All Episodes
The Confident Advisor Practice Podcast — 66 episodes
Building a Five-Star Team: How Advisors Attract, Retain, and Empower A-Players
Invest Like You Mean It: Value Investing, Transparency, and Emotional Discipline
Building Your M&A Playbook: Succession, Growth, and the Future of FinLink
Guiding Advisors Through the Survival Phase
Building Your G2 Team: From Rainmaker to Caretaker
Break the Bottlenecks: Top Constraints Stalling Advisor Growth
The Power of Process: Why Advisors Need a Repeatable Risk Management Framework
PopEnomics with Jesse Hurst
Breaking Up With Your Broker Dealer: A New Path
From Practice to Purpose: Colleen Bowler's Journey to Coaching Advisors
The Art of Charging For Advice
Navigating Exit Planning with CEPA
Succession Planning and M&A with Dan Mayes
The Power of the Ensemble
A New Season of Empowering Advisors
The Power of Community
Top Ten Advisor Frustrations!
Maintaining Momentum in the Summertime
All About OSJs
Financial Advisor Interview Tips
Focus on Having the Best Year Ever!
EOS with Theresa Barnard
A.I. in the F.A. World?
CYA: Protecting Your Practice
Types of Referrals
Working On & Working In the Business
5 Down-Market Opportunities for Advisors to Consider
Should I Become a 401(k) Advisor?
How to Elevate Your Practice Marketing via Podcasting
Continuity, Buy-Sell Agreements, and Succession
Growth by Acquisition-Pt. 2
Growth by Acquisition-Pt. 1
Summer Plays Off
Growth Through Client Acquisition
Building Your Brand: Engaging With a Specialist
The Senses Around Branding
You Can Say "No"
You Can Say "No"
Zoomed In
19 COVID Slow Down Positives
Catching Trust
Talent + Team + Time = Success
Practice Time "Portfolio"
Always Be Learning
The Importance of Succession Planning
Taking Your Business to the Next Level via Consulting Fees
Is Your Practice a Stock or a Bond?
Buyer or Seller - How to make your Practice Acquisition Attractive
The Future of the Biz with Brett Harrison
The 5 Things You Need To Know For Business Confidence
The Trick to Managing the Tasks You Don't Want To Do
Pipeline Management Systems
Continuity and Succession with Dan Mayes
Collaboration & Interdependence
Talking A.I. with Richard Whitworth of Cetera Financial Group
How Advisors Can Work With Business Brokers
Building Your Retirement Plans Team
Teaming Up with a TPA
Completing the Scorecard
Processes and Procedures
Improving Your Professional Network
How Do You Score on Business Development?
Value Proposition and the Confident Advisor Practice Scorecard
More With the Scorecard: VIsion
The Confident Advisor Practice Scorecard
Welcome to The Confident Advisor Practice