Podcast Episodes
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Winning High-Net-Worth Clients
Episode 235
Other key takeaways include:
-Why branding and marketing are different, and why you need both.
-How high net worth clients are influenced by your websi…
9 months, 4 weeks ago
AI, Automation, and the Next Generation of CRM Solutions
Episode 234
Show Highlights:
-The shift from static databases to intelligent, proactive CRMs.
-How AI and automation streamline advisor workflows and client commun…
10 months ago
What Do You Want to Be When You Grow Up?
Episode 233
Show Highlights Include:
-The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent.
-Why choo…
10 months ago
How The Top 1% of Advisors Actually Spend Their Week
Episode 232
Show Highlights:
-The difference between working hard and working smart in today’s advisory space.
-Why intentional scheduling is critical to sustainab…
10 months, 1 week ago
Is Your Tech Stack Costing You Clients?
Episode 231
Brian and Sue dig deep into:
-Why “siloed platforms create siloed advice” - and how to break out of that trap.
-What integrated ecosystems can do to en…
10 months, 2 weeks ago
It’s Not Just the Payout - It’s the Profitability
Episode 230
Show Highlights:
-The emotional allure of upfront transition compensation - and why it’s misleading
-How to evaluate a deal over 10-15 years, not just …
10 months, 2 weeks ago
Can You Trust AI With Your Succession Plan?
Episode 229
Key Highlights Include:
-Why branding is more than a logo - it’s a buyer’s first impression.
-What top-tier buyers look for beyond just AUM and revenue…
10 months, 3 weeks ago
Greatest Hits - The Truth Behind Transition Deals
Topics covered include:
-Why comparing payout percentages rarely tells the full story.
-How custom pro formas cut through the noise and reveal the real…
10 months, 3 weeks ago
How Your CRM Can Build Client Loyalty
Episode 228
Key takeaways include:
-Why CRM data should go beyond KYC and track personal life events.
-How small CRM details can make or break client trust.
-The fo…
11 months ago
Calling All OSJ's
Episode 227
Key highlights include:
-Why every OSJ is claiming “growth support” - and how to prove yours is different.
-The importance of building a defined suppor…
11 months ago