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Bob Veres

Cheryl Holland

George Kinder

Sheryl Garrett

Caleb Brown

Maribeth Kuzmeski

Dave Grant

Stephanie Bogan

Susan Bradley

Greg Friedman

Marie Swift

Dave Yeske

Amy Mullen

Tim Maurer

Steve Zimmerman

Cicily Maton

Carolyn McClanahan

Joel Bruckenstein

Rick Kahler

Elissa Buie

Carol Anderson

Dennis Stearns, CFP®, ChFC

Susan Zimmerman

Michelle Maton

Mark Tibergien

Angie Herbers

Hugh Massie

Julie Littlechild

Ross Levin

Carl Richards

Stephen Wershing

Matthew Jackson
About the Hosts |

Ed Jacobson, PhD, MBA
Dr. Ed Jacobson is an executive coach and business consultant. Ed has worked with financial leaders for 20 years. Ed is an expert in helping C-level executives, planners, and advisors create next level business growth and personal fulfillment. Ed has pioneered the introduction of positive psychology and neuroscience in the industry through his Positive Financial Planning© framework. Ed is the author of the book, Appreciative Moments, and numerous articles published in leading financial journals.

Jody Jacobson, PhD, MSBA
Dr. Jody Jacobson is a business and marketing consultant. Jody is an expert in accelerating business growth by dramatically improving performance. Jody brings 20 years of experience helping C-level executives, owners, leaders, and entrepreneurs activate and unblock strengths so they can build long-term business growth. Jody is the author of the book, Organizational ADD: Refocusing Your Business for Growth, and numerous published articles on strategic transitions, collaboration, and strength-based growth.