Nurturing Success

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.

Nurturing Success is a business podcast hosted by SMPL Mortgage, with 22 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

SMPL Mortgage hosts Nurturing Success, a business show with 22 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #23

  Todd Ballenger: Founder of the National Institute of Financial Education

  Mar 19, 202640 minS1

  <p>Host: John Thompson</p> <p>Guest: Todd Ballenger</p> <p>In this insightful episode of Nurturing Success, John welcomes his long-time friend and mentor, Todd Ballinger, for a wide-ranging conversation. Todd shares his unique professional journey from realtor and insurance agent to founding one of the largest independent mortgage brokers in North Carolina (later Mortgage.com). The core of the discussion centers on the creation of the Certified Liability Advisor (CLA) designation and the critical distinction between mindset and skillset for financial professionals. Todd also provides a masterclass on asking deep client questions and makes a compelling case for why a...

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  Episode #22

  Linda Clayton of Atara Wealth Management

  Mar 12, 202630 minS1

  <p>Host: John Thompson</p> <p>Guest: Linda Clayton</p> <p>In this episode of Nurturing Success, John chats with financial advisor Linda Clayton about her unique journey into finance and her client-centric planning philosophy. Linda, who transitioned from the airline industry after 9/11, shares how teaching financial planning to a diverse group of MBA students informs her practice. She emphasizes the importance of patience, listening to what clients don't say, and grounding every decision in the question, "What are we solving for?" Linda also details her business development strategy, which is heavily based on referrals and community involvement. She discusses h...

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  Episode #21

  Gary Pattengale of Mesirow

  Mar 3, 202629 minS1

  <p>Host: John Thompson</p> <p>Guest: Gary Pattengale</p> <p>In this episode of Nurturing Success, John Thompson sits down with Gary Pattengale to discuss the evolving role of the financial advisor. Gary shares his transition from public accounting to personal wealth management, explaining how his CPA background provides a unique "tax-first" lens for his clients.</p> <p>From navigating 2026 tax law changes to the psychological discipline required to "stay the course," Gary explains why true wealth isn't just about what you earn, but what you keep. They dive into the complexities of estate planning, the use of AI...

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  Episode #20

  Madison Gilmartin of Goosehead Insurance

  Jan 15, 202625 minS1

  <p>Host: John Thompson</p> <p>Guest: Madison Gilmartin</p> <p>In this episode of Nurturing Success, John Thompson welcomes Madison Gilmartin of Goosehead Insurance to discuss the evolving landscape of home and auto insurance, particularly in California. Madison shares her journey from high-pressure medical device sales to building a thriving family-run insurance agency. They unpack the challenges of entering the market during wildfires, the rise of non-admitted carriers, and why education, empathy, and proactive service are essential to helping clients protect what matters most.</p> <p>Madison also shares her approach to team building, the value of working with...

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  Episode #19

  Lauren Rockett, Liability Advisor

  Nov 6, 202525 minS1

  <p>Host: John Thompson</p> <p>Guest: Lauren Rockett</p> <p>In this episode of Nurturing Success, host John Thompson speaks with Lauren Rockett, a dynamic real estate professional and mortgage strategist with over two decades of hands-on experience. Lauren shares her journey from flipping homes as a single mom to becoming a sought-after coach for real estate agents and financial educators. They discuss how real estate sits at the center of a “three-sided balance sheet,” why financial literacy is critical for both professionals and clients, and how collaboration between mortgage advisors, realtors, and financial planners can lead to stronger outc...

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