About this episode…

When we started this series back in 2017, we had no idea how many meaningful conversations we would have with top financial advisors, C-suite executives, entrepreneurs, and thought leaders.

It’s gratifying when listeners share how a guest inspired them, or they learned something new, or how the conversations provided just the information they needed to help them create their best business life.

And that’s why we compile this annual recap episode: It offers listeners a digest of some of the best advice from our 2024 season guests.

In combing through 48 episodes, we extracted the most compelling themes and relatable guidance from your peers—and what we found in our conversations was amazing.

Many of the most successful advisors, business owners, leaders, and entrepreneurs share a common thread: They each place incredible value on their “why”—their personal motivations that serve as the foundation for their success and how the client is often at the heart of it.

The result is a compendium of advice on what it really takes to get from here to there—and ultimately take your practice from good to great!

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.