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Top One Percent Advisor

Top One Percent Advisor

Von: Axiom Planning Resources
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  • EP11: The Top Advisor Difference: How Goal Systems Beat Goal Setting
    Nov 13 2025

    In this episode, you'll discover why most goal-setting fails—and what actually works. Drawing from research showing that graduates with written goals significantly out-earned their peers, Chas Emerson and Jerry Corless break down their proven frameworks for achieving extraordinary results across business, relationships, health, and spiritual life.


    CRN202811-9801478

    Access our website here: https://www.axiomplanningresources.com/

    Connect with us on LinkedIn: https://www.linkedin.com/company/axiom-planning-resources/

    Mehr anzeigen Weniger anzeigen
    31 Min.
  • EP10: Mastering Organization Insights from Katie Stenson
    Oct 10 2025

    In this episode of "The Top One," hosts Jerry Corliss and Chas Emerson welcome Katie Stenson, an expert in optimizing organization and efficiency through technology. Katie, a mother of five and a school board member, shares her unique background from teaching to coaching CEOs on achieving work-life balance. She identifies the four primary struggles financial advisors face: email management, task management, note-keeping, and file documentation.


    Securities, Investment Advisory and Financial Planning Services offered through qualified registered

    representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood,

    TN 37027 (615) 309-6300. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors

    Services, LLC or its affiliated companies.


    CRN202807-8986946

    Access our website here: https://www.axiomplanningresources.com/

    Connect with us on LinkedIn: https://www.linkedin.com/company/axiom-planning-resources/

    Mehr anzeigen Weniger anzeigen
    26 Min.
  • EP9: Unlocking the Top 1 Mindset
    Oct 10 2025

    In this episode, hosts Jerry Corless and Chas Emerson discuss the "top 1% mindset" for financial advisors, financial planners, insurance professionals, and wealth management professionals. They recommend a series of books, including The Game of Numbers by Ken Murray, Goals by Brian Tracy, The Compound Effect by Darren Hardy, Atomic Habits by James Clear, The One Thing by Gary Keller and Jay Papasan, and Inner Excellence by Jim Murphy. The hosts explain how these books, when read in progression, can help listeners cast a vision, set goals, build good habits, apply consistency, stay focused, add accountability, and ultimately achieve optimal, meaningful performance in both their professional and personal lives.


    Securities, Investment Advisory and Financial Planning Services offered through qualified registered

    representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood,

    TN 37027 (615) 309-6300. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors

    Services, LLC or its affiliated companies.


    CRN202807-8986912

    Access our website here: https://www.axiomplanningresources.com/

    Connect with us on LinkedIn: https://www.linkedin.com/company/axiom-planning-resources/

    Mehr anzeigen Weniger anzeigen
    27 Min.
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