Podcast Episodes

Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of "Calm Excellence" with Lisa Brown

Episode 458

Given the high stakes involved (and the desire to provide high-quality service) when working with clients, it can be tempting for financial advisors to lean into perfectionist tendencies. However, do…

Published on 2 months, 1 week ago

Ep 457: Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy with Larry Sprung

While many financial advisors begin with dollars and data, today's guest believes the path to long-term client relationships starts with one powerful question: What brings you joy? By focusing on lea…

Published on 2 months, 2 weeks ago

Ep 456: Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A Company Blueprint Of How Clients Will Be Served with Hilary Hendershott

Episode 456

Scaling a solo advisory firm into a thriving team-based business takes more than strong systems—it takes a shared sense of purpose and values that guide every decision. This episode explores how one …

Published on 2 months, 3 weeks ago

Ep 455: Adding Hard-Dollar Value For HNW Executives By Guiding Them In Negotiating For More (Equity) Compensation with Emily Shacklett

Executive pay packages are complicated—which often leads to these individuals leaving money on the table. From equity negotiations to non-compete clauses, the right financial advisor can help clients…

Published on 3 months ago

Turning Abstract Behavioral Finance Research Into Practical Tools To Better Client Outcomes with Dr. Daniel Crosby

Episode 454

Behavioral finance is often viewed as abstract but it can be a powerful, practical tool for helping clients make better decisions and build lives that align with what matters most. This episode explo…

Published on 3 months, 1 week ago

Improving Efficiency By Turning Client Meetings Into Working Sessions So There Is Less Follow-Up To Manage with Becky Walsh

Episode 453

Delivering financial planning efficiently doesn't have to mean compromising on depth or personalization. This episode explores how a "working session" model can streamline the client experience, redu…

Published on 3 months, 2 weeks ago

From $200M To $1.4B In 5 Years By Spending 15% Of Revenue On Marketing (That Still Works) with Gabriel Shahin

Episode 452

Scaling an advisory firm quickly requires more than just marketing - it demands intentional infrastructure, rapid lead conversion systems, and a team built for volume. This episode explores how inves…

Published on 3 months, 2 weeks ago

Evolving Your Leadership Style And Hiring Process As The Firm Grows From 1 To 20 Team Members with Maggie Kulyk

Episode 451

Running a successful advisory firm takes more than great client service - it also means learning how to lead a team and build infrastructure to support growth. This episode explores how developing le…

Published on 3 months, 3 weeks ago

Adding $80M To Your Practice In 7 Years By Providing Financial Education Through Local Seminars with Ryan Morrissey

Episode 450

High-net-worth retirees are hungry for clear, actionable retirement education - but often don't know where to find it. This episode explores how hosting local educational seminars can create a consis…

Published on 4 months ago

Growing To $2B AUM Organically By Setting High Client Service Standards with Michelle Perry Higgins

Episode 449

Financial planning clients expect responsive, detail-oriented service—and the firms that deliver consistently are the ones that keep them for decades. Michelle Perry Higgins has seen that firsthand, …

Published on 4 months, 1 week ago