Introducing ClickONE: A unified, AI-powered operating system designed to reduce the "swivel-chair" of disconnected systems.

Experience the Disruption Blueprint Podcast

Hosted by Shannon Spotswood, Disruption Blueprint goes beyond industry headlines to uncover the ideas transforming independent wealth management. From AI and technology to leadership, recruiting, M&A, and business strategy, each episode gives Advisors practical insights to build stronger businesses for the future.

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Disruption Blueprint
 

Learn from the leading minds in our industry through disruptive conversations about bleeding edge FinTech, growth strategies, and much more.

Explore Our Podcasts

How To Win Clients and Build Plans Using a Human-First Approach With Tim Maurer

Winning more clients and creating a more client-centric planning experience requires a shift. A shift

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From IQ to EQ: A Process for Delivering Values-Based Advice With Shannon Harris

Most Advisors rely on technical expertise (IQ). But when you work with human beings, IQ

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Fritz Gilbert joing HSOM podcast to discuss designing a fulfilling retirement

How One Retiree Experimented His Way to A Fulfilling Retirement

What if everything you’ve been taught about preparing clients for a fulfilling retirement is only

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How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy

What if the most important trust-building moments with clients aren’t during meetings, but actually in between

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Why Every Retirement Plan Needs Purpose Before Portfolios With Tony Hixon

Most retirees prepare financially, but still feel lost when they step away from work. Why?

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Transform Your Onboarding Process Into A Referral Engine

What if your onboarding process could become your most powerful referral engine? Most advisors overlook

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stacy havener

The Power of Storytelling: How to Craft Stories That Convert Prospects Into Clients

The most common mistake Advisors make with prospects? They deliver a logically-driven pitch showcasing all

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The Human Side of Retirement With Dan Haylett (Part 2)

What if retirement planning wasn’t just about saving but about learning how to spend? In

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retirement transition planning with dan haylett

The Human Side of Retirement With Dan Haylett (Part 1)

Retirement isn’t just about reaching a number – it’s a deeply personal transition that requires

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