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 Sep 19, 2022

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the guys walk you though the process to set goals to help you reach 100m in assets.  
 
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at:  www.thefinancialadvisorsedge.com

Monday Sep 12, 2022

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we answer listener questions:
 
How do I add 5m of new AUM this year?
How do I fire a client?
 
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at:  www.thefinancialadvisorsedge.com

Tuesday Sep 06, 2022

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
Visit our website at:  www.thefinancialadvisorsedge.com
 
 

Monday Aug 29, 2022

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the guys talk about the SmartAsset lead program and how to make the most of the digital marketing leads that come your way.
Visit our website at:  www.thefinancialadvisorsedge.com

Monday Aug 22, 2022

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, we discuss the hidden costs of going independent and why the 90% payout isn't a real number
 
Visit our website at:  www.thefinancialadvisorsedge.com

Monday Aug 15, 2022

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, the guys talk about what they wish they knew when they started their practices.  They discuss common mistakes and misconceptions advisors are still making and how to break the mold to achieve your goals.
 
Visit our website at:  www.thefinancialadvisorsedge.com

Monday Aug 08, 2022

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, we take a deep dive into how Brad has built his practice by focusing on a niche.  There are riches in niches and you don't want to miss this show where we walk through the specifics on how he has added 100m plus of assets working his chosen niche and how you can apply his lessons to your financial services business.
Visit our website at:  www.thefinancialadvisorsedge.com

Monday Aug 01, 2022

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, Brad, Gregg, Jeff, and Jim discuss why you should be hosting seminars and how to hold them if you want to grow your business quickly. 
 
Visit our website at:  www.thefinancialadvisorsedge.com

Monday Jul 25, 2022

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we discuss how to hold impactful first appointments with prospects and how to turn prospects into clients. 
Visit our website at:  www.thefinancialadvisorsedge.com

Monday Jul 18, 2022

Part 2 of the BIG questions prospects ask - On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the guys talk about being ready for the questions prospects ask. How to prepare for them and answer them the right way.
Visit our website at:  www.thefinancialadvisorsedge.com

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