Ep 09: From Football to Financial Planning; Lessons Learned and Stories Along the Journey with Matt Dodge

10/14/19 • 101 min

In this episode of Advisor Elevation, we take a trip down memory lane with former NFL Punter, Matt Dodge. Matt takes us through his start in football, shares stories from draft day and even his rookie hazing, and tells us about his involvement in one of the most infamous plays in NFL history. Matt shares how he made the transition to financial planning, and how he’s building his business now using the lessons learned in football. This entertaining episode is one you won’t want to miss!

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Ep 08: Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder

In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process. George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors implement this in their practice immediately. Also, we get to hear about George’s recent work, which includes his book titled A Golden Civilization and a Map of Mindfulness and how his efforts have sparked a grassroots movement across the globe. This is an episode you won’t want to miss!

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Ep 10: Why Experience Matters with Dennis Moseley-Williams

If Walt Disney ran your financial practice, how different would it look? In this episode of Advisor Elevation, Dennis Moseley-Williams explores the depths of the “experience economy” as it translates to financial services. Don’t miss this important episode where you will further discover why experience matters so much in your business!