Have you ever heard the expression, "You are the average of the five people you spend the most time with?" I decided I wanted to spend more time with top achievers -- so I started a podcast that let me interview them about topics at the intersection of business, investing and life.

I got several star execs from the financial advisory sphere -- a couple of which are former or current clients --to join me for the podcast series, and then I used those conversations to pull out a couple of insights and action steps that could help other advisors.

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