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Greatest Hits: Financial Advisor Transitions - Don’t Get Played on Recruiting Deal Numbers
Key highlights from the episode:
0:00 – Introduction
4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse
6:45 …
4 months, 1 week ago
Direct Affiliation vs. OSJ: Which Model Is Right for You?
Episode 263
Key topics include:
-The core differences between direct affiliation and OSJ / enterprise models.
-Why payout percentages don’t tell the full financial…
4 months, 1 week ago
Comparing Major CRMs: Inside JEDI’s New Platform Comparison Whitepaper
Episode 262
Key topics covered include:
-How to match CRM platforms to firm size, growth trajectory, and long-term vision.
-Why integration and automation are crit…
4 months, 2 weeks ago
The Six Defining Trends Shaping Financial Advisors in 2025
Episode 261
Show Highlights Include:
00:00 – Introduction & Why These Topics Matter
Frank and Stacey explain why this episode focuses on the six themes that got t…
4 months, 2 weeks ago
How Advisors Stay Competitive in 2026
Episode 260
Show highlights include:
-Why client experience and technology will be the primary differentiators for advisors in 2026.
-What a true CRM “health check…
4 months, 3 weeks ago
Should You Go RIA? With Chuck Failla
Episode 259
Together, they explore practical decision points advisors should consider:
• The real implications of the $100M AUM threshold and the trade-offs betwe…
4 months, 3 weeks ago
Should You Go RIA? With Chuck Failla
Episode 259
Together, they explore practical decision points advisors should consider:
• The real implications of the $100M AUM threshold and the trade-offs betwe…
4 months, 3 weeks ago
Which CRM Should Financial Advisors Choose?
Episode 258
Show highlights include:
-AI note-takers and why 2025 is shaping up to be “the year of the note taker”.
-How advisors are using automation to reclaim t…
4 months, 4 weeks ago
M&A Masterclass with Jon Kuttin
Episode 257
Frank and Jon unpack:
• Why today's competitive landscape means growth-motivated buyers must approach deals differently.
• The three core reasons advis…
5 months ago
Greatest Hits: Why Most CRMs Fail and How to Fix Them
Key Highlights from the Episode:
0:00 – Introduction
0:44 – Future-proofing your CRM and architecting for scalability
2:23 – Why most CRMs fail when fir…
5 months ago