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162: Jefferson Fisher - One Word That’s Destroying Client Trust
Episode 162
Across the table from every prospect is a hidden conversation—fear, insecurity, skepticism, or past experiences that shape how they hear everything y…
2 months, 1 week ago
161: Phil Bray - Why Most Financial Advisor Marketing Fails (and What To Do Instead)
Episode 161
If you’ve ever felt like the marketing strategies you’re using are confusing, inconsistent, or just not working the way you expected, you’re not alon…
2 months, 2 weeks ago
160: Solo - The #1 Reason So Many Advisors Stay Stuck with Brad Johnson
Episode 160
If you’re the only advisor in your firm who can close deals, you don’t own a business, you own a job.
And I see this happen all the time. Advisors thi…
2 months, 3 weeks ago
159: Tom Healy - Why Your Advisory Firm Isn’t Attracting A-Players
Episode 159
If you’ve grown your business beyond a solo practice with a small team, you’ve likely learned the hard way that one bad hire can derail momentum, cre…
2 months, 4 weeks ago
158: Max Major (Mentalist) – The Closest Thing To Reading Your Client’s Mind
Episode 158
If you’re leading a team and meeting with clients every day, your ability to influence, listen, and read the room matters more than you think. The be…
3 months ago
157: Kenzie Olejnik - The Culture Strategy Behind High-Growth Advisory Firms
Episode 157
If you’re trying to scale your advisory firm, there’s a stage where things start to feel harder than they should. Everyone’s busy. Communication gets…
3 months, 2 weeks ago
156: Solo - Why Your Advisory Firm Can’t Scale (And the Role That Fixes It)
Episode 156
I’ve been working with advisors for many years, and I’ve seen this pattern play out over and over again. Advisors get to a point where their marketin…
3 months, 3 weeks ago
155: Solo - How I'd Approach Marketing as a Financial Advisor (If I Could Start Over)
Episode 155
I’ve worked with hundreds of top financial advisors over the years, and I keep seeing the same problem show up in different ways: incredibly talented…
3 months, 4 weeks ago
154: Duncan MacPherson - How to Build a Referable Business Without Chasing Clients
Episode 154
Every advisor wants more referrals, but very few have built a business that consistently earns them.
In this conversation, I sat down with Duncan MacP…
4 months ago
153: Daniel Harkavy - How Advisors Accidentally Build Businesses They Hate
Episode 153
What would make a 30-year-old with a corner office, a clear path to CEO, and more money than he ever imagined… walk away from it all?
That’s the quest…
4 months, 1 week ago