Podcast Episodes

The Why and How of Video Marketing for Advisors 2.0 with Laura Garfield and Sharon Gottula (Ep. 19)

Advisors have been using conventional tools for content marketing like blogs and whitepapers for years. But have you ever considered video marketing?…

4 years, 3 months ago

Dynastic Drivers in Estate Planning with Julia Norman (Ep 18)

Estate planning is the one of those tasks that needs to get done but we often procrastinate to get it done. 

On This episode of Always on, Duncan Mac…

4 years, 3 months ago

Find Another Gear with David Rutherford (Ep 17)

Join David Rutherford, a highly sought-after performance coach who combines immutable principles drawn from his intense experience in the Navy SEAL c…

4 years, 4 months ago

New Perspectives on Growth with Kevin Bishopp (Ep 16)

The business world is forever evolving. Even the disruption of the last two years was only able to slow it down for a short time.. 

In this episode, …

4 years, 4 months ago

Content Marketing Made Easier: How To Use Podcasts To Attract Ideal Clients With Matt Halloran (Ep. 15)

Content marketing is a powerful way to thrive in the expertise economy.

Why? Because consistently sharing your thought leadership with clients and pr…

4 years, 5 months ago

How To Get Your Competition Fired With Randy Schwantz (Ep. 14)

When you think about someone getting fired or getting someone fired, your first thought drifts to them doing or saying something wrong.

However, what…

4 years, 5 months ago

Built to be Sold with Ted Jenkin (Ep. 13)

When you build a house, you know, one day you might have to sell for a variety of reasons? What if your business followed the same format?

Just like …

4 years, 5 months ago

A Brand Within a Brand – The Multi-Family Office with Scott Hamilton (Ep. 12)

When your clients undergo a major liquidity event, they often expect a lot more from you than simply “investing” their newfound wealth.

That’s why it…

4 years, 6 months ago

How To Become an Advisor for Life with Levi McMellian (Ep. 11)

Advisors often get asked by clients, “What will happen to me when you’re not around?”

If you don’t have an answer to it, it’s a sign to start your su…

4 years, 6 months ago

Women In Wealth – Going Off Script with Sherri Palle and Elaine Christakos

The financial world is very male-dominated, often leaving female advisors feeling outnumbered and undervalued.

Sherri Palle and Elaine Christakos, lo…

4 years, 7 months ago