Today’s guest is Michael Shanahan, CFP®, AIF®, co-founder and managing partner of Overland & Shanahan Wealth Advisors. He’s won numerous ind

As technology continues to move at a rapid pace, every professional is trying to keep up and find ways to utilize that tech to improve the w

It’s easy to talk about work-life balance but it’s much more difficult to back that up with action. Today’s guest is someone who has priorit

Today’s guest, Devin Johnson, would fall into the latter category. Devin is a serial entrepreneur and the current CEO of Kennected, a busine

Before you can truly build your business like you want, you have to first lay the foundation of knowing who you are. Once you can identify y

Audio: Video: Subscribe: More About This Episode: Joining us today, is Kristin Shea, RICP®. Kristin is an award-winning and highly...

Audio: Video: Subscribe: More About This Episode: Today’s guest is Dr. Rodney Mogen, who has an impressive two Doctorates and five...

In this episode, we have Jason Priebe, CFP®, J.D., husband, and father. Jason is a Partner at Priebe Wealth in Minnesota.

Unfortunately, most advisors are spending little of their time actually advising. They are playing too many roles in their business to do so

Benjamin Brandt is the founder of president of Capital City Wealth, podcast host, and father of six. How does he manage balance while also g

Bill Cates has worked with advisors for many years, helping them scale their business through communication and relationships.

Managing your energy and time is essential when working within the financial industry. How can we do better to manage the battle fatigue we

Building a robust marketing plan can help with various parts of your business and life, especially on your journey to find balance. On today

Today, Nancy Bleeke, the founder of Sales Pro Insider and the author of Conversations that Sell, joins us to discuss the struggles advisors

Delegation is a must when it comes to finding balance. What things do you enjoy doing in your business? How can you maximize your days with