Podcast Episodes
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004: Underpromise and Overperform: Set the Bar Rationally and Look Like a Hero
Season 1 Episode 4
Ever wonder how to get clients to actually love you? Try setting their performance expectations using long term returns oe E=8%, FI=4% and cash/infla…
1 year, 9 months ago
003: Investment Introductions Will Set You Apart
Season 1 Episode 3
A simple concept that takes 10-15 minutes that will work with prospects or clients that engage in financial self abuse. Take the time to build trust,…
1 year, 10 months ago
Episode 5: Underpromise and Overperform: Set the Bar Rationally and Look Like a Hero"
Season 1 Episode 5
Ever wonder how to get clients to actually love you? Try setting their performance expectations using long term returns oe E=8%, FI=4% and cash/infla…
1 year, 10 months ago
Episode 4: Ditch Your Value Proposition- Do This Instead
In this episode, we explore the power of "constructive doubt"—a mindset that encourages financial advisors to question assumptions, push past comfort…
1 year, 10 months ago
Episode 3: Investment Introductions Will Set You Apart
A simple concept that takes 10-15 minutes that will work with prospects or clients that engage in financial self abuse. Take the time to build trust,…
1 year, 10 months ago
Episode 1:The Advisor's Journey: Merging Experience with Innovation
In this podcast series, financial advisors can anticipate a wealth of insights and practical strategies derived from decades of industry experience a…
1 year, 10 months ago
Episode 2: Taxing Equity Returns Annually as Ordinary Income is JUST PLAIN NUTZ
n this episode of Advisor Masterclass: Timeless Wisdom For Financial Advisors, we dig into a critical issue often overlooked by financial advisors: t…
1 year, 10 months ago
002: Taxing Equity Returns Annually as Ordinary Income is JUST PLAIN NUTZ
Season 1 Episode 2
n this episode of Advisor Masterclass: Timeless Wisdom For Financial Advisors, we dig into a critical issue often overlooked by financial advisors: t…
1 year, 10 months ago