Summit Stories

Summit Stories Episode 9 – Tayvon Jackson Tayvon Jackson is a Financial Advisor and Founder/CEO of New Perspective Financial Solutions and has been licensed since 2012. He focuses on helping retirees navigate the next stage of their life, retirement. Tayvon has implemented a very webinar heavy focus in his plan for growth for his practice.…

Summit Stories Episode 8 – Elizabeth Mortensen Elizabeth Mortensen is the Marketing Director for Financial Strategy Group based in Arizona. Elizabeth is responsible for overall marketing strategy, brand management, and overseeing marketing programs. Her mission is to connect retirees and pre-retirees with the financial advisor who can help them build the custom retirement plan to…

Summit Stories Episode 7 – John & Carl Zeidler In this episode of Summit Stories Founder & CEO Jonathan Musgrave speaks with John & Carl Zeidler. Jonathan, Carl, and John talk about a multitude of topics in this episode ranging from estate planning to working in smaller markets. Carl founded Wall Street Financial in 1988…

Summit Stories Episode 6 – Abe Abich, Founder of Abich Financial Services Abe is CEO and founder of Abich Financial Services (AFS). Abe founded AFS in 2008 and has nearly two decades of experience in financial services. He is a seasoned retirement income planning professional, a Certified Financial Fiduciary®, hosts the D.C. Metro Area Radio…

Summit Stories Episode 5 – Brian Levy, Founder of BML Wealth Management Brian Levy is the founder behind Irvine-based financial planning firm, BML Wealth Management, and host of The Retirement Fingerprint radio show. Brian has been featured on ABC, NBC, FOX, and has also had published articles in Kiplinger, and U.S. News and World Report.…

Summit Stories Episode 4 – Scott Dougan and Sean Lee, Creators of Retirement Elevated Scott Dougan and Sean Lee, the two advisors behind Elevated Advisor and Retirement Elevated, run their business from two different states and have created a wildly successful college-style financial workshop responsible for acquiring nearly $300,000,000 in assets since 2014. In this…

Summit Stories Episode 3 – Joel Johnson, Owner of Johnson Brunetti You’ve probably heard of “million-dollar advice” but what about “$250 million dollar advice”? Well, that’s what you’re going to get for the low price of exactly zero dollars on our newest edition of Summit Stories! In this episode, Steep CEO Jonathan Musgrave interviews one…

Summit Stories Episode 2 – Traci Radmanovich, Founder of PTFT Group The first time Traci did a webinar, it didn’t go great. Despite lots of registrations and attendees, she learned that converting leads to appointments with webinars was very different than with what she was used to with dinner seminars. Fast forward 3 months to…

Summit Stories Episode 1 – Bradley Geddes, Financial Planner at Decker Retirement Planning Summit Stories is an informal video podcast where we ask advisors from across the country about their business, marketing, and life. Each episode is a laid-back conversation with advisors in different markets across the country where we recount successes, failed attempts, and…