Podcast Episodes
Back to SearchHow to Maximize Your Life’s Work with Sherri Palle
Episode 39
Are you 10 years or less from selling your practice?
If so, now is the time to start thinking about your succession plan so you can maximize your lif…
3 years, 3 months ago
Achieving Professional Scarcity and Professional Contrast with Steve Phillips
Episode 38
Creating professional contrast and scarcity, improving referability, alleviating loyalty fatigue…These are all key pieces of the bigger puzzle: How t…
3 years, 4 months ago
Avoiding a Plateau: A Case Study in Professional Contrast and Scarcity with Terry Gronbeck-Jones
Episode 37
Sometimes, the best way to grow upmarket is to “grow down” or right-size your business.
This can require advisors to adopt changes that seem counteri…
3 years, 5 months ago
Being Process-Driven With Peter Dobrich
Episode 36
You’ve got 24 hours in a day and five days in a work week. Wouldn’t it be incredible to be able to put more sand in your hourglass?
It is possible if…
3 years, 6 months ago
The Anatomy of an Offer With Ted Jenkin
Episode 35
There is a simple mantra in business: Every business is built to be sold.
Whether you plan to exit in the next 18 months or after 10 years, it is imp…
3 years, 6 months ago
Building Relationships through Video with Katie Braden
Episode 34
Video marketing is revolutionizing the way advisors connect with clients and prospects.
However, getting in front of the camera can feel terrifying f…
3 years, 7 months ago
Enough Coasting. Now’s the Time To Climb! With Chris Jeppesen
Episode 33
The financial services industry has experienced colossal changes over the last decade. Today, advisors are on a collision course with commoditization…
3 years, 7 months ago
The Art and Science of Practice Management With Kevin Bishopp
Episode 32
Taking your practice management to the next level, nurturing your organizational culture, and improving client experiences might require switching yo…
3 years, 8 months ago
The Evolution and Elevation of the Financial Professional With Thane Stenner
Episode 31
The Japanese have a concept called Kaizen, which means “constant and never-ending improvement.”
If you want to become the advisor of the future and a…
3 years, 9 months ago
The Advisor of the Future With Mike “Cy” Cajthaml Jr. (Ep. 30)
If you want to distinguish yourself from the advisor down the street, you’ll need to create a memorable client experience that extends beyond financi…
3 years, 10 months ago