013: Using the Enneagram to Lead with Compassion, Strengthen Your Team, & Scale Your Business with Ian Cron
One of the biggest hurdles for financial advisors who want to build a thriving business, is the transition from a one-person operation to leading like a CEO. Up until that point, most advisors only have to worry about themselves. But scaling a high performing team requires a completely different level of leadership and self-awareness. And […]
011: Leveraging Tech to Deliver Unforgettable Client Experiences with Kyle Van Pelt
As if building a business in the financial services industry wasn’t already hard enough, financial advisors are also expected to be tech experts too!? You need a CRM, a portfolio management system, a custodian, planning software, and a host of other tools to effectively manage client portfolios and deliver financial advice. Not only is that […]
007: Michael Kitces on Advisor Marketing, Niches, One Page Plans, Building a Team, and Being a CEO
Today, I’m talking to one of the most prolific content creators in financial services, Michael Kitces. His website, Kitces.com, serves over 12,000 advisors, and his blog, Nerd’s Eye View, has become a go-to resource for financial advisors, reaching more than 200,000 unique monthly visitors. Investopedia named him “one of the most influential financial advisors in […]
006: Using Visual Models to Simplify the Complexity of Finance with Simon Bowen
As a financial advisor, your clients don’t choose you because they want an average future; they choose you because they want to win the game of life. The problem isn’t that you don’t know how to build a plan that will get them there. The problem is that you have to convince them that you […]
005: Leadership, Language, and the Path to Preeminence with Chris Smith
If you want to avoid looking like every other financial advisor on the block, you’ll need more than a catchy tagline! Today, I’m talking with my good friend and Founder of The Campfire Effect, Chris Smith, who will teach you how to become the preeminent financial advisor in your market through his identity-driven leadership model. […]