Ep. 4 | COMRA – The Conversation That Changes Everything episode artwork

EPISODE · May 10, 2026

Ep. 4 | COMRA – The Conversation That Changes Everything

from The STATS CHAT · host Brad Zinda and Kalen Sigecan

In this episode of STATS CHAT, Brad Zinda and Kalen Sigecan explore why the right client conversation can change everything. They discuss how investor behavior, emotional decision-making, and risk tolerance shape better retirement planning outcomes, and how the Color of Money Report helps advisors uncover what clients truly want. Tune in for practical insights on building trust, improving discovery conversations, and creating a stronger financial planning process that leads to more confident client decisions.

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Ep. 4 | COMRA – The Conversation That Changes Everything

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This episode was published on May 10, 2026.

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In this episode of STATS CHAT, Brad Zinda and Kalen Sigecan explore why the right client conversation can change everything. They discuss how investor behavior, emotional decision-making, and risk tolerance shape better retirement planning outcomes,...

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