Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
| Episode | Date |
|---|---|
|
Two Essentials for Attracting the Right Referrals
|
Jun 10, 2026 |
|
The Short Book Formula
|
May 26, 2026 |
|
Building a Practice That Scales: What Top Financial Professionals Fix First
|
May 12, 2026 |
|
Trends Reshaping Health and Human Capacity in 2026
|
Apr 29, 2026 |
|
Embracing Industry Change: Strategies for Success
|
Apr 13, 2026 |
|
How to Harness the 3 Revolutions to Prepare for the Future
|
Mar 27, 2026 |
|
Who Cares for the Caregiver?
|
Mar 18, 2026 |
|
Empowering Clients with Negotiation Skills
|
Mar 04, 2026 |
|
Health is Wealth: Why Performance Requires a System
|
Feb 16, 2026 |
|
Demystifying Private Markets: Opportunities, Risks, and Real-World Insights
|
Feb 02, 2026 |
|
Recognizing Longevity Planning: How to Embrace Aging with Intention
|
Jan 16, 2026 |
|
Breaking Bias in the Workplace
|
Jan 02, 2026 |
|
Starting the Hard Conversations: A Therapist’s Guide for Financial Professionals
|
Dec 10, 2025 |
|
The Power of Podcasting as a Financial Professional
|
Nov 25, 2025 |
|
159: How to Get AI to Recommend Your Business
|
Nov 10, 2025 |
|
Rewiring Your Clients’ Relationship with Money
|
Oct 29, 2025 |
|
Supporting Loved Ones Through Dementia
|
Oct 15, 2025 |
|
The Art & Science of Effective Video Marketing
|
Oct 02, 2025 |
|
Cultivating Your Niche and Standing Out to Clients
|
Sep 17, 2025 |
|
Navigating the Next Generation Investor
|
Aug 29, 2025 |
|
Transforming Advisory Services for Better Client Outcomes
|
Aug 20, 2025 |
|
Taxes, Treasuries, and Tariffs: What’s Next for Fixed Income?
|
Aug 05, 2025 |
|
Empowering the Next Generation of Financial Professionals
|
Jul 23, 2025 |
|
Retirement Realities: Today’s Needs and Tomorrow’s Dreams
|
Jul 09, 2025 |
|
How to Lead with Presence
|
Jun 26, 2025 |
|
How to Encourage Early Career Development in Relationship Building
|
Jun 11, 2025 |
|
Leveraging Life Lessons for Career and Growth
|
May 28, 2025 |
|
How to Quiet “Shoulds” with the FOCUS Method
|
May 14, 2025 |
|
How to Network and Build Lasting Connections
|
Apr 30, 2025 |
|
How to Empower the Next Generation with Financial Literacy
|
Apr 15, 2025 |
|
How Physical and Digital Clutter Can Cost You and Your Clients
|
Apr 02, 2025 |
|
The Evolution of Wealth Management Advice
|
Mar 18, 2025 |
|
Riding the Wave of Fixed-Income Uncertainty
|
Mar 06, 2025 |
|
How a Jockey’s Financial Journey Led to Peace and Prosperity
|
Feb 19, 2025 |
|
How to Protect Elderly Clients From Family Inheritance Manipulation
|
Feb 05, 2025 |
|
The First 100 Days: Trump’s Fast and Furious Start
|
Jan 21, 2025 |
|
How to Guide Clients Through Life Transitions in Retirement
|
Jan 08, 2025 |
|
How to Recognize Financial Elder Abuse With Your Clients
|
Nov 22, 2024 |
|
How to Help Clients Transfer Wisdom, Not Just Wealth
|
Nov 13, 2024 |
|
How to Convey to Clients the Importance of Mattering in Retirement
|
Oct 30, 2024 |
|
How Your Money Style Influences Financial Decision-Making
|
Oct 16, 2024 |
|
Trump vs. Harris: What to Watch For
|
Oct 02, 2024 |
|
How Role Setting is Vital to Your Business Planning
|
Sep 17, 2024 |
|
How to Build Trust and Connection With Female Clients
|
Sep 04, 2024 |
|
How Motivational Interviewing Can Change Your Client Interactions
|
Aug 15, 2024 |
|
How to Leverage Client Relationships to Define Your Brand and Value
|
Aug 07, 2024 |
|
Rates, the Fed and Republicans vs Democrats
|
Jul 23, 2024 |
|
An Inside Look at the Financial Services Industry in the Media
|
Jul 10, 2024 |
|
How Financial Professionals Can Use Panel Programs to Build Longevity Networks
|
Jun 25, 2024 |
|
How a Digital Presence can Transform you From Financial Professional to Thought Leader
|
Jun 12, 2024 |
|
How to Get Matched With Women and Underrepresented Investors
|
May 29, 2024 |
|
How to Address the Different Needs of Women in Retirement
|
May 15, 2024 |
|
How Enhancing Your Digital Presence Can Make a Better First Impression
|
May 01, 2024 |
|
How Financial Professionals Can Build and Grow Resilient Practices
|
Apr 17, 2024 |
|
How Brain Breaks Enhance Work Performance and Concentration
|
Apr 03, 2024 |
|
How Women and Next Generation Clients Are Influencing Advisory Relationships
|
Mar 20, 2024 |
|
How to Strengthen Client Bonds With Emotional Intelligence
|
Mar 06, 2024 |
|
Get Ready for the Wildest Election Ever
|
Feb 07, 2024 |
|
How Forecasting Errors Can Wreck Your Clients’ Retirement
|
Jan 24, 2024 |
|
How to Empower Clients to Invest in Healthy Longevity
|
Jan 10, 2024 |
|
How to Identify Your Clients' Money Style
|
Nov 28, 2023 |
|
How the First 100 Days Impacts Your Clients Relationships
|
Oct 30, 2023 |
|
Fixed Income: Wasn't This Year Supposed To Be Better?
|
Oct 18, 2023 |
|
How to Know if Your Clients are Living in the Right Place at the Right Time
|
Oct 02, 2023 |
|
How to Build an Onboarding Process That Creates Lifelong Clients
|
Sep 18, 2023 |
|
How to Create CPA Partnerships to Build Your Practice
|
Aug 21, 2023 |
|
How to Discuss Brain Health With Your Aging Clients
|
Aug 07, 2023 |
|
How to Create a Leadership Culture That Drives Results
|
Jul 26, 2023 |
|
How to Implement Behavioral Finance Into Your Practice
|
Jul 12, 2023 |
|
How a Bucketing Approach May Lessen Client Anxiety
|
Jun 28, 2023 |
|
Special Edition: The Fed Hits Pause: What Comes Next?
|
Jun 16, 2023 |
|
How to Create Frictionless Advice That Your Clients Will Implement
|
Jun 14, 2023 |
|
How to Think Outside the 4% Rule
|
May 30, 2023 |
|
How Prioritizing Your Mental Wellbeing Can Impact Your Business
|
May 15, 2023 |
|
How to Help Clients Envision Their Friendship Network in Retirement
|
May 03, 2023 |
|
A Test for the Global Economy
|
Apr 20, 2023 |
|
How to Build Client Trust with the Human Side of Advice
|
Apr 04, 2023 |
|
How the Financial Services Industry Can Attract the Next Generation of Talent
|
Mar 22, 2023 |
|
How to Speak 401(k) With Your Clients
|
Mar 08, 2023 |
|
Divided Government: What Comes Next?
|
Feb 22, 2023 |
|
How Client Relationships Influence Your Sense of Success
|
Feb 08, 2023 |
|
How to Incorporate 401(k) Planning Into Your Current Book of Business
|
Jan 25, 2023 |
|
How Financial Professionals Can Find New Wealth in Family Owned Businesses
|
Jan 12, 2023 |
|
A Look Back at 2022
|
Dec 14, 2022 |
|
How Client Workshops Can Transform Your Longevity Planning Business
|
Dec 01, 2022 |
|
How the Family Unit is Redefining Your Client Relationships
|
Nov 16, 2022 |
|
Reflections on a Wild Year for Fixed Income
|
Nov 02, 2022 |
|
How to Implement Longevity Planning Into Your Practice
|
Oct 19, 2022 |
|
Handicapping the Contentious Midterm Elections
|
Oct 05, 2022 |
|
How to Incorporate Health Planning into Your Practice
|
Sep 21, 2022 |
|
How to Uncover Your Clients' Needs through Storytelling
|
Sep 07, 2022 |
|
How to Plan for Health Costs by Aligning Client Needs with Coverage
|
Aug 25, 2022 |
|
How to Sharpen Your Storytelling Skills to Benefit Your Business
|
Aug 10, 2022 |
|
Playing Chess Against Central Banks
|
Jul 28, 2022 |
|
Dividends Are (Finally) Getting Some Love
|
Jul 13, 2022 |
|
How to Use Facebook for Prospecting
|
Jun 30, 2022 |
|
How to Navigate Difficult Conversations with Clients
|
Jun 02, 2022 |
|
How to Help Clients Age with Dignity
|
May 19, 2022 |
|
How Will the Headlines of Today Shape Financial Professional Businesses of Tomorrow
|
May 05, 2022 |
|
How to Rebuild Team Bonds and Culture in the Workplace
|
Apr 21, 2022 |
|
How to Make Financial Planning a Family Affair
|
Apr 06, 2022 |
|
How Strategic Short Cuts Can Make Your Business and Life Easier
|
Mar 24, 2022 |
|
Inflation Is Here to Stay! Here’s How to Prepare For It
|
Mar 10, 2022 |
|
Survey Results: Does Gender and Age Impact the Way Investors Want Financial Advice
|
Feb 24, 2022 |
|
Must-Do’s for Your Facebook Business Strategy
|
Feb 10, 2022 |
|
How to Make Entry Into Retirement Easier
|
Jan 26, 2022 |
|
How To Help Clients Who Feel Retirement Is Out of Reach
|
Jan 13, 2022 |
|
The Number That Will Transform Retirement for Your Clients
|
Dec 29, 2021 |
|
2022 Market Outlook
|
Dec 15, 2021 |
|
Retirement Wisdom From Plato (and Others)
|
Dec 01, 2021 |
|
How to Create a High Performance Team
|
Nov 17, 2021 |