28:37

Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71)

28:14

Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70)

34:25

Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69)

31:26

Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68)

35:03

Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67)

32:13

Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66)

30:19

Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65)

25:58

Unlock the Secret to Exceptional Organic Growth (Ep. 64)

30:57

Living Too Long is About More Than Just Money (Ep. 63)

35:03

How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62)

34:10

Giving Retirees Permission to Spend with Tamiko Toland (Ep. 61)

31:49

Cracking the Client Acquisition Code with Carl Richards (Ep. 60)

24:23

How to Wire Your Mindset for Success with Dr. Kevin Elko (Ep. 59)

15:36

How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58)

33:25

The Growth Engine Blueprint for Advisors with Stephanie Bogan (Ep. 57)

40:02

Integrating Indexed Annuities Into the 60/40 and Other Portfolios (Ep. 56)

26:42

Wealth Transfer and Tax Planning Opportunities in 2024 with Ed Slott (Ep. 55)

29:13

Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54)

23:06

Creating an Unforgettable Client Experience (Ep. 53)

29:17

Simplify and De-Mystify Tax Planning with Chris Field (Ep. 52)

35:08

Navigating Uncertainty in Retirement with Michael Harris and Steve Gresham (Ep. 51)

28:31

Engaging Client Advice Around Moments That Matter with Philipp Hecker (Ep. 50)

22:55

The Path to Hyper-Growth: Here’s How to Turn Your Business Into an Organic Growth Engine (Ep. 49)

15:51

Charting New Paths with Jeff Maxey (Ep. 48)

32:15

Creating Superfans: Turning Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47)

23:50

Personalized Longevity Can Address Your Client’s Scariest Wealth and Health Pain Points (Ep. 46)

26:58

An Advisor-Friendly Approach to More Successful Selling with Marc Lamson (Ep. 45)

24:19

The Seven Elements To Building A Million-Dollar Business — Part 2 (Ep. 44)

30:27

Ready To Become A Trusted Authority And A Lead Magnet? Get Started with Matt Halloran (Ep. 43)

29:05

Comprehensive Ratings for Optimal Asset Allocations with Laurence Black (Ep. 42)

18:01

Capitalizing on Inflation and Taxes: A Three-Year Window for Advisors with Ed Slott, CPA (Ep. 41)

26:56

Removing Mental Roadblocks: How To Change Anyone’s Mind with Jonah Berger (Ep.40)

27:51

The Steps To An Effective Marketing Plan — Part 1 (Ep. 39)

27:22

Advisors, Here’s What You Need To Thrive in 2023 with Stephanie Bogan (Ep. 38)

30:04

The New Retirement Mindset with Dr. Wade Pfau (Ep.37)

27:11

Your 2022 Playbook for the New Retirement Realities with Dr. Michael Finke (Ep. 36)

14:39

Time-Sensitive Tax Planning Tips for Q4 with Ed Slott, CPA (Ep. 35)

36:52

The 2022 Secret Formula To Client Loyalty and Abundant Referrals with Julie Littlechild (Ep. 34)

26:43

Using Technology To Level Up As A Financial Advisor with Keith Burger (Ep. 33)

24:07

The Four Traits of a Breakthrough Advisor with Don Quante (Ep. 32)

26:22

Here’s What’s Going on in the Index World with Laurence Black (Ep. 31)

30:13

How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30)

00:34

Ultimate Tax and Retirement Biz Builder - March 8th at 11:00 AM Central WB

27:42

Get Ahead With Effective Social Security Planning with Jack Sharry & Jeff Quigley (Ep. 29)

22:48

Advisors, Here’s Your Top To-Do List For 2022 with Matt Halloran (Ep. 28)

29:28

27. How Annuities Let Americans Enjoy a Secure Retirement with Michelle Richter

28:22

26. What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner

22:29

25. Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP®

32:29

24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland

28:38

23. How To Achieve Objective Index Ratings & Forecasts with Laurence Black from The Index Standard®

32:57

22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance

36:08

21. Social Security & Medicare Summed Up In 35 Minutes with Mary Beth Franklin, CFP®

32:45

20. Retirement-Related Considerations from Retirement Expert Tom Hegna, CLU, ChFC, CASL

35:33

19. Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes

20:32

Episode 18: How To Develop Your Client Experience Comeback Plan — With Julie Littlechild

32:35

Episode 17: Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA

28:29

Episode 16: How to Step Up Your Online Marketing Game — With Robert Sofia

33:13

Episode 15: Advisor Lessons from 2020

26:06

Episode 14 – 2021 Business Planning for Advisors — With Coach Joe Lukacs

30:12

Episode 13 – How Q4 Can Make Your 2020 — With Jeff Maxey and Jack Martin