All Episodes
Modern Financial Advisor — 148 episodes
Building Industry Cred by Saying Yes to Every Opportunity with Domenick D'Andrea
Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ Communications
How Financial Advisors Can Win More Business Owner Clients
Why Your Clients Don't Need a 75-Page Report (And What to Give Them Instead)
"How Much Have You Got?" — Why the AUM Model Is on Borrowed Time | Bob Veres of Inside Information
Why Modern Financial Advisors Must Offer Comprehensive Banking Solutions and Advice or Risk Losing Clients
Love Your Customer or Quit: The 4 Pillars of Client Experience That Actually Matter
The AI Paradox: How a Notetaking App Is Making Financial Advisors More Human
Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution
Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints
Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors
Why RIAs That Take Workflow Management Seriously Are Growing 33% Faster Than Their Peers
Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing
How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms
The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients
Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence
From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI
Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm
Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose
How Behavioral Portfolio Management and Honest Communication Can Transform Client Relationships
Seminar Marketing Mastery for Financial Advisors with Greg Bogich, CEO of AcquireUp
Is It Time for Financial Advisors to Rethink Their Assumptions About Asset Allocation Models?
What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning?
Why RIAs and Independent Financial Advisors Who Add Banking Services are Poised for Rapid Growth
The Evolving Role of a Financial Advisor in an AI-Driven World
Why the Timing is Right for Financial Advisors to Embrace Managing Digital Assets for Their Clients
How Financial Advisors Can Help Clients Navigate The Black Box of Healthcare Costs
Why Asking The Right Questions About Your Client’s Values Often Leads to Higher Quality Financial Advice
Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s Data
How Financial Advisors Can Build Better Client Relationships by Leveraging Technology
Strategies For Growing a Financial Advisory Business Without Adding New Clients
A New Unified Managed Account Platform That Makes It Easy For Financial Advisors To Customize and Scale
Why Financial Advisors Need a Cybersecurity Swat Team to Respond to The Inevitable
How An Innovative New Solution For Donor Advised Funds Is Helping Financial Advisors Build Deeper Relationships With Client Households
How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients
Why Long-Term Care Insurance Should Likely Be A Part Of Every Client’s Financial Plan
How To Grow Your Financial Advisory Business By Helping Business Owners Sell Theirs
Reimagining Estate Planning As Helping Clients Make Premade Decisions For Their Loved Ones
One Man's Mission To Make It Easy For Financial Advisors To Go RIA
Why Financial Advisors Should Focus On Serving The Unique Needs Of Childfree Clients
Exploring The End-To-End Digital Transformation Of Wealth Management
How To Improve Your Financial Advisory Business One Week At A Time
How Financial Advisors Can Use Proxy Voting As A Service To Level Up
What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It?
Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients
How Advisors Can Tap the Hidden Growth Potential in Their Clients’ Communities
Cracking The Code On Organic Growth For Financial Advisors
Appreciating How Modern The Profession Of Financial Advisor Actually Is
Protecting Your Clients And Your Firm From Financial Fraud
How Financial Advisors Can Boost Business Development
Why Every Financial Advisor Needs An Executive Assistant
How Financial Advisors Can Help Clients Manage The Gap Between What They Think Is Happening And What Is Actually Happening
Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts
Why Writing A Short Book Can Help Financial Advisors Win New Clients
Unlocking The Hidden AUM Opportunity That Can Transform Your Client's Financial Future
How Financial Advisors Can Tap Into The Last Segment Of The Household Balance Sheet
How Financial Advisors Can Reduce Paperwork And Supercharge Their Productivity
How Leaning Into Your Strengths As A Financial Advisor Can Unlock Hidden Business Potential
Why Helping Clients Better Understand Risk Is A Powerful Growth Strategy For Financial Advisors
What Financial Advisors Can Learn By Studying Client Behaviors And Preferences
Marketing Trends Financial Advisors Are Using To Grow Their Businesses
Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business
How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing
How Coaching Principles Can Help Advisors Achieve More
Advisor Financing For Partial Sales and Succession Planning
Solving The Three Biggest Problems Facing Financial Advisors
How To Secure Financing For Your RIA Or Multi-Advisor Wealth Management Firm
How Financial Advisors Can Grow Beyond Being Accidental Business Owners
Why Helping Clients Build Wealth Is Smart Business For Financial Advisors
Serving Women Investors Better Is A Recipe For Growth For Financial Advisors
What Younger Investors Expect Of Their Financial Advisors
How RIAs Can Avoid A High RON By Investing In A Few Cybersecurity Basics
Helping Advisors Thrive At Work, At Home, and In Their Community
How To Host A Successful Online Event As A Financial Advisor
How Financial Advisors Can Grow Their Business by Serving Entrepreneurs In Transition
Financial Advisors Can Finally Embrace Client Testimonials
How Financial Advisors Can Grow Their Business To Over $1 Billion In AUM In 10 Years
Scaling Your Financial Advisory Firm Amid Industry Consolidation
Most Advisors Are Not Growing Their Business - Here's Why That's a Problem
How To Ensure Your Wealth Management Firm is "Sale Ready"
Using Compassion As A Tool For Business Growth and Stability
Transitioning a Financial Advisory Business for Continued Growth
How Diversity, Equity, and Inclusion Add Value to a Modern Financial Advisory Business
How Truelytics and Consultants Work Together
Why Financial Advisors Should Teach Financial Literacy
How to Increase the Value of a Financial Advisory Business with Tax Planning Services
How to Build a Niche-Focused Financial Advisory Business that Scales
Navigating Transitions with Jeff Hamaoui of Modern Elder Academy
Why some RIA Firm Purchases Fail and Others Flourish
How to Grow Your Financial Advisory Firm by Acquiring Other Advisors' Books of Business
Leveraging Data and Platform-Based Solutions for Financial Advisor Growth
How RIAs Can Acquire A Practice With Greater Speed and Less Cost
Helping Your Clients Prepare for Estate Executor Duties
The Value of Financial Planning and Exit Coaching for Financial Advisors
Episode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition Trends
Using Virtual Events and Digital Marketing to Help Financial Advisors Grow
How to Leverage a CPA Firm to Grow Your RIA Business
Episode 51 - The Power of Personalized Content for Winning New Clients
Episode 50 - Transitioning and Transforming a Wealth Management Firm
Episode 49 - Exploring The Zen Of Business Acquisitions
How to Rapidly Grow a New Financial Advisory Business
How Financial Advisors Can Learn From Startups to Create a Better Client Experience
Episode 46 - Tony Stich of Advicent NaviPlan on the Evolution and Future of Financial Planning
Episode 45 - How Financial Advisors and RIAs Can Use Storytelling in the M&A Process
Episode 44 - How Financial Advisors and RIAs Can Increase Profitability by Using a Digital Assistant
Episode 43 - The Future of the OSJ Model for Independent Financial Advisors with Jason Gallagher
Episode 42 - Leadership During Our New "Work From Home" Reality with Tammy Robbins
Episode 41 - How RIAs Can Make Big Gains By Thinking Small with Shauna Mace
Episode 40 - Using AI to Create Custom Portfolios That Are As Easy As Model Portfolios
Episode 39 - How RIAs Can Dramatically Improve Their Performance
Episode 38 - The Importance of a Target Market for RIAs and Smaller Broker Dealers
Episode 37 - How to Become Your Own Wealthiest Client with Dan Cuprill of Advisor Architect
Episode 36 - How The Pandemic Might Affect Valuations For Financial Advisory Business Sales
Episode 35 - What Wealth Management Firms Can Learn From Auto Racing Teams
Why Protecting Financial Advisors’ Businesses is Good Business for Broker Dealers
The Value of Benchmarking for RIAs and Independent Financial Advisors
Episode 32 - Eli Gassert On Rapid Technology Solution Development for Wealth Management
Episode 31 - How Financial Advisors and RIAs Can Benefit From the CARES Act
Episode 30 - How to Demonstrate Leadership and Calm Fears During a Time of Crisis
Episode 29 - How Succession Planning Helped Advisors Grow Their Business
Episode 28 - Recruiting and Retaining Financial Advisors with Terry Mullen of Truelytics
Episode 27 - New Business Financing Options Available To Financial Advisors and RIAs
Episode 26 - Recruiting Financial Advisors is a Game of Motivational Awareness
Episode 25 - How to get clients as a financial advisor by looking beyond the 1%
Episode 24 - How Zero Dollar Trade Commissions Affect Financial Advisors
Episode 23 - How financial advisors can use their websites to convert prospects to clients
Episode 22 - What holds many advisors and agents back from growing their practice into a business?
Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For
Episode 20 - How to Close Clients Faster with Technology
Episode 19 - How to Attract Millennial Advisors to Your Wealth Management Firm
Episode 18 - Why Details Matter for your Wealth Management or Insurance Business
Episode 17 - Valuation: Getting Beyond a Reasonable Doubt
Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition
Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management
Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions
Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation
Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It
Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge
Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500
Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value
Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs
Episode 7 - Jeremi Karnell on digital transformation and blockchain
Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms
Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms
Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel
Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics
Episode 2 - Practice Management with Carla McCabe of Truelytics
Episode 1 - The Truelytics Origin Story with Terry Mullen