Ranked #1
Scaling Financial Advice 3.0 Featuring Michael Lecours
Scaling Financial Advice 3.0 Featuring Michael Lecours
Are financial advisors unknowingly committing malpractice?How is our industry & profession changing? What can we lea... Read more
4 Aug 2023
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40mins
Ranked #2
What is your Financial Religion? Featuring Josh Curtis
What is your Financial Religion? Featuring Josh Curtis
Is what you believe in actually true? Does your financial religion serve you and your clients? Is it better than all oth... Read more
12 Jul 2023
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40mins
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Ranked #3
The biggest challenge facing wealth management with Derek Notman and Adam Holt
The biggest challenge facing wealth management with Derek Notman and Adam Holt
What’s the biggest challenge in wealth management today? Is it just one thing? Join Adam and Derek as they ask 10 differ... Read more
28 Jun 2023
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54mins
Ranked #4
Overcoming Innovation Anxiety in Financial Services with Adam Holt & Derek Notman
Overcoming Innovation Anxiety in Financial Services with Adam Holt & Derek Notman
Why is the financial services industry always slow to innovate?Bob in Idaho recently asked us via a community question “... Read more
14 Jun 2023
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34mins
Ranked #5
Overcoming Financial Vulnerabilities featuring Michael Liersch
Overcoming Financial Vulnerabilities featuring Michael Liersch
Are financial advisors addressing their client’s financial vulnerabilities? In order for your clients to truly understan... Read more
31 May 2023
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41mins
Ranked #6
The Future of Agency Featuring Mark Pfaff
The Future of Agency Featuring Mark Pfaff
Derek N.H. Notman, CFP® & H. Adam Holt, CFP®, ChFC® asked industry legend Mark Pfaff how & what Agency can do to... Read more
24 May 2023
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34mins
Ranked #7
Communicating your higher calling featuring Chuck Garcia
Communicating your higher calling featuring Chuck Garcia
How well do you communicate your higher calling as a financial advisor? Communication is an art form that starts when w... Read more
3 May 2023
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33mins
Ranked #8
Tech and Regulation will Radically Change your Advice Delivery- Featuring Ian McKenna (Ep 45)
Tech and Regulation will Radically Change your Advice Delivery- Featuring Ian McKenna (Ep 45)
We are on the cusp of major change. Is virtual reality, AI or Amazon part of your future business plans? Ian’s unique pe... Read more
19 Apr 2023
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40mins
Ranked #9
Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)
Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)
Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to... Read more
5 Apr 2023
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41mins
Ranked #10
Financial Well-Being Starts Day One Featuring Catherine Morgan Episode 43
Financial Well-Being Starts Day One Featuring Catherine Morgan Episode 43
Is financial wellness legit? Traditionally, there’s been lots of shame in going to speak with a financial advisor since ... Read more
22 Mar 2023
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35mins