Podcast Episodes
Back to SearchThe Power of Shrinkage: Get comfortable with shrinkage because it can actually help you grow (EP.06)
Episode 6
Shrinkage can be an uncomfortable subject - particularly when it comes to the 'more is better' mentality that prevails in financial services. Many la…
6 years, 11 months ago
It's All About The Net: Payouts Can Be Like An Iceberg And What You See On The Surface Is Not Always What You Get (EP.05)
Episode 5
When you are in negotiations with a potential new firm partner, it is easy to get enamored with the big numbers a firm may present as part of your tr…
6 years, 11 months ago
What Does A Mailbox Have To Do With Your Business? It Is All In The Details (EP.04)
Episode 4
As the old adages go 'the devil is in the details' and 'you only get one chance to make a first impression'. Picture your own home and the mailbox ou…
6 years, 11 months ago
It’s Not About The Money, But It’s About The Money (EP.03)
Episode 3
It's a seller's market in financial services and advisors interested in making a move are being offered unprecedented financial deals by independent …
7 years ago
The Independent W-2 Model - Revolutionary or Simply Independence Redefined?
Episode 2
The attraction of the independent business model for financial advisors is undeniable. Independence offers financial, operational, and lifestyle bene…
7 years ago
Advisors Should Eat Their Own Cooking – Are You Prepared For A Catastrophic Event With Your Business? (EP.01)
Episode 1
Advisors Should Eat Their Own Cooking – Are You Prepared For A Catastrophic Event With Your Business?
When financial services firms and their advisors…
7 years ago