The Authority Operating System: Turn Your CEPA Credential Into Deal Flow You earned your CEPA credential. You know how to help business owners navigate the biggest financial decision of their life. But the business owners who need you most don't know you exist. Right now, someone in your market is asking ChatGPT who they should trust with the sale of their company. They're searching Google. They're listening to podcasts. They're forming opinions about who the expert is long before they ever p...
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105: Jason Wendt: Beyond the Numbers — Why Your Retirement Number Isn't Enough
104: Why the Virtual Family Office Advantage Exists and What Business Owners Are Really Losing Without It with Dale Montgomery
103: Blue Jean Millionaire — How Everyday Decisions Can Lead to Extraordinary Wealth with Dan Carver
102: From Work to What's Next — Jim & Sarah Charles on Designing a Retirement Worth Living
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