Podcast

What Works - 2,500+ Years of Experience in Financial Planning

Tune in to "What Works" hosted by Don Patrick where we tap into 2,500+ years of experience in running financial advisory practices.

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Latest episodes

1. Ep 36: Building a Memorable, Planning-First Advisory Firm with Alyson Burkett13 Aug 2026
2. Ep 35: Building a Next-Gen Advisory Practice Through Family, Planning, and Teamwork with Daniel Lee30 Jul 2026
3. Ep 34: Building a Planning-First Advisory Firm Through Partnership, Process, and Succession with Kim DeProspero and Hank Cleare16 Jul 2026
4. Ep 33: Building a Relationship-Driven Financial Advisory Firm from the Ground Up with Brett Bringuel2 Jul 2026
5. Ep 32: Beyond the Portfolio: Building Relationships, Microservices & Succession Planning with Morris Shank & Morgan Shank18 Jun 2026
6. Ep 31: From Paraplanner to Financial Advisor Through Life’s Hardest Lessons with Steve Reents12 Jun 2026
7. Ep 30: Building a Systems-Driven Advisory Firm from Engineering Careers with Thomas Barnes & Derek Keeney12 Jun 2026
8. Ep 29: Why “Planning-First” Wins in Advisory Practices with William Black12 Jun 2026
9. Ep 28: The Realities of Advisor Partnerships and Succession Planning with Melissa Ekeberg & Chase Gunter12 Jun 2026
10. Ep 27: From Wholesaler to Financial Advisor: Building a Business on Relationships with Troy DeCastro12 Jun 2026