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Travis Parry
Jan 19, 20231 min read
Ep 87: Finding Your Niche to Provide Better Service to Fewer Clients
Our guest today is a tremendous marketer who carved out a niche during the pandemic to help grow his brand and help him find more balance at
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Walter Storholt
Nov 22, 20221 min read
Ep 70: Living Purposefully with Santiago Burridge
Audio: Video: Subscribe: More About This Episode: Today’s guest is Santiago Burridge, Co-Founder and Executive Chairman at Lumiant....
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Travis Parry
Oct 6, 20221 min read
Ep 57: Scaling a Purpose-Driven Business with Matthew Blocki
Audio: Video: Subscribe: More About This Episode: In today’s episode, we chat with Matthew Blocki, CFP®, RICP®, and CHFC®. Matthew...
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Travis Parry
Sep 22, 20221 min read
Ep 54: Intentionality in Your Business with Jeremy Keil
Control plays a big part in the role of many advisors’ careers. It can be difficult to let go of the reigns and delegate tasks when you...
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