Podcast Episodes
Back to SearchLeading With Lending And The $50 Million Question
Episode 18
What’s the one question you should be asking every wealthy client or prospect that can bring in $50m in new assets? Find out in episode 18 of the Fin…
6 years, 6 months ago
Rolling Out The Red Carpet - The Importance Of The Home Office Visit During The Recruiting Process, Part 2 of a 2-Part Series
Episode 17
This week's episode of "The Financial Advisor's Advisor" offers up part two of a special two-part series on the home office visit and the important r…
6 years, 7 months ago
Rolling Out The Red Carpet - The Importance Of The Home Office Visit During The Recruiting Process (EP.16)
Episode 16
The home office visit is an important part of the recruiting process for both the advisor and the firm. This week's episode of "The Financial Advisor…
6 years, 7 months ago
Location, Location, Location - The Relationship Between Real Estate and Business Success (EP.15)
Episode 15
Real estate, in particular office space, has a big business impact from its financial implications on a company's P&L, to its influence on overall op…
6 years, 7 months ago
Independent Mindset - Whether The Choice To Go Independent Is Right For You (EP.14)
Episode 14
There are many reasons why advisors choose to go independent with their practices. From greater autonomy over business operations to branding control…
6 years, 7 months ago
What’s In a Name – How Deciding The Right Name for Your Business or Practice Impacts Growth (EP.13)
Episode 13
The importance of being strategic and forward-thinking about your business is paramount to success. Getting down to fundamentals, there are few decis…
6 years, 7 months ago
Hot Mic Episode: The Elephant In The room: Does Merrill Lynch Drop Out of Protocol?
It's a subject being bantered about by many in the financial services industry - will Merrill Lynch leave protocol? The rumors have certainly intensi…
6 years, 8 months ago
The Art of Leveling-Up Your Business: How You Prepare Now Determines Your Ability to Grow In The Future (EP.12)
Episode 12
Preparation is the key to most every successful endeavor and this certainly holds true when strategizing for your business and its future. It doesn't…
6 years, 8 months ago
Making A Good First Impression - What Your Website Says About You, Your Firm, And Why It Matters (EP.11)
Episode 11
Online presence, in particular your website, is more important than many advisors give it credit for. In fact, it is the lens through which your peer…
6 years, 8 months ago
Ignorance is Bliss - The Top Ten Ways Advisors Make Mistakes That Result in Termination (Part 2 of a Two-Part Series) (EP.10)
Episode 10
Compliance for advisors gets trickier and trickier every day. No advisor is a compliance expert and many - unwittingly so - will find themselves in s…
6 years, 8 months ago