Best Dan Jarvis Podcasts (2025)

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Minnesota Orchestra, Sondergard and Josefowicz premiere music by Ades 37:42

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4d ago37:42

37:42

On the latest episode of ‘New Classical Tracks,’ the Minnesota Orchestra, led by Thomas Søndergård and joined by violinist Leila Josefowicz, present the premiere recording of a new symphony and violin concerto by Thomas Adès. Listen now with host Julie Amacher!By American Public Media

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Ep 461: Helping Clients Live Intentionally And Generously With Charitable Giving Events (That Also Drive New Growth) with Zac Larson 1:29:59

4d ago1:29:59

1:29:59

Crafting a charitable giving strategy isn't just about tax efficiency—it's a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversations and firm culture, they can strengthen relationships and attract values-driven clients. This episode explores how integrating charitable intent into …

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The Secret Power of Group Buying with Bill Smithers 1:04:00

6d ago1:04:00

1:04:00

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Bill Smithers: • ◦ https://cbusa.us Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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Harpsichordist Mahan Esfahani honors Bach on latest recording 23:40

11d ago23:40

23:40

On the latest episode of ‘New Classical Tracks,’ harpsichordist Mahan Esfahani brings the first book of J.S. Bach’s ‘The Well Tempered Clavier’ to life on his latest recording. Listen now with host Julie Amacher!By American Public Media

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Ep 460: Establishing The Operational Systems It Takes To Truly Serve Ultra-HNW Clients Effectively with Stephanie Hughes 1:29:59

11d ago1:29:59

1:29:59

While many financial advisory firms seek to move 'upmarket' and serve high-net-worth and ultra-high-net-worth clients, these clients typically require (and often demand) a different level of service—and can benefit from a more integrated experience across legal, tax, and financial domains. For these firms, creating efficient operational systems is …

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What Builders Miss About Garage Doors with Dan Cummings 1:00:46

13d ago1:00:46

1:00:46

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Dan Cummings: • ◦ https://swgaragedoors.com Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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Paavo Jarvi and the Estonian Festival Orchestra celebrate Arvo Part 30:36

18d ago30:36

30:36

On the latest episode of ‘New Classical Tracks,’ conductor Paavo Järvi leads the Estonian Festival Orchestra in music by Arvo Pärt in honor of the Estonian composer’s 90th birthday. Listen now with host Julie Amacher!By American Public Media

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Ep 459: Working More Collaboratively With Clients' CPAs For Better Tax Planning (And Cross-Referral) Outcomes with Steven Jarvis 1:30:00

18d ago1:30:00

1:30:00

Tax planning strategies can fall flat if financial advisors and CPAs aren't working together. Miscommunication, timing issues, and a lack of context can create friction—or worse, lead to missed opportunities or costly mistakes. Steven Jarvis is the CEO of Retirement Tax Services, a tax education and preparation firm that partners with financial adv…

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Episode 20 - Thomas Le Coz, Captain of Sea Shepherd France 45:28

19d ago45:28

45:28

In today’s episode of the WeWhale Pod, we speak with Thomas Le Coz, captain of the Sea Shepherd France vessel Walrus and campaign leader. Thomas shares his journey in marine conservation, his work on the bycatch campaign in northern Spain, and his involvement in Save the Iberian Orca — a joint project by WeWhale, Iberian Orca Guardians and Sea Shep…

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Build the Leader, Then the House with Scott Glynn 1:02:05

20d ago1:02:05

1:02:05

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Scott Glynn: • ◦ https://www.resurrectionbuildersaz.com Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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Angela Hewitt concludes her complete Mozart Piano Sonatas project 38:10

25d ago38:10

38:10

On the latest episode of ‘New Classical Tracks,’ pianist Angela Hewitt releases the third volume of her complete recording of Mozart’s piano sonatas. Listen now with host Julie Amacher!By American Public Media

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Ep 458: Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of "Calm Excellence" with Lisa Brown 1:30:00

25d ago1:30:00

1:30:00

Given the high stakes involved (and the desire to provide high-quality service) when working with clients, it can be tempting for financial advisors to lean into perfectionist tendencies. However, doing so can sometimes lead to overwork and potentially burnout, particularly as a firm grows over time. Lisa Brown is the President of Greenwood Gearhar…

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Navigating Business Growth with Katlyn Slocum 1:01:33

27d ago1:01:33

1:01:33

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Katlyn Slocum: • ◦ https://www.katlynslocumdesign.com Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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Cellist Tamar Sagiv explores the different facets of grief 30:09

1M ago30:09

30:09

On the latest episode of ‘New Classical Tracks,’ cellist Tamar Sagiv explores the different facets of grief on her debut solo recording. Listen now with host Julie Amacher!By American Public Media

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Ep 457: Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy with Larry Sprung 1:30:00

1M ago1:30:00

1:30:00

While many financial advisors begin with dollars and data, today's guest believes the path to long-term client relationships starts with one powerful question: What brings you joy? By focusing on leading with purpose and values, he has grown a $200M firm and attracted clients who align with his philosophy. Larry Sprung is the founder of Mitlin Fina…

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The Green Zone for Entrepreneurs 56:10

1M ago56:10

56:10

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Hannah Hammond: • ◦ https://hannahhammond.com Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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Composer Dawn Avery and cellist Wilhelmina Smith join forces on new album 31:01

1M ago31:01

31:01

On the latest episode of ‘New Classical Tracks,’ composer Dawn Avery and cellist Wilhelmina Smith present their first collaborative recording, ‘Sweetgrass.’ Listen now with host Julie Amacher!By American Public Media

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Ep 456: Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A Company Blueprint Of How Clients Will Be Served with Hilary Hendershott 1:29:59

1M ago1:29:59

1:29:59

Scaling a solo advisory firm into a thriving team-based business takes more than strong systems—it takes a shared sense of purpose and values that guide every decision. This episode explores how one advisor used a living "Blueprint" to align her team, empower her staff, and create a consistent, values-driven client experience. Hilary Hendershott is…

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Design, Mentorship, and Giving Back with Kylie Ponton 1:01:33

1M ago1:01:33

1:01:33

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Kylie Ponton: • ◦ https://www.pontoninteriors.com/ Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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Sharon Isbin performs music by LeFrak on new album 26:59

2M ago26:59

26:59

On the latest episode of ‘New Classical Tracks,’ guitarist Sharon Isbin fulfills her dream of performing a Latin American-inspired guitar concert on her latest album, ‘Romántico,’ featuring music by Karen LeFrak. Listen now with host Julie Amacher!By American Public Media

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Ep 455: Adding Hard-Dollar Value For HNW Executives By Guiding Them In Negotiating For More (Equity) Compensation with Emily Shacklett 1:29:59

2M ago1:29:59

1:29:59

Executive pay packages are complicated—which often leads to these individuals leaving money on the table. From equity negotiations to non-compete clauses, the right financial advisor can help clients fight for what they're worth. In this episode, we dig into how advisors can create real value for their clients during career transitions. Emily Shack…

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Blue Collar Success with Jason Jarvis 1:02:13

2M ago1:02:13

1:02:13

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Jason Jarvis: • ◦ https://www.blackwolfroofingco.com/ • ◦https://www.slaterestorationaz.com/ Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinteres…

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Sarah Bassingthwaighte connects to nature through music 34:02

2M ago34:02

34:02

On the latest episode of ‘New Classical Tracks,’ Canadian-American flutist and composer Sarah Bassingthwaighte premieres her latest project, an album with the London Symphony Orchestra centered around music connected to nature. Listen now with host Julie Amacher!By American Public Media

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Ep 454: Turning Abstract Behavioral Finance Research Into Practical Tools To Better Client Outcomes with Dr. Daniel Crosby 1:30:00

2M ago1:30:00

1:30:00

Behavioral finance is often viewed as abstract but it can be a powerful, practical tool for helping clients make better decisions and build lives that align with what matters most. This episode explores how applying behavioral insights and positive psychology can deepen client relationships and drive more meaningful planning conversations. Dr. Dani…

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Building Better Ways in Construction with Kendall Pouland 59:15

2M ago59:15

59:15

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Kendall Pouland: • ◦ https://www.buildbetterways.com/ Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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Jess Gillam explores the saxophone's many sounds on 'Prism' 30:56

2M ago30:56

30:56

On the latest episode of ‘New Classical Tracks,’ young saxophonist Jess Gillam talks about her new project, a series of EPs titled ‘Prism’ that explore the different permutations of the saxophone’s sound. Listen now with host Julie Amacher!By American Public Media

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Ep 453: Improving Efficiency By Turning Client Meetings Into Working Sessions So There Is Less Follow-Up To Manage with Becky Walsh 1:29:59

2M ago1:29:59

1:29:59

Delivering financial planning efficiently doesn't have to mean compromising on depth or personalization. This episode explores how a "working session" model can streamline the client experience, reduce prep and follow-up time, and still create space for thoughtful, relationship-driven planning. Becky Walsh is the founder of Oak Maple Finance, an RI…

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Protecting Builders and Mitigating Risk with Tyler Woodruff 1:00:26

2M ago1:00:26

1:00:26

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Tyler Woodruff: https://www.leavitt.com/woodruff/staff/tyler-woodruff Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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Avi Avital and the Between Worlds Ensemble explore folk music through a modern lens 27:43

2M ago27:43

27:43

On the latest episode of ‘New Classical Tracks,’ mandolinist Avi Avital talks about his latest project with the Between Worlds Ensemble: an album that explores how folk music can fuel new progressive concert music. Listen now with host Julie Amacher!By American Public Media

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Ep 452: From $200M To $1.4B In 5 Years By Spending 15% Of Revenue On Marketing (That Still Works) with Gabriel Shahin 1:30:00

2M ago1:30:00

1:30:00

Scaling an advisory firm quickly requires more than just marketing - it demands intentional infrastructure, rapid lead conversion systems, and a team built for volume. This episode explores how investing heavily in digital marketing, building internal efficiencies, and empowering advisors can drive explosive growth without sacrificing client servic…

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Tech, Trust, and Teamwork with Rex Smith 1:03:31

2M ago1:03:31

1:03:31

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Rex Smith: https://www.hybrydsystems.com/ Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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John Jeter and the Malmo Symphony Orchestra perform Price and Grant Still 31:56

2M ago31:56

31:56

On the latest episode of ‘New Classical Tracks,’ John Jeter leads the Malmo Symphony Orchestra, alongside soloists Han Chen and Fanny Clamagirand, in music by Florence Price and William Grant Still. Listen now with host Julie Amacher!By American Public Media

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Ep 451: Evolving Your Leadership Style And Hiring Process As The Firm Grows From 1 To 20 Team Members with Maggie Kulyk 1:29:16

2M ago1:29:16

1:29:16

Running a successful advisory firm takes more than great client service - it also means learning how to lead a team and build infrastructure to support growth. This episode explores how developing leadership skills, hiring intentionally, and leaning into personal values can lay the foundation for a thriving, mission-driven business. Maggie Kulyk is…

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Building Trust: Client-Driven Design with Brian Hebdon 1:01:34

3M ago1:01:34

1:01:34

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Brian Hebdon: https://www.hebdonstudios.com/ Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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Detroit Symphony Orchestra presents Wynton Marsalis' 'Blues Symphony' 37:05

3M ago37:05

37:05

On the latest episode of ‘New Classical Tracks,’ trumpeter and composer Wynton Marsalis talks about his ‘Blues Symphony,’ which was featured on latest recording by the Detroit Symphony Orchestra. Listen now with host Julie Amacher!By American Public Media

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Ep 450: Adding $80M To Your Practice In 7 Years By Providing Financial Education Through Local Seminars with Ryan Morrissey 1:29:59

3M ago1:29:59

1:29:59

High-net-worth retirees are hungry for clear, actionable retirement education - but often don't know where to find it. This episode explores how hosting local educational seminars can create a consistent pipeline of engaged prospects and drive meaningful business growth for financial advisors. Ryan Morrissey is the founder of Morrissey Wealth Manag…

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Learning, Growing, and Designing Together with Wes and Jody Chapman 1:15:40

3M ago1:15:40

1:15:40

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Wes and Jody Chapman: https://www.loftthirtyone.com/ Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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New York Polyphony brings a hopeful view of the future on its 10th recording 34:22

3M ago34:22

34:22

On the latest episode of ‘New Classical Tracks,’ Craig Phillips talks about New York Polyphony’s latest recording that has been 20 years in the making and features over 480 years of vocal music. Listen now with host Julie Amacher!By American Public Media

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Ep 449: Growing To $2B AUM Organically By Setting High Client Service Standards with Michelle Perry Higgins 1:29:59

3M ago1:29:59

1:29:59

Financial planning clients expect responsive, detail-oriented service—and the firms that deliver consistently are the ones that keep them for decades. Michelle Perry Higgins has seen that firsthand, and she joins us today to share how setting and maintaining high client service standards, alongside thoughtful listening and planning, can drive both …

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Growth Strategies in Specialized Flooring with Tyler Gibson 56:07

3M ago56:07

56:07

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Tyler Gibson: https://twobrothersepoxy.com Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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Pianist Dan Wilson serenades Los Angeles with lullabies recorded in Los Feliz, near Hollywood 26:42

3M ago26:42

26:42

On the latest episode of ‘New Classical Tracks,’ pianist Dan Wilson releases his latest record featuring a collection of lullabies recorded on a 1918 upright piano found on the streets of Hollywood. Listen now with host Julie Amacher!By American Public Media

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Ep 448: Attracting More Ultra-HNW Clients By Taking The Time To Due Diligence More Alternative Investments with Monish Verma 1:29:59

3M ago1:29:59

1:29:59

High-net-worth individuals often already have a financial advisor, but many aren't receiving the in-depth investment education or portfolio customization they truly need. That's where Monish Verma comes in. He joins the show today to share his strategy for converting HNW prospects into clients, as well as how a tailored approach to alternative inve…

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Creating Architect-Builder Relationships with Specs with Brady Fry 1:03:42

3M ago1:03:42

1:03:42

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Brady Fry: https://fryclassicconstruction.com/ Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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James Ehnes and the National Arts Center Orchestra record Bach's Violin Concertos 31:38

3M ago31:38

31:38

On the latest episode of ‘New Classical Tracks,’ Canadian violinist James Ehnes joins his many friends at the National Arts Center Orchestra to record all of Bach’s Violin Concertos. Listen now with host Julie Amacher!By American Public Media

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Ep 447: Getting A Healthy Flow Of New Clients From Centers Of Influence By Addressing The Referral Risk They Fear The Most with Dan Allison 1:30:00

3M ago1:30:00

1:30:00

Financial advisors frequently seek out relationships with Centers Of Influence (COIs) such as accountants and attorneys, but sometimes find that it's hard to get referrals from these professionals. Advisor marketing expert Dan Allison believes this is because COIs fear putting their own reputations on the line and joins the show today to explore ho…

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AI and Construction: A New Era with Brandon Holtzman 51:01

3M ago51:01

51:01

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Brandon Holtzman: https://www.holtzmanconstruction.com/ Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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Ep 446: Getting Known In Your Local (Facebook Group) Community To Quickly Add $30M In The First Two Years with Misty Lynch 1:30:00

4M ago1:30:00

1:30:00

After growing her AUM by $30 million in just two years, Misty Lynch has become a go-to financial planning expert for small business owners and families within her community. This is thanks in part to her reputation inside local Facebook groups frequented by her ideal target client, where she rarely promotes herself but is frequently recommended. Mi…

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Energy Efficiency Meets Innovation with Alfonso Nieves 52:46

4M ago52:46

52:46

Sponsors: • ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account • ◦ Marvin Windows and Doors • ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Alfonso Nieves: https://www.foxblocks.com/ Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube…

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Takacs Quartet and Marc-Andre Hamelin celebrate the ensemble's 50th anniversary 23:23

4M ago23:23

23:23

On the latest episode of ‘New Classical Tracks,’ the Takács Quartet celebrates its 50th anniversary with a recording featuring Marc-André Hamelin on piano quintets by Dvořák and Price. Listen now with host Julie Amacher!By American Public Media

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Ep 445: Leveraging Educational YouTube Videos To Drive Hundreds Of New Clients Per Year with James Conole 1:29:59

4M ago1:29:59

1:29:59

James Conole's firm has experienced explosive growth over the past few years (expecting to double its revenue to more than $10 million in 2025) thanks in part to his YouTube channel, which educates and builds trust with ideal prospects before they ever book a meeting. James is the founder of Root Financial, an RIA based in Encinitas, California, th…