EP 148 | Cultivating the Right Mindset and Character with Eric Negron

 03.19.24 | 01:07:34 LISTEN TO PODCAST

EP 147 | Offering Community-Based Courses to Grow Your Financial Advisory Business with Joe Moss

 03.12.24 | 01:07:34 LISTEN TO PODCAST

EP 146 | Automating Your Way to Success: How Financial Advisors Can Streamline Operations, Arielle Minicozzi

 03.12.24 | 01:07:34 LISTEN TO PODCAST

EP 145 | Evolving a Financial Planning Firm to Better Serve Clients with Eric Simonson

 03.12.24 | 01:07:34 LISTEN TO PODCAST

EP 144 | Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast

 01.16.24 | 01:07:34 LISTEN TO PODCAST

EP 143 | Cracking the Code: Marketing Strategies That Actually Work for Financial Advisors with Kristen Luke

 01.02.24 | 52:33 LISTEN TO PODCAST

EP 142 | The 4 Pillars of Advice Engagement That Will Transform Your Client Interactions with Michael Lecours

 01.02.24 | 58:19 LISTEN TO PODCAST

EP 141 | Living a Well-Rounded Life: How Structure Can Scale Your Business with Josh Kosnick

 01.02.24 | 01:07:19 LISTEN TO PODCAST

EP 140 | Advisor Exit Planning Strategies That Will Blow Your Mind with Brooklyn Brock

 01.02.24 | 45:54 LISTEN TO PODCAST

EP 139 | Stop Solving Math Problems and Start Solving Human Problems with Tara Tussing Unverzagt

 01.02.24 | 01:04:01 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