Podcast Episodes
Back to SearchEmbracing the C-Suite with Max and Lucas Winthrop
Episode 49
For years, financial advisors saw themselves as brokers, being mostly transactional and product-driven.
Today, advisors wear many hats. It’s no longe…
2 years, 9 months ago
Make Your Clients The Voice With Steve Phillips
Episode 48
Have you ever stepped into your clients’ shoes to see your business from their point of view? Understanding how they perceive your value is key to bu…
2 years, 9 months ago
Rejuvenating Client Relationships with Matt Cardella
Episode 47
Advisors, are you looking for ways to rejuvenate your client relationships?
Creating a meaningful impact in their lives is only a part of it. It’s eq…
2 years, 10 months ago
Balancing Riches and Relationships: Family-Centric Wealth Management with Jeff Savlov
Episode 46
It is very common for first-generation, self-made, affluent people to shield their children from hardships.
But that safety net can become a hammock …
2 years, 11 months ago
One Good Idea to Build Strong Client Relationships with Cathi Durrell
Episode 45
People are bombarded with hundreds of emails and messages daily.
In a world dominated by digital communication, you need to do something that stops y…
3 years ago
Strategic Acumen in Mergers and Acquisitions with Martin Luc Derome
Episode 44
Selling a business is a once-in-a-lifetime opportunity for many advisors.
Do you really want to rush into the transaction? Or do you want to make sur…
3 years ago
Elevating Relationship Management and Emotional Intelligence with Dr. Betsy Guerra (Ep. 43)
Today, financial professionals have to wear many hats, one of which involves providing emotional support to clients. It has become an invaluable part…
3 years, 1 month ago
Unlocking Financial Impact and Legacy with Ted Jenkin
Episode 42
The Power of Partial Sale for Financial Advisors’ Business Transition
In this insightful podcast, Duncan MacPherson speaks with Ted Jenkin, CEO of oX…
3 years, 1 month ago
Automate, Engage and Retain: The Future of Marketing in Finance with Kevin Mulhern
Episode 41
Do you want to attract, engage, and retain clients without having to spend too much time on tedious marketing tasks?
In this episode, Duncan MacPhers…
3 years, 2 months ago
The Total Relationship: The Best Value-Add Advisors Can Offer with Tyson Ray
Episode 40
The biggest value-add advisors offer to their clients does not lie in the rates of return or complex financial reports. It lies in the advisor-client…
3 years, 2 months ago