Podcast Episodes

Ep 038: From Wirehouse Cold Calling Scripts To The Flexibility Of Independence with Winnie Sun

How you can use social media as a successful path to marketing and specifically to facilitate work life balance. In this episode, the chat with Winnie Sun, co-founder of Sun Financial Group.

Winnie e…

Published on 8 years, 2 months ago

Ep 037: Leveraging Unique Centers Of Influence To Grow A Niche Advisory Firm For Doctors with Johanna Fox Turner

Today's guest has seen her company go from gaining nearly 150 clients over a decade to yielding four prospect inquiries per week. How did they do it? Let's just say Johanna Fox Turner has discovered …

Published on 8 years, 3 months ago

Ep 036: Turning A Utilities Niche And A Radio Show Into A National Advisory Firm with Scott Hanson

We routinely bang the drum for choosing a niche and throwing all your effort at it - and Scott Hanson's firm, Hanson McClain, is proof that this technique works. 

The combination of dedicated, long-t…

Published on 8 years, 3 months ago

Ep 035: Investing In Your CRM And Your Team To Systematically Grow Your Advisory Business with Cheryl Holland

Cheryl Holland's firm, Abacus Planning Group, is based in Columbia, South Carolina. Working in a mid-sized city such as Columbia might prove tricky for other advisors, but her niche working with fami…

Published on 8 years, 3 months ago

Ep 034: Becoming An Advisor and #FinTech Software Entrepreneur While Running Your Own Advisory Firm with Sheryl Rowling

Sheryl's firm Rowling & Associates was already a robust planning practice before she decided to design and launch a rebalancing software that would be affordable and simple to use. In this interview,…

Published on 8 years, 3 months ago

Ep 033: Building An Online Marketing Machine That Takes Over Your Advisory Business with Jeff Rose

Building a business is already hard. Building a successful wealth management business in a rural area, where there aren't as many potential clients, is even harder. Meet Jeff Rose, the founder of All…

Published on 8 years, 4 months ago

Ep 032: Building A Personal Brand Advisory Business Of Financial Planning And Online Money Management Courses with Brittney Castro

In this episode, Brittney Castro shares why and how she's diversified her business and how she's found great success in all three pillars.

Brittney radiates passion for finance, marketing, and entrep…

Published on 8 years, 4 months ago

Ep 031: How To Properly Vet New Financial Advisors By Hiring For Attitude And Not Skills with Caleb Brown

When it's time to hire a new financial planner to help grow the business and build your team, the task can seem overwhelming. Trusting your clients with just anyone isn't an option, so how do you go …

Published on 8 years, 4 months ago

Ep 030: Self-Publishing A Book To Establish Your Authority (As A 401(k) Expert) with Josh Itzoe

Josh Itzoe is a CFP, AIF, and Partner at Greenspring Wealth, where he consults with corporate clients about how they can improve their 401(k) offerings.

Josh is also a self-published author and belie…

Published on 8 years, 4 months ago

Ep 029: Attracting Baby Boomers Digitally To A True Retirement Decumulation Specialty with Dana Anspach

Dana Anspach and her firm Sensible Money have 110 full-service baby-boomer clients, $130 million AUM, and $1.3 million in annual revenue. And they do it all virtually.

In this episode, Dana talks abo…

Published on 8 years, 4 months ago