen her on Shark Tank.

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S4 E1: A Conversation with Carson Group’s Jamie Hopkins on Coaching, Goals, and His New Book

We’re kicking off season four of the podcast with a guest we’re excited to spend some time with. Jamie Hopkins ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP® is the Managing Partner of Wealth Solutions at Carson Group as well as a writer, researcher and educator, and over his career he’s become a media go-to expert on retirement income planning and tax law.

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S3 E11: Tax Planning with the Power of Zero

Over the past 20 years, David McKnight has helped put thousands of Americans on the road to a zero percent tax bracket and has received national recognition for his work. Today he joins the show to share his journey, explain his philosophy on taxes, and break down the tax trajectory our country’s is on.

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S3 E10: The Authentic Story of Struggle and Success with Marques Ogden

We were able to catch up with Marques Ogden recently to pick his brain on some of the areas where he’s really excelled and hopefully glean a little wisdom along the way. Once you hear his journey and all of the lows he had to experience before reaching the highs, you’ll have a better appreciation for all he’s accomplished.

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S3 E9: Staying Truly Independent with Co-Chief Executive Officer at FIG

The Co-Chief Executive Office at Financial Independence Group joins us today to discuss his journey to a leadership role, how FIG gives advisors a competitive advantage and much more about the future of advising at FIG.

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S3 E8: Leadership Learned Through a Decorated Naval Career

Today we’re taking a break from the financial services industry and turning our attention to leadership. There aren’t many places where you’ll find better examples of this than our military, where officers are some of the best leaders in the world.

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S3 E7: Faith-Based Planning Strategies with Crystal Clear Finances

Today we welcome the founder and CEO of Crystal Clear Finances to the show to share her passion for financial planning and education. Crystal and her business have a very unique way of constructing portfolios by using life insurance and faith-based investing, and that separates her from other professionals.

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S3 E6: Taking Ownership of Your Career with NFL Coach Pete Hoener

Winning a football game is a lot like winning in business, there are a lot of parallels between these two industries and we are going to explore those similarities today with our guest, sports legend and NFL Coach, Pete Hoener.

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