Brad Zinda and Kalen Sigecan return to Studio 26 after Gradient Gala in Mayakoba, Mexico, to recap the event, share key business takeaways, and introduce Gradient’s new Concierge Program. They also discuss why advisory offices should brand new advisors early to build credibility, support retention, and strengthen long-term firm growth.

Ep. 14 | Concierge with Sub-Agent Branding

STATS CHAT is a podcast for financial advisors who want fresh ideas, practical insights, and real conversations about what’s working in the industry right now. Hosted by Brad Zinda and Kalen Sigecan, each episode delivers quick, value-packed discussions on advisor growth, day-to-day challenges, industry trends, and actionable strategies you can take back to your practice. Along the way, Brad and Kalen share lessons from the field, outside-the-box challenges, and the kind of useful nuggets advisors can put to work right away.
View Disclosures:  https://linktr.ee/statschat

Simple, conversational, and built for advisors, STATS CHAT is here to help you learn, improve, and stay connected to what matters most in the business.

Business

STATS CHAT is a podcast for financial advisors who want fresh ideas, practical insights, and real conversations about what’s working in the industry right now. Hosted by Brad Zinda and Kalen Sigecan, each episode delivers quick, value-packed discussions on advisor growth, day-to-day challenges, industry trends, and actionable strategies you can take back to your practice. Along the way, Brad and Kalen share lessons from the field, outside-the-box challenges, and the kind of useful nuggets advisors can put to work right away. View Disclosures: https://linktr.ee/statschat Simple, conversational, and built for advisors, STATS CHAT is here to help you learn, improve, and stay connected to what matters most in the business.

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Ep. 14 | Concierge with Sub-Agent Branding

Ep. 14 | Concierge with Sub-Agent Branding