Podcast Episodes
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Future-Proofing Your Tech Stack: What Advisors Need Now
Episode 226
Key Highlights:
-Signs your current tech stack might be holding you back.
-Why decentralized, stagnant systems are a red flag.
-The importance of automa…
11 months, 1 week ago
Greatest Hits - Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change
From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it take…
11 months, 1 week ago
Why Advisors Struggle with CRM Adoption - and How to Fix it
Episode 225
Highlights include:
-Why the “decision-makers” are often not the “doers” - and how that derails success.
-The importance of internal champions (and the…
11 months, 2 weeks ago
Is PE Worth It? Don't Get Enamored By The Check
Episode 224
Key highlights include:
-The difference between top-line and bottom-line deal structures, and what that means for your autonomy.
-Why nimble capital fr…
11 months, 2 weeks ago
Data-Driven Decision Making: Enhancing Client Relationships
Episode 223
Key Topics Covered:
-How to score and segment your clients using real engagement metrics.
-The difference between gut instinct and data-driven decision…
11 months, 3 weeks ago
From Deal to Done: The Smooth Succession Timeline
Episode 222
Key Topics Covered:
-What buyers can do to become “preferred” with intermediaries and sellers.
-Timeline expectations from LOI to purchase agreement.
-H…
11 months, 3 weeks ago
Making Your Data Work for You
Episode 221
Key highlights include:
-Why most advisors pause when asked: “How is your data helping you make better decisions?”
-The difference between basic CRMs a…
11 months, 4 weeks ago
The Exit Mindset: When, Why, and How to Plan Your Succession
Episode 220
Key highlights include:
-Why many advisors wait too long - and how that can cost them.
-Common emotional roadblocks and how to overcome them.
-The diffe…
1 year ago
Is Your CRM a Cybersecurity Risk?
Episode 219
Key Highlights:
-Why financial CRMs are prime targets for cyberattacks.
-The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox…
1 year ago
Inside the Transition: What Really Happens When Advisors Moves
Episode 218
Key Highlights:
-How long it really takes to prepare and execute a successful move.
-What you can - and can't - say to clients during a transition.
-The…
1 year ago