All episodes
AI for Practice Efficiency: How Advisors Are Streamlining Workflows and Unlocking New Opportunities
AI-Powered Marketing: How Financial Advisors Are Winning Clients in 2025
AI Revolution in Financial Advisory: Trends and Transformations
How Cultivating the Next Generation Easily Generates Valuable New Accounts
How I Deliver Holistic Financial Services to Credit Union Members
Moving Fraud: Be Careful If You're Moving to a New Home
Your December Marketing Meeting
Social Security and Medicare: What's New for 2022
A 4-Part Framework For Streamlining Your Business
Biden Tax Plan—What Could Affect Clients Most
Vital Cybersecurity Lessons from the SolarWinds Hack
A New Venmo Cash App Scam and How to Protect Yourself
Want to Grow Your Influence with Cybersecurity Webinars?
Step by Step How I Brought On New Clients Without Meeting in Person
Don't Underestimate the Complexity: Why I Specialize in Student Loan Advice
Helping Your Business Owner Clients (and Yourself!)
Virtual Prospecting: How I Connect With Clients and Prospects Without Leaving the House
How to Use Digital Communication to Build Relationships
Embracing Change: How to Get Started With Webinars—Even if You're not Tech-Savvy
Communicating Chaotic Markets and Tax Changes to Clients
It's Not So Different: An Advisor Transitions to Online Education
Communication Techniques That Will Alleviate Client Fear and Confusion
You're the Captain, Get on Your Bridge
A Day in the Life: Working From and Talking to Clients During the Pandemic
Get Ready for the New Normal: Why Advisors Need Virtual Communication Now
The Power of the Model: Calming Client Fears (and Bringing in New Assets)
What's Working Now for the Best Advisors
How to Sell in Times of Crisis
How to Make Sure Your Remote Office is Cybersecure
5 Things Advisors Need to Be Doing in a Crisis
The Fed Acts, COVID-19 and Economic Anxieties Continue to Rattle Investors
Putting the Panic into Perspective—Key Takeaways from the Market Plunge
10 Steps to Help a Newly Alone Spouse
What You Need to Know About Tax Identity Theft
Coronavirus—Communicating the Market's Decline to Clients
Coronavirus and the Teflon Stock Market
Digging in Deeper: Answering Your Questions About the SECURE Act
How Tax Planning Nets Me My Biggest Clients
How to Find a Target Market You're Passionate About and Become a Niche Expert
Why I Stepped in to Help Other Advisors' Clients Navigate Medicare
3 Cybersecurity Scams That Wreaked Havoc Over the Last Decade and New Threats Poised to Plague the 2020's
Getting Nitty-Gritty With Tax Planning Software: Part 2
Profits and Performance: What's the Link?
How We Use Tax Planning Software to Help Clients
Dismal Cybersecurity Quiz Results Reveal Opportunities for Advisors, Newborns Target of Identity-Theft, and Should You Give Your Doctor Your Social Security Number?
How Rate Cuts Influence Stocks—a Review of the Data
The Secret to Inspiring Trust and Passion in Your Team
Networking With COIs Through Social Security and Medicare Expertise
Ending Self-Sabotage—The Enemy Is in the Mirror
How I Used My Experience to Write a Simple Medicare Book
Junk, Junk, Junk—How to Rid a Home of Unwanted Stuff
You Need to Understand Medicare as a Basic Part of a Retirement Income Plan
Investors Chart Their Way Through Uncertain Waters
Being There When I Have Nothing to Sell: Why I Teach Social Security and Medicare
Treat Your Business Like a Business: How to Increase Advisor Profitability
The Business of Growing Your Business
Too Sensitive? Why It's a Superpower, Not a Fault
Putting Some Youth in My Client Base: Why I Dived Into College Planning
Getting Clients Comfortable With the Ebb and Flow of Economic Tides
What Gives Me an Edge Over Other Financial Planners
The Amazing Triple Tax Benefits of HSAs
'You Are the Niche'—A 7-Figure Advisor Shares the Marketing Methods Working Today
Why I Teach 6-Hour College Classes
Give to Live: Why Advisors Should Be More Involved in Philanthropy
Looking Ahead: Thinking About Changes to the Capital Gains Tax and Stretch IRAs
Keep it Simple: Teaching Social Security in a Way That Works for Me
Decisions, Decisions: When to Buy, When to Sell
Sharing the Gift of Money
How I Found the Niche Already in My Book and Leveraged It
Is That a Typo for the Tax Brain Teaser?
Reaching People Through Social Security and Medicare
Should You Start Your Own Podcast?
Stop Getting Triggered–Keep Your Cool, Win Respect and Increase Influence using Verbal Aikido
Why I Chose to Become a Medicare Coach
How to Use Relationship Capital to Build Your Business
Tax Planning and Long-Term Care Considerations
Working with the Emotional Investor: Proactively Teaching Clients Before the Market Crash
How Stocks React to Fed Rate Cuts
How to Use Mind-Body Training to Boost Your Productivity and Joy
Baltimore Hacked, Defending Against Business Email Compromise, Hackers Target Online Shoppers
Why I Went From Investment Advisor to Full-Time College Consultant
Trade Headlines Whipsaw Stocks
IRMAA: The Hidden Medicare Tax
Where Should My Kids Apply to College?
Creating Family: How I Build Long-Lasting Relationships With My Clients
8 Keys to an 80% Appointment Rate
Effective Strategies to Take Your Business to the Next Level
A Passion for Helping Retirees Avoid Taxes
How You Can Connect More Deeply with Your Clients
Investors Look Past the Wall of Worry
College Admissions Scandal: Big Takeaways for Your Clients and Prospects
Like Netflix, But for Financial Planning
Building My Platform: How Podcasts Work for Me
How I Use Craft Beer to Bring in Prospects to My Workshops
Why I Started Charging For Stuff I Used to Do For Free
The Most Important Skill You Need to Grow Your Business
Workshops With a Sense of Urgency: The New Tax Law Briefing
How I Build Relationships and Gain Clients With College Planning
The Brain Hacks You Need to Revolutionize Your Productivity
5 Ways to Cut the Cost of College