Reviews
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“Derek and Adam always have great content on these podcasts. Interesting guests and I like the format as they record the interview and then stop and reflect on what the guests have said. One of the best podcasts I listen to for financial advisors.
Highly recommend it!”
BillChambley via Apple Podcasts ·
United States of America ·
01/27/23
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“I have followed Derek for several years which means I have a good idea about what to expect him to say. But despite that his insight doesn’t get old. He sticks to his guns and his message is consistent without getting stale or preachy over time. Nice to see his perspective growing and evolving...”Read full review »
Joe B - NJ via Apple Podcasts ·
United States of America ·
10/13/22
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“Great tips and thoughts for both established and up and coming advisors. Keep it up!”
Erik Baskin via Apple Podcasts ·
United States of America ·
01/19/22
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“Adam and Derek are thought leaders in business and life innovation for financial services professionals. An absolute must listen if you want ideas and tools to move your business, life, marketing and technology forward.”
Lowes1651 via Apple Podcasts ·
Canada ·
01/10/22
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“Adam is very knowledgeable and I love hearing his insights about the industry. Can't wait to hear more.”Read full review »
Malcolm CFP via Apple Podcasts ·
United States of America ·
12/17/21
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“I listened to the first episode and as a new advisor “life insurance agent” I’m excited to hear more. This industry has a lot of upside, but also seems very murky at times. I’m looking forward to this virtual mentorship!”
PapaJay1980 via Apple Podcasts ·
United States of America ·
07/10/21
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“Questioning the status quo is a great place to start when trying to rethink the way financial advisors think about their profession.
Adam and Derek are two incredibly positive voices in the industry who have the experience as advisors that gives them a great perspective on how to disrupt the...”Read full review »
Asking the tough questions via Apple Podcasts ·
United States of America ·
07/08/21
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“This is a timely podcast, as the financial industry is in need of some disruption, ingenuity, and a conversation how to best proceed forward.
Derek and Adam already have unique perspectives on financial planning, and I’m excited to hear more!”
Loren Sherman via Apple Podcasts ·
United States of America ·
07/06/21
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