Podcast Episodes
Back to Search063: Ideas to Implement - Systematizing Your Planning Process & "How Story"
Episode 63
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask fo…
3 years, 9 months ago
062: Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper
Episode 62
Creating systems and processes to back your financial planning process is how you reduce overwhelm, scale your business… and straight up work less.
I…
3 years, 9 months ago
061: Ideas to Implement: 5 Ideas to Create Concierge-Level Service and Drive Client Loyalty
Episode 61
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask fo…
3 years, 9 months ago
060: 5 Ideas to Create Concierge-Level Service and Drive Client Loyalty
Episode 60
Why should Financial advisors aspire to deliver concierge-level service?
Long story short it drives next-level customer loyalty which in turn drives r…
3 years, 9 months ago
059: Ideas to Implement - Specific Ideas to Add Value Your Clients Each and Every Meeting
Episode 59
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask fo…
3 years, 10 months ago
058: Specific Ideas to Add Value Your Clients Each and Every Meeting
Episode 58
Do you need some fresh ideas on how to add value in each and every client meeting? This is the million-dollar idea… and it seems so easy yet is also …
3 years, 10 months ago
057: Ideas to Implement: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum
Episode 57
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy!
Here are the Act…
3 years, 10 months ago
056: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum
Episode 56
Have you ever "cleared a whole day" or a big block of time on your calendar to get a big project done..... buuuuut when the day comes you have 5 zill…
3 years, 10 months ago
055: Ideas to Implement - The Anatomy of an Effective Review Meeting Agenda that Drives Results
Episode 55
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy!
Here are the Act…
3 years, 10 months ago
054: The Anatomy of an Effective Review Meeting Agenda that Drives Results
Episode 54
For a while my parent company was doing this survey process with clients and there was ONE thing that was consistently mentioned in our client review…
3 years, 10 months ago