In this honest and reflective episode, Travis sits down with Greg Rosner, Vice President at 49 Financial, overseeing Charlotte and Jacksonville, to explore a relatable tension: How do you honor the legacy of your parents while still forging your own identity? Greg shares the impact of growing up with a father in his 70s, and the lessons learned watching his dad lose his vision, even while launching a school and finishing a book. We dive into how those experiences shaped Greg’s decision to sta...

Is having certainty before decision-making necessary? What if confidence comes from movement, not certainty? In this episode, we’re joined by Tim Rodgers, MVP of Northwest Arkansas and Kansas City at 49 Financial, as we unpack the tension between risk and reward, the dangers of negative hypotheticals, and the power of focusing on reasonable probability. Whether you're facing a career choice, a business opportunity, or a major life transition, this conversation will help you move forward throu...

How can advisors move from founder-led growth through referrals to becoming trusted advisors to the clients they want to serve? Sean Johnson, CEO and Founder of Madison, joins Luke Winskowski and Dan Wanous to share lessons learned from elite professional services firms that advisors can employ to become trusted advisors to the clients they want to serve. In This Conversation: Sean Johnson, CEO and Founder, Madison Luke Winskowski, President of 49 Financial Dan Wanous, Head of Bu...

Growing a financial advice business is hard. In the early days, you pour everything into bringing on your first clients. But as the demands of running the business grow, how do leading advisors continue their growth journey? Advisor Growth and Marketing Expert Meg Carpenter joins Luke Winskowski and Dan Wanous to have the conversation on how intentional advisors can manage the Growth Tension. In This Conversation: Meg Carpenter, Founder and CEO of FIComm Partners and Host of Growth Lea...

The wealth management industry has a talent crisis. So why aren’t we talking more about developing next-generation advisors? Next-Gen advisor advocate Jamie Hopkins joins Travis Penfield and Dan Wanous to have the conversation on how intentional advisors can manage the Next-Gen Tension. In This Conversation: Jamie Hopkins, Chief Wealth Officer of WSFS Bank, CEO of Bryn Mawr Capital Management, and Founder of FinServe FoundationTravis Penfield, Founder and CEO of 49 FinancialDan Wanous, Head...