All Episodes
Episodes
5 Things You Can Learn From Your Doctor That Will Make You A Better Financial Advisor
What can a financial advisor learn from their doctor? Well, the way we interact with our clients should resemble the way a doctor treats their patients. We are the professionals and we have to be able to communicate...
View Episode
Becoming a Best-Selling Author with Michael DeLon
You’ve probably heard many times that authors have credibility. Even if the books aren’t well-written, just becoming published establishes them as an expert on their subject matter. It’s just a fact of life. And...
View Episode
What They Won't Tell You At VEND-ERZzz Meetings
It’s that time of the year when vendors hold their annual meetings, evaluate the upcoming year, and set new sales goals. The mission, as they’ll explain, is to ramp up sales and increase the revenue you’re bringing...
View Episode
A New Direct Marketing Strategy
For the first time in a while, we won’t have a guest on the show but that’s because we want to share an update on what we’ve been doing. Specifically, we want to discuss the new direct marketing strategy we’ve been...
View Episode
You Think You’ve Had It Tough?
Life throws us curve balls all the time. It’s part of the journey and we all have to figure out how to overcome the challenge and keep pushing forward. Having that added pressure of being a business owner makes it...
View Episode
Building a Business Through Podcasting and Simplicity with Benjamin Brandt
If you’ve listened to our show at all, you already know that podcasting is a very cost-effective strategy for nurturing your clients but today we want to tell you about a Certified Financial Planner that has built his...
View Episode
Using Tax Strategy to Secure Clients Even If You Don't Know a 1040 from a 1099
If you’re looking for a way to separate yourself from other advisors, tax planning just might be the answer. Most people are focused on tax preparation each year but providing tax planning as part of an overall...
View Episode
Effectively Nurture Using Webinars with Grace Fortune
One of the positives that came out of the COVID pandemic was the increased comfort most people now feel on virtual calls and online video conferences. While we’ll be able to transition away from doing as many of these...
View Episode
An Accounting + Financial Services Business Model with Trent Benedetti, CPA, CFP, IAR
Today we’re excited to bring on a good friend and a successful business owner who’s managed to merge different practices into one operation. Trent Benedetti, CPA, CFP, IAR, owner of Benedetti Financial is our guest on...
View Episode
Mastering the Dark Arts with Marketing Strategist Kia Arian
If you want a master class on marketing strategy, this might be the closest you’ll get in a single podcast episode. Today we’re talking with Kia Arian, who we’ve worked with for a few years. She’s a strategist and...
View Episode
Simplifying the Planning Process with Paul Durso
It’s time to introduce you to Paul Durso. He’s one of the original members of the Renegade Advisors program and has enjoyed a lot of success after stepping out on his own. To understand Durso’s process, you have to...
View Episode
3 Things Holding You Back from Success
When you think about the reasons you haven’t been as successful as you want to be, how often do you look to someone or something else to blame? It’s our natural inclination but what we’ve learned from mindset expert...
View Episode