Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83)
28:31
Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83)
Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)
33:18
Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)
Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep. 81)
35:47
Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep. 81)
Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)
34:33
Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)
Every Successful Advisor Deserves A Great Liquidity Event (Ep. 79)
34:48
Every Successful Advisor Deserves A Great Liquidity Event (Ep. 79)
Post-election IRA and Tax Planning Strategies with Ed Slott (Ep. 78)
33:19
Post-election IRA and Tax Planning Strategies with Ed Slott (Ep. 78)
Trust is a Thriving Advisor’s Competitive Advantage with Ari Galper (Ep. 77)
28:47
Trust is a Thriving Advisor’s Competitive Advantage with Ari Galper (Ep. 77)
Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76)
34:36
Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76)
Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Ep. 75)
37:06
Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Ep. 75)
4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74)
30:29
4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74)
Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73)
41:09
Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73)
Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72)
29:38
Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72)
Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71)
28:37
Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71)
Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70)
28:14
Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70)
Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69)
34:25
Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69)
Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68)
31:26
Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68)
Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67)
35:03
Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67)
Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66)
32:13
Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66)
Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65)
30:19
Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65)
Unlock the Secret to Exceptional Organic Growth (Ep. 64)
25:58
Unlock the Secret to Exceptional Organic Growth (Ep. 64)
Living Too Long is About More Than Just Money (Ep. 63)
30:57
Living Too Long is About More Than Just Money (Ep. 63)
How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62)
35:03
How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62)
Giving Retirees Permission to Spend with Tamiko Toland (Ep. 61)
34:10
Giving Retirees Permission to Spend with Tamiko Toland (Ep. 61)
Cracking the Client Acquisition Code with Carl Richards (Ep. 60)
31:49
Cracking the Client Acquisition Code with Carl Richards (Ep. 60)
How to Wire Your Mindset for Success with Dr. Kevin Elko (Ep. 59)
24:23
How to Wire Your Mindset for Success with Dr. Kevin Elko (Ep. 59)
How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58)
15:36
How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58)
The Growth Engine Blueprint for Advisors with Stephanie Bogan (Ep. 57)
33:25
The Growth Engine Blueprint for Advisors with Stephanie Bogan (Ep. 57)
Integrating Indexed Annuities Into the 60/40 and Other Portfolios (Ep. 56)
40:02
Integrating Indexed Annuities Into the 60/40 and Other Portfolios (Ep. 56)
Wealth Transfer and Tax Planning Opportunities in 2024 with Ed Slott (Ep. 55)
26:42
Wealth Transfer and Tax Planning Opportunities in 2024 with Ed Slott (Ep. 55)
Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54)
29:13
Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54)