All Episodes
The Advisor Arena — 123 episodes
Why are Annuities More Competitive Summer of 2026 than Ever Before
Don't Let Summer Slow You Down: 10 Ways Advisors Can Build Momentum
Trump Accounts: What you need to Know
How Can Advisors Really Stand Out?
The Post Tax Planning Opportunity Advisors Miss
Last Call for Tax Planning: What Advisors Should Do Before April 15
Virtual Appointments that Convert
Stop Overthinking It: How Simple Content Builds Big Practices
How to use AI to Win and Retain Clients
Can you Really Replace Seminars with the Promise of 40 high net worth appointments?
Legacy of Love: Why Family Meetings Are the Ultimate Client Retention Strategy
Behind the Scenes with High Performing Financial Advisors
What We Launched at Summit And Why It Changes Everything for Advisors
Your Team Can Do More in 2026: Here Is How
The Hidden Goldmine Next Door: Prospecting Where Retirees Already Live
Million Dollar Minds: The Secrets Behind Generating 100 Million in New Assets Annually
Your 2026 Marketing Action Plan Starts Now
Want more clients to say “yes”? Start with trust!
Clients are Watching Washington, Here’s What to Tell Them
How to Incorporate College Planning Into Your Practice
5 Advisors Share All: Evolve Recap
Fall into Marketing: Creative Strategies to Grow Your Practice This Season
Q2 Recap
Summer means time to SURGE!
What To Do If Your Seminar Bombs
One Big Beautiful Bill Act
Q1 Recap
Tariffs and Market Volatility
Do Seminars Still Work?
Social Security Changes for 2025
Summit 2025
The Elephant in the Room
The Three Things You Should Be Doing Now
The Tax Window is Closing
Marketing to Prospects Already In Your Database
Q1 Recap
April is Financial Literacy Month
Surge Meetings
Politics and Portfolios
Summit 2024
Financial Goals for the New Year
Become the CEO of Your Business
End of Year Checklist
Your plan for 2024
New Season- we are BACK!
Create Wealth Through Taxation
DIY Hiring
5 Most Asked about Lead Generation Vendors
Feed the Good Wolf - Grow Your Business
You got a "NO"....now what??
The #1 obstacle to recruiting and retaining top talent....and how to overcome it!
Costs, Fees and Price…One of These Should Never Be Used
Quarter 1 Recap: It's Not as Bad As It Seems...right?
Bank Failures and Sharing with Clients
Women In Business LIVE Recap and Top Takeaways
The 3 Biggest Dangers with Social Security Planning
College Planning and the 4 Main Sources Your Clients Need to Know
How to Capture Interest in 5 Seconds or Less
How to Maximize What you Get from Staff
Reaching the Summit
Biggest Tax Legislation in 3 years: The Secure Act. 2.0
Top Questions from Financial Advisors
Flexible Protection for a Healthy Retirement Sales System
Annuity Pricing
Marketing to Women
Top Fall Marketing Ideas
Enhanced Planning
Gradient Gives Back
End of Year Tax Review
7 Growth Hacks with Dean Thurman and Jeff Grail
How to Create Trust, Likability and Connection in 3 Minutes or Less
Prospect Recovery Service with Jonathan Johnson
Retirement Crisis
Women In Business with Mariann Montagne
March FORTH Episode 3 with Tom Schaff
March FORTH Episode 2: Fix Your Messaging
Potential IRA changes for 2022
What to expect from the markets in 2022
The Client Experience in 2022
Season Finale! Don’t miss opportunities in 2022.
Marketing that Resonates with Prospects
A Case study
Inflation - What You Need to Know
5 Step Process
Case Study: Beating the Competition!
Relentless Solution Focused
Bust a Sales Slump
Don't botch your best opportunity to connect with prospects
Tom Hegna!
The One and the Nine
The most popular idea shared at Gradient Gala 2021.
Skin care quizzes led me to 5 new prospects this week.
Learn why feeding a bird on a beach is like your digital marketing efforts.
Stop throwing your money away on digital marketing.
The seminar process that SHOCKED a room full of successful advisors
Grow Your Business
Take Action
Why aren't we talking to women about money?
There is a new kid on the block and now the FIA space will never be the same.
Your Online Presence Grade...A or F?
Q1 Update
DOL and NAIC Best Interest Rule
#1 mistake made by parents and their advisor
Advanced Planning and the mistakes you don't want to make!
Your competition is WINNING!
The One Thing That Can Completely Derail Your Retirement Plan
Mastering Social Media
The #1 prospecting method used in 2020 Part 2
The #1 prospecting method used in 2020
The potential 3.3 trillion dollar tax increase you may need to prepare for!
One Team: Referrals, Centers of Influence, Strategic Partners…all within your grasp
Don't waste your money on trial and error marketing!
Protecting Asses to Assets
Top 5 Recommendations for Resources to Change your LIFE (or at least your attitude)
Planning your next Face to Face Event
Lightning Strikes and Bull Riding
Advisor Arena Season 2 Trailer
Ask Me Anything Season 1 Finale with co-host Josh Watson
Get Un-Stuck with guest, Rita Ernst
Emotional Intelligence and Sales
Bright Spots Mini Episode
Virtual Seminar Marketing with guest, Jonathan Musgrave
Finding certainty in an uncertain time.