Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable takeaways for professionals at all stages of their careers.
Todd Ballenger: Founder of the National Institute of Financial Education
Host John speaks with Todd Ballinger, founder of the Certified Liability Advisor (CLA) designation, about the critical, often-overlooked role of mindset in a financial professional’s success. Todd breaks down his career, the value of the CLA, and the power of non-judgmental awareness, and provides actionable advice for integrating liability management into a holistic financial planning practice. Tune in for a masterclass on asking deep client questions and developing the curiosity and flexibility needed to thrive today.
13 Mar 2026
Linda Clayton of Atara Wealth Management
In this episode of Nurturing Success, host John chats with financial advisor Linda Clayton about her unique path to finance and her emphasis on deep client listening. Linda shares valuable lessons from her career change and from teaching diverse MBA students. She breaks down her philosophy of ”What are we solving for?”, the ”GPS analogy,” and her successful referral-based business. Tune in to learn about her powerful ”Pride and Gratitude” annual review and why she believes liability management is non-negotiable for a healthy financial life.
4 Mar 2026
Gary Pattengale of Mesirow
”Wealth is built slowly, but it can be lost very quickly.” In this episode, host John Thompson talks with Gary Pattengale, a CPA and CFP® who specializes in high-complexity financial planning. Gary breaks down the ”tax traps” many investors fall into and shares his proactive approach to estate planning, Roth conversions, and AI integration. If you’ve ever wondered when to take Social Security or how to navigate a volatile market, Gary’s ”time in the market” philosophy is the roadmap you need.
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