Episodes

EP 162

One Word That’s Destroying Client Trust

With

Jefferson Fisher

April 1, 2026 • 56 mins

EP 161

Why Most Financial Advisor Marketing Fails (and What To Do Instead) with Phil Bray

With

March 25, 2026 • 1 hr, 12 mins

EP 160

The #1 Reason So Many Advisors Stay Stuck

With

March 18, 2026 • 18 mins

EP 159

Why Your Advisory Firm Isn’t Attracting A-Players

With

March 11, 2026 • 55 mins

EP 158

The Closest Thing To Reading Your Client’s Mind

With

Max Major (Mentalist)

March 5, 2026 • 48 mins

EP 157

The Culture Strategy Behind High-Growth Advisory Firms

With

Kenzie Olejnik (Triad Team Member)

February 25, 2026 • 1 hr, 4 mins

EP 156

The Real Reason Your Advisory Firm Feels Like a Prison

With

February 18, 2026 • 18 mins

EP 155

How I'd Approach Marketing as a Financial Advisor (If I Could Start Over)

With

February 11, 2026 • 24 mins

EP 154

How to Build a Referable Business Without Chasing Clients

With

Duncan MacPherson

February 4, 2026 • 60 mins

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