Getting lost in the Himalayans would create anxiety for anyone. Keith Renninson used the time to journal. That lead to his formula for success: TRIP. Using his process, advisors can help alleviate erratic client behavior, stay calm under pressure and develop personal philosophy statements.

Are you acquiring client the "old" way? Chuck Sharpsteen, a former marketing agency “Tech Guy” turned lead generation Facebook ads expert, joins this episode to discuss how to lower costs for advertisements, increase your ROI and create ads that lead to conversion.

David Freitag and Bruce Tannahill are experts in income planning and Social Security Income planning. We discuss several opportunities as we come out of COVID-19 that could be impactful to many of our clients. Being aware of options is too critical to miss.

How do you reach peak performance? Justin Roethlingshoefer played professional hockey. He was a “dime a dozen” player, but stood out because of his consistency. Learn the aspects of life you should measure in order to maintain energy, health and focus with your clients.

There's a misconception that has hurt so many seniors in their retirement income planning. With the proper leverage, a home equity conversion mortgage (HECM) can provide stability of income, access to capital, and how HECMs alongside protected income improve retirement outcomes.

Longevity is the greatest multiplier of all retirement risks, but it's not all about the financial impact of getting older. Guest TK Mitchell talks about how to make the most of the second half of your life journey by focusing on nutrition, lifestyle, and spirituality.

Is understanding the different types of people holding your career back? It's time to get schooled by speaker, author and graduate professor Sherene McHenry. She identifies five types of personality that every financial professional should recognize in their clients and in potential hires.

How did the search for the perfect free throw lead to a career of business improvement? Just like your business, the perfect free throw depends on finding the correct process, performing repetition, and consistency. Mark Kampa joins this episode to talk business, sports, and improving.

Being in front of your clients is more important than ever. As our way of prospecting and client acquisition continues to evolve, this episode will help you extend your reach using video on all different kinds of platforms — even the camera-shy financial professional.

Back by popular demand, Paul Kingsman, National Director of Practice Management for Ash Brokerage, returns to the podcast. From Olympic training to asking for referrals and overcoming adversity, Paul and Mike put aside distractions and offer great tips for increasing productivity and growth.

Thriving in a digital world is about a lot more than just hosting a digital meeting. You need to play to your strengths. In this episode, Mike and his guests discuss why it's time to stop reacting to changes in how we do business and strategically plan how to grow.

Best-selling author Danny Bader is known for living life to the fullest. He joins Mike to discuss how his personal experiences changed his life, and how he created a vision for the future. He’ll share the principals he embraced, and how they can grow your practice.