Utilizing CPAs as COIs to Increase Productivity with Anton Anderson
Joining me from sunny California on today’s episode is Anton Anderson. Anton is the CEO at Elite Resource Team where they teach financial advisors how to differentiate themselves by working with CPAs ...
8 Feb 202342min
Balancing Psychology, Money, and Client Expectations with Daniel Crosby
On our 100th episode of Bridging The Gap, I have the honor of being joined by my good friend and a fellow ATL-ien, Daniel Crosby. Daniel is the Chief Behavioral Officer at Orion Advisor Solutions, a p...
1 Feb 202340min
Improving Your Impact During Client Interactions with Carl Richards
On today's episode, we brought in thought leader, Carl Richards. I've been following Carl for a long time. He is the creator of The Behavior Gap, a Certified Financial Planner™ and the creator of The ...
25 Jan 202351min
Increasing Your Productivity And Capacity As An Advisor with Libby Greiwe
Today on Bridging The Gap, I’m joined by Libby Greiwe, ChFC, RICP, FIC. Libby is a speaker, financial advisor coach, and host of The Efficient Advisor podcast. This episode kicks off with Libby sharin...
18 Jan 202347min
The Key To Getting Your Message Across with Evan Beach
In today's episode, I’m joined by Evan Beach, CFP® and Director of Wealth Advisory at Campbell Wealth Management, where he is responsible for new client financial planning and existing client educatio...
11 Jan 202335min
Creating Your 2023 Marketing Strategy with Zoë Meggert
Zoë Meggert, CEO of Perfectly Planned Content, LLC, is back on this episode of Bridging the Gap. She joins me today to discuss creating a marketing plan for the New Year. We review what worked in 2022...
4 Jan 202332min
Building the Firm of the Future with Colin Overweg
Colin Overweg, Founder and CEO of Advize Wealth Management, joins me on today’s episode of Bridging The Gap. Colin shares his unique ways of leveraging social media to gain new clients and help the yo...
28 Dec 202241min
The Importance of Technology and Marketing with Frantz Widmaier
Frantz Widmaier, CEO of Bill Good Marketing, joins me on this episode of Bridging The Gap. We travel back through time to discuss the floppy disk, staying current with the latest technologies, the imp...
21 Dec 202233min
