Podcast Episodes

Can You Trust AI With Your Succession Plan?

Episode 229

Key Highlights Include:

-Why branding is more than a logo - it’s a buyer’s first impression.

-What top-tier buyers look for beyond just AUM and revenue.

-The biggest mistake sellers make when announcing…

Published on 1 month, 2 weeks ago

Greatest Hits - The Truth Behind Transition Deals

Topics covered include:

-Why comparing payout percentages rarely tells the full story.

-How custom pro formas cut through the noise and reveal the real net numbers.

-The top mistakes advisors make when …

Published on 1 month, 3 weeks ago

How Your CRM Can Build Client Loyalty

Episode 228

Key takeaways include:

-Why CRM data should go beyond KYC and track personal life events.

-How small CRM details can make or break client trust.

-The four-part CRM strategy Sue uses with advisor clients…

Published on 1 month, 3 weeks ago

Calling All OSJ's

Episode 227

Key highlights include:

-Why every OSJ is claiming “growth support” - and how to prove yours is different.

-The importance of building a defined support team, not just a friendly face.

-The role of succ…

Published on 1 month, 4 weeks ago

Future-Proofing Your Tech Stack: What Advisors Need Now

Episode 226

Key Highlights:

-Signs your current tech stack might be holding you back.

-Why decentralized, stagnant systems are a red flag.

-The importance of automation, integration, and mobile access.

-What top-per…

Published on 2 months ago

Greatest Hits - Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change

From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose.

Tune in for behind-the-scen…

Published on 2 months ago

Why Advisors Struggle with CRM Adoption - and How to Fix it

Episode 225

Highlights include:

-Why the “decision-makers” are often not the “doers” - and how that derails success.

-The importance of internal champions (and the risks of choosing the wrong one).

-How to turn res…

Published on 2 months, 1 week ago

Is PE Worth It? Don't Get Enamored By The Check

Episode 224

Key highlights include:

-The difference between top-line and bottom-line deal structures, and what that means for your autonomy.

-Why nimble capital from family offices might outperform “big name” PE f…

Published on 2 months, 1 week ago

Data-Driven Decision Making: Enhancing Client Relationships

Episode 223

Key Topics Covered:

-How to score and segment your clients using real engagement metrics.

-The difference between gut instinct and data-driven decisions.

-CRM limitations and how to work around them.

-Wa…

Published on 2 months, 2 weeks ago

From Deal to Done: The Smooth Succession Timeline

Episode 222

Key Topics Covered:

-What buyers can do to become “preferred” with intermediaries and sellers.

-Timeline expectations from LOI to purchase agreement.

-How financing, compliance, and legal factors can st…

Published on 2 months, 2 weeks ago