Best Elite Consulting Partners Podcasts (2025)

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Cetera CEO Mike Durbin on the Future of Independent Financial Advisors 53:42

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3d ago53:42

53:42

From there, the conversation turns to what advisors actually experience on the ground: Cetera’s unique ownership with Genstar and the benefits of a “fresh clock” • The breadth of affiliation models and why Cetera calls itself a “forever home”. • How multi-custody (Pershing, Fidelity/NFS, Schwab, self-clearing) helps recruiting and M&A. • Insights o…

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Mark Kelly, Mamdani & Ukraine: The Future of the Left and the Fate of the West 26:28

4d ago26:28

26:28

Sean Noble and Chris Clements are back with a Thanksgiving week episode breaking down Zoran Mamdani, Mark Kelly’s Pentagon trouble, and the latest “peace framework” in Ukraine – plus why all of it matters for Arizona, America, and the future of the Democratic Party. They start light with a quick recap of Sean’s first-ever Formula 1 race on the Las …

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Light Beer | Dark Money — Congressman David Schweikert on America’s Fiscal Reckoning, Healthcare Realities, and Arizona’s Economic Future 51:36

5d ago51:36

51:36

Light Beer | Dark Money welcomes back our good friend and long-time guest, Congressman David Schweikert, for a comprehensive examination of the nation’s looming fiscal crisis and the economic headwinds facing both the United States and the State of Arizona. Congressman Schweikert provides a detailed assessment of the country’s budget trajectory, lo…

1
M&A Outlook 2026: Dual Monetization, PE Pitfalls & What Advisors Need to Know 36:22

5d ago36:22

36:22

This conversation covers: -Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger. -The growing appeal of dual monetization for advisors who want flexibility. -Why partial sales can limit control and create long-term complications. -How technology, data quality, and operational readiness drive your valuation. -The emotional side…

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Marketing Vs. Branding: What Advisors Get Wrong 52:00

9d ago52:00

52:00

This conversation covers: -What branding really means for financial advisors -How marketing supports your brand—and why they’re not interchangeable -Where advisors should focus their time to create stronger visibility -Practical ways to communicate your value more effectively -How to think about audience, channels, and message delivery -The philoso…

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Caroline Downey on Gen Z, Authenticity, and the Future of Conservatism 32:46

11d ago32:46

32:46

National Review’s Caroline Downey joins Chris and Sean for a wide-ranging, no-BS conversation about what really connects with Gen Z — and why authenticity matters more than ever. Caroline breaks down which voices resonate, why faith remains central to the conservative movement, and how William F. Buckley’s model of policing the fringe still holds l…

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Oro Valley Rising: How Chris DeSimone Plans to Rescue Southern Arizona 34:42

12d ago34:42

34:42

Chris DeSimone returns to the Big Show on Star Worldwide Networks with major news: he has officially filed to run for Oro Valley Town Council. With Tucson on the brink of economic and social collapse, his timing could not be more urgent. In this episode, Chris and Sean examine the continued downfall of a once-great community now led by socialist, M…

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Listening, Engaging, Converting: Social CRM In Action 30:32

12d ago30:32

30:32

Show highlights include: 00:00 – Intro 01:10 – Insights vs. Actionable Insights 05:28 – Understanding Social CRM & Platform Integration 09:31 – Building a Unified, Holistic Client View 12:54 – Social Listening, Keyword Tracking & Prospecting 15:08 – Hyper-Personalized Outreach That Converts 18:31 – Automation, Intake Forms & Scaling Engagement 20:3…

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Shutdown Sparks Democrat Civil War as Hobbs Faces Corruption Firestorm 18:11

16d ago18:11

18:11

The government shutdown may be over, but the fallout is just beginning. Furious progressives are turning on Chuck Schumer, igniting a Democrat civil war that exposes deep fractures inside the party. Chris and Sean break down how the Left’s strategy collapsed — and what it means going forward. Meanwhile in Arizona, Governor Katie Hobbs is under inte…

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You Don’t Know What You’re Saying No To – with Brian Mora 47:32

16d ago47:32

47:32

Frank and Brian also dig into: • The pivotal 2005 spin-off from American Express - and what it unlocked for advisors. • Why it’s “all about how much you make, not the payout.” • How Ameriprise’s E-Meeting, Insights, and AI-driven Copilot tools are redefining advisor efficiency. • The power of home-office visits and what advisors should look for in …

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Shutdown Showdown Ends — and a Salute to America’s Veterans 30:48

18d ago30:48

30:48

After weeks of political gridlock, eight Senate Democrats broke ranks to strike a deal with Republicans — officially ending the longest government shutdown in U.S. history. The hard Left is furious, pointing fingers at Chuck Schumer for caving and losing control of his caucus. Chris and Sean break down how this standoff backfired on Democrats and e…

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An EdTech Pioneer Shares Key Lessons for Business and Life: Dr. Shiv Gaglani, Founding Partner of Ganglia Ventures 32:32

18d ago32:32

32:32

“I think turning fear into growth and frustration into opportunity serve you well in entrepreneurship and in life,” says Shiv Gaglani, MD, the founding partner of Ganglia Ventures, who racked up major wins in both realms before he turned forty. Reframing his emotions is just one enlightened element in the formula that has led to Shiv’s remarkable r…

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Can Financial Advisors Really Trust Generative AI? 32:36

19d ago32:36

32:36

Listen now to learn: 00:00 – Intro: 02:35 – What Is Generative AI (Really)? 06:04 – Compliance Concerns & Data Privacy: 14:20 – Can You Trust AI to Run Your Practice? 18:09 – Data Is the New Asset Class: 22:19 – Trust, Credibility & the Human Factor: 27:11 – The Future of Work in Financial Services: 31:05 – Final Thoughts: Trust But Verify: Learn m…

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Escape from New York!! 49:10

23d ago49:10

49:10

New York has fallen — and the ripple effects are already spreading. Chris and Sean break down Tuesday’s Blue Cheese Wave, with avowed Democratic socialist and antisemite Zohran Mamdani cruising to victory in the Big Apple while Republicans suffered setbacks in New Jersey and Virginia. What does this mean for 2026, 2028, and even the 2030 Census? Fr…

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250th EPISODE SPECIAL | The Biggest Lesson's Advisors Never Learn 31:50

23d ago31:50

31:50

Chapters: 00:00 – Intro 01:03 – Lessons from 250 Episodes 22:54 – The Mythbuster Mentality 23:26 – Authenticity, Evolution, and Advisor Education 31:29 – Keep It Fresh Learn more about our companies and resources: -Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com -Elite Marketing Concepts | Marketing Se…

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Fault Lines on the Right + A Dodgers Classic 49:30

24d ago49:30

49:30

Sean opens the show with a personal announcement: he will not be running for Congress. Then, Chris and Sean dive into the escalating rift inside the conservative movement, sparked by Tucker Carlson’s recent soft interview with Nick Fuentes and Ben Shapiro’s sharp, public rebuke. What does this moment tell us about the fight for the future of the Ri…

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HOT MIC: The Truth Hurts - Why Discomfort Drives Growth 5:50

26d ago5:50

5:50

In this quick-hit discussion, the two dive into: -Why most leaders are too busy “working in” their business to actually work on it. -How great coaches and therapists ask the questions you don’t want - but need—to hear. -The value of data as exposure - how numbers, like game film, don’t lie. -Why discomfort isn’t something to avoid… it’s where growt…

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Virginia on the Brink: Matt Hurtt Returns to Break Down the Final Stretch 28:10

1M ago28:10

28:10

Veteran Republican strategist Matt Hurtt returns to the Thursday edition of Light Beer | Dark Money for a deep dive into one of the most closely watched state races in the nation — the battle for control in the Commonwealth of Virginia. With Lt. Gov. Winsome Earle Sears looking to close strong in the final days before Tuesday’s election and Attorne…

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An AI-Assisted Approach to Building Your Conflict Skills: Dina Lynch Eisenberg, Founder of Talkola 30:45

1M ago30:45

30:45

“Conflict isn’t positive or negative, it’s neutral. It’s what you do with it that determines the outcome,” says Dina Lynch Eisenberg, founder of Talkola, a new AI-powered simulator designed to help leaders practice and improve their conflict resolution skills. In this lively Filling You In conversation with Dr. Anushka Gaglani and Dr. Abhishek Naga…

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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3) 1:21:49

1M ago1:21:49

1:21:49

Across the conversation, the panel digs into: • What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs. • Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline. • Mult…

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AI, Law & the Deal: Rob Taylor on Risk, IP, and Post-Merger Reality 49:05

1M ago49:05

49:05

AI isn’t just a buzzword in deal rooms—it’s changing how due diligence, contracts, privacy, and integration actually work after close. In this episode, Lisa sits down with tech lawyer Rob Taylor to unpack what “AI risk” really means, why lawyers must understand the technology to spot legal exposure, and how companies can move fast and responsibly. …

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18 Innings, Walk-Off Glory, and the Left’s Latest Meltdown 39:40

1M ago39:40

39:40

Chris and Sean are giddy after the Dodgers and Blue Jays deliver an instant World Series classic — 18 innings of pure baseball brilliance capped off by Freddie Freeman’s walk-off home run. They relive every tense moment, share their game-day superstitions, and reflect on growing up as lifelong Dodger fans listening to Vin Scully paint perfect pictu…

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Warren Petersen: Restoring Law and Order in Arizona 31:27

1M ago31:27

31:27

Arizona Senate President Warren Petersen joins Chris and Sean to talk about his campaign for Attorney General — and his mission to restore integrity and common sense to Arizona’s top law enforcement office. Petersen contrasts his vision with the radical agenda of current AG Kris Mayes, who seems more interested in partisan lawsuits against Trump an…

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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2) 40:04

1M ago40:04

40:04

Key Chapters 0:00 –From concept to execution of Raymond James’ advisor-banker model 3:45 – The IBex program: turning education into action 8:20 – The Masterclass series and year-long learning model 13:00 – Building confidence and credibility with business owners 18:40 – How advisors are rebranding and hosting Business Owner Summits 24:10 – Case stu…

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Schumer’s Shutdown: Held Hostage by the Radical Left 11:10

1M ago11:10

11:10

As the government shutdown drags on, Senate Majority Leader Chuck Schumer finds himself trapped by his party’s most extreme wing. Democrats have blocked a bill to pay America’s military and TSA workers—losing three of their own members in the process. Even more revealing, some Democrats admit that “people will suffer, but it’s our only leverage,” s…

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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1) 36:09

1M ago36:09

36:09

Key Chapters 0:00 – Introduction 2:15 – Why financial advisors should focus on business-owner clients 5:10 – The challenges of illiquid wealth and how advisors can solve them 9:00 – How Raymond James connects wealth management and investment banking 12:40 – Building deeper COI relationships with attorneys and accountants 17:25 – Why understanding b…

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Hot Takes Galore - Pink Unicorns, Guillotines & the Return of Rush 🎸⚾ 36:21

1M ago36:21

36:21

Chris and Sean are back — and the circus is in full swing. From pink unicorns and “No Kings” protests (brought to you by George Soros) to Grandma and her guillotine squad railing against the “kingship” of Donald Trump — the radical left has lost the plot. Bernie and Sandy (aka AOC) are now pitching “healthcare for MAGA” — better known as government…

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From Lead to Loyalty: CRM’s Role in Customer Journey Mapping 22:17

1M ago22:17

22:17

Key Highlights: 00:00 – Introduction 01:05 – Optimizing tech stacks and increasing valuation 03:17 – Defining client loyalty and retention 04:23 – How CRMs improve onboarding, notes, and communication 06:39 – Using data to strengthen relationships and trust 08:23 – How to future-proof your advisory business 10:12 – Building data hygiene and integra…

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Trump’s Middle East Breakthrough: Ceasefire, Hostages, and Fallout 36:53

1M ago36:53

36:53

President Trump’s landmark success in brokering a ceasefire between Israel and Gaza — along with securing the release of the remaining hostages — is already being hailed as one of the most consequential peace deals in modern Middle Eastern history. Chris and Sean break down how the deal came together, the critical role played by Secretary of State …

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Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan 47:00

1M ago47:00

47:00

Frank and Rob dive into: • Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth. • How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform. • How multi-custody and open architecture models can offer flexibility. • Perspectives of some advisors that have experienced business growth after joining t…

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The Power of Video Marketing for Financial Advisors - with Angela Wolf 37:27

2M ago37:27

37:27

Key Highlights from the Episode: 0:45 – The Rise of Video Marketing 2:22 – How Video Boosts SEO and Engagement 4:35 – Short-Form vs. Long-Form Video Explained 7:12 – The Myth of Viral Success 9:43 – Optimizing Video Analytics and Performance 12:20 – Cuts, Angles, and B-Roll Basics 15:42 – High vs. Low Production Quality 20:00 – Navigating Complianc…

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Is Jay Feely the Future of the Republican Party 34:37

2M ago34:37

34:37

Chris Clements sits down with former NFL kicker and CBS broadcaster Jay Feely to tackle everything from college football rivalries to Capitol Hill realities. The conversation kicks off with the fabled Michigan–USC showdown, a clash of finesse and force that’s arriving at the historic L.A. Coliseum this weekend. Jay breaks down what to expect from t…

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From Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors 43:04

2M ago43:04

43:04

Key Highlights from the Episode: 0:00 – Introduction & Topic Overview 1:15 – The Three Core Constraints Advisors Face 3:40 – Capacity Challenges & Team Leverage 6:10 – Revenue vs AUM: Rethinking Profitability 10:45 – Pricing Psychology & Raising the Floor 15:45 – Deliverables, Value, and Client Experience 20:00 – AI and Technology for Advisor Effic…

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Scott Jennings: Why the LEFT CAN'T WIN a debate 50:35

2M ago50:35

50:35

Scott Jennings of CNN joins Chris and Sean for a spirited and insightful conversation about the current state of American politics. Together they examine Democratic struggles over “20 percent” cultural issues, the persistence of Trump Derangement Syndrome on both the left and right, and the government shutdown that has left Democrats without a clea…

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AI and Sentiment Analysis in Social CRM 24:00

2M ago24:00

24:00

Key Highlights from the Episode: 0:00 – Introduction: AI, NLP, and sentiment analysis explained 2:10 – What sentiment analysis is and why it matters for advisors 4:30 – How AI scores positivity, negativity, and client reactions 6:00 – Real-world use cases: client emails, brand perception, and practice reviews 8:30 – Why “no bad publicity” isn’t alw…

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George Khalaf on the Steep Trail for Schweikert & Why Arizona is Turning Redder 44:15

2M ago44:15

44:15

Data and election guru, George Khalaf joins Chris and Sean to break down the hard data behind Rep. David Schweikert’s leap into the Arizona governor’s race. As George bluntly puts it—Schweikert’s “path” to victory looks more like a rugged hiking trail up a very steep hill. From there, the conversation widens to Arizona’s state races, where new numb…

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Enhancing Patient Understanding With AI Tools: Dr. Wardah Inam, Co-Founder & CEO of Overjet 18:41

2M ago18:41

18:41

Regular listeners to Filling You In with A-Squared have heard many of our guests discuss the increasing presence of artificial intelligence in dentistry, but the focus has mainly been on its use for improving patient flow and operational efficiency. Today, we want to look at AI’s role in patient care, including the development and approval of treat…

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From DOJ to Digital Assets: Joshua Smeltzer on Deals, Courts & Crypto 48:46

2M ago48:46

48:46

Lisa sits down with litigator and tax specialist Joshua Smeltzer to unpack how Texas is positioning itself as a digital-asset hub, what the new business-court and “business judgment rule” mean for companies, and how tax and regulatory choices ripple through M&A, treasury strategy, and day-to-day operations. From plain-English explanations of blockc…

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Breaking the Status Quo: How Advisors Can Redefine Success 46:09

2M ago46:09

46:09

Key Highlights from the Episode: 0:00 – Introduction 3:21 – Professional scarcity: why focusing on fewer clients creates greater impact 5:12 – Shifting from book of business to real business 7:10 – Why client experience outweighs investment performance 9:15 – The law of familiarity and loyalty fatigue 14:23 – How to reset client relationships durin…

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Back in the Cave: Shutdowns, Non-Woke War, RFK’s Numbers, and Schweikert’s Gamble 33:39

2M ago33:39

33:39

Chris and Sean are back in their undisclosed cave—firing off hot takes on the looming government shutdown, Pete’s bold declaration of “non-wokism” at the Department of War (cementing his place as a transformational Secretary), and a sober fact-check on RFK Jr.’s inflated yet troubling statistics. Then the bombshell: our friend David Schweikert is g…

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Charles C. W. Cooke on Buckley’s Legacy, Conservatism’s Future, and the Left’s Radical Drift 49:29

2M ago49:29

49:29

National Review’s Charles C. W. Cooke joins Chris and Sean for a wide-ranging conversation on the enduring legacy of William F. Buckley and the pivotal role National Review continues to play in shaping conservative thought. Cooke unpacks the current state of politics and the conservative movement—its momentum, its challenges, and the obstacles ahea…

1
Why Most CRMs Fail (and How to Fix Them) 41:57

2M ago41:57

41:57

Key Highlights from the Episode: 0:00 – Introduction 0:44 – Future-proofing your CRM and architecting for scalability 2:23 – Why most CRMs fail when firms grow 5:08 – AI in CRMs: more than just dashboards 10:34 – Inside “Elite Genie” and how it supports advisors 11:48 – Why your CRM is really a data warehouse 14:05 – Integration-first architecture …

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Forgiveness, Fallout, and a Fire (at the Pentagon) 52:03

2M ago52:03

52:03

Chris and Sean are back with a wide-ranging episode that begins at the memorial service for Charlie Kirk—a moment equal parts humbling and overreaching. They unpack Erika Kirk’s astonishing forgiveness of her husband’s killer, Tucker Carlson’s gospel-fueled call to love that stirred no shortage of controversy, and Marco Rubio’s bold evangelism of t…

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From Tax Partner to Bitcoin Builder: Tim Savage on Value Creation Post-M&A 42:06

2M ago42:06

42:06

In this episode of M&A+ The Art After the Deal, Lisa Scott sits down with Tim Savage, CPA and Tax Partner at Weaver, who leads the firm’s Blockchain & Digital Assets practice. Tim shares how he built a crypto-forward tax practice inside a traditional firm, where digital assets fit in M&A due diligence, and the tax levers that quietly drive value (o…

1
When Is the Best Time for Financial Advisors to Transition Firms? 29:41

2M ago29:41

29:41

Key Highlights from the Episode: 0:00 – Introduction 1:02 – Should I stay or should I go next year? 2:27 – Why Q4 is often the best time to transition 3:59 – How holidays and client schedules factor into timing 5:35 – Deferred comp considerations for advisors 10:23 – Why firms sweeten deals in Q4 to hit quotas 12:48 – The myth of the “perfect” time…

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The #1 Tech Mistake RIAs Make (And How to Fix It) 22:06

2M ago22:06

22:06

Key Highlights from the Episode: 2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available 4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support 6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valu…

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Saving Children, Changing Laws: Darcy Olsen’s Fight for Reform 35:34

2M ago35:34

35:34

Darcy Olsen has spent decades in the political arena, but her greatest legacy is in the lives of children. As president and CEO of the Center for the Rights of Abused Children, she has been at the forefront of enacting groundbreaking legislation to protect kids trapped in an unforgiving system. Beyond policy, her story is deeply personal—Darcy has …

1
Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers 38:00

2M ago38:00

38:00

Key highlights from the episode: 0:00 – Introduction 4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse 6:45 – Real examples of how inflated promises derail transitions and waste time 9:55 – What advisors should demand up front to ensure accurate pro formas and offers 16:30 – Why working with the right consult…

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From Mourning to Unity: America’s Response to the Assassination of Charlie Kirk 42:58

2M ago42:58

42:58

The shocking assassination of Charlie Kirk has left millions grieving—and revealed a disturbing divide. While most Americans mourn with anguish, prayer, and a call for unity, a small but vocal fringe on the far left has responded with celebration. Chris and Sean tackle the dangerous implications of this reaction, the urgent need to confront politic…

1
Charlie Kirk is a Hero — Prove Us Wrong 28:18

3M ago28:18

28:18

Yesterday, America lost a giant. Charlie Kirk was senselessly murdered at Utah Valley State University, leaving behind his beloved wife, two children, and a conservative movement he helped shape with courage and conviction. Two humble hosts—Sean, who worked with Charlie on several occasions, and Chris, who admired him deeply—are shattered by this l…