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Attracting More Ultra-HNW Clients By Taking The Time To Due Diligence More Alternative Investments with Monish Verma
Episode 448
High-net-worth individuals often already have a financial advisor, but many aren't receiving the in-depth investment education or portfolio customization they truly need. That's where Monish Verma co…
Published on 4 months, 2 weeks ago
Getting A Healthy Flow Of New Clients From Centers Of Influence By Addressing The Referral Risk They Fear The Most with Dan Allison
Episode 447
Financial advisors frequently seek out relationships with Centers Of Influence (COIs) such as accountants and attorneys, but sometimes find that it's hard to get referrals from these professionals. A…
Published on 4 months, 3 weeks ago
Getting Known In Your Local (Facebook Group) Community To Quickly Add $30M In The First Two Years with Misty Lynch
Episode 446
After growing her AUM by $30 million in just two years, Misty Lynch has become a go-to financial planning expert for small business owners and families within her community. This is thanks in part to…
Published on 5 months ago
Leveraging Educational YouTube Videos To Drive Hundreds Of New Clients Per Year with James Conole
Episode 445
James Conole's firm has experienced explosive growth over the past few years (expecting to double its revenue to more than $10 million in 2025) thanks in part to his YouTube channel, which educates a…
Published on 5 months, 1 week ago
Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience with Libby Greiwe
Episode 444
When Libby Greiwe realized that most client onboarding processes felt either clunky or cold, she decided to transform her own. What she has developed—based on her years as both a financial advisor an…
Published on 5 months, 2 weeks ago
Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years with Griffin Kirsch
Episode 443
Griffin Kirsch built a $200 million AUM firm in just five years—while maintaining a 70% profit margin. Delivering high-touch planning to business owners and real estate investors without charging fee…
Published on 5 months, 3 weeks ago
Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You're Passionate About with David Bahnsen
Episode 442
David Bahnsen has built a reputation for speaking his mind, not only on issues related to financial markets, but also on topics many advisors shy away from, like religion and politics. Which has paid…
Published on 5 months, 4 weeks ago
What It Really Takes To Implement And Scale Compliance As An Independent RIA Grows with Leila Shaver
Episode 441
As advisory firms grow, so does the complexity of compliance—and Leila Shaver has built a business dedicated to helping them scale without costly missteps. She provides strategic guidance that keeps …
Published on 6 months ago
Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A "Money Personality" Assessment with Nina Hajjar
Episode 440
What if you could decode a client's financial behavior before the first meeting? Nina Hajjar has done just that by creating a custom "money personality" assessment. This innovative tool helps her adv…
Published on 6 months, 1 week ago
Ep 439: Scaling Financial Planning With Monday.com As A Project Management Hub In Lieu Of Wealthbox CRM with Alvin Carlos
Episode 439
Alvin Carlos made a strategic decision to build internal efficiency and client accountability into the heart of his planning process—a move that not only streamlined how his team manages financial pl…
Published on 6 months, 2 weeks ago