Success Zone

Success Zone

Latest Episodes

The Impact Of Tax Law Changes On Retirement Planning with Martha Hart
March 28, 2022

Sponsored by: Protective Life Recent proposed legislation has included some key tax law changes that could affect retirement and estate planning. What can advisors do to get ahead of these potential,

Alternative Dimensions of Risk in the CRE Market with Vivek Thadani and Luis Amador
January 05, 2022

Sponsored by Moody’s Analytics Risk is an inevitable factor in any part of our lives, no less so in the real estate market. How do we assess and react to CRE risk that evolves as technology and societ

The Risk of Climate Change to the Commercial Real Estate Market with Thomas LaSalvia
November 19, 2021

Sponsored by Moody’s Analytics CRE No one can deny that adverse climate events have a major impact on real estate properties across the country. Often, we don’t realize the larger implications of thes

What Happens When Your Dream Job Changes its Course?
October 28, 2020

Joe Zappia thought he would spend his career at his big investment firm. Here’s why he left.

Trends in Book Buying and Continuity Plans: Part 3
May 28, 2020

You might be ready to retire, but Is now a good time to sell? In this episode, David Grau Jr., president of Succession Resource Group, and John Williamson discuss the buying, selling, and transitioning of a practice.

Planning or Planning to Finish Well: Part 2
May 28, 2020

If you were unable to run your advisory practice for the short- or long-term, would your clients and employees be well cared for during that time? John Williamson and Dennis Leininger are back to discuss the buying, selling,

Be Ready to Be Ready: Part 1
May 28, 2020

Are you interested in buying or selling an established advisory practice? In this episode, John Williamson and Dennis Leininger of Wells Fargo Advisors Financial Network guide you through the buying and selling of practices.

Taking the Leap to Independence – Here’s how one advisor team reached their full potential.
May 26, 2020

Advisors Jill, Nancy, and Dustin felt limited at their previous firm – so they went independent. There were fears and unknowns, but the team reached their full potential along the way. Find out how they made the transition in Schwab’s all-new podcast.

Wanting More – This advisor went independent despite having it all
May 26, 2020

Jesse reached the peak of his career, but he wasn’t satisfied. When his professional life consumed his personal life, he knew it was time for a change. Listen now to hear why Jesse chose independence.

Episode 2 – What You Must Know About Using the Latest Technologies — With Sheila Cuffari-Agasi, AIF® and Aaron Spradlin
May 13, 2019

With new innovations happening each day, it can be difficult for advisors to find technology that balances their need to maximize their efficiency and brand with the need to perform routine due diligence. Today,