Ep 386: Turning Impostor Syndrome Anxiety Int...

What does it take to build a successful advisory firm using a flat-fee model instead of charging based on assets under management? And how can advisors scale effectively while still delivering highly personalized retirement income planning and maintaining strong client relationsh ...  Show more

What does it take for next-generation advisors to become confident in business development without feeling overly sales-focused? And how can they build stronger relationships, have more authentic conversations, and generate warmer leads over time? Kristin Harad is the founder of ...  Show more

Matt Linklater is the owner of Link Business Solutions. He lives a passion for helping business owners create Financial Freedom by giving them a roadmap for success. He has over 18 years of experience meeting and interviewing over 13,000 financial advisors to bring to you a uniqu ...  Show more

Rich Lesser, Global Chair of BCG

Rich didn't start his career in management consulting. We explore how he decided to give up his plum engineering job at Procter & Gamble to join Boston Consulting Group as a consultant. He shares how he rose thro ...

Derik has been a serial entrepreneur for over 20 years. He started his venture capital firm 3F Management in 2002. During that time, he has built and sold over 30 companies.; all of which he exited in the 7, 8, and 9-figure exit ranges. He was born into poverty, had no one to ...

In this episode of The Kelly Roach Show, Kelly explores the concept of role clarity in entrepreneurial relationships with the dynamic couple Kyle and Ariel Tresch from Couplepreneurs. The discussion dives deep into the challenges and rewards of managing both a marria ...