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
![Leveraging annual reviews to add value and grow your business. [Episode 27]](https://pbcdn1.podbean.com/imglogo/image-logo/14413399/Podcast-cover-1400x1400_1_bi5de_300x300.jpg){kind=logo}
Monday Nov 28, 2022
Monday Nov 28, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim and Gregg discuss the best way to hold annual reviews and how to add value to your clients while doing them.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Nov 21, 2022
Monday Nov 21, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad and Gregg discuss 2023 goal setting and how to set your financial practice up for an amazing year.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Nov 14, 2022
Monday Nov 14, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff , Brad, and Jim discuss how to earn and grow faster by doing less. Is your superpower delegation? If not, it's time to let go and scale up.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Nov 07, 2022
Monday Nov 07, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Brad and Jim discuss fixed income and ways to position client portfolios going forward.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Oct 31, 2022
Monday Oct 31, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Brad and Gregg discuss how to discuss statement shock with clients and how to help them stick to their long term plans. Down markets are tough on clients and helping them focus on long term goals is the key to their success.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Oct 24, 2022
Monday Oct 24, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff , Gregg, and Jim talk about the journey of becoming a successful financial advisor and how to find meaning in the wins along the way.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Oct 17, 2022
Monday Oct 17, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Gregg, and Jim talk about the importance of qualifying prospects so you can spend more time meeting with ideal prospects.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Oct 10, 2022
Monday Oct 10, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Brad and Gregg debate financial advisors setting asset minimums. The pros and cons of each approach.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Oct 03, 2022
Monday Oct 03, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff and Jim talk taxes and why advisors should take a more active role in their clients tax life.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
Monday Sep 26, 2022
Monday Sep 26, 2022
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the Gregg, Jeff, and Jim talk about how critical the first 180 days of your client on-boarding is and how to create a process to make clients for life.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
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