All Episodes

Episode 51: The Summer Slump Strategy: Keeping Sales Strong in Slow Months

Episode 50: When a Client Loses a Spouse… What Comes Next

Episode 49: How to Improve Your Fact Finding Process for Better Recommendations

Episode 47: The Three-Month Funnel Top Advisors Use to Grow Without Prospecting

Episode 46: The Growth Strategy Most Advisors Are Ignoring… Giving Back

Episode 45: The Real Reason Prospects Say “I Need to Think About It”

Episode 44: Female Clients, Divorce, and Retirement: Where Advisors Either Win or Lose Trust

Episode 43: Marketing That Works For Advisors in 2026

Episode 42: Why April Is the Best Month for Client Education Campaigns

Episode 41: Risk Tolerance - The Hidden Divider Between Average and Elite Advisors

Ep. 40 | Risk Tolerance - The Hidden Divider Between Average and Elite Advisors

Ep. 39 | A Fresh Perspective: How the Next Generation Is Reshaping Financial Marketing

Ep. 38 | Advisor Burnout Prevention: Staying Sharp in the Busy Season

Ep. 37 | Mastering Client Review Meetings

Ep. 36 | Relationship Marketing: Staying Top-of-Mind Without Being Salesy

Ep. 35 | Building Long-Term Client Loyalty

Ep. 34 | The Psychology of Trust: How Clients Really Choose Advisors

Ep. 33 | Why Radio Still Works for Financial Advisors

Ep. 32 | Your 2026 Business Plan: What To Do Differently This Year

Ep. 31 | The Retirement Risks Advisors Underestimate — and Why Clients Don’t Act Until It’s Too Late

Ep. 30 | Succession Planning for Advisors: Start Now or Regret Later?

Ep. 29 | Why Beneficiary Forms Fail and the Mistakes That Cost Clients Millions

Ep. 28 | Hiring Your First or Next Team Member: What Advisors Get Wrong

Ep. 27 | Client Segmentation: Serve the Right People the Right Way

Ep. 26 | Creating Ongoing Education That Keeps Clients Engaged

Ep. 25 | Turning Educational Webinars into Prospect Magnets

Ep. 23 | The Million-Dollar Advisor Mindset

Medicare: The Overlooked Growth Engine for Financial Advisors

What Most FSPs Get Wrong About Seminars (and How to Fix It Fast) | Episode 18

Strong Advisors Own Q4: Real Year-End Strategies That Work

Surge Meetings: How to Get Hyper-Focused, Systematic, and Sanely Productive

The LTC Conversation FSPs Can’t Ignore | Episode 15

How to Deepen Client Relationships Beyond the Numbers | Episode 14

Avoiding 401(k) Rollover Mistakes & Unlocking Lost Retirement Accounts | Episode 13

The Truth About Retention: Keep the Right People, Cut the Wrong Ones | Episode 12

5 Client Objections and How To Navigate Them | Episode 11

LinkedIn Lead Gen Tactics That Are Working Right Now

How SmartData Is Helping Advisors Scale Smarter: Interview with Ryan Morrison | Episode 9

Metrics That Matter in Your Financial Business and How to Make Good Decisions Using Data

Why now is the time to consider adding Annuities to your tool belt!

Getting to the Heart of the Appointment Process and Psychology of Financial Planning

Simple Solutions for Complex Financial Plans – The Case Central Paradigm

The Importance of Enhanced Planning

Catalyst Team - Applying Leadership Principles to Your Financial Firm