May 4, 2026

Episode Summary

In this episode, Adam Figura sits down with Shasta Hague, Vice President and Business Consultant at Assetmark, for a practical, unfiltered conversation on building high-performing teams in an advisory practice. Drawing on nearly two decades of experience coaching advisors across the country, Shasta...

Apr 4, 2026

Episode Summary

In this episode, Adam Figura sits down with Earl Yaokasin, CFA, Fiduciary Investment Manager and founder of WealthArch Investment Services, to explore what it truly means to practice disciplined value investing inspired by Warren Buffett. Earl explains why he invests his personal portfolio in the exact...

Mar 3, 2026

Episode Summary

In this episode, Adam Figura sits down with Zander Heinen, President of FinLink, to explore how financial advisors can better navigate M&A transactions, succession planning, and practice growth. Zander shares the evolution of FinLink from its origins as SuccessionLink — a simple buyer-seller matching...

Feb 3, 2026

Episode Summary

In this episode, Adam Figura sits down with longtime colleague Alejandro M. Jerez to unpack one of the most challenging — and defining — periods in an advisor’s career: the survival phase. Drawing from more than a decade of industry experience, Alejandro shares what makes the early years...

Dec 3, 2025

Episode Summary

In this episode, Adam Figura sits down with advisor and author Tyson Ray to unpack one of the biggest challenges facing advisory firms today: how to build a strong G2 (next-generation) team. Tyson explains why most firms are hiring the wrong way—looking for “mini rainmakers”—and why the real...