Episodes

  • How to Deepen Client Relationships and Help Families Thrive with Tim Volk (Ep 472)

    How to Deepen Client Relationships and Help Families Thrive with Tim Volk (Ep 472)
    Jun 18 2024
    Are the ultra-wealthy just like the rest of us? Depends on whom you ask. How can financial advisors better serve their clients by addressing the human element of wealth, particularly within ultra-high-net-worth families? They listen to Tim Volk.
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    29 mins
  • How To Find and Maintain Strong Business Partnerships With Dana L. Wilson (Ep. 471)

    How To Find and Maintain Strong Business Partnerships With Dana L. Wilson (Ep. 471)
    Jun 11 2024
    Financial services is a competitive industry. We all know that. But here’s the thing: there are many seats at the table. Amazing things can happen for your business when you collaborate with other professionals (think CPAs and estate planning attorneys). If you want tips on choosing the right partners and keeping all parties accountable, keep reading!
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    Less than 1 minute
  • 3 Ways To Prevent Podfade (Ep. 470)

    3 Ways To Prevent Podfade (Ep. 470)
    Jun 4 2024
    Many advisors start strong with their marketing but then struggle to keep the momentum going. With podcasting, it starts with missing one episode. Then, a couple more. Finally, the podcast comes to a complete standstill — aka podfade.
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    35 mins
  • How to (Finally) Get Your Content Marketing Off the Ground With Jorrell Bland (Ep. 469)

    How to (Finally) Get Your Content Marketing Off the Ground With Jorrell Bland (Ep. 469)
    May 28 2024
    You may see some advisors creating amazing content and think, “Ugh, I’ll never get there.” Or maybe you believe you can get there one day, but procrastination always gets in the way. Either way, the problem seems to be getting started.
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    Less than 1 minute
  • Start a Podcast To Become the Go-To Advisor in Your Niche With Mark Hansen (Ep. 468)

    Start a Podcast To Become the Go-To Advisor in Your Niche With Mark Hansen (Ep. 468)
    May 21 2024
    Let’s say your clients are ecstatic to be working with you. They’re so fired up about the problems you’re helping them solve, that they’re telling their neighbors, colleagues, and friends about you. But that’s where it stops. Very few, if any, of these people reach out. How can you move them from neutral to drive?
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    37 mins
  • Designing Your Brand’s Emotional Impact With Josh Passler (Ep. 467)

    Designing Your Brand’s Emotional Impact With Josh Passler (Ep. 467)
    May 14 2024
    Financial advisors offer many of the same products and services. So what sets one apart from another?
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    29 mins
  • How Advisors Can Leverage Podcasting to Connect, Educate, and Grow With Jane Mepham (Ep. 466)

    How Advisors Can Leverage Podcasting to Connect, Educate, and Grow With Jane Mepham (Ep. 466)
    May 7 2024
    Can anyone launch and leverage a podcast for business growth and authority?
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    28 mins
  • How to Help Your Client’s Adult Kids Figure Out Their Financial Future With Brian Ursu (Ep. 465)

    How to Help Your Client’s Adult Kids Figure Out Their Financial Future With Brian Ursu (Ep. 465)
    Apr 30 2024
    Millennials and Gen Zs are often left wondering “Now what?” after receiving their first big paycheck or a windfall of money. How can we empower younger generations to make confident and smart financial decisions?
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    29 mins