Podcast Episodes
Back to Search165: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP
Episode 165
The financial planning landscape is ever-evolving, and advisors regularly find themselves second guessing their structure—BDs to IBDs and RIAs. A tra…
2 years, 5 months ago
164: Ideas to Implement - Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
Episode 164
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but alway…
2 years, 5 months ago
163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
Episode 163
Today’s busy world leaves us no other option than to make every second count. Whether it’s at home or work, we must optimize our resources to maximiz…
2 years, 5 months ago
162: How to Have More Impactful Conversations Through Motivational Interviewing With Jeremy Keil
Episode 162
Empathy and support are essential components of the advising process, but sometimes it’s hard to connect with clients on such a deep level. Our guest…
2 years, 5 months ago
161: A New Unconventional but Exciting Way to Approach Your Goals in 2024
Episode 161
Here I am doing an experiment for myself this year related to goals. I’ve been having a lot of conversations with advisors lately who are struggling …
2 years, 6 months ago
160: How To Do a Client Communications Audit to Make Clients Feel Valued
Episode 160
Every interaction with a client is an opportunity to strengthen your bond and relationship with them. But in order to engage in effective communicati…
2 years, 6 months ago
159: You NEED This Onboarding Document to Help Set Client Expectations
Episode 159
We’ve all been in a situation where what we expected was DEFINITELY not what we got (like pretty much every time I order something off Instagram)! It…
2 years, 6 months ago
158: Ideas to Implement - Scaling Your Business with The Efficient Advisor's Group Coaching Program
Episode 158
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but alway…
2 years, 7 months ago
157: Scaling Your Business with The Efficient Advisor's Group Coaching Program
Episode 157
Every advisor dreams of a successful practice that runs like a well oiled machine, allowing you more time outside the office to enjoy the things you …
2 years, 7 months ago
156: An Exercise That Will Free Up More Time and Increase Impact
Episode 156
About 10 years ago I conducted this experiment in my business. It's an atypical exercise FOR SURE, but it had such a profound and lasting impact on m…
2 years, 7 months ago