Podcast Episodes

You Don’t Know What You’re Saying No To – with Brian Mora

Episode 252

Frank and Brian also dig into:

• The pivotal 2005 spin-off from American Express - and what it unlocked for advisors.

• Why it’s “all about how much you make, not the payout.”

• How Ameriprise’s E-Meeti…

Published on 9 hours ago

Can Financial Advisors Really Trust Generative AI?

Episode 251

Listen now to learn:

00:00 – Intro:

02:35 – What Is Generative AI (Really)?

06:04 – Compliance Concerns & Data Privacy:

14:20 – Can You Trust AI to Run Your Practice?

18:09 – Data Is the New Asset Class:

2…

Published on 3 days, 9 hours ago

250th EPISODE SPECIAL | The Biggest Lesson's Advisors Never Learn

Episode 250

Chapters:

00:00 – Intro

01:03 – Lessons from 250 Episodes

22:54 – The Mythbuster Mentality

23:26 – Authenticity, Evolution, and Advisor Education

31:29 – Keep It Fresh

Learn more about our companies and re…

Published on 1 week ago

HOT MIC: The Truth Hurts - Why Discomfort Drives Growth

In this quick-hit discussion, the two dive into:

-Why most leaders are too busy “working in” their business to actually work on it.

-How great coaches and therapists ask the questions you don’t want - …

Published on 1 week, 3 days ago

Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)

Episode 249

Across the conversation, the panel digs into:

• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owner…

Published on 2 weeks ago

Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)

Episode 248

Key Chapters

0:00 –From concept to execution of Raymond James’ advisor-banker model

3:45 – The IBex program: turning education into action

8:20 – The Masterclass series and year-long learning model

13:00…

Published on 2 weeks, 3 days ago

Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)

Episode 247

Key Chapters

0:00 – Introduction

2:15 – Why financial advisors should focus on business-owner clients

5:10 – The challenges of illiquid wealth and how advisors can solve them

9:00 – How Raymond James con…

Published on 3 weeks ago

From Lead to Loyalty: CRM’s Role in Customer Journey Mapping

Episode 246

Key Highlights:

00:00 – Introduction

01:05 – Optimizing tech stacks and increasing valuation

03:17 – Defining client loyalty and retention

04:23 – How CRMs improve onboarding, notes, and communication

06:…

Published on 3 weeks, 3 days ago

Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan

Episode 245

Frank and Rob dive into:

• Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth.

• How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform.

• How mul…

Published on 4 weeks ago

The Power of Video Marketing for Financial Advisors - with Angela Wolf

Episode 244

Key Highlights from the Episode:

0:45 – The Rise of Video Marketing

2:22 – How Video Boosts SEO and Engagement

4:35 – Short-Form vs. Long-Form Video Explained

7:12 – The Myth of Viral Success

9:43 – Optim…

Published on 1 month ago