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How do you keep the fire alive after decades of success, especially when comfort starts to feel like the easier option? In this episode, Advisors Excel Founders Cody Foster and David Callanan pull back the curtain on the six most critical lessons they learned during 2025. If you are looking to break through a plateau,

Did you know that over half of consumers now expect their financial advisor to have a visible online presence? If you aren’t building trust online, you’re leaving money on the table. In this episode, we welcome back Rory Vaden, co-founder of Brand Builders Group and a leading expert in personal brand strategy. Rory reveals eye-opening

AI is here, and it’s changing everything. But how can you use it to not just keep up — but stand out? In this episode of the Business of Advice podcast, marketing visionary Jay Baer returns to reveal how financial advisors can thrive in the age of AI. From freeing up your time to creating

Ever wonder how some creators go viral overnight — and use that attention to build relationships? In this episode, Cody talks with Hilary Billings, the co-founder and CEO of Attentioneers Agency who grew her TikTok account from 0 to 400,000 followers in just 40 days and amassed over a billion organic views. Hilary shares her

What does it take to build a business that inspires thousands to conquer their perceived limits? In this episode, Cody Foster sits down with Marc Hodulich, co-founder of the groundbreaking endurance event 29029, to uncover the strategies that transformed a simple challenge into a thriving community. Marc pulls back the curtain on how he built

How do you build a billion-dollar business portfolio and an even richer life? Jesse Itzler, a serial entrepreneur and adventurer, joins the Business of Advice podcast to share his unique journey and life philosophies. From starting as a rapper to founding and selling successful businesses like Marquis Jet and Zico Coconut Water, Jesse emphasizes the

Can the principles that save a marriage also revolutionize your business and leadership? In this episode, Cody sits down with Kevin Bailey, a former Fortune 500 executive who traded the corporate ladder for a calling to restore relationships. As the co-founder of Reverence Restored, Kevin shares his incredible journey from the brink of divorce to

Get a front-row seat as we dive into the three transformative tracks shaping the future of financial practices. This special episode of the Business of Advice podcast unpacks the game-changing strategies shared at The Journey: Nashville. Hear how hiring a dedicated recruiter was the single most impactful decision for one firm and how a structured

Why is “dream big” the wrong advice for most entrepreneurs? In this episode of the Business of Advice podcast, Cody sits down with Liz Bohannon, founder of Seiko Designs (now Noonday Collection), bestselling author and Forbes Top 20 speaker, to unpack why starting small and taking action beats waiting for a lightning-strike moment. Liz shares

What do high net worth clients really want? In this episode of the Business of Advice podcast, Cody sits down with Kevin Merrigan, chairman of Northrop & Johnson and a global leader in superyacht brokerage, to uncover the secrets to serving ultra-wealthy clients. With over 40 years of experience and more than 400 yacht deals