Podcast Episodes
Back to Search128: The 3 R’s of Relationship Marketing with Bill Cates
“If you’re not relevant, you’re ignored. If you’re not compelling, you’re forgotten.”
Bill Cates, the “OG” of relationship marketing, knows that genuine connections are the heart of a thriving and gr…
Published on 8 months, 4 weeks ago
127: Preparing Your Clients and Practice for Behavioral Finance 3.0 with Meir Statman
Meir Statman, a trailblazer in behavioral finance, says: “Financial well-being underlies life well-being.”
Advisors know their clients want to feel happy and fulfilled and make decisions aligned with…
Published on 9 months, 2 weeks ago
126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth
Does money talk strengthen your relationship—or strain it?
Doug and Heather Boneparth, a dynamic husband-wife team and experienced financial advisors, share the inside scoop on what makes relationshi…
Published on 9 months, 4 weeks ago
125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz
Here’s a question for you:
On a scale of 1-10, how confident are you that your screening process will yield conversations with prospects who are a good fit AND ready to take action?
If you answered a…
Published on 10 months, 1 week ago
124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas
Here’s the outline for most review meetings with long-time clients:
How is life? How is the family? Any major changes or updates? Here’s your situation. Everything looks good. See you next year.An…
Published on 10 months, 3 weeks ago
123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek
Financial advisors are on the front lines of bad news.
Your entire business is filled with clients who have either experienced grief or will experience grief at some point in their lives.
When that t…
Published on 11 months ago
122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley
Are your clients drifting aimlessly or swimming purposefully towards their financial goals?
The default for clients is to pick goals on autopilot. Goals that have been determined by society, friends,…
Published on 11 months, 3 weeks ago
121: A Playbook To Master The Human Side of Advice with Michael Kitces
When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces.
Most people know Michael is a spreadsheet-loving, technical wizard.
What most people don’t…
Published on 1 year ago
120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke
Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates:
Money Health Social ConnectionMost financial advisors know the money part.
But how can you incor…
Published on 1 year ago
119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II
*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first!
A statement of financial purpose serves as the mis…
Published on 1 year, 1 month ago