Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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Advisor Marketing Podcasts
Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failur ...
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Ever wish financial advisor marketing was easier? Tired of experimenting without results? Craving simple strategies that actually work? Press play and take notes – we’re about to level up how you market your financial services. Hey there! We’re Kendra and Taylor 👋… two marketing professionals with decades of real-life experience sharing proven strategies from two (very!) different perspectives. Taylor, as an advisor who tripled his revenue in the last three years, and Kendra, as an agency ow ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place. Each episode of The Influential Advisor Podcast explores the art of authoritative positioning—giving you actionable strategies to amplify your expertise, elevate your practice, and become the go-to authority in your market. Join Paul G McManus and industry insiders as they share proven tactics, inspiring success stories, and insider tips to hel ...
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The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-res ...
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Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financ ...
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The Wealth Horizon podcast explores the latest trends, innovative marketing strategies and business development practices that are shaping the future of the financial sector. The show provides actionable insights, expert interviews and real-world examples to help wealth industry professionals deepen relationships and effectively engage their target audiences. The wealth management landscape is changing rapidly, and The Wealth Horizon will help listeners navigate the evolving market, explore ...
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Thoughts and interviews from the financial advice industry!
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Stephen Oliver's Financial Advisor Marketing Podcasts offers a wide variety of marketing tools for business professionals.
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PRIVATE EQUITY INVESTORS & CEOs turn to Demand Revenue when their portfolio companies need experienced marketing leadership.
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Financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Mastermind Advisor Marketing is Marketing for Financial Advisors Created by Financial Advisors. The financial world is changing at the speed of data, and old methods of reaching your clients are no longer effective. Mastermind Advisor Marketing uses state-of-the-art technology, developed by those in the financial and digital spaces, to help financial advisors generate qualified leads and close business. On the Mastermind Advisor Podcast, join Vince Oldre and Josh Woodward as they explain how ...
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Where you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth. #BeYourOwnLoud 286290
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Noah Brooks, Good Life Director and Chief Investment Strategist, and Chris Needs, Research Analyst, geek out – ahem, “enthuse” – over the markets and the investment landscape for an artful discussion on relevant and interesting influences and impacts to the economy and your financial outlook.
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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CMOs and demand gen leaders dive head-first into their strategies and tactics for building a pipeline machine.
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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As a financial advisor, you’re working in a crowded market, and to be successful, you need to differentiate yourself from the competition. How do you do that? How do you rise above the noise and deliver success for your clients and your business? And, how do you do that when your time is already taxed? That’s where The Future-Ready Advisor comes in. Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that ...
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A daily podcast helping marketing consultants build a more profitable advisory business.
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An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)
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MARKETING DEEP DIVES by DENYSE is a Podcast for CPG Executives wanting to attract, delight and retain more consumers. In each episode Denyse shares her tips, tools and ideas gathered from her more than 30 years experience working in over 125 countries around the globe. Denyse is: 📈 Advisor to Fortune 100-Inc 5000 | 🚀 Strategist for mid-sized CPGs | 👨💼👩💼Leadership Coach | 🎤 Keynote Speaker | 📚 #1 Best-Selling Author | 🌍 Former Global Head of Consumer Excellence at Nestlé
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Join Bobby Moyer and Sandy Wiggins as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and e ...
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James Andersen, the Owner and Co-Founder of Advisor Launch, shares his secrets and insider know-how from his many years of experience helping financial advisors improve their marketing and business practices.
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Podcast by Coach Stan
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A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.
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Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. Oechsli (The Oechsli Institute) is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor mar ...
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Welcome to The Maui Real Estate Advisor, your guide to navigating Maui’s unique real estate market. Whether you live on the island, own property here, or are considering making Maui your home, this podcast offers expert insights, market updates, and practical tips to help you make informed decisions. Tune in and discover what it takes to own a piece of paradise. Lee Potts RB-20663 (808) 276-8776 Keller Williams Realty Maui RB-21851
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Export Advisors is a podcast about international sales. We examine the key elements of a successful export sales operation, in a series of short episodes about topics such as structuring an international sales department, export pricing, programs, payments, logistics and finding the right distribution partners. www.export-advisors.com
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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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WHERE INVESTMENT BUSINESSES GROW helping investment professionals with tips, tools and technologies to build their practices. Expert interviews.
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Private Market Talks: Conversations and insights on the private markets with private capital’s leading figures.
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Conversations and insights on the private markets with private capital’s leading figures. Hosted by Proskauer Partner, Peter Antoszyk.
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Welcome to Mark Laing’s Daily Marketing Tips for advisors. Practical tips and insights for professional advisers to leverage their expertise to grow client opportunities and their influence, using the latest on-line marketing strategies.
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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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Insight, market updates and wisdom from America's leading commercial real estate mentors, including Peter Harris, the author of the book Commercial Real Estate Investing for Dummies.
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The Advisor Internet Marketing Podcast
Jovan Will and Fernando Godinez bring you expert marketers, top advisors an
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The Advisor Internet Marketing Podcast is for financial advisors who want to grow their business to provide more time, more profits, and more freedom while creating a lasting impact in the lives of their clients. In order to survive and prosper in the Internet Age, you must abandon the traditional “old school” marketing approaches being perpetuated by our industry. If you want to learn modern approaches to get more leads, more clients and become established as the pre-eminent authority in yo ...
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Hosted by Wealth Advisor Chris Galeski, THE FINANCIAL COMMUTE is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris welcomes an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging enviro ...
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Weekly market insights and commentary on some of today’s most pressing topics from Bedell Frazier Investment Counselling - a Bay Area Registered Investment Advisor specializing in investment management and financial planning.
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Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and platforms discussing the industry's trends, like first-party data strategies, artificial intelligence, consumer data privacy, omnichannel customer experience, and more. The Agile Brand i ...
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#120 6 Marketing Tips For New Financial Advisors
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Just getting started as a financial advisor? In this video, we're sharing 6 essential marketing tips that will help you build your brand, find your voice, and grow your client base faster. From social prospecting and video marketing to using LinkedIn effectively and dropping the excuses, these tips are simple, actionable, and designed for new advis…
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Why I Think The Golden Age Of Advisor Marketing Is Ending…
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Most financial advisors are in for a rude awakening that’s coming sooner rather than later. The golden age of advisor marketing is ending. Once it ends? Generalist advisors will struggle, and any advisor who has been floating on the high of a good market since 2017 will be scrambling to pay their bills and keep their business alive. I don’t say thi…
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084: [Audiobook] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus
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Transform Your Book into a Million-Dollar Client Attraction System Most financial advisors who write books make a critical mistake: they focus on book sales instead of client acquisition. This comprehensive guide reveals the proven system that has helped nearly 500 financial advisors generate over $100 million in fees and commissions—not through ro…
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Advice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko)
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to attract your ideal clients despite having a clear niche in mind? Do you wonder how to effectively market to a specific demographic without alienating others? In this LIVE "Advice Line" ep…
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How to Create Content and Convert Prospects (Without Being Pushy)
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Tune in for an exciting announcement! You'll also learn how to: ► Refine your marketing message ► Stand out from competition online ► Convert more of your ideal prospects (authentically) If you want to authentically grow your practice while staying true to who you are, you'll enjoy this episode. *** CRAVING MORE MARKETING CONTENT? Check out the Adv…
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Beer Markets: Trade Deals, Potential Tax Plan, & Inflation
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Join Bobby Moyer and Sandy Wiggins as they discuss the impacts of potential trade deals, Trump's proposed tax plan, and the current inflation numbers. Please note: At the 24-minute mark Bobby stated that current US inflation was 3.2% for headline and 3.8% for core, when in fact the current CPI reading was 2.3% for headline and 2.8% for core. Import…
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Enhance Your Client Experience and Grow Your Practice with This Simple Tool
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How well do you really know your clients? In this inaugural episode of the Financial Advisor Marketing Playbook Mark Mersman, Chief Marketing Officer at USA Financial, shares a really simple idea to leverage your clients’ interests and turn them into a marketing opportunity for you. The Financial Advisor Marketing Playbook is a podcast/video series…
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Recovery, Regulation & Real Estate - Maui Monthly Market Report
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Maui Real Estate Advisor Market Report – May 2025 | Lahaina Lee Welcome to the May edition of the Maui Real Estate Advisor Market Report with Lahaina Lee. In this episode, we're diving deep into what’s really going on in Maui—recovery, regulation, real estate, and resilience. Here's what we cover: Lahaina Recovery Update • The latest numbers on reb…
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Stock Market Uncertainty: Why Choose Commercial Real Estate?
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Tired of riding the unpredictable waves of stock market volatility? It’s time to explore how commercial real estate can provide a stable and powerful way to build lasting wealth.By Peter Harris
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Samantha Russell: What Works Right Now in Financial Advisor Marketing
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The FMG Suite marketing expert provides a blueprint for building a scalable marketing machine that drives qualified leads. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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119: Brendan Frazier - The Secret to Getting Clients to ALWAYS Follow Your Advice
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The best financial advisors aren’t just experts in finance, they’re experts in people. In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection. As an expert at helping advisors uncover the emotional drivers behind their clients’ f…
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#685: Using AI in UX research, design, and testing with Jason Bowman, The Office of Experience
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Agility requires finding ways to stay one step ahead of the competition, as well as in anticipating customers’ needs. So how does a brand maintain this speed and agility in the area of UX design, where it has often taken a considerable amount of time, effort, and testing to get to a better result? Today we’re going to talk about using AI strategica…
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085: Paycheck to Prosperity: The G4 Cashflow Model for Lasting Financial Freedom with Stephen V. Soderstrom
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Episode Overview Financial advisor Stephen Soderstrom reveals why high earners struggle with the paradox of "I make good money, where does it all go?" After watching countless successful professionals face this challenge, Stephen developed a radically simple system that requires no budgeting apps, no expense tracking, and no complicated spreadsheet…
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10 Principles Every Wise Investor Should Follow
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In our modern world of noise, trends, exaggerated stories, and "expert" online investment advice, it's wise to be at least a little skeptical. On this episode of THE FINANCIAL COMMUTE, Chris sits down with Morton Wealth CEO Jeff Sarti to unpack the 10 core investment principles in his latest newsletter, The Healthy Skeptic. Tune in if you're intere…
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The Shocking Truth of Commercial Real Estate Investing
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Commercial real estate investing can be incredibly lucrative—but there are key truths every investor must know before jumping in! Whether you’re a beginner taking your first steps or an experienced investor looking to diversify your portfolio, this training will equip you with game-changing insights to make smarter decisions and maximize your retur…
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In this episode of Talking Real Money, Don and Tom reluctantly return to the topic of Bitcoin, using its recent price spike to explore deeper questions about market efficiency, irrational investor behavior, and the legitimacy of crypto as an investment. With nods to Eugene Fama, Cliff Asness, and some well-aimed skepticism, the duo debates whether …
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David DeVoe: How to Maximize Your RIA Firm’s Valuation
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Top consultant shares his view on what makes advisory firms thrive, scale, and command premium valuations. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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This episode features an interview with Avi Bhagtani, CMO at Digitate, a company that leverages machine learning and AI to intelligently manage IT and business operations. Avi discusses their success with regional, curated events and how they are investing in AI experiments. He also shares insights into how they are leveraging AI to optimize the we…
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Beyond Index Funds: A Revolutionary Approach to Generational Investing with Jacob Miller
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This week on the Model FA Podcast, David interviews Jacob Miller, co-founder of Opto Investments, about bridging the gap between private markets and the wealth community. Opto focuses on providing better technology and alignment of incentives for RIA firms, offering custom funds and automated subdocs. They work with clients ranging from $500 millio…
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245: Tipping Culture: Generosity or Social Obligation?
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Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss "tip-flation." Buy our new book: The Good Steward See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: [email protected] or call us at: (800) …
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Don and Tom dive into a new study showing the average investor spends just six minutes researching a stock—most of it just watching the price move. From gut feelings to hometown bias, they unpack why individual stock picking is often driven by emotion, not logic. Along the way, they skewer myths about control, tax efficiency, and the Warren Buffett…
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#684: The founder of Reebok and CEO of Syntilay talk about AI-generated product design
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When consumers can get AI-generated designs completely customized to their needs, what does this mean for the future of brands and the customer experience? I have two guests on my show today: one is the founder of one of the world’s most iconic shoe brands, and the other is the co-creator of the first AI-designed commercial shoe. Today we’re going …
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What if your success as a business owner became the very thing that prevented you from enjoying your life? While many advisors focus on helping others navigate their retirement, they often neglect to consider their own. The recent death of Colts owner Jim Irsay is a sobering reminder that we need to prioritize our own future while helping others ac…
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Mid-Level Managers Drive Inclusive Innovation
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The discussion argues that inclusive innovation is a system, not a department, and that many organizations are hindered by overlooking their mid-level managers. These managers should be appreciated as crucial for translating strategy into action and for possessing vital insights from both the C-suite and the front lines. Excluding them from innovat…
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Stop Losing Leads: How a CRM Captures Every Opportunity
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Key highlights include: -Why your CRM is only as powerful as your process - and how to fix it -What “lead scoring” really means and how it helps you prioritize outreach -How client journeys within a CRM support long-term relationship building -Real-life examples of turning cold leads into warm opportunities -What happens when you don’t follow up - …
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This was yet another wild and eventful week for the Market. Where to start? Well, we found out this: President Trump didn’t have the powers to impose those global tariffs. That, from the U.S. Court of International Trade which struck down the tariffs imposed under the International Emergency Economic Powers Act. The trio of judges on the panel foun…
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083: Fearless Finance: Building Confidence Through Financial Clarity with Laura Rehbein
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Episode Summary: Laura Rehbein shares her journey from becoming head of household at age 12 in rural Michigan to building a successful financial advisory practice over nearly three decades. Her book "Fearless Finance" addresses the anxiety that highly educated, successful professionals feel about their finances despite their achievements. Laura rev…
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Don fields a fresh batch of listener questions in this all-audio edition. A longtime fan asks whether a municipal bond ETF (VTEB) is a smarter place than a money market fund for short-term cash—Don explains why liquidity and risk matter more than yield. Another listener wants help navigating how much cash retirees should keep and when to use it—Don…
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In this episode, Fred Saide discusses the complexities of retirement planning, focusing on the various expenses retirees may face. He emphasizes the importance of understanding which costs may decrease and which may increase, particularly healthcare expenses. Saide also highlights the impact of longevity on financial planning and the necessity of b…
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Kevin Brucher discusses the financial surprises that can arise during retirement, emphasizing that expenses may not remain fixed.
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Kevin Brucher discusses the financial surprises that can arise during retirement, emphasizing that expenses may not remain fixed. He explores the current market turbulence, the implications of national debt, and the importance of having a solid financial plan. The conversation also covers healthcare costs, Medicare options, long-term care considera…
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$30M in Crypto or Grandma’s China: What Would You Let Go Of?
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In Episode 37 of Market Enthusiast, Noah and Chris break down why the S&P 500 ending right where it started the year doesn’t mean “nothing happened.” They explore how long-term investors and global diversification have quietly come out ahead, with Nvidia’s earnings and AI’s rebound leading the charge. From a crypto investor who endured torture to p…
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#683: Navigating the effect of AI on marketing jobs and the job market with Sue Keith, Landrum Talent Solutions
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My guest today has been keeping us up to date with the current state of hiring for marketers on a quarterly basis, which has taken us on quite a roller coaster ride. Today we’re going to look at how marketing and communication execs are responding to the latest developments in the world while still needing to get their work done. To take a look at …
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Don and Tom roll through Memorial Day weekend with a little heat from the audience, a breakdown of where Americans get their financial advice (hint: it’s not great), and some solid, real-world investing guidance. They take a couple of strong listener calls—one on geopolitical market fear and another from a small business owner unsure how to save fo…
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The EQ Advantage: What Great Wealth Leaders Share with Kristen Oliveri
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What makes a great leader in today's multifamily office landscape? Strategy still counts, but the leaders making the biggest impact are also strong communicators, good listeners and thoughtful storytellers. In this episode of The Wealth Horizon Podcast, host Rosemary Denney of Wealth Matters Consulting sits down with Kristen Oliveri, senior family …
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How to Build a Practice That Attracts a Premium Buyer
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Highlights include: -The real difference between recurring and advisory revenue—and why it matters for your valuation. -Why managing client assets yourself can decrease your business’s value. -Red flags buyers look for, including data disorganization, aging client bases, and weak G2s. -The role of infrastructure, compliance, and staff continuity in…
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Is It Time to Say Aloha to Your Maui Vacation Rental? Let’s Talk 1031.
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Is It Time to Say Aloha to Your Maui Vacation Rental? Let’s Talk 1031. Whether you're thinking about selling your vacation rental condo on Maui — or dreaming of exchanging into a lifestyle property here in paradise — this episode is for you. In today’s show, Lahaina Lee breaks down the do’s and don’ts of using a 1031 exchange to reposition your rea…
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This episode brings the heat on so-called “financial educators” masquerading as fiduciaries while hawking high-commission indexed annuities. Don and Tom dissect the misleading promises of 9% guaranteed returns, break down real disclosure numbers, and expose the enormous commissions driving these “recommendations.” Listener questions spark insights …
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118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days)
1:01:10
1:01:10
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What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business? Today’s guest has done exactly that—and he’s here to show you how. I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online commun…
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#682: Consequential AI and customer loyalty with Raj De Datta, CEO of Bloomreach
25:26
25:26
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25:26
If brand loyalty is so critical, why does it feel like most companies are treating it like an afterthought by propping it up with outdated programs and hoping customers won’t notice? Agility requires a complete rethinking of how we approach customer loyalty — not as an afterthought at the end of the funnel, but as a core driver of long-term brand v…
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082: The Wealth Builder: Essential Strategies for Business Owners, Entrepreneurs, and High-Achievers with Paul Cook
32:35
32:35
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32:35
Episode Summary: Many entrepreneurs focus intensely on growing their businesses while neglecting personal financial security. Paul Cook, a veteran insurance professional with decades of experience, reveals how life insurance can serve as more than just death benefit protection - it can provide tax-free retirement income, emergency liquidity, and pr…
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Tom takes a break from vacationing to join Don in a deep dive on target date funds—the good, the mediocre, and the fee-loaded ugly. They break down performance data, highlight major fund differences, and remind listeners why understanding your own risk tolerance still matters. Listener questions spark advice on Roth IRAs for young investors and str…
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Three Big Reasons You Need AI in Your Wealth Management Practice – Episode 44
43:00
43:00
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Artificial intelligence isn't the future of wealth management—it’s already here, shaking up our industry in ways we've never seen before. Financial advisors who harness AI will create efficiencies and scale, and deliver an elite client experience. Those who don't will be playing catch-up while the competition surges ahead. We see AI as even bigger …
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Raj Bhatia: Don’t Shy Away From Hiring Your Own Child
19:39
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The long-time Merrill Private Wealth Management advisor explains why his daughter joined his firm and offers his best advice for advisors considering hiring their offspring. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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The Hidden Biases Hurting Your Decisions — And How to Fix Them with Nuala Walsh
41:41
41:41
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41:41
In this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with behavioral scientist and author Nuala Walsh to explore the unseen forces that lead even smart people to make poor decisions. Together, they break down the common cognitive traps and biases that affect advisors and clients alike. Nuala shares her powerful “decision traps”…
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Category Design and Surviving as a Startup
44:04
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44:04
This episode features an interview with Bruce Cleveland, author of the best-seller “Traversing the Traction Gap" and CEO of Traction Gap Partners, a Market Engineering advisory firm. Bruce outlines why most startups fail and explains market engineering, a term he coined to represent the ideas around category design. He shares insights into creatin…
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244: Buy Now Pay Later: Harmless Convenience or Debt Trap?
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Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss "Buy Now Pay Later." Buy our new book: The Good Steward See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: [email protected] or call us at: …
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Episode 107: The future of the U.S. dollar: dissecting the Mar-a-Lago Accord
33:22
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Is the greenback currently at an inflection point? Listen in as our Capital Markets Strategy Teamweighs in on the U.S. administration’s proposed economic and trade initiatives, including theMar-a-Lago Accord—a modern echo of the 1985 Plaza Accord.Explore the implications of devaluing the U.S. dollar in today’s global economy and learn moreabout tra…
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#681: Building a cohesive brand while personalizing every message with Emily Ward, Turnitin
25:54
25:54
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With AI as an accelerant, marketing is evolving at a breakneck pace, and brands are being challenged to maintain authenticity while scaling globally. How do you build a cohesive, authentic brand identity across diverse markets, cultures, and digital platforms—all while leveraging AI-driven personalization? Joining me today is Emily Ward, VP of Glob…
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