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Mar 9, 2022

Planning for college seems like an abyss full of more questions and uncertainties than answers. My guest on this episode, Cozy Wittman, was in everyone’s shoes with a child wondering how to pay for college. She learned about the extent of where to find money and separates fact from fiction in the interview.

Dec 29, 2021

Ash Brokerage has always been known in the industry as an innovative company with technology and people. Anyone can find technology but only Ash has technology that is personal not just customized.

Brendon Kelly joins me to discuss the ever-changing landscape of technology and how Ash makes business easier to do…today...

Dec 8, 2021

You may not know how much your subconscious limits your income potential. Sales expert and coach Elyse Archer joins me to talk about having your best year ever. She has grown her income by 10-12 times over the last 12 months and it started with mindset. Knowing your own limiting beliefs and your clients’ can make 2022...

Nov 24, 2021

We have all heard the importance of being active in retirement. My guest in this episode has spoken to 100’s of retirement groups about the importance of having an emotional pension. He speaks about how this type of pension can improve the mindset and lifestyle of the retiree more than just money. Join me for...

Nov 10, 2021

We all look to excel in our business for our clients and our employees. But, what does it take to be a perennial high achiever?  Dr. Ruth Gotian has studied the top performers in many industries. She and I talk about some of her research and how it applies to the financial professional community.