Gary is the CEO of Coyle Financial Counsel and runs a firm of 25 people. In this episode, Gary talks about how he as transformed his business by hiring a COO with military experience to run his company for him. There are some great insights there that can be applicable to everyone as you grow your company regardless of your business. Gary shares some great framing formulas he has used to differentiated himself and his company from other advisors. He also talks about the importance of pulling versus pushing, the art versus the science of wealth management and the importance of carving out time for Deep Work. This is a can’t miss episode we know you will enjoy!

We are super excited to release Jordan’s podcast today! For those who don’t know Jordan, he is a GIVER and has impacted thousands of financial advisors along with the professional athletes, real estate professionals and other top crushers he coaches! Jordan started his company, Montgomery Companies, that focuses on leadership development and organizational health. In our discussion, Jordan shares the importance of being self-aware as a leader, how to receive feedback and how to change your game by focusing on HOW you say things as opposed to what to say. This is a CAN’T MISS CRUSH of a podcast! For those who want to know more about Jordan, you can visit his website at: www.montgomerycompanies.com or email his brother Jay at [email protected]

S1 E14: The Michael Kitces Episode by 10x Podcast with Will Richardson

S1 E13: The David Blanchett Episode by 10x Podcast with Will Richardson

We’re excited to be releasing the Brian Heckert Episode! Today: · Brian goes into how he built his business over the years as well as the importance of study groups that he's been in as a way to grow his business and meet other great people. He also talks a good bit about the idea of creating value for clients in a way that's unique and different. · Brian talks about something he calls the Apple strategy. The A is for active management, the P is for passive, the second P is for protective, and then the L and E are for legacy. Great conversation around that. · Brian talks about the process of acquiring other businesses, going back over 17 years. · Brian also talks about how he balanced being on the executive committee and growing his business. One of the key things that he talked about here was basically that he has been able to eliminate a lot of time that wasn't productive by using technology, so he's not doing as much face-to-face. The other thing is that he said you can get back a lot of time by figuring out what your time is actually best spent doing as opposed to just more somewhat randomly doing things. · Brian talked later about this idea of a book club, where he's reading about one book a week and getting a lot of great content there. · Brian shares his core strategy, which builds on the Apple strategy and the basket approach for income, which also builds on the Apple strategy, as well as his book, 401(k)nowhow: An Insider’s Guide to Retirement Plan Options. That's the book available on Amazon. · Brian talks about the future for all of us and how bright it is. He recommends the books The Fourth Turning by Neil Howe & William Strauss, Start with Why by Simon Sinek, and Influence by Robert Cialdini.

• Mark talks about what it was like when he was competing in Ironman triathlons, the first six of which he was not able to win. • Mark shares how his family and friends told him that he shouldn't even keep doing the Ironman in Hawaii and how he challenged himself to ask the question, “what is it within me that's keeping me from the results I want?” • Mark talks about how he increased his training and added 10% on to it, also training during the hottest part of the day to get himself to a point where he could compete as needed the day of the race. He also talks about the mindset changes and how he started thinking differently in order to make that happen. • Mark shares with us how he sees similarities between the world of business and the world of Ironman competitions. • Mark and Pat share their mindset on what “take it to completion” means for each of them, and how they able to take the focus away from the results and focus on the input. Lots of good conversation there about how Pat has taken some of the things he's learned from Mark and applied them to the world of business. • Pat discusses how he helped Mark get better known in the speaking world, within the financial services industry particularly, and how they really formed a great relationship over the last 10 plus years. • Mark talks about the challenge of what it was like to win his first Ironman, and how the rivalry he had with Dave Scott helped both of them get better and break world records as they were pushing each other to grow. He expresses that he genuinely wanted Dave to have a great race. • Mark talks about how he realized he never wanted Dave, or someone he was racing against, to have a bad day because he wanted to beat him on his best day. Mark shares about the final Ironman that he won, where he needed to catch up with a 24-year-old , he was 37 at the time. No one had ever won one at age 37, and he told himself he was going to have to have his best race. It is a great conversation between Mark and Pat about this idea of there is no guarantee you're going to get the reward; the only guarantee is the only thing we control is the work we put into it. • There also is a great discussion about the champion’s mindset and a conversation about how Mark learned to quiet his mind using the spiritual teachings of Shaman Brant Secunda. Together, they wrote “Fit Soul Fit Body” and are hosting a seminar in April in Stockbridge, MA.

S1 E10: The Tom Hegna Episode by 10x Podcast with Will Richardson

Ben shares his perspective on mindset around attacking the process. He shares details of his interview with Jerry Rice on that topic and they great discussion they had. Ben also shares the importance of thinking about the part we can control and getting to work on that process as opposed to getting caught up in the detail. That was a really amazing conversation. Ben talked about some of the reps that he's coached to help them get to Forum for the first time and also how to help them get back to Forum. He shares an incredible, powerful story about mindset and various examples. Ben talks about his perspective that the cases that are going to help us reach our goals are with people we haven't even met yet. Ben talks about some of the other things he's learned such as coaching college athletes on kicking game winning field goals and how he coaches them in a way that they respond to because we're all different and how he gets into that hard wiring. Ben talks about his idea of breaking down game film and the success tree and what that means and how that helps break down goals into actionable amounts right now. Learn more! www.freeplaybook.net www.bennewman.net

• Dr. Donoghue describes the pervasiveness of poor listening. He also describes how we tend to focus on ourselves as the listener, hearing what we want to hear as it relates to us, as opposed to what the speaker wants to communicate. He then talks about the cost of not listening and the benefits of listening better. • We had a great discussion about some of the challenges that financial advisors and professionals have, such as wanting to communicate how much we know versus listening to what people have to say. A related issue can be that we want to solve the problem as opposed to listening to what the person means to communicate. • Dr. Donoghue describes some of the examples of non-listening, giving advice, judging, and some specific ways we can learn to be better listeners even after becoming aware of our non-listening behaviors. He talks about how difficult it is, what we can do about it by starting to become better listeners ourselves and become better listeners of ourselves. • Dr. Donoghue talks about the idea of direct-sharing. The first thing was earlier we went through some role play where he showed me examples of not listening as I was talking through some things, really fascinating. And the idea of direct-sharing and vulnerability that was powerful. • We talked about the idea of how important it is to be vulnerable and share how we really feel, and how that doesn't really happen in our society. He shares some specific examples of how do you help someone when they just lost someone important to them, versus the cliches that we often hear. And how to show people that we appreciate them during their lifetime versus after they've left us.

Bryan Sweet has been in business as Sweet Financial since 1979 and a strategic coach since the late 90's. Brittany Anderson joined Sweet Financial in 2008. In the podcast: - Brittany talks about everything they’re working on and some amazing things that they're doing in terms of the unique processes. - Bryan and Brittany talk about their various initiatives- Dare to Dream Enterprises, The Dream Architect, Women Forward. - They talk about how the both attend Strategic Coach and Genius Network workshops to get exposed to more content. They talk about some pretty amazing things that they’re creating in terms of content. - Bryan talks about a few resources where elite advisors can go to get better including http://ewasymposium.com/ and http://appreciateyourworth.com/ - Brittany shares some of the content she spoke about at Genius Network - Brittany talks about dealing with toxic relationships and getting them out of your life It is very powerful and relevant content! Enjoy! Resources: http://www.sweetfinancial.com/ http://www.knowyourscore.coach/scorecards/c2e0c124396db336be1616ae03ed2357/surveys