Podcast Episodes

The #1 Tech Mistake RIAs Make (And How to Fix It)

Episode 238

Key Highlights from the Episode:

2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available

4:45 – How JEDI offers a cost-effective alternative to …

Published on 7 hours ago

Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers

Episode 237

Key highlights from the episode:

0:00 – Introduction  

4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse  

6:45 – Real examples of how inflated promises derail tr…

Published on 4 days, 7 hours ago

Greatest Hits - How to Build a Practice That Attracts a Premium Buyer

Highlights include:

-The real difference between recurring and advisory revenue - and why it matters for your valuation.

-Why managing client assets yourself can decrease your business’s value.

-Red fla…

Published on 1 week, 4 days ago

Technology That Builds Value

Episode 236

Other key takeaways include:

-Why scalable systems and automation matter for growth and valuation.

-How poor processes and outdated tech can undermine succession planning.

-The importance of integrating…

Published on 2 weeks, 4 days ago

Winning High-Net-Worth Clients

Episode 235

Other key takeaways include:

-Why branding and marketing are different, and why you need both.

-How high net worth clients are influenced by your website, social media, and content strategy.

-The role o…

Published on 3 weeks, 4 days ago

AI, Automation, and the Next Generation of CRM Solutions

Episode 234

Show Highlights:

-The shift from static databases to intelligent, proactive CRMs.

-How AI and automation streamline advisor workflows and client communications.

-Real stories on personalization, from bi…

Published on 4 weeks ago

What Do You Want to Be When You Grow Up?

Episode 233

Show Highlights Include:  

-The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent.  

-Why choosing a new firm should solve for tomorrow, not jus…

Published on 1 month ago

How The Top 1% of Advisors Actually Spend Their Week

Episode 232

Show Highlights:

-The difference between working hard and working smart in today’s advisory space.

-Why intentional scheduling is critical to sustainable growth.

-The top priorities high-performing advi…

Published on 1 month, 1 week ago

Is Your Tech Stack Costing You Clients?

Episode 231

Brian and Sue dig deep into:

-Why “siloed platforms create siloed advice” - and how to break out of that trap.

-What integrated ecosystems can do to enhance client experience, advisor efficiency, and s…

Published on 1 month, 1 week ago

It’s Not Just the Payout - It’s the Profitability

Episode 230

Show Highlights:

-The emotional allure of upfront transition compensation - and why it’s misleading

-How to evaluate a deal over 10-15 years, not just day one.

-Common pitfalls advisors overlook when ca…

Published on 1 month, 2 weeks ago