Podcast Episodes
Back to Search255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!)
Episode 255
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with yo…
1 year, 3 months ago
254: AI Hacks for Marketing: Better Results with Training and Prompt Engineering with Niki Clark
Episode 254
In this episode, I sit down with Niki Clark, a marketing expert specializing in financial advisors. We dive into how AI is revolutionizing the way ad…
1 year, 3 months ago
253: Two Phrases That Transforms Client Communication Instantly (Efficient Friday!)
Episode 253
In this week’s Efficient Friday, we’re diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whether y…
1 year, 4 months ago
252: A Menu of Things AI Can Do For You to Pick From with Ben Olsen
Episode 252
Artificial intelligence is transforming the financial advisory space faster than ever. In this episode, Ben Olsen of Bmo Automation returns to break …
1 year, 4 months ago
251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!)
Episode 251
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with yo…
1 year, 4 months ago
250: How to Future-Proof Your Practice & Capture the 34 Trillion Dollar Shift with Guest Jackie Wilkie
Episode 250
Women will influence over $34 trillion in assets by 2030, yet many financial advisors still overlook a crucial reality: women are not a niche—they ar…
1 year, 4 months ago
249: Impact Score: Rate Your Client Service Model
Episode 249
Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client servi…
1 year, 4 months ago
248: AI Automation Made Easy: How to do DIY AI in Your Advisory Business
Episode 248
Ready to supercharge your efficiency with AI the easy way? In this episode, I sit down with AI consultant and former financial advisor Ben Olsen to e…
1 year, 4 months ago
247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin
Episode 247
Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenkin t…
1 year, 5 months ago
246: An Unconventional KPI That Will Change Your Client Experience Immediately
Episode 246
Are you overwhelmed with tracking endless KPIs that don’t seem to actually move your business forward? You’re not alone. In this episode, I share how…
1 year, 5 months ago