Financial advisor Charlie Horonzy reveals how trust is shaped in the quiet, everyday moments: when someone chooses to be present, available, and consistent. He shares the mentor who built trust simply by showing up, the boss whose shifting expectations slowly eroded it, and the lessons he now brings into his own firm and family.

Financial planner Levi Anderson explores how trust is actually tested — not in big moments, but in the unexpected ones. He shares honest stories from his work with clients, the lessons he learned from a grueling Grand Canyon run, and why preparation and transparent communication matter long before decisions get made.

Financial planner and educator Ian Bloom shares how clear communication, transparency, and genuine relationships build trust—in both money matters and everyday life. He opens up about the lessons behind buying a home, what professionals often get wrong about trust, and how “preview and review” communication transforms client relationships.

Gloria Garcia Cisneros, a Certified Financial Planner and educator, shares how authenticity and empathy help her build trust in a traditionally transactional industry. She opens up about mentorship, vulnerability, and why genuine care is the foundation of meaningful relationships in both finance and life.

Nicole Meihofer of Pearl Vest Capital shares how personal loss shaped her compassionate approach to financial planning. She talks about building deep trust with clients by focusing on their values and emotions, and why honest conversations and thoughtful planning can change both wealth and relationships.

Anne Claessen talks about why trust is at the heart of her work, how she learned to let people earn it step-by-step, and the surprising lessons she picked up from both strong partnerships and painful betrayals along the way.

Financial planner Mary Ann Sullivan reveals the crucial distinction between credibility and trust that every consumer needs to understand, her philosophy of empowerment over dependency, the journey to starting her own firm, and more.

Uncover how prioritizing existing relationships and proven trust over impressive resumes can dramatically accelerate your startup's speed, decision-making, and overall success, with serial entrepreneur Jothy Rosenberg.

Join us in this pilot episode as we explore how prioritizing authenticity and honesty in your business relationships can create a powerful competitive advantage that goes far beyond any single sale.