Podcast Episodes

AI, Automation, and the Next Generation of CRM Solutions

Episode 234

Show Highlights:

-The shift from static databases to intelligent, proactive CRMs.

-How AI and automation streamline advisor workflows and client communications.

-Real stories on personalization, from bi…

Published on 2 months, 2 weeks ago

What Do You Want to Be When You Grow Up?

Episode 233

Show Highlights Include:  

-The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent.  

-Why choosing a new firm should solve for tomorrow, not jus…

Published on 2 months, 3 weeks ago

How The Top 1% of Advisors Actually Spend Their Week

Episode 232

Show Highlights:

-The difference between working hard and working smart in today’s advisory space.

-Why intentional scheduling is critical to sustainable growth.

-The top priorities high-performing advi…

Published on 2 months, 4 weeks ago

Is Your Tech Stack Costing You Clients?

Episode 231

Brian and Sue dig deep into:

-Why “siloed platforms create siloed advice” - and how to break out of that trap.

-What integrated ecosystems can do to enhance client experience, advisor efficiency, and s…

Published on 3 months ago

It’s Not Just the Payout - It’s the Profitability

Episode 230

Show Highlights:

-The emotional allure of upfront transition compensation - and why it’s misleading

-How to evaluate a deal over 10-15 years, not just day one.

-Common pitfalls advisors overlook when ca…

Published on 3 months ago

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 3 months, 1 week 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 3 months, 1 week 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 3 months, 2 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 3 months, 2 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 3 months, 3 weeks ago