All Episodes

Generative AI in Finance – With Darren Tedesco (Ep. 107)

Healthcare And Financial Planning – With Christine Simone (Ep. 106)

Trust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)

Helping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)

Ep 103: Meet Your New Intern: Generative AI – With John Prendergast

Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.

Ep 101:  Why Succession Planning Is Essential – With Linda Willis

Ep 100:  What Have We Done?!

Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag

Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig

Ep 97: The Art of the Nudge – With Patrick Fagan

Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George

Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue

Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina

Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth

EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow

Ep 91: Going Solo: Making a Leap of Faith — with Kaysian Gordon

Ep 90: Overcoming Adversity: GRIT As A Game Changer  — With Austin Hatch

Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg

Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion

Ep 87: Take Your Passion To Work Today with Regina Huber

Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin

Ep 85: The Science Behind Growing Wallet Share — With Barnaby Riedel, PhD

Ep 84: Why Settle for “Satisfied” Clients? — Brendan Frazier on the Value of Emotional Connection

Ep 83: Getting to Yes! Why You Need to Acknowledge Behavioral Finance — With Michael Pompian

Ep 82: Back to School — With Steve Schiestel, Director of Financial Planning at MSU

Ep 81: Women are Smart, Savvy, and Speaking with Their Money — With Dr. Barbara Provost

Ep 80: Virtual Hybrid Meetings, Actual Success – With Lauren Sergy

Ep 79: The Rules Have Changed! How to Get More From Clients – With Bev Flaxington

Ep 78: Expand Your ESG Investing Expertise — With Michael Young

Ep 77: “Hello, Ideal Client” — With Susan Danzig

Ep 76: Are Advisors Missing the Forest for the Trees? – Kiley Miller on Sustainable Investing

Ep 75: ESG Investing: “This is where people are” – With Jon Hale, Morningstar

Ep 74: What Makes a Healthy Workplace? – With Amy Dittman

Ep 73: Use ESG as a GPS Tool, Not a Moral Compass — With Jeff Gitterman

Ep 72: Building a More Successful – and Satisfying – Business Through Niche Marketing — With Kristen Luke

Ep 71: Are Your Clients “Really” Fine? With Julie Littlechild

Ep 70: Shiny Toy or Serious Solution? Enhancing Your Practice Digitally – With Adam Boyer

Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy

Ep 68: I’m Not a Therapist! When Clients Bring Up Emotional Issues – With Dr. Chloe Carmichael

Ep 67: GenX. They Need You. Now. – With Michael Labos

Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain

Ep 65: The Power of Transition Planning — With Ross Marino and Susan Bradley

Ep 64: Trends Shaping Wealth Management Today – With Mark Bruno

Ep 63: Empowering Women Through Difficult Transitions — With Stacy Francis

Ep 62: Developing and Retaining Next Gen Talent — With Yonhee Gordon

Ep 61: Four Pillars of DE&I from the CFP Board’s Center for Financial Planning – With D.A. Abrams

Ep 60: Savvy Ladies – Help a Woman in Just One Hour a Month – With Judy Herbst

Ep 59: DE&I as a Strategic Imperative — With Connie Lindsey

Ep 58: Disrupting With Purpose — With Dana Wilson

Ep 57: Guiding Women Through Divorce – With Steph Wagner

Ep 56: Assess Before Building A Diversity & Inclusion Program – With Kemy Joseph, CEO of F.E.A.R.S Advantage

Ep 55: Consumer Preferences In Hiring a Financial Planner — With Dr. Miranda Reiter, CFP®, Texas Tech University

Ep 54: Finding Your Ideal Clients Through Content Marketing — With Samuel Deane

Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors

Ep 52: Conquering Stress Through Flexible Work Arrangements — With Lauren Oschman, CFP®

Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO®

Ep 50: FPA’s NexGen and LGBTQ Outreach — With Joey Stemmle, President, FPA NexGen

Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael

Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer

Ep 47: Growing the Practice of Your Dreams — With Rita Robbins

Ep 46: The Race to Scalability — With Paul Binnion, Hanlon Investment Management

Ep 45: Women and Financial Wellness – With Heather Ettinger

Ep 44: The Benefits of Building a Purposeful Firm Culture – With Marie Dzanis, CIMA®

Ep 43: A New Look At Gender Stereotypes – With AnnMarie Pino and Susan Czochara

Ep 42: The Race To Scalability — With Noreen Beaman, President, Orion Advisor Solutions

Ep 41: Improve Your Business in 2021 through Tiny Habits — With Matt Anderson

Ep 40: How to Build High-Functioning Advisory Teams – With Fran Skinner

Ep 39: Serving Clients When Their Story Changes — With Christopher D. Hill, CFP®, CGRS

Ep 38: Seeking Diversity of Thought in Advisory Teams — With Abdur Nimeri, PhD.

Ep 37: It’s A Fit! Women and Advisory — With Laurie Barry

Ep 36: Break Your Money Silence — With Kathleen Burns Kingsbury

Ep 35: Find Your Tribe in the Advisory Industry — With Shaun Kapusinski

Ep 34: Breaking Through The Noise — with Christine Shaw

Ep 33: Lessons Learned from the Pandemic and Beyond – With Corey Hoffstein

Ep 32: Taking Behavioral Finance From Theory to Practice — With Jonathan Bernstein

Ep 31: Adding Value through Insurance Discussions – With Rebecca Woan

Ep 30: How Advisors Are Gaining Traction in the Pandemic – With Penny Phillips

Ep 29: Marketing in the Age of Social Distancing – With Maribeth Kuzmeski, PhD.

Ep 28: Standing Out Among Advisors — with Devin Ekberg

Ep 27: Cultivating Meaningful Client-Advisor Relationships — With Adam Boyer

Ep 26: Why Now is the Right Time to Hire — With Fran Skinner

Ep 25: Podcasting to Reach and Retain Clients in the Digital Age – With Matt Halloran

Ep 24: Leadership and Diversity – With Shundrawn Thomas

Ep 23: Connecting People to Advisors of Color – With Dana Wilson

Ep 22: Partnering with Community Foundations to Strengthen Client Relationships in Uncertain Times – With Elena Pullen-Venema

Ep 21: Strategies for Advancing Racial Equity and Diversity – With Connie Lindsey

Ep 20: Coaching Clients in Volatile Times – With Morningstar’s Dr. Sarah Newcomb

Ep 19: Is the Video Call Here to Stay? Adapting as We Return to the Office – With Bev Flaxington

Ep 18: Serving Medical Professionals During COVID-19 – With Lauren Oschman

Ep 17: How to Manage Your PR and Client Communications in Times of Crisis – With Mark LaVoie

Ep 16: A Healthcare Analyst’s Views on the Progression of Coronavirus – With Erick Noensie

Ep 15: Medical Safety Considerations for Advisory Firms – With Dr. Ari Levy, MD, MBA

Ep 14: Planning for Re-Opening Your Office – With Kelli Cruz

Ep 13: Using Video to Guide Your Clients Through Uncertainty – With Laura Garfield and Fernando Ereneta

Ep 12: Better Client Communication Through Technology – Stronger Every Day in 15 Minutes

Ep 11: Raising Awareness of Financial Planning in Diverse Communities – With Malcolm Ethridge

Ep 10: Clients Don’t Want Another Email – Stronger Every Day in 15 Minutes

Ep 9: Now is the Time to Spend Marketing Dollars – With Malcolm Ethridge

Ep 8: An Advisor’s Guide to the CARES Act – With Susan Czochara and Lee Freitag