46. The Referral Gap: Why Your Happiest Clients Aren't Sending Anyone Your Way (And What to Do About It) with Phil Bray
Text us to share what you found helpful! You have clients who love you. You know it. They know it. And yet your referral pipeline is quieter than it should be. Here's the thing — it's probably not abo...
26 Mars 43min
45. Calm Money: Why Financial Self-Care Comes Before the Plan with Dr. Alex Melkumian
Text us to share what you found helpful! Have you ever gone over a financial plan with a client, checked every box, and then watched them walk out and implement almost none of it? It's one of the most...
12 Mars 47min
44. Building Financial Empathy: Why Your Clients' Behaviors Make Perfect Sense with Dr. Michael Thomas
Text us to share what you found helpful! You walk into a client meeting prepared with projections, strategies, and solutions. But something's off. Your client nods at the right moments, signs the pape...
26 Feb 44min
43. Financial Infidelity in Couples: Research-Backed Strategies for Financial Advisors | Dr. Jenny Olson
Text us to share what you found helpful! You've been there. A couple sits across from you in a discovery meeting, and something feels off. Maybe one partner shifts in their seat when you ask about spe...
12 Feb 37min
42. The Future of Advice Delivery: What Financial Advice Will Look Like in 2030 with Adam Holt
Text us to share what you found helpful! You know that feeling when you're going through the motions with annual reviews, rinse and repeat conversations, and something just feels off? You're not alone...
29 Jan 41min
41. Building Client Experiences That Actually Drive Engagement with Julie Littlechild
Text us to share what you found helpful! You've got your CRM humming. Your workflows are tight. Your service calendar is consistent. So why aren't clients more engaged? Here's what most advisors miss:...
15 Jan 40min
40. The Five Core Domains That Transform Client Experiences with Dr. Meghaan Lurtz
Text us to share what you found helpful! You know the feeling. A couple walks into your office and you ask about their goals. They say "security" and "freedom" in the same breath, and you're thinking....
1 Jan 52min
39. Case Consultation: How Financial Advisors Can Support Clients Through Unexpected Setbacks with Jim Grace
Text us to share what you found helpful! What happens when a client couple who's made remarkable progress hits an unexpected setback? In this real-time case consultation, financial planner Jim Grace a...
18 Dec 202533min
