Podcast Episodes
Back to Search
What Every Advisor Needs to Know Before Changing Firms
Episode 186
Key takeaways from today’s episode include:
Why the “right firm” depends entirely on your unique practice and goals - and how to determine what’s trul…1 year, 6 months ago
The Most Common Transition Fears - and How to Beat Them
Episode 185
Key takeaways from today’s episode include:
Why timing is never truly perfect, and how planning ahead makes all the difference.How to streamline the w…1 year, 6 months ago
Big Wins Require Bold Moves
Episode 184
Key takeaways from today’s episode include:
How making small but strategic changes, like switching partners or tools, can lead to exponential growth i…1 year, 6 months ago
Avoiding the Danger Zone: Legal Essentials for Financial Advisors
Episode 183
Today’s episode highlights include:
Considerations in legal representation when making a career move or planning an M&A transaction.Critical safeguard…1 year, 7 months ago
Client Relationships: The Key to Practice Longevity
Episode 182
Key takeaways from today’s episode include:
The impact of “set-it-and-forget-it” client relationships and how they may lead to a false sense of securi…1 year, 7 months ago
Greatest Hits - The Spectrum of Advisor Independence
Topics include:
*The importance of having a clear understanding of what independence means to you so that you can find a firm partner that meets your…
1 year, 7 months ago
Greatest Hits - The Power of Home Office Visits
Today's show highlights include:
*The benefits of home office visits for both firms and advisors.
*The importance of details when it comes to plannin…
1 year, 7 months ago
Greatest Hits - Empowerment Strategies for Business Success
Show highlights include:
*A breakdown of Dan Sullivan’s Top 10 habits whichblend both personal growth and professional success.
*Why, as a business own…
1 year, 8 months ago
Mastering Practice Management
Episode 181
Key takeaways from today’s episode include:
*The critical distinction between managing and leading employees.*How to align employee performance with …
1 year, 8 months ago
Greatest Hits - Hot Mic Discussion: What’s Your Practice Actually Worth?
Today’s show highlights include:
*Distinguishing between inflated numbers and the genuine value of a practice in order to achieve leverage in negoti…
1 year, 8 months ago