The STATS CHAT

What does it take to grow from $180 million in assets under management to $9 billion? In Episode 6 of Stats Chat, Brad Zinda and Kalen Sigecan sit down with Mike Binger, President of Gradient Investments, to discuss the growth of Gradient Investments and how advisors can strengthen their wealth management offering. Mike shares how Gradient Investments supports financial advisors through portfolio management, annuity and AUM strategies, structured notes, advisor technology, streamlined paperwork, and a dedicated investment team. If you’re a financial advisor looking to grow AUM, add more value to client conversations, and build a more complete planning experience, this episode is for you.

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.

In episode 3 of STATS Chat, Brad Zinda and Kalen Sigecan explore how the Overview report helps financial advisors stop flying blind in prospect and client meetings. They discuss how advisors can quickly organize financial information, uncover planning opportunities, save time, and build stronger retirement planning conversations from the start.

Brad Zinda and Kalen Sigecan discuss why the first 30 days with a new client can shape trust, retention, and long-term growth for financial advisors. They break down simple ways to improve the client onboarding experience, set better expectations, create stronger relationships, and generate more referrals. A valuable episode for financial advisors looking to improve client experience, strengthen onboarding, and grow their practice.

Welcome to the first episode of STATS CHAT! Hosts Brad Zinda and Kalen Sigecan introduce the podcast, share their backgrounds in the financial services industry, and explain the mission behind STATS CHAT. Get a preview of the real conversations, practical financial advisor tips, and insurance sales strategies they’ll be bringing to future episodes. If you’re a financial advisor, insurance professional, or entrepreneur looking to grow your business, this podcast is for you!