The Financial Advisor’s Edge Podcast
The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems that have helped them build 100+ million dollar practices. Tune in weekly to learn how to build the financial planning practice you’ve always wanted.
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Episodes
Monday Feb 26, 2024
Monday Feb 26, 2024
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk about how to charge what you are worth.
Visit our website at: www.thefinancialadvisorsedge.com
Thursday Feb 01, 2024
Thursday Feb 01, 2024
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim Martin interviews Joseph Ladner about his journey from a professional wrestler to a successful Edward Jones advisor.
Visit our website at: www.thefinancialadvisorsedge.com
Tuesday Jan 02, 2024
Tuesday Jan 02, 2024
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk 2023 and look ahead to 2024.
Visit our website at: www.thefinancialadvisorsedge.com
Monday Oct 23, 2023
Monday Oct 23, 2023
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim covers his end of year 2023 financial advisor checklist.
Join us at the: eliteadvisorlab.com
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Visit our website at: www.thefinancialadvisorsedge.com
Monday Oct 16, 2023
Monday Oct 16, 2023
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Jim talk about the difference between advisors that own a job and advisors that run a business..
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
Sunday Oct 01, 2023
Sunday Oct 01, 2023
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg interviews Andrew Ladwig with WealthBox about how to make the most of your CRM to supercharge your business.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
Monday Sep 25, 2023
Monday Sep 25, 2023
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg interviews Andrew Ladwig with WealthBox about how to make the most of your CRM to supercharge your business.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
Monday Sep 18, 2023
Monday Sep 18, 2023
Today we go back to the vault and pull one of our best episodes out:
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we talk about what experience clients really want and how to add value to the relationship.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Monday Sep 11, 2023
Monday Sep 11, 2023
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim interviews special guest Matt Cook about his journey from starting at a captive firm to transitioning to LPL as an independent advisor.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
Winthrop & Co. | Financial Advisor Recruiters (winthropco.com)
Monday Sep 04, 2023
Monday Sep 04, 2023
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, Gregg about getting all the assets from prospects. How to provide complete financial planning being their only full service advisor.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
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