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 06, 2023
Monday Feb 06, 2023
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 celebrate your successes and bring your team along on the journey.
Join our upcoming growth webinar at: http://23grow.com
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Jan 30, 2023
Monday Jan 30, 2023
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 price you fees and charging what you are worth.
Join our upcoming growth webinar at: http://23grow.com
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Jan 23, 2023
Monday Jan 23, 2023
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, and Jim discuss client events and how to host them to drive more business through your door and create raving fans.
Join our upcoming growth webinar at: http://23grow.com
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Jan 16, 2023
Monday Jan 16, 2023
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim, and Gregg cover how to build a marketing plan for 2023 and how much advisors should be spending on marketing.
Join our upcoming growth webinar at: http://23grow.com
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Jan 09, 2023
Monday Jan 09, 2023
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, and Gregg discuss how to handle growth and when is it time to hire a jr. advisor. If you are ready to reach the next level, this episode is for you.
Join our upcoming growth webinar at: http://23grow.com
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Jan 02, 2023
Monday Jan 02, 2023
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim, and Gregg cover growth and efficiency hacks advisors can deploy today to maximize their time and practice.
Join our upcoming growth webinar at: http://23grow.com
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Dec 26, 2022
Monday Dec 26, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jim, Brad, Jeff, and Gregg answer listener questions - spending time discussing what KPIs they track and how their sales process works.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Dec 19, 2022
Monday Dec 19, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jim, Brad, Jeff, and Gregg share their wildest prospect stories and what they would have done differently. Learn from their mistakes and get better.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Dec 12, 2022
Monday Dec 12, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Gregg and Brad cover 6 things you should be doing right now and 1 thing you shouldn't.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Dec 05, 2022
Monday Dec 05, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Gregg and Brad the ever present question "Why should I hire you?"
Listen and learn how to know this and more questions out of the park.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
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