Podcast Episodes
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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…
6 months, 1 week 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…
6 months, 1 week 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…
6 months, 2 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…
6 months, 2 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…
6 months, 2 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…
6 months, 3 weeks 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…
6 months, 3 weeks ago
Cetera CEO Mike Durbin on the Future of Independent Financial Advisors
Episode 256
From there, the conversation turns to what advisors actually experience on the ground: Cetera’s unique ownership with Genstar and the benefits of a “…
6 months, 4 weeks ago
M&A Outlook 2026: Dual Monetization, PE Pitfalls & What Advisors Need to Know
Episode 255
This conversation covers:
-Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger.
-The growing appeal of dual monetization for adv…
7 months ago
Marketing Vs. Branding: What Advisors Get Wrong
Episode 254
This conversation covers:
-What branding really means for financial advisors
-How marketing supports your brand—and why they’re not interchangeable
-Whe…
7 months ago