EP 138 | Modernizing Your Practice with Abby Morton

 01.02.24 | 41:21 LISTEN TO PODCAST

EP 137 | Maximizing Freedom and Minimizing Scrutiny with Michelle Atlas

 01.02.24 | 31:40 LISTEN TO PODCAST

EP 136 | Positioning Yourself with Focus and Purpose with Mark Willis

 09.29.23 | 45:30 LISTEN TO PODCAST

EP 135 | From Masterminds to Podcasts: Showing Authenticity with Eric Brotman

 09.12.23 | 52:19 LISTEN TO PODCAST

EP 134 | Exploring Bitcoin & Traditional Finance with Trent and Isaiah

 09.12.23 | 58:02 LISTEN TO PODCAST

EP 133 | The Future of Financial Advisory: AI, Automation, and Growth Strategies with Daleele Alison

 08.01.23 | 33:09 LISTEN TO PODCAST

EP 132 | Becoming a Better Human Every Day with Joe Templin Part II

 07.25.23 | 46:47 LISTEN TO PODCAST

EP 131 | Rethinking Traditional Budgeting Methods with John Crane

 07.11.23 | 35:19 LISTEN TO PODCAST

EP 130 | Concierge Financial Planning: Taking Client Relationships to the Next Level with Phil Bender

 07.05.23 | 43:33 LISTEN TO PODCAST

EP 129 | A Conversation with Joe Milano

 07.05.23 | 41:12 LISTEN TO PODCAST

Starting a Financial Advising Practice

What Advice Are We Actually Selling?

The Reality of Becoming a Junior Partner in a Financial Planning Firm

The Art of the Financial Planning Checklist

Three Pillars of Financial Advisor Marketing and Client Acquisition

The Conundrum of Financial Designations

Rethinking The Real Reason You Are A Financial Advisor

The Importance of Picking the Right Financial Advisor

Rethinking Your Focus Area/Niche Selection

What A Lightsaber Can Teach You About Marketing

Put Me in Coach, I’m Ready to (stop) Playing Advisor

Don’t Be a Bagel Salesman

How to Get Gross Revenue to 500K

The Importance of the Offer

The Myth of Time Management

4 Ways to Scale Your Financial Advisory Practice

#1 Mistake Financial Advisors Make in Their Sales Process

What is Wealth Management?

The Fallacy of the Hourly Advisor

The Conversation You Should Have (with Yourself)

Once Upon a Time in Niche Fantasyland

The 5 Advisor Personality Types

Low Cost Facebook Audience Building

You Want to Do What in Vegas?

Marketing Through Uncertainty

The Parable of the Excess Returns

The Power of Why

The Value of Trusted Advice

The Sacrifice of Building a Business

Why You Should Fire Your Coach

The Number One Competitor for Financial Advisors

The Anti-Niche Opportunity

The Trouble with Consistent Sales

Solving the Fee Formula

The Balboa Hiring Strategy