Unlocking the Power of Innovative Hiring for Employee Retention and Success
Yonhee Choi Gordon, a seasoned CFP® professional, has been an integral part of JMG Financial Group’s success story since 1986. Renowned for her unique blend of expertise and empathy, Yonhee has establ...
3 Apr 202427min
Enhancing Advisor Success: How to Add Value Beyond the Numbers Through Human Connection
While working as a financial planner, Adam Holt found traditional approaches lacking in client engagement and clarity. Recognizing the need to prioritize meaningful financial decisions, he founded Ass...
27 Mars 202421min
Why Financial Services Needs More Women and How We Can Support Them
Cary Carbonaro is a renowned author, CERTIFIED FINANCIAL PLANNER™ professional, and advocate for women in finance. With over 25 years of experience, Cary currently serves as senior vice president and ...
20 Mars 202420min
Is Online Community Building Your Next Step? How This Financial Services Marketing Option Could Accelerate Your Goals Through Data, CRMs, and Social Listening
Joe Moss is a seasoned advisor tech consultant with a knack for crafting effective marketing strategies tailored to the advisor community. His journey began with diverse roles in real estate, contract...
13 Mars 202425min
EOS® Strategies for Financial Services Companies
Ben Norton started his career in a Fortune 500 company but it wasn’t long until he joined the startup lifestyle. After running four different companies, Ben had a solid understanding of how critical o...
6 Mars 202424min
How to Align Your Values with Your Career and Service Model
Diana Yanez, founder of All the Colors, shares how her work as a financial empowerment coach allows her to help clients align their money and life goals.
28 Feb 202422min
Should You Redesign Your Company Logo? Best Practices for Financial Services Branding
Podcast Description: Ellie Alexander, creative director at Out & About Communications, shares the benefit of refreshing brand logos to best represent and convey your financial services story. Plus, a ...
14 Feb 202425min
How to Plan In-Person Events to Build Community and Loyalty
Alan Moore, co-founder of AdvicePay and XY Planning Network, shares the benefits of diving into a niche and how doing so can strengthen communities. Listen to this episode to learn about the distincti...
31 Jan 202422min
