Mike is a rare breed, dual designated as a CPA and as a CFP.  Not a common occurrence and yet it's perfect for his vision of how to serve clients and his values.  We talked about the origin of his firms name, how a job loss in his family shaped his view of finances and about some of the great restaurants in Richmond.

John has been a friend long enough that it isn't necessary to share the number of years.  What is worth sharing is that he is one of the rare breed of marketing professionals that really understand how to integrate on and offline sales and marketing as a hybrid agency.  His real niche, is supplementing a small/medium sized businesses marketing department with his diverse and talented team...expanding their reach far beyond the effect of hiring additional staff and at a significant reduction in expense.

Andy Panko was a fun and engaging guest that contributed fully to the financial planing community with his sharing on this episode.  Andy is a retirement planning & investment management aficionado | Creator of YouTube channel, "Retirement Planning Demystified" | Moderator of Facebook group, "Taxes in Retirement" | Author of monthly newsletter, "Retirement Planning Insights" | Originator of the acronym TERP...Tax-Efficient Retirement Planning

Mike is a disciple, father, husband and leader in his community of Lynchburg, VA.  He has been a friend and co-laborer with me for over 20 years and is one of the most consistently caring people you will ever meet.  In this episode we explore values and how he applies them to his life.

Adam Scherer is the Director of Curriculum and the Boston Institute of Finance and one of the leading voices on CFP (Certified Financial Planner) training and practice in the world.

This is a really good one...I had a real hard time not having this one go for hours.  Cody is an innovative business professional that happens to own and operate a financial planning business.  We had a great time exploring his values and how he uses them to run a cutting edge business.  P.S. - He is a stone cold genius on social media...make sure you follow him.

The first episode of Season 2 starts with some #science.What is the most important psychological skill to increase the likelihood of an individual and/or organization being successful on #socialmedia?Curiosity is what helps to drive the foundational elements of appropriate behavior both online and offline when in social situations. The problems we see so much is that human beings turn into broadcasters too often on social platforms.Tom Schoenfelder, lead scientist, co-founder and all around nice guy from the Academy of Work Science  shares with us about how intellectual curiosity might be the hidden skill to assess new candidates in sales and beyond.Here is how he defines both Intellectual and Social Curiosity:Intellectual Curiosity: The deep and persistent desire to know more. Tendency to often ask 'why' and seek answers beyond the surface to get to the foundational ideas of issues.Social Curiosity: The interest in acquiring information about how other people think, feel and behave.The necessity to be able to measure these skills with a scientifically valid tool (like our PSP) is essential for both recruiting the right team members and being able to help them successfully develop the skills when they are onboard.Be Social, Be Human & Be Curious!All the best,Mike

Nick aka #thatvideonerd  is a highly creative and caring video expert from the UK.  In this episode we have a ton of fun, talk about my struggles with video and get expert advice from Nick on how to approach social media correctly.

Eric is an associate of mine and all around great dude (after all he is a mountain biker in Scotland!).  This episode is about Eric's journey from successful executive in the oil and gas industry on the North Sea to #digitaldominance in the world of social media and digital transformation.