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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…
6 months, 2 weeks 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…
6 months, 2 weeks 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…
6 months, 3 weeks ago
The Power of Video Marketing for Financial Advisors - with Angela Wolf
Episode 244
Key Highlights from the Episode:
0:45 – The Rise of Video Marketing
2:22 – How Video Boosts SEO and Engagement
4:35 – Short-Form vs. Long-Form Video Exp…
6 months, 3 weeks ago
From Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors
Episode 243
Key Highlights from the Episode:
0:00 – Introduction & Topic Overview
1:15 – The Three Core Constraints Advisors Face
3:40 – Capacity Challenges & Team …
6 months, 4 weeks ago
AI and Sentiment Analysis in Social CRM
Episode 242
Key Highlights from the Episode:
0:00 – Introduction: AI, NLP, and sentiment analysis explained
2:10 – What sentiment analysis is and why it matters fo…
7 months ago
Breaking the Status Quo: How Advisors Can Redefine Success
Episode 241
Key Highlights from the Episode:
0:00 – Introduction
3:21 – Professional scarcity: why focusing on fewer clients creates greater impact
5:12 – Shifting …
7 months ago
Why Most CRMs Fail (and How to Fix Them)
Episode 240
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…
7 months, 1 week ago
When Is the Best Time for Financial Advisors to Transition Firms?
Episode 239
Key Highlights from the Episode:
0:00 – Introduction
1:02 – Should I stay or should I go next year?
2:27 – Why Q4 is often the best time to transition…
7 months, 1 week ago
The #1 Tech Mistake RIAs Make (And How to Fix It)
Episode 238
Key Highlights from the Episode:
2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available
4:45 …
7 months, 2 weeks ago