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172: Solo - The #1 Way to Show Clients Their Future in 30 Seconds (Missing Visuals - EP 2 of 3)
Episode 172
A prospect can sit through an entire meeting, nod along, ask good questions, and still leave without fully understanding why they need you.
That’s the…
7 hours ago
171: Solo - The #1 Visual Missing from Most Financial Advisor Appointments (Missing Visuals - EP 1 of 3)
Episode 171
A conversation lives for an hour. A financial plan lives for generations.
Most advisors provide a prospect nothing but a follow-up email and a calen…
1 week ago
170: Stu McLaren - The Psychology Behind Clients Who Stay for Life
Episode 170
I sat down with Stu McLaren to unpack something I think a lot of financial advisors are missing right now…
Your value isn’t just in the financial plan…
2 weeks ago
169: Solo - How One Financial Advisor Made His Time Worth $40,000/Hour with Brad Johnson
Episode 169
What if I told you there’s a simple concept that could unlock exponential growth in your business, without adding more hours to your workweek?
I’ve us…
3 weeks ago
168: Solo - How I'd Spend My First $100,000 as a Financial Advisor with Brad Johnson
Episode 168
Most advisors build their business on momentum instead of intention, duct-taping it together as they go, and then wondering years later why growth fe…
4 weeks ago
167: Adam Holt & Derek Notman - What Happens When Richard Branson Challenges You... And You Accept
Episode 167
I’ve seen this pattern play out too many times… an advisor builds a successful business, hits their numbers, grows the firm, and somewhere along the …
1 month ago
166: Jimmy Rollins - The Four Steps to Real Accountability (Most Skip All of Them)
Episode 166
I’ve been coaching financial advisors for more than 20 years, and there’s one pattern I’ve seen far too often in our industry…
The advisor who builds …
1 month, 1 week ago
165: Solo - The 3 Word Framework for Every 1st Appointment (Financial Advisor Training) with Brad Johnson
Episode 165
Ever walked out of a first meeting thinking it went great, only to have the prospect disappear?
I see this happen to really great advisors all the tim…
1 month, 2 weeks ago
164: Jon Acuff - The Most Expensive Fear in Financial Advising
Episode 164
If you’re a financial advisor, you see procrastination every day.
People wait years before reaching out for financial help. Prospects say they’ll thin…
1 month, 3 weeks ago
163: Sabrina Brown & Grace Suchy - Why Most Financial Advisor Firms Can’t Escape the Chaos
Episode 163
Financial advisor firms rarely stall from a lack of effort. More often, growth breaks down when founders are trying to do everything themselves.
But t…
2 months ago