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Aug 28, 2019

In this final episode, Mike wraps up our Winning Strategies series. But don’t worry. Even though he says good-bye to Winning Strategies, he’s excited to announce a new challenge and invites you to join. Thank you so much for following along with Winning Strategies for the past two years. We look forward to...


Jul 31, 2019

Special guest Yuchun Lee, founder of multiple start-ups, former IBM executive and current CEO of Allego, joins Mike this week to talk about the future of learning and teams in the finance space.

Hear insights about how the financial industry can adopt modern learning for on-boarding and continuing education. Realize...


Jun 26, 2019

This episode is packed with insight about how to transform your practice to be unique and transformative. Elyse Archer, sought-out personal brand strategist, joins Mike as she describes the importance of identifying and developing your brand. Elyse is a founding member of Brand Builders and has been published on...


May 29, 2019

This week, America’s Millennial Expert, Gabrielle Bosche joins Mike to offer insights that dismantle the myths and preconceived notions often held against the millennial generation. We’ll learn about how older generations can create work environments where everyone can thrive – including retention and...


Apr 24, 2019

Bentley is back! 

Bentley Heese is a Retirement Income Consultant for Ash Brokerage, and the only guest to be on Winning Strategies twice! Listen in as he and Mike discuss HECMs and bounce ideas off of each other.

Bentley serves the Virginia, Maryland and DC areas and is in the midst of his most successful year...