Steep Summit Stories Episode 5 with Brian Levy

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.…

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Steep Summit Stories Episode 4 with Scott Dougan and Sean Lee, Creators of Retirement Elevated

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…

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Steep Summit Stories Episode 3 with Joel Johnson

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…

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Steep Summit Stories Episode 2 with Traci Radmanovich

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…

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Steep Summit Stories Episode 1 with Bradley Geddes

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…

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