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…
Invest how you shop
June 1, 2020Your clients have one job – to listen to your advice. That can be hard for them because their emotions are tied into it and…
Stimulus stress
May 25, 2020Taxes affect everything, and chances are, your clients know that. But with COVID-19, do they know what to expect going forward? Join David McKnight as…
Power of perception
May 18, 2020Financial well-being is important, but so is mental well-being. Being cooped up in isolation can have many people at their wit’s end, and this episode…
The other f-word
May 11, 2020Whether your clients are looking to take advantage and buy or sell a home, or they are looking to trim down the monthly expenses during…