Podcast Episodes
Back to SearchLocation, 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, 9 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, 9 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, 9 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, 9 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, 9 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, 10 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, 10 months ago
You're Fired - Strategies and Lessons For The Recently Terminated Advisor (Part 1 of a two-part series) (EP.09)
Episode 9
You may think it will never happen to you, but as more and more advisors are discovering, being terminated by your firm is becoming an unpleasant rea…
6 years, 10 months ago
The Core Value Impact: Why advisors need to incorporate Core Values into their practice (EP.08)
Episode 8
Regardless of the size of your advisory practice, defining your core values as an individual, professional, and a business can be a game changer. By …
6 years, 10 months ago
Breaking The Code - Deciphering the Mythology of Hybrid and RIA Models (EP.07)
Episode 7
RIA and Hybrid are financial services buzz words, but do you truly understand these business models and their benefits? In this episode of the 'Finan…
6 years, 11 months ago