Between Now and Success Podcast
1) Lessons on Leadership and Life from My 600-Mile Caribbean Yacht Race with Skipper Nikki Henderson
Guest: Nikki Henderson, a world-class professional sailor. In 2018, Nikki became the youngest skipper to lead a team in the Clipper Round the World Yacht Race. At the age of 25, over the course of mor...Show More
2) My 3 Polarities for 2025
I discuss how well I executed on my 3 words from 2024 and then reveal why and how I’m changing the exercise for 2025. For 2025, I'm going to explore polarities—pairs of words that represent the tensio...Show More
3) Helping Clients Thrive: Wealth-Building 'Permission to Prosper' Strategies With Dr. Preston Cherry
Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., an entrepreneur, coach and speaker. Dr. Cherry is the creator of the Life Money Balance™ approach and founder of Concurrent Financial Planning. Hi...Show More
4) Kendra Wright on "Finding" Great Copy and Revamping Your Website to Attract More Ideal Clients
Guest: Kendra Wright, owner of Rebel Media Agency, a marketing company specializing in financial professionals. In her prior life, Kendra worked in rock ‘n roll marketing for some of the biggest names...Show More
5) 10 Insights From 10 Years of Podcasting
After I left Peak Advisor Alliance (now Carson Coaching), I settled on the idea of starting my Between Now and Success podcast as part of my next chapter. I figured podcasting would be a great way to ...Show More
6) Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go?
Guest: Mindy Diamond, the founder and CEO of Diamond Consultants and the author of a fantastic new book called Should I Stay or Should I Go? In a Nutshell: Between the competition for top talent at la...Show More
7) Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go
Guest: Eric Brotman, CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman F...Show More
8) The Step-By-Step YouTube Strategy Dave Zoller Used to Add 72,000 Subscribers and Generate 60 - 100 Qualified Leads a Month
Guest: Dave Zoller, CFP®, owner of Streamline Financial Services in Warrenville, IL. Streamline currently manages over $450 million in assets for 250 client households. In a Nutshell: Digital marketin...Show More
9) Building an Authentic Brand Around His Personal Passion of Being an "Everyday Explorer" with Josh Self
Guest: Josh Self, CLU, ChFC, CFP®, Managing Partner of Ridgeline Wealth Advisors in Raleigh, NC. In a Nutshell: Do you serve your business or does it serve you? Josh Self decided to do a complete rebr...Show More
10) Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig
In a Nutshell: Steve and Amy Koenig, a financial advisor coach, are back for a deep dive on an issue every advisor will face at some point which is, how do you transition existing clients to another a...Show More