Episode Mentions
Financial Advisor Success · Jul 14, 2026
Ep 498: Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM with Christine DeMao
“Christine worked in shareholder services; known for rigorous 16-week training program that culled recruits weekly”
Succession Planning and Partnership PathwaysDistributed Leadership and Collaborative Decision-MakingRole Grid and Decision-Making Frameworks
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The Stacking Benjamins Show · May 6, 2026
How to Save Your First $25,000 -- The Roadmap Most People Get Wrong (SB1838)
“Investment company whose funds were central to Capital Group 401k lawsuit regarding fee structure”
Saving Your First $25,000Housing Expense Reduction StrategiesHouse Hacking and Owner-Occupied Real Estate
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