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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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Clients
Prospecting
Team
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Mailbag [Episode 33]
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Marketing Mistakes & How to Avoid Them [Episode 32]
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Staffing [Episode 31]
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Profitability [Episode 30]
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How to Provide High-Value Services Part 2 – The Takeaways [Episode 29]
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How to Provide High-Value Services – with Ed Slott [Episode 28]
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Stop Lying to Yourself [Episode 27]
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Appointments Outside of the Surge [Episode 26]
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Luck of the Draw [Episode 25]
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