Podcast Episodes
Back to SearchFinish Strong in 2022 (Ep. 29)
Q4 is the perfect time to finish the year with a bang, especially as we come out of an unprecedented disruption. It’s also the perfect time to build …
3 years, 10 months ago
Adding a Coaching Dynamic to Your Client Experience with Jeff Ambrose (Ep. 28)
There’s a huge difference between someone buying your products versus someone buying into a relationship with your practice, people and process.
Addi…
3 years, 11 months ago
How to Find Your Ideal Match in M&A with Katie Bruner (Ep. 27)
Purchasing power, operational processes, client experience, core values…There are several nuances you might consider while screening potential buyers…
3 years, 11 months ago
The Art and Science of Exit Planning with Ted Jenkin (Ep. 26)
When the time comes to exit your business, the goal is to drive your enterprise value, maximize your exit strategy, and elevate yourself qualitativel…
3 years, 11 months ago
Entitlemania with Richard Watts (Ep. 25)
Legacy planning is much more than transferring money from one generation to the next. It’s also about transferring values. If you simply “give” the m…
4 years ago
Thriving through Market Volatility with Chris Jeppesen (Ep. 24)
When the markets are soaring high, most advisors might do well. But it is during times of high volatility that elite advisors set themselves apart.
T…
4 years ago
Lavish Your Clients With Service with Cathi Durrell (Ep. 23)
Aside from a prospectus, product brochure or statement, your business has become extremely virtual and complex. Adding tangible tools to your approac…
4 years, 1 month ago
Preparing to Buy (or Sell) a Business with Ted Motheral (Ep. 22)
Your business is your biggest asset — it’s your life’s work! If you want to maximize its enterprise value, you need to take action well before the ti…
4 years, 2 months ago
Looking to Your Liquidity Event with Denise Logan (Ep. 21)
Every business owner will leave their business one day, voluntarily or involuntarily. It’s a matter of WHEN, not IF.
So, it’s important to start plan…
4 years, 2 months ago
How To Fulfill Your Clients’ Deepest Estate Planning Needs with Julia Norman and Tom Deans, Ph.D. (Ep. 20)
Do you know what’s keeping your clients up at night? For a lot of them, it is this question, what happens to their hard-earned wealth when they pass …
4 years, 2 months ago