Ep 386: Turning Impostor Syndrome Anxiety Int...

While financial advisors and their clients often focus on creating a succesful retirement income plan, a successful, meaningful retirement goes well beyond dollars and cents. In this episode, we dive into the deeper side of the retirement transition and why many high-performing p ...  Show more

At some point, firm founders often find that their time is divided between attracting new clients and serving current ones (and running their business). This episode explores how it's possible to delegate technical work to a centralized planning team, segment clients by revenue, ...  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 ...