All Episodes
Episodes
Advisor Marketing Moves for 2026 with Robert Sofia of Snappy Kraken
In this episode, we speak with the CEO of Snappy Kraken about effective marketing strategies for financial advisors. Discussing what's been working in 2024 and the trends for 2025, we dive into the importance of...
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10X Growth For Financial Advisors with Chad Willardson
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Financial Advisor Chad Willardson discusses tailored investment advice for entrepreneurs and retirees, emphasizing the importance of balancing high-risk private investments with stable public portfolios. Chad shares...
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The Essential (often ignored) Skills Of The BEST Financial Advisors - Brian Portnoy
In this episode, Dave interviews Brian Portnoy, the founder of Shaping Wealth, a firm helping financial advisors enhance their practice by focusing on behavioral finance and emotional intelligence. They discuss the...
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Jason Wenk: AI Will Replace 80% of a Financial Advisor’s Team
Jason Wenk: AI Will Replace 80% of a Financial Advisor’s Team
Jason Wenk discusses the transformation of financial advisory work in the age of AI. He explores the potential of AI tools to handle tasks like proactive...
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Do This BEFORE You Use AI In Your Advisory Practice with Dave Nadig
Dave Nadig, a pioneer in financial innovation, shares insights on the transformative impact of AI on the financial advisory practice. He discusses the hype cycle of AI compared to past innovations like robo-advisors...
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How To Start An RIA with Brad Wales
Financial advisors face the critical decision of whether to start their own Registered Investment Advisor (RIA) firms. Founder of Transition to RIA, Brad Wales, who has assisted hundreds of advisors in this transition...
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The Advisor's Competitive Edge - Jason Pereira
Explore the transformative power of technology in advisory practices with Jason, a practicing advisor and tech expert. Delve into the tools being used to enhance productivity and client service, the impact of AI on...
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The Most Valuable Thing We Do As Financial Advisors With Daniel Crosby Ph.D.
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Join Dr. Daniel Crosby, New York Times bestselling author, as he discusses his book 'The Soul of Wealth' and the keys to building stronger client relationships moving into 2025. Dr. Crosby shares insights on the...
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Use Asynchronous Communication for Feedback and Team Management
In this episode, we explore the journey of financial advisors from solo practitioners to managing a team. The discussion highlights the benefits and challenges of hiring and training staff, with a special focus on...
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What 35 Years in Wealth Management Taught Me About Growing RIAs - Steve Lockshin
In this episode, we hear from a seasoned financial advisor sharing insights on essential steps for new advisors and those looking to scale their businesses. The discussion covers the importance of hiring key...
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One A.I. Tool For Financial Advisors - Parker Ence, CEO of Jump AI
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In this episode, we explore Jump AI, an advisor-centric tool aimed at cutting meeting admin work by 90%, with Parker Ence, CEO and founder of Jump AI. We discuss its capabilities for meeting prep, automated...
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Ric Edelman's Advice to Advisors from a $250 Billion RIA
Ric Edelman, co-founder of one of the largest independent RIAs in the U.S., shares insights on how he built his firm from scratch and what he would do differently if starting today. He discusses overcoming early...
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