Podcast Episodes
Back to SearchThe Advisor of Tomorrow with Isaac Richard III
Episode 59
Newer advisors in the industry are always thinking of ways to not just survive but thrive.
Meanwhile, more experienced advisors want to attract young…
2 years, 2 months ago
Finding Clarity and Confidence in Advisor Transitions with Louis Diamond
Episode 58
Transitioning to another employee-model firm or launching an RIA firm can be daunting!
Finding the right fit, adapting to the new environment, commun…
2 years, 3 months ago
The Language of Referrals with Bill Cates
Episode 57
Does asking for referrals make you feel like you’re being needy? Are you afraid of hurting your existing relationships with clients and COIs?
When as…
2 years, 4 months ago
Transitioning Next-Gen Wealth with Tom Deans
Episode 56
The complexities of passing on a legacy and managing family dynamics can be overwhelming, especially for first-generation business owners.
As their a…
2 years, 4 months ago
The Future of Branding and Client Acquisition with Seth Diener and Alex Lerch
Episode 55
With messaging, the key is brevity, specificity, and proprietary.
You must choose your target audience, personalize your marketing to resonate with t…
2 years, 5 months ago
Leaving No Stone Unturned: How to Maximize Your Exit Strategy with Ted Jenkin
Episode 54
Want to receive maximum value for the business you’ve worked so hard to build?
The key lies in being proactive with your exit strategy.
Dive into a t…
2 years, 6 months ago
Shaping Your Branding Strategy: How to Run a Client Advisory Council with Mike “Cy” Cajthaml Jr.
Episode 53
In your mind, you have a certain brand image and value proposition for your business. Do your clients see it the same way?
Are your clients well-equi…
2 years, 6 months ago
Harness the Power of AI: Game-Changing Strategies for Modern Advisors with Craig Kirkpatrick
Episode 52
Whether you like it or not, the world is quickly adopting artificial intelligence (AI).
Now, the choice is yours: Do you want to get on board and lev…
2 years, 7 months ago
From Organic to Scalable Growth with Bill Sowell
Episode 51
The transition to fee-based services has prompted advisors to prioritize fee-worthiness, with clients focusing less on cost and more on perceived val…
2 years, 7 months ago
Timely and Timeless Best Practices with Chris Jeppesen
Episode 50
In the fast-paced and ever-evolving world of financial advising, get ready to discover timely and timeless strategies that help you achieve professio…
2 years, 8 months ago