What if you had more than 20 years of financial services experience, then decided to start over and build a new RIA from scratch? Do you think you could take those decades of experience and build a new RIA in tune with the times? That's exactly what Stephanie Sammons is doing with her new RIA, SammonsWealth.

Talk about a multi-hyphenate: Stephanie Sammons is the Founder and CEO of SammonsWealth, a best-selling author, a Certified Financial Planner, a speaker, a business coach ... and a singer-songwriter who just released a new EP in April! And for good measure, her 20+ years of financial advisory experience also includes successful runs at Merrill Lynch and UBS.

On today's show, Stephanie explains how she drew on her wide variety of experience to go independent, and create a new RIA with a personalized approach.

Michael Nathanson is the chairman, CEO, and president of the Colony Group, a multi-billion dollar wealth management company with offices across the United States. But Michael thinks his most important title is one that isn't listed on his business card: CIO.

"I sometimes joke that I'm CIO of this organization -- the Chief Inspiration Officer," says Michael. "I consider that to be one of my top functions. What's the key to our success? It's to attract, develop, engage and retain the best people in the business. That only comes with inspiration."

On today's show, Michael offers some tips on creating inspiration, innovation, and growth in your business, and also shares memories of a couple of his Harvard Law School classmates whose names you'll definitely recognize (hint: think President and Supreme Court Justice).