Sep 29, 2022
Marketing may be daunting for many financial advisors, but it’s a necessary tool. Currently, establishing a brand and having social proof that you are good at what you do is what can make or break your career as an advisor.
In today’s episode, we have a special guest, Walter Storholt. Walter is the Co-Owner of...
Sep 22, 2022
Control plays a big part in the role of many advisors’ careers. It can be difficult to let go of the reigns and delegate tasks when you want to do it all. Or maybe you are good at delegating, but don’t ‘inspect what you expect”.
In today’s episode, we have Jeremy Keil, CFP®, CFA®, a retirement-focused...
Sep 15, 2022
Most people experience burnout at some point in their lives. Today we are going to discuss how burnout affects your mental, spiritual, and physical health.
In this episode, we have Jeff Dobyns joining us. Jeff has had an extraordinarily successful business in comprehensive financial planning and owns a top wealth...
Sep 8, 2022
Financial planning goes hand in hand with being a financial advisor, but what about life planning? George Kinder, author, international thought leader, and life planning pioneer dives deep into the ways mindfulness, spirituality, and life planning can change you as an advisor and overall person.
George has been at the...
Sep 1, 2022
Maintaining balance can be tricky when you mix business and family. Eric Roberge, CFP® and Founder of Beyond Your Hammock joined us on our latest episode to discuss what balance looks like in his personal and professional life.
In today’s episode, we learn ways Eric was able to lay the foundation for...