Annalee’s accident – how she prepared for the worst
August 17, 2020Do all your clients and prospects still think that they are invincible? Long Term Care Specialist Annalee Kruger shares her story of how getting hit…
A Digital World
August 10, 2020It’s likely that a lot of your clients do their banking and other important tasks online, and those people won’t want to miss this episode!…
Un-assisted living: living in your home for longer
August 3, 2020As people approaching retirement are looking to downsize their home or move into their dream home, they’re not thinking about their safety if they or…
Make your business hue-nique
August 1, 2020Ever feel like you just can’t get through to your clients? Do you sometimes struggle communicating with other individuals in your office? Don’t worry! For…
Be iconic
July 27, 2020Nearly every financial advisor can testify to the fact that sometimes there seems to be a brick wall between themselves and their clients. It can…
Live laugh love for less
July 20, 2020What to do as family members age is one of the most difficult questions your clients are faced with, and sometimes a hearing a personal…
Make your business hue-nique
July 13, 2020Ever feel like you just can’t get through to your clients? Do you sometimes struggle communicating with other individuals in your office? Don’t worry! For…
The Three C’s of Success
July 6, 2020Help your clients become even more successful by sharing this episode on leadership! Kevin Gaskell, serial entrepreneur, shares how to turn companies around and become…
Gamechanger
June 29, 2020During this time of social and financial stress, your clients are looking for guidance and support. We brought on Sports Author Ross Bernstein to share…
Pandemic protection
June 22, 2020With Covid-19 leaving many individuals wondering about finances, reassure your clients with this podcast and be their hero! Neil Narveson, a 25+ year veteran CPA,…
Get the most for the least
June 15, 2020Do you know why we have so many shows on retirement? It’s because so many people aren’t adequately preparing for it, and it’s one of…
Flight Risk
June 8, 2020The Coronavirus blues are real for all, but there is a silver lining for you from this pandemic – you NEED a plan in place…