THIS WEEK’S PODCASTThe Longevity Factor in Retirement With Brian Smith

Income planning is broken ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

The ‘Bus Ready’ Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]

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Financial Undressing: What Your Practice Valuation is Really Wearing

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Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin

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You’re Not Taylor Swift [Episode 299]

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The Broken Dealer’s Guide to Independence (And When to Stay Put)

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The Real Cost of Loyalty: A Financial Advisor’s Road to Independence with Guest Carmine Corino [Episode 298]

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Why Your Value Proposition Matters More Than Your Fee

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The Fees Are Only Up Because The Market Is Up… [Episode 297]

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Goal Setting Gone Right: Stop Faking It, Start Making It

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