Podcast Episodes
Back to Search145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team
Episode 145
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, 8 months ago
144: Create a “Guided Responses” Cheat Sheet to Improve Client Service and Empower Your Team
Episode 144
Every advisor has overheard a team member on the phone and thought “Oh man, that is NOT how I would have said that!” And, even with coaching and disc…
2 years, 8 months ago
143: Ideas to Implement - 2 Ways to Waste Less Time Every Single Week for You and Your Team
Episode 142
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, 8 months ago
142: 2 Ways to Waste Less Time Every Single Week for You and Your Team
Episode 142
Everyone wishes there were more hours in the day, but we unfortunately only have so much time to accomplish our professional and personal goals. Stop…
2 years, 9 months ago
141: Ideas to Implement - Better Financial Planning Through Emotional Intelligence with Brendan Fraizer
Episode 141
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, 9 months ago
140: Better Financial Planning Through Emotional Intelligence with Brendan Fraizer
Episode 140
In the world of finance, the behavioral aspect plays a crucial role. It's an aspect that often goes unnoticed but can significantly impact the relati…
2 years, 9 months ago
139: Ideas to Implement - Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane
Episode 139
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 alwa…
2 years, 9 months ago
138: Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane
Episode 138
Get ready to transform your prospecting efforts as I sit down with Robyn Crane, a marketing dynamo known for her successful strategies. Robyn shares …
2 years, 9 months ago
137: Part One: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond
Episode 137
I say this at least once a month or more on this podcast. Being a financial advisor is HARD. Running your own business is HARD. And having tools in y…
2 years, 9 months ago
136: Leveraging Technology and AI for Amplifying Your Client Experience Process w/ John Prendergast
Episode 136
Can you imagine the power that technology and artificial intelligence hold for the future of financial advising? We're bringing you an exhilarating c…
2 years, 10 months ago