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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…
10 months, 1 week 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…
10 months, 2 weeks 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…
10 months, 2 weeks ago
From Chaos to Clarity: Streamlining Operations with Data
Episode 217
Key Highlights:
-The true cost of operational disorganization - and how to measure it.
-Why “progress, not perfection” is the key to implementation.
-Ho…
10 months, 3 weeks ago
Finding Your Freedom and Doubling Your Revenue
Episode 216
Highlights include:
-Why the advisor walked away from a traditional bank model
-How he overcame fear and successfully transitioned legacy clients
-The s…
10 months, 3 weeks ago
Marketing Funnels for Advisors: From Stranger to Client
Episode 215
Listen in as they cover:
-What “top, middle, and bottom” of funnel marketing really means.
-How to cast a wide net without diluting your message.
-Why n…
11 months ago
The Real Cost of Doing Nothing: How Inaction Hurts Advisor Growth
Episode 214
Key Highlights:
-Why “not deciding” is still a decision - and often an expensive one.
-How long-term inaction can lead to seven-figure opportunity loss…
11 months ago
Stop Losing Leads: How a CRM Captures Every Opportunity
Episode 213
Key highlights include:
-Why your CRM is only as powerful as your process - and how to fix it
-What “lead scoring” really means and how it helps you pr…
11 months, 1 week ago
How to Build a Practice That Attracts a Premium Buyer
Episode 212
Highlights include:
-The real difference between recurring and advisory revenue—and why it matters for your valuation.
-Why managing client assets your…
11 months, 1 week ago
Integrating AI Into Advisory Practices
Episode 211
Highlights include:
-The real definition of AI - and what it isn’t
-How advisors can use AI now for content creation, meeting summaries, keyword tracki…
11 months, 1 week ago