Ranked #1
It’s Not So Different: An Advisor Transitions to Online Education
It’s Not So Different: An Advisor Transitions to Online Education
What’s Working Now: This advisor describes three different online webinars he’s presented since the COVID-19 crisis bega... Read more
27 May 2020
•
41mins
Ranked #2
Communicating Chaotic Markets and Tax Changes to Clients
Communicating Chaotic Markets and Tax Changes to Clients
Listen as Debra Taylor and Sean Bailey discuss the tax breaks contained in the CARES Act and how you need to be communic... Read more
28 May 2020
•
28mins
Ranked #3
How Tax Planning Nets Me My Biggest Clients
How Tax Planning Nets Me My Biggest Clients
What’s Working Now: By educating prospects about taxes in retirement and then helping individuals make savvy tax plannin... Read more
14 Feb 2020
•
35mins
Ranked #4
How to Wow Your Clients by Exceeding Their Expectations
How to Wow Your Clients by Exceeding Their Expectations
Clients are not as loyal as they used to be. With the internet, it's easy to shop around. So it's more important than ev... Read more
28 Jan 2019
•
35mins
Most Popular Podcasts
The Joe Rogan Experience
TED Talks Daily
The Tim Ferriss Show
The Daily
Stuff You Should Know
Oprah's SuperSoul Conversations
Armchair Expert with Dax Shepard
Ranked #5
Creating Family: How I Build Long-Lasting Relationships With My Clients
Creating Family: How I Build Long-Lasting Relationships With My Clients
What’s Working Now: This advisor shares with us the events and tactics he uses to turn clients into family.
15 Apr 2019
•
32mins
Ranked #6
Communication Techniques That Will Alleviate Client Fear and Confusion
Communication Techniques That Will Alleviate Client Fear and Confusion
Marcia Martin has trained some of the most influential thought leaders in the world. Learn her strategies for how to eff... Read more
26 May 2020
•
31mins
Ranked #7
A Passion for Helping Retirees Avoid Taxes
A Passion for Helping Retirees Avoid Taxes
What’s Working Now: This advisor shares how he has a passion to help retirees understand how taxes will work in retireme... Read more
25 Mar 2019
•
38mins
Ranked #8
'You Are the Niche'—A 7-Figure Advisor Shares the Marketing Methods Working Today
'You Are the Niche'—A 7-Figure Advisor Shares the Marketing Methods Working Today
Learn what’s working now for advisors looking to grow their businesses in this talk with Patrick Tucker, 7-figure wealth... Read more
12 Sep 2019
•
36mins
Ranked #9
Junk, Junk, Junk—How to Rid a Home of Unwanted Stuff
Junk, Junk, Junk—How to Rid a Home of Unwanted Stuff
We have so much stuff! Your clients and their aging parents can be burdened by the process of downsizing. Learn from rel... Read more
24 Oct 2019
•
29mins
Ranked #10
How We Use Tax Planning Software to Help Clients
How We Use Tax Planning Software to Help Clients
Listen as Debra Taylor explains the processes her firm uses as they identify tax planning needs, and the software she is... Read more
25 Nov 2019
•
24mins
Ranked #11
Where Should My Kids Apply to College?
Where Should My Kids Apply to College?
If you believe the hype, families these days have their kids applying to 10 or more schools, and acceptance rates are at... Read more
24 Apr 2019
•
18mins
Ranked #12
How to Find a Target Market You're Passionate About and Become a Niche Expert
How to Find a Target Market You're Passionate About and Become a Niche Expert
Four years ago, Jen Dawson decided that she wanted to work exclusively with women lawyers and help them achieve financia... Read more
3 Feb 2020
•
34mins
Ranked #13
Ending Self-Sabotage—The Enemy Is in the Mirror
Ending Self-Sabotage—The Enemy Is in the Mirror
It's our own limited thinking that most keeps us back from achieving what we so desperately want in our lives. Time to f... Read more
7 Nov 2019
•
38mins
Ranked #14
Getting Nitty-Gritty With Tax Planning Software: Part 2
Getting Nitty-Gritty With Tax Planning Software: Part 2
Listen in as Debra Taylor describes the pros and cons of various tax planning softwares her firm has been working with.
19 Dec 2019
•
45mins
Ranked #15
Give to Live: Why Advisors Should Be More Involved in Philanthropy
Give to Live: Why Advisors Should Be More Involved in Philanthropy
What's Working Now: This advisor tells us how she went from the world of trusts and investment managing to helping advis... Read more
27 Aug 2019
•
25mins
Ranked #16
Like Netflix, But for Financial Planning
Like Netflix, But for Financial Planning
What’s Working Now: This advisor shares how she wanted to help people who weren't getting service under the traditional ... Read more
18 Mar 2019
•
39mins
Ranked #17
How I Used My Experience to Write a Simple Medicare Book
How I Used My Experience to Write a Simple Medicare Book
What’s Working Now: This advisor used her experience signing up for Medicare to write a book which she uses as marketing... Read more
28 Oct 2019
•
23mins
Ranked #18
The Fed Acts, COVID-19 and Economic Anxieties Continue to Rattle Investors
The Fed Acts, COVID-19 and Economic Anxieties Continue to Rattle Investors
Advisor TalkingPoints: As the country copes with the human impact of the coronavirus, the markets experience unprecedent... Read more
18 Mar 2020
•
19mins
Ranked #19
Reaching People Through Social Security and Medicare
Reaching People Through Social Security and Medicare
What’s Working Now: This advisor shares how he uses educational workshops to grow his book of business.
15 Jul 2019
•
21mins
Ranked #20
Working with the Emotional Investor: Proactively Teaching Clients Before the Market Crash
Working with the Emotional Investor: Proactively Teaching Clients Before the Market Crash
What’s Working Now: This behavioral finance coach works with advisors, teaching them to help clients through the emotion... Read more
25 Jun 2019
•
40mins
