Meet Phil Pearlman, a former special education teacher with a trading background. He is now dedicated to helping people improve their health to boost their business and life results. In this conversation, he goes from explaining the current bird flu cycle and how it affects egg prices to a mindful parenting masterclass, and believe it or not, he ties it all back to health.

Irreverent, politically incorrect, and fun, Phil teaches with his own example how intentional habits and wise choices can transform a life for the better. Join us for the advice, stay for the laughs!

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Phil Pearlman on Twitter

Pearl Institute

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

Ashley Quamme's path in financial advice was not the most typical one, but there were some early signs, like the fact that she was born on “Tax Day” and used to offer counseling to her classmates in the lunch line. Later, she worked as a mental health therapist until she discovered a new way to use her skills: advising advisors. If we add that she is married to a CFA and is the daughter of a CPA, now it makes way more sense.

Let’s dive into Ashley’s journey and see how a psychological background and a lot of money conversations turned into a new way of financial advising.

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Ashley Quamme on LinkedIn

Beyond the Plan

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

What if the real reason people hire you has nothing to do with money?

In this conversation, keynote speaker Dennis Moseley-Williams shares how his background in anthropology shaped a completely different approach to financial advising and business building. He explains why clients crave fulfillment, connection, and transformation more than they care about financial metrics.

For Dennis, rejecting traditional business models, focusing on fairness, and creating memorable client experiences has helped him build a practice people want to be part of. He also shares why we are now living in a transformation economy, where doing work worth talking about matters more than any marketing funnel.

If you are ready to start creating real impact, tune in to hear how you can build something people seek out naturally.

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Dennis Moseley-Williams on LinkedIn

Moseley-Williams Strategic Consulting

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth