The Leadership Journey

The Leadership Journey


Latest Episodes

Scott Rouse – Decoding Body Language
January 23, 2024

The Hiring Edge Decoding Body Language with Scott Rouse Even with all of the interviews, assessments and resume checks, the odds are 50/50 that youll land a candidate who is the right fit. And the on

Tiffany Markarian – Re-engaging Experienced Advisors
November 28, 2023

Take the BETA Profitable Scaling Strategies Quiz - Have You Given Up On Experienced Advisors? 3 Ways to Get Them Re-Engaged with Tiffany Markarian With Planning Season in full swing, its an ideal tim

Set Up the “Monster” Succession Opportunity: Structure your teams for the modern age
July 13, 2023

ARE YOU MAKING ONE OF THESE 10 MANAGEMENT MISTAKES? - Set Up the Monster Succession Opportunity Structure your teams for the modern age Steve Good has dedicated his career to empowering the next gen

Leading From the Front: Nash Subotic of WestPac Wealth Partners on Culture, Training and Blue Ocean Strategy
June 09, 2023

ARE YOU MAKING ONE OF THESE 10 MANAGEMENT MISTAKES? - Leading From the Front Nash Subotic of WestPac Wealth Partners on Culture, Training and Blue Ocean Strategy Nash Subotic, CEO and the driving forc

Cracking the Code for Rapid Team Growth in Financial Services with Jerry Tavella
June 09, 2023

Top Team Mistakes to Avoid - Take the Survey! - Cracking the Code for Rapid Team Growth in Financial Services As a leader of a financial services Firm with sales team/s, you are constantly focusing on

Cracking the Code for Rapid Team Growth in Financial Services with Jerry Tavella
May 18, 2023

Book a Call with Kelli Cracking the Code for Rapid Team Growth in Financial Services As a leader of a financial services Firm with sales team/s, you are constantly focusing on ways to gr

How Symphony Financial Scaled Their Billion Dollar Sales Team with Keith Spengel
May 11, 2023

Top Team Mistakes to Avoid - Take the Survey! - How Symphony Financial Scaled Their Billion Dollar Sales Team Keith Spengel, CEO and Private Wealth Advisor of Symphony Financials Ensemble team within

Bob Bolt and Symphony Financial: Amplifying Opportunity and Profit with Teams
April 19, 2023

Top Team Mistakes to Avoid - Take the Survey! Bob Bolt and Symphony Financial: Amplifying Opportunity and Profit with Teams - Bob Bolt is an experienced Partner and Private Wealth Advisor who knows un

Teaming: The Financial Services Secret to Sustainable Growth
March 07, 2023

Top Team Mistakes to Avoid - Take the Survey! TEAMING: The Financial Services Secret to Sustainable Growths How to Make it Work During my research on independent Sales Teams inside Life Insurance and

Money, Ego, Feelings: How to Build and Grow High Performing Sales Teams
February 23, 2023

https://vimeo.com/801469532 Top Team Mistakes to Avoid - Take the Survey! Money, Ego, Feelings: How to Build and Grow High Performing Sales TeamsIn 2020 McKinsey released their Age