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THE SUMMIT 2026
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THIS WEEK’S PODCAST
Revolutionizing Financial Planning with Sam Flatten
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Listen to the Show that
is Disrupting The Financial Services Industry
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Negotiating Deal Terms With Peter Velardi
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Stop Defending Your Head Trash! [Episode 343]
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The Software Dilemma in Financial Planning [Episode 342]
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Embracing Failure: Lessons from Million Dollar Producers [Episode 341]
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Encore Episode: Why Advisors Fail
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Encore Episode: Tips from the Trenches – Taxes
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Tax Planning at Scale [Episode 339]
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Encore Episode: You Didn’t Hire Idiots
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Creative Deal Structuring for Advisors With Scott DiGiammarino
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