Podcast Episodes

Making Your Data Work for You

Episode 221

Key highlights include:

-Why most advisors pause when asked: “How is your data helping you make better decisions?”

-The difference between basic CRMs and scalable platforms - and how to choose what’s r…

Published on 2 months, 3 weeks ago

The Exit Mindset: When, Why, and How to Plan Your Succession

Episode 220

Key highlights include:

-Why many advisors wait too long - and how that can cost them.

-Common emotional roadblocks and how to overcome them.

-The difference between financial readiness and business rea…

Published on 2 months, 3 weeks ago

Is Your CRM a Cybersecurity Risk?

Episode 219

Key Highlights:

-Why financial CRMs are prime targets for cyberattacks.

-The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox.

-Field-level vs. org-level security and why both …

Published on 3 months ago

Inside the Transition: What Really Happens When Advisors Moves

Episode 218

Key Highlights:

-How long it really takes to prepare and execute a successful move.

-What you can - and can't - say to clients during a transition.

-The emotional cost of waiting too long to leave.

-Why …

Published on 3 months ago

From Chaos to Clarity: Streamlining Operations with Data

Episode 217

Key Highlights:

-The true cost of operational disorganization - and how to measure it.

-Why “progress, not perfection” is the key to implementation.

-How to identify bottlenecks using data and process t…

Published on 3 months, 1 week ago

Finding Your Freedom and Doubling Your Revenue

Episode 216

Highlights include:

-Why the advisor walked away from a traditional bank model

-How he overcame fear and successfully transitioned legacy clients

-The surprising benefits of affiliating with an RIA-only…

Published on 3 months, 1 week ago

Marketing Funnels for Advisors: From Stranger to Client

Episode 215

Listen in as they cover:

-What “top, middle, and bottom” of funnel marketing really means.

-How to cast a wide net without diluting your message.

-Why nurturing leads is a skill advisors can’t afford to…

Published on 3 months, 2 weeks ago

The Real Cost of Doing Nothing: How Inaction Hurts Advisor Growth

Episode 214

Key Highlights:

-Why “not deciding” is still a decision - and often an expensive one.

-How long-term inaction can lead to seven-figure opportunity losses.

-Real-life stories of advisors who waited too l…

Published on 3 months, 2 weeks ago

Stop Losing Leads: How a CRM Captures Every Opportunity

Episode 213

Key highlights include:

-Why your CRM is only as powerful as your process - and how to fix it

-What “lead scoring” really means and how it helps you prioritize outreach

-How client journeys within a CRM…

Published on 3 months, 3 weeks ago

How to Build a Practice That Attracts a Premium Buyer

Episode 212

Highlights include:

-The real difference between recurring and advisory revenue—and why it matters for your valuation.

-Why managing client assets yourself can decrease your business’s value.

-Red flags…

Published on 3 months, 3 weeks ago