All Episodes

E37: Hard Truths About Scaling Your Business

E36: Building Trust With Clients Who Fear Financial Institutions

S1E35: The Untapped Opportunity in Agribusiness

S1E34: Your Business Grew, But Did Your Mindset?

S1E33: Close More Clients Using This Framework

S1E32: High Performance Habits from a Navy SEAL and Gold Medalist

S1E31: How He Doubled His Business Without Doubling His Hours

S1E30: The Future of Fixed Index Annuities: What Advisors Must Know

S1E29: How to Execute at 51% Confidence and Win Big

S1E28: NIL Deals: A New Frontier for Financial Advisors

S1E27: AI, Inflation, and Retirement Planning: What You Need to Know

S1E26: The Advisor’s Guide to Purpose-Driven Growth

S1E25: TikTok vs Reality: The IUL Debate Explained

S1E24: How Financial Advisors Can Win Lifelong Clients in 100 Days

S1E23: Shohei Ohtani’s Contract: A Masterclass in Financial Planning

S1E22: Seminar Fatigue? Try This Movie-Based Marketing Strategy

S1E21: Inflation, AI & the Fed: What Advisors Need to Know

S1E20: Reverse-Engineering Success: How IPW Reshaped the RIA Model

S1E19: Why Financial Planners Still Avoid Annuities (And Why They Shouldn’t)

S1E18: How a Podcast and Press Release Landed Our Top Clients

S1E17: What 25,000 Appointments Reveal About 2025 (Midyear Report)

S1E16: Roth Conversions, SALT Workarounds & Trump Taxes Explained

S1E16: Advisors: Here’s What the One, Big Beautiful Bill Means for You

S1E15: The Real ROI of Marketing for Financial Advisors | with Charisse Rivers

S1E14: Mastering the “Columbo Close”: The Psychology of Client Decisions | with Darrel Bryant

S1E13: Why High-Net-Worth Clients Do Care About Social Security | with Joe Elsasser

S1E12: The Behavioral Blueprint for Earning Lifetime Clients | with Jon Hicks

S1E11: Market Volatility Opportunities for Advisors and Clients | with Aaron Vincent & Matt Decker

S1E10: Why Most Financial Advisors Struggle and How 5% Can Fix It | with Erica Pauley

S1E9: How Top Advisors Close Big Clients, Get Referrals, and Grow Their Firm with Beth Paige

S1E8: Client Onboarding Tactics from a $100M Practice | with Beth Paige

S1E7: Effortless Client Conversations (no more awkward asks) | with Beth Paige

S1E6: How to Keep Clients During the Great Wealth Transfer | with Alex House

S1E5: Advisor Marketing Strategies That Scaled Us to $400M | with Greg Aler & Justin Spring

S1E4: Guiding Clients Through the Social Security Fairness Act | with Joe Elsasser

S1E3: You're Losing Clients to Taxes | with Mike Canet

S1E2: Close Clients Through Great Storytelling! | with Gary Reed

S1E1: Introducing Impactful Conversations | Stories and Lessons for Financial Advisors