Relationships and transactions aren't the same thing, especially in the financial industry.

In this episode, Justin Woodbury sits down with Dale McGregor to discuss what it looks like to build a business around genuine relationships instead of simply closing the next sale. They explore why consistently investing in people, whether they're clients, prospects, or employees, creates stronger businesses, stronger cultures, and longer-lasting relationships.

Dale calls it "passionate compassion," a philosophy that's evident in the way he leads his team, serves his clients, and develops the next generation of advisors. It's a conversation about relationships, leadership, and why giving often produces the greatest returns.

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Guests and companies featured on Beyond The IMO are selected based on relevance and value to independent advisors. Neither Justin nor Beyond The IMO receive compensation, referral fees, or incentives tied to who appears on the show.

What if insurance carriers were completely transparent about the sustainability of their caps and participation rates, and wholesalers were equally transparent about the products they recommend?

Justin Woodbury sits down with Drew Schmalz and Jon Blomquist of The Annuity Edge to discuss subsidized cap rates, why some products look better than they really are, and the uncomfortable conversations advisors can end up having with clients as a result.

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Guests and companies featured on Beyond The IMO are selected based on relevance and value to independent advisors. Neither Justin nor Beyond The IMO receive compensation, referral fees, or incentives tied to who appears on the show.

We all get the same 1,440 minutes every day, yet so many advisors spend theirs on administrative work instead of sitting in front of clients.

In this episode, Justin Woodbury sits down with Breena Fein and Gabe Caldwell, the co-founders of HeyQuinn, to discuss how AI can automate emails, meetings, CRM updates, and countless other repetitive tasks, helping advisors buy back hours every week.

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Guests and companies featured on Beyond The IMO are selected based on relevance and value to independent advisors. Neither Justin nor Beyond The IMO receive compensation, referral fees, or incentives tied to who appears on the show.