On episode #303 of Take Flight Weekly, I want to walk you through one of the most overlooked yet powerful opportunities in our relationship business - holiday gifting and handwritten notes.
Every advisor knows they should send something during the holidays, but few do it strategically.
Welcome to episode 302 of the Take Flight Weekly Podcast. Today, I want to walk you through one of the most critical conversations an elite-level producer can have to protect your time and your business: the client qualification conversation and selection process.
Too many advisors blindly accept every opportunity
Welcome to the 301st episode of Take Flight Weekly Podcast. Today, I want to introduce my word for 2026: RightSize. It's more than a word, it's a mindset I intend to use throughout 2026. You'll start to hear me use it frequently in my coaching and content.
On this 300th episode of the Take Flight Weekly Podcast, I want to teach you one of the simplest, most effective habits for running your business like a professional: the weekly planning session. If you’ve ever wondered how elite-level entrepreneurs and advisors stay focused, consistent, and calm in the middle
On this 299th episode of my Take Flight Weekly Podcast, I want to recognize all of you who are toggling between your life and your business and navigating an industry that never slows down. Will it ever be easy? No. Today's message is simple but powerful:you’ve earned the
On this 298th episode of the Take Flight Weekly podcast, I'm sharing five high-performance strategies you simply cannot ignore. These are the disciplines I would start with if I had to do it all over again; if I could go back to 2008 and give myself the lessons, I now
On this 297th episode of the Take Flight Weekly Podcast, I want to discuss a topic today that doesn't always come naturally to real estate professionals but is absolutely essential for long-term success, and that is the topic of boundaries. Too often, advisors and entrepreneurs blindly step into every situation,
On this 296th episode of the Take Flight Weekly Podcast, I'm not here to give you theory. I'm here to give you a mirror. I want to ask you a series of questions. Questions that, if you commit to executing on them, could change the trajectory of your business and
On this 295th episode of the Take Flight Weekly Podcast, I want to challenge you with a hard but necessary question: Have you been using business planning as real planning, or has it become a sophisticated form of procrastination? Planning is meant to give clarity and direction. For many, it
On this 294th episode of Take Flight Weekly, I want to share a perspective that came to me while driving the longest road trip of my life: Lizzy Miller's college drop-off from Chicago to Boston and back. The journey, which I did solo, was about getting Lizzy settled into Boston
