Rank #1: 08: Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder
In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process. George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors immediately implement. Also, we get to hear about George’s recent work, which includes his book titled A Golden Civilization and a Map of Mindfulness and how his efforts have sparked a grassroots movement across the globe.
Rank #2: 07: Building a Life By Design, Not By Default with Chris Yonker
In this episode of Advisor Elevation, Chris Yonker joins the show to take a deep dive into aligning intentions with true vision. Chris reveals and maps out a 4-stage process to help live a life by design, not by default. This episode promises to deliver on what you need to hear, not what you want to hear and as Chris says “None of this has to be hard”. For all Advisor Elevation listeners, Chris also offers up a complimentary guide that walks through his process.
Rank #3: 01: 25 Ideas for You to Elevate Your Client Experience
In the inaugural episode of Advisor Elevation, join Matt Eilers as he explores 25 different ideas for you to elevate and improve the client experience that you create within your financial practice. Each idea is discussed in detail, and throughout this episode you will hear insightful examples and stories to further help you implement any of the suggestions. This is an episode you don't want to miss, and will be one to share with your staff and/or team!