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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  • Stop Overthinking It: How Simple Content Builds Big Practices

    Stop Overthinking It: How Simple Content Builds Big Practices
    Feb 28 2026
    Most financial advisors know they should be creating content. Most never start. In this episode of Advisor Arena, we break down why content is no longer optional if you want to grow a modern advisory practice. If you want more inbound opportunities, stronger trust before the first meeting, and a scalable growth engine for your firm, this episode will give you the blueprint.
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  • How to use AI to Win and Retain Clients

    How to use AI to Win and Retain Clients
    Feb 21 2026
    AI is no longer optional for advisors who want to stay competitive. In this episode, we are joined by Ryan Morrison, owner of Smart Data, to explore real world use cases for AI in prospecting, data gathering, tax analysis, and client engagement, plus how to adopt these tools without overwhelming your team.
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  • Can you Really Replace Seminars with the Promise of 40 high net worth appointments?

    Can you Really Replace Seminars with the Promise of 40 high net worth appointments?
    Feb 14 2026
    In this episode of The Advisor Arena, we break down two of the most talked about marketing systems in our industry right now…the promise of high net worth clients filling your calendar without having to host another event. If you are a financial advisor evaluating done for you lead generation systems and wondering whether these platforms can truly replace seminars, this episode gives you the good, the bad and the ugly.
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  • Legacy of Love: Why Family Meetings Are the Ultimate Client Retention Strategy

    Legacy of Love: Why Family Meetings Are the Ultimate Client Retention Strategy
    Feb 7 2026
    Most advisors focus on performance. The best advisors focus on families. In this episode of The Advisor Arena, we explain why hosting structured family meetings is one of the most powerful ways to deepen client relationships, protect assets across generations, and position yourself as an irreplaceable guide.
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  • Behind the Scenes with High Performing Financial Advisors

    Behind the Scenes with High Performing Financial Advisors
    Jan 31 2026
    Join us for this episode for a sneak peek into the best ideas shared by your peers at our most recent Roundtable. If you are looking for practical ideas you can implement immediately and want to learn from others who are running advisory practices at a high level, this episode is for you.
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