Podcast Episodes
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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…
8 months, 1 week 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 …
8 months, 2 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…
8 months, 2 weeks 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 …
8 months, 3 weeks 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…
8 months, 3 weeks 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…
9 months 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 …
9 months ago
Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers
Episode 237
Key highlights from the episode:
0:00 – Introduction
4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse
6:45 …
9 months, 1 week ago
Greatest Hits - How to Build a Practice That Attracts a Premium Buyer
Highlights include:
-The real difference between recurring and advisory revenue - and why it matters for your valuation.
-Why managing client assets yo…
9 months, 2 weeks ago
Technology That Builds Value
Episode 236
Other key takeaways include:
-Why scalable systems and automation matter for growth and valuation.
-How poor processes and outdated tech can undermine …
9 months, 3 weeks ago