THIS WEEK’S PODCASTWhat Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]

How advisors can be intentional with prospecting strategies. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

Appointments Outside of the Surge [Episode 26]

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Luck of the Draw [Episode 25]

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Let’s Talk About Taxes! Part 2

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Let’s Talk About Taxes! [Episode 23]

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To Fee, or Not to Fee? [Episode 22]

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Account Minimums as a Metric for Finding Ideal Clients [Episode 21]

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Tips to Maximize Your Return on Time [Episode 20]

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Stop Pretending to Work [Episode 19]

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Talking Points for True Communication with Clients [Episode 18]

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