The Secret to Financial Advisors & CPA Collaboration Featuring Paul Saganey
FAs have been trying to break into the CPA trusted advisors space for years to minimal success. Yet Paul Saganey jumped into the space before it was mainstream and pioneered the CPA partnership model ...
23 Nov 202234min
Are financial professionals stuck between self-interest and best interest advice? featuring Amit Dogra
Amit Dogra is nothing if he isn’t passionate! For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey that’s led him to some strong beliefs on how we can imp...
9 Nov 202234min
Are financial advisors gifting dummies? Featuring Joe Fischer
Summary: Joe Fischer understands what clients want. He built a business around it to help financial advisors, and many others, send personalized gifts to their clients while being able to do it at sca...
26 Okt 202236min
Is financial advice an Industry or Profession?
Join us for this fun and insightful conversation with renowned advisor & thought leader Kobus Kleyn. Kobus is well respected not only in his homeland, South Africa, but globally as a professional dri...
12 Okt 202233min
Cut the Tie! Is Advisor Attire dated?
Power suit, Power Tie, Power Windows… is this what advisors have to project (wear) to be successful? Join Adam & Derek as they discuss the history of advisor attire and how it’s not like the past any...
28 Sep 202229min
Is the USA still number one in financial advice? Featuring Bekithemba Mafulela
There’s a shift underway from product-led sales processes to that of leading with advice and using advice to implement the right products at the right time for the right reasons. It can be argued that...
15 Sep 202234min
Rethinking 65 Retirement Realities: Featuring Keena Pettijohn & Dorothy Hinchcliff [Ep 28]
How can an advisor who’s never retired or reached age 65 advise clients on how to transition to retirement? Join Adam and Derek as they debate this question and hear from two expert guests that share ...
7 Sep 202237min
Relatability as a Growth Strategy featuring JR Gondeck
“It’s hard for two dudes to do that.” In a male dominated industry & profession, JR shares how he led his team at The Lerner Group at Hightower to be more balanced with a diverse team of 50/50 female...
24 Aug 202228min
