Episodes

Episodes

The Virtual Financial Advisor Series™: Daniel Crosby on Behavioral Finance & How it Applies Right Now

Daniel Crosby joins us LIVE on The Virtual Financial Advisor Series™ He starts our week...

The Virtual Financial Advisor Series™: Pete Vargas on Transitioning His Entire Business to Virtual in 45 Days

Excited to have Pete Vargas join us on our live stream series! I brought him...

The Virtual Financial Advisor Series™: Derek Notman on How to Build a 100% Virtual Financial Services Practice

Derek Notman joins us LIVE on The Virtual Financial Advisor Series™.  He shared with us...

The Virtual Financial Advisor Series™: Michael Kitces on How Financial Advisors Can Navigate This New Digital World

Michael Kitces joined us today on this live streaming session of  The Virtual Financial Advisor...

The Virtual Financial Advisor Series™: Dean Graziosi on the Art and Science of Marketing Right Now

Dean Graziosi joined us today on this live streaming session of  The Virtual Financial Advisor...

The Virtual Financial Advisor Series™: James Altucher on 3 Business Changing Themes from COVID-19

James Altucher joins us on this session of  The Virtual Financial Advisor Series™ and brings...

The Virtual Financial Advisor Series™: Benjamin Brandt on Podcasting for Financial Advisors

Benjamin Brandt joined us on The Virtual Financial Advisor Series™ to talk about all of...

The Virtual Financial Advisor Series™ : Nicholas Kusmich on How Financial Advisors Can Leverage Facebook Ads

Nicholas Kusmich joins us on this session of  The Virtual Financial Advisor Series™ with so much...

The Virtual Financial Advisor Series™: Commander Kirk Lippold on Leadership During Times of Crisis

Today I’m joined by Commander Kirk Lippold. Kirk takes time out of his schedule to...

The Virtual Financial Advisor Series™: Simon Bowen on Creating Visual Models To Simplify The Complex

In this session of The Virtual Financial Advisor Series™ , I'm joined by none other than...

Taking Your Advisory Practice From

Bricks & Mortar to Digital