Get your planning tips, portable! With several shows to choose from, we’ll bring you ideas on how to grow your business, connect with new audiences or think about insurance solutions in new ways. Explore the library of shows, or subscribe to dive in on your favorite device.
Mike McGlothlin shares life lessons learned under legendary Indiana basketball coach Bob Knight and describes how advisors can apply key principles to effectively respond to industry changes and meet clients’ needs.
Tim Halverson discusses the importance of positive client relationships and reveals how advisors can use empathy and active listening to build meaningful connections that boost returns.
Help raise the bar on college-funding advice, going well beyond solutions like 529 plans and student loans. Joe Messinger reveals the realities of the college marketing machine and identifies tools and training to equip advisors to truly help their clients’ families with college financing.
Molly Prues discusses ways advisors can better understand and address the unique needs of their senior clients who are nearing end-of-life and help empower both them as well as strengthen intergenerational relationships by supporting clients’ families.
While we’re working diligently in the production studio this week, hear about some of what you can learn from upcoming episodes. Make sure to subscribe so you get new episodes as soon as they drop.
Paul Kingsman talks about why vague visions cause so many advisors to struggle and be frustrated. He also tells how you can create an effective vision for your business and use it to guide your daily priorities so you succeed sooner.
Business transformation expert Jennifer Goldman, CFP, discusses how she helps frustrated and overwhelmed financial advisors change their operations and create thriving businesses, without taking more money, time or energy than they have to give.
Wendy Boglioli shares her amazing Olympic success stories, with lessons you can apply to your advisory business today. Hear about one of the greatest races ever swum, the mindset to succeed and how Wendy used it to become a successful long-term care specialist.
An introduction to Paul Kingsman and what you can look forward to in his new podcast specifically for financial advisors!