Podcast Episodes
Back to Search365: Why Your First 100 Days Are Costing You Referrals (And How to Fix It)
Episode 365
Have you ever noticed how polished and proactive your process feels when you’re winning a new client… and then how it subtly shifts once the paperwor…
2 months, 1 week ago
364: How to Buy Back 10+ Hours a Week Without Hiring Full-Time
Episode 364
If you’ve ever felt like you’re the bottleneck in your business, or like you just need a few more hours in the day to get everything done, this episo…
2 months, 1 week ago
363: How to Say No to Clients (And Still Deliver an Incredible Experience)
If you’ve ever had a client ask for something and your immediate reaction was “ugh… I really don’t want to do that,” but then you said yes anyway… th…
2 months, 2 weeks ago
362: Streamline Client Communication Like a Pro With Your Own White-Labeled App
Episode 362
In this episode, we dive into the future of client communication for financial advisors. Tom Fields shares how combining technology, AI, and a client…
2 months, 2 weeks ago
361: Why “Junior Advisor” Might Be Hurting Your Business
Episode 361
There’s a phrase that shows up in a lot of advisory firms that seems harmless on the surface, but quietly creates friction in both the team dynamic a…
2 months, 3 weeks ago
360: Say This, Not That: 2 Phrases That Transform Client Interactions
Episode 360
In this short but impactful episode, Libby shares two simple yet powerful phrases that can completely change the way you communicate with clients, gu…
2 months, 3 weeks ago
359: Overwhelmed to On Track: Advice You Don’t Hear Very Often from a Coach
Episode 359
In this episode, we’re flipping the script on how financial advisors approach growth and process-building. Instead of chasing perfection or trying to…
3 months ago
358: CEO DAY - Your Q1 Business Review Agenda
Episode 358
There are two types of advisors heading into Q2: those stuck in reactive mode, feeling busy but behind, and those who intentionally step back to lead…
3 months ago
357: The #1 Growth Ceiling You Don’t Realize You Have
Episode 357
If you’ve ever wondered why some advisors seem to keep leveling up no matter how successful they already are, this episode is a powerful reminder tha…
3 months, 1 week ago
356: How Advisors Are Attracting HNW Clients Weekly Without Referrals
Episode 356
This episode dives into a powerful and often overlooked strategy for financial advisors: using targeted digital marketing to consistently attract hig…
3 months, 1 week ago