Ep. 15 How to be Prepared for the Industry’s Succession Crisis Ft. Rick Wedell, CIO at RFG Advisory
Rick Wedell is Chief Investment Officer at RFG, and he’s back on War Room Huddle with…
Ep. 14 The Ultimate Balance: Optimizing Your Time to Do What You Love ft. Ethan Campbell, Owner & Financial Advisor at Stones River Wealth Management
Welcome Ethan Campbell to this episode of War Room Huddle! Ethan is Owner & Financial Advisor…
Ep. 13 A Honey Hole for Advisors Working with Business Owners Before They Sell ft. Zane Tarence, Managing Director at Founders Advisors
Welcome Zane Tarence to this episode of War Room Huddle! Zane is a managing director at…
Ep. 12 How to Build a High-Performing Team ft. Matt Hottle, Co-Founder of Redhawk Advisory
Welcome Matt Hottle to this episode of WRH. Matt Hottle is the Co-Founder of Redhawk Advisory,…
Ep. 11 When Two Worlds Collide ft. Nate Reynolds, Financial Advisor at Billings Group
“It was very challenging, but the energy and the drive and the passion you felt there…
Ep. 10 Changing How You Communicate with Clients ft. Josh Kilsch, Financial Advisor at Billings Group
“Show up every day, try to crush it.” This War Room Huddle episode with guest Josh…
Ep. 9 Be Intentional About Growing Your Practice ft. Lance Billings, Founder & Financial Advisor at Billings Group
“I always have my faith, my family, and then my business,” says Lance Billings, Founder and…
Ep. 8 Take the Seat On A Rocket Ship ft. RFG Advisory CIO Rick Wedell
“If Someone offers you a seat on a rocket ship, you don’t ask questions. You just…
Ep. 7 The Impact of “The Golden Rule” ft. Mark Green
“I was scared to make the move just like anybody else was,” Mark says. “I was…
Ep. 6 Fearlessly Connecting with Empathy and Intentionality ft. Chris Cipolla
“Education is KEY to changing your own trajectory” Podcast Introduction This War Room Huddle episode with…
Ep. 5 Weaving Faith and Professional Life Together ft. Mark Dutram
“Wealth Management is not about the assets. It’s about what we can empower people to do…
Ep. 4 Navigating Succession Planning, Fellowship, and Teamwork ft. Chase Crump and Dany Martin
“Success is going to be built off of the things that you put into it.” Podcast…
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