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.

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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.

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

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

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.

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

Join Jerry Corless and Chas Emerson on the Top 1 Podcast as they explore the five phases of an advisor's lifecycle. In this episode, "Navigating the Advisor Lifecycle," they discuss:

• Inception
• Sustainability
• Capacity
• Expansion,
• and owner-not-operator.

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

On this episode of the Top 1% podcast, Chas Emerson, Jesse Holman, and Bill Conroy discuss the progression of a financial advisory practice from solo to ensemble to an enterprise model. They delve into the challenges and opportunities at each stage, emphasizing the shift from an individualistic "eat what you kill" mentality to a collaborative, company-first approach. Jesse and Bill share their experiences building HCP companies, highlighting the importance of specialized roles, team collaboration, and a long-term vision for business longevity and succession planning.

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.

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

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

This podcast episode of "The Top One" features Abby Spalding, an owner of Continuum Planning Partners, who discusses the world of fee-based financial planning. Abby shares her journey into the financial industry, explaining her transition from commission-based work to a fee-based model.

She emphasizes the importance of clients paying for advice to establish an equitable relationship with their advisor, highlighting how this approach fosters trust and ensures advice is always in the client's best interest. Abby also uses an architect analogy to describe her role, explaining that clients pay for her to build financial blueprints, and then she can act as a contractor to implement those plans if desired.

The episode delves into the importance of working "on" the business, not just "in" it, and the value of strong partnerships and clear communication with clients.

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.

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

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

Jerry and Chas walk through the full lifecycle of an advisor—from those first scrappy years of survival all the way to building an owner-not-operator firm. If you’ve ever felt stuck, burned out, or unsure what’s next in your practice, this framework brings clarity and direction.

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Chas details the intentional systems he uses to build trust, deepen retention, and create a practice that grows organically without ever asking for referrals. From CRM checklists to birthday calls, this is a roadmap for scaling relationships with heart.

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

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