At the Exit Planning Institute CEPA Summit in Nashville, 1,200 credentialed advisors gathered in one room. The first night, they held an awards ceremony. Every single person who walked on stage had one thing in common. It wasn't their credentials, their AUM, or their years in practice. It was a book. Episode Summary Paul and Gabe McManus just returned from four days in Nashville at the EPI CEPA Summit, where they presented the Authority Operating System to one of the most credentialed audienc...
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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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