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#62 A Visual Approach to Financial Advice w/ H. Adam Holt, CEO & Founder, Asset-Map

https://youtu.be/An2JjgDNTsU H. Adam Holt, is the founder and CEO of Asset-Map. Adam discusses his innovative approach to financial advising, which uses visual tools to accelerate and enhance client conversations, leading to significant business growth. Discover Adam’s journey from a life insurance agent to a tech company founder, his insights on effective client engagement, and the […]

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#73 Transitioning From The Military To Finance w/ Eric Van Ness, Financial Advisor, Waddell & Reed

https://youtu.be/cbekQaoG4XI Eric Van Ness is a financial advisor at Waddell & Reed. In Today’s episode, he discusses his fascinating journey from military service to financial advising. Eric shares insights on balancing college and military training, embarking on a financial advisory career, and cultivating client relationships through strategic networking. In this episode, Chris and Eric discuss: Optimizing

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#72 Crisis Management Lessons from High-Stakes Leadership w/ Ron Sachs, Founder, Sachs Media Group

https://youtu.be/G6XuZd3BXCM Ron Sachs is the CEO and Founder of Sachs Media Group. Sachs Media is the go-to strategic communications partner for organizations with high-stakes challenges. Ron is a veteran communicator, message master, smartest strategist, and level headed in a crisis. In this episode, Chris and Ron discuss: Why Financial Advisors Should Educate, Not Just Advise Winning

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#71 Formulas For Attracting Top-Tier Talent w/ Robert Royer, Founder, Building Brands Marketing

https://youtu.be/phiR2gVsOJs Robert Royer is the Founder/President of Building Brands Marketing, a local marketing consulting agency in downtown Victoria, TX. For over 15 years, Royer has worked in leadership positions for companies across South Texas, excelling in marketing and sales. Royer founded the firm in 2018, utilizing his industry knowledge and personal customer service values to create

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#69 Building A New Era in Finance w/ Connor Emma, Founder, BOOP

https://youtu.be/iPmC-inmWoc Connor Emma is the Founder of BOOP. At 29, Connor has established himself in the tech and crypto space, discussing his career path from working at Coinbase to starting a tech venture and crypto investment fund. He shares insights on DeFi and its potential to democratize financial access, as well as his latest project,

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#70 Innovation in Modern Entrepreneurship w/ Vikas Khorana & Ryan Christiansen, Ntooitive Digital

https://youtu.be/cCss4v0euoc Today’s guests are Ryan Christiansen and Vikas Khorana, co-founders of Ntooitive Digital. The duo shares their journey from founding Ntooitive, their approach to navigating the digital landscape, and how they leverage technology to serve their clients. They discuss the importance of partnership, family support, and evolving with the industry’s rapid changes. Learn about their

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#68 The Importance of Emotional Intelligence in M&A w/ Dan Khabie, Co-founder & Partner, CourtAvenue

https://youtu.be/_E8jzKUw-Kg Dan Khabie is a Co-Founder and General Partner of CourtAvenue. He launched his career in business transformation in 1997 with the creation of Digitaria, an award-winning digital media agency with a roster of clients that included Dreamworks, ESPN, the NFL, and Qualcomm, among others. Dan’s oversight includes all of CourtAvenue’s client relationships, as well as

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#67 The Influential Power of Influencer Marketing w/ Ryan Davis, Co-founder & COO, People First

https://youtu.be/lU0xvTYj0HA Ryan Davis (@RyanNewYork) is the Chief Operating Officer and Co-Founder of People First, a precision creator marketing agency. He is a creative executive with over two decades of experience in advising and executing strategies for brands, agencies, startups, nonprofits, and political campaigns. He specializes in marketing, digital strategy, business development, partnerships, influencer marketing, and

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#66 Linking with Clients Using The Power of LinkedIn w/ Liudmila Kiseleva, Founder & CEO, Rampiq

https://youtu.be/ts9y3qllis8 Liudmila Kiseleva is a dynamic online marketing professional with over 15 years of experience, renowned for her insatiable appetite for knowledge and challenge in the B2B SaaS and IT sectors. As the CEO and Founder of Rampiq, a leading digital marketing agency, Liudmila is a serial female entrepreneur and a relentless growth driver, leading

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#65 The Power of Niche Marketing w/ Chris Dreyer, CEO & Founder, Rankings.io

https://youtu.be/zYvyKEon7kE Chris Dreyer is the CEO and Founder of Rankings.io, a premier SEO agency dedicated to helping elite law firms and personal injury lawyers achieve top rankings on Google. With over a decade of experience, Chris has led his team to deliver exceptional results for hundreds of clients nationwide. Under his leadership, Rankings.io has garnered

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