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Listening, Engaging, Converting: Social CRM In Action
Episode 253
Show highlights include:
00:00 – Intro
01:10 – Insights vs. Actionable Insights
05:28 – Understanding Social CRM & Platform Integration
09:31 – Buildin…
7 months, 1 week ago
You Don’t Know What You’re Saying No To – with Brian Mora
Episode 252
Frank and Brian also dig into:
• The pivotal 2005 spin-off from American Express - and what it unlocked for advisors.
• Why it’s “all about how much yo…
7 months, 1 week ago
Can Financial Advisors Really Trust Generative AI?
Episode 251
Listen now to learn:
00:00 – Intro:
02:35 – What Is Generative AI (Really)?
06:04 – Compliance Concerns & Data Privacy:
14:20 – Can You Trust AI to Run Y…
7 months, 2 weeks ago
250th EPISODE SPECIAL | The Biggest Lesson's Advisors Never Learn
Episode 250
Chapters:
00:00 – Intro
01:03 – Lessons from 250 Episodes
22:54 – The Mythbuster Mentality
23:26 – Authenticity, Evolution, and Advisor Education
31:29 – …
7 months, 2 weeks ago
HOT MIC: The Truth Hurts - Why Discomfort Drives Growth
In this quick-hit discussion, the two dive into:
-Why most leaders are too busy “working in” their business to actually work on it.
-How great coaches …
7 months, 3 weeks ago
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)
Episode 249
Across the conversation, the panel digs into:
• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “lear…
7 months, 3 weeks ago
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)
Episode 248
Key Chapters
0:00 –From concept to execution of Raymond James’ advisor-banker model
3:45 – The IBex program: turning education into action
8:20 – The Ma…
7 months, 4 weeks ago
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)
Episode 247
Key Chapters
0:00 – Introduction
2:15 – Why financial advisors should focus on business-owner clients
5:10 – The challenges of illiquid wealth and how a…
8 months ago
From Lead to Loyalty: CRM’s Role in Customer Journey Mapping
Episode 246
Key Highlights:
00:00 – Introduction
01:05 – Optimizing tech stacks and increasing valuation
03:17 – Defining client loyalty and retention
04:23 – How CR…
8 months ago
Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan
Episode 245
Frank and Rob dive into:
• Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth.
• How NewEdge Wealth and NewEdge Advisors differ and adv…
8 months, 1 week ago