The Advisor Arena Podcast Por Jaime Malm arte de portada

The Advisor Arena

The Advisor Arena

De: Jaime Malm
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. Economía
Episodios
  • The Post Tax Planning Opportunity Advisors Miss

    The Post Tax Planning Opportunity Advisors Miss
    Apr 4 2026
    Tax season creates one of the most powerful planning opportunities of the year. Clients have just reviewed their income, investments, withdrawals, and taxes, which often leads to important questions. In this episode, Jaime Malm and Josh Watson explain how advisors can take advantage of the Tax Awareness Window with simple client conversations, strategic questions, and post tax reviews that uncover meaningful planning opportunities.
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  • Last Call for Tax Planning: What Advisors Should Do Before April 15

    Last Call for Tax Planning: What Advisors Should Do Before April 15
    Mar 21 2026
    As the tax filing deadline approaches, financial advisors still have a critical window to help clients capture valuable tax planning opportunities. In this episode of The Advisor Arena Podcast, we walk through the key strategies advisors should be reviewing before the 2025 tax season officially closes.
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  • Virtual Appointments that Convert

    Virtual Appointments that Convert
    Mar 7 2026
    If you took advantage of one of the companies offering 40 high net worth virtual appointments, would your existing process work to convert them? In this episode, we break down step by step exactly how to successfully run virtual appointments that close. We will cover best practices and the biggest mistakes most advisors make in virtual meetings.
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