The Advisor Advancement Podcast Network

In this episode of the Advisor Skinny, Mike Walters examines the concept of "stratum," or an individual's ability to envision or understand future scenarios or consequences. By understanding how each individual exercises their stratum differently, we can better understand those we work with and help them to better align their goals for the future.

In this episode of Advisor Skinny, Mike Walters explores the different instincts we all have and how those instincts impact how we approach our work. By using the personality test, the Kolbe Test, we can identify four categories: fact finder, follow through, quick start, and implementer. Mike uses the test results to explain and demonstrate how you should best position individuals within your practice.

In this episode of Advisor Elevation, Chris Yonker joins the show to take a deep dive into aligning intentions with true vision. Chris reveals and maps out a 4-stage process to help live a life by design, not by default. This episode promises to deliver on what you need to hear, not what you want to hear and as Chris says "None of this has to be hard". For all Advisor Elevation listeners, Chris also offers up a complimentary guide that walks through his process. Be sure to tune into this episode that you cannot afford to miss!

In this episode of Advisor Skinny, Mike Walters challenges listeners to build their practice around activities that energize and inspire them to wake up in the morning.

In this episode of Advisor Skinny, Mike Walters explores the concept of organizing your business and your time into four categories: Free, Game, Prep, and Repair; and the results that it can produce.

In this episode of Advisor Skinny, Mike Walters discusses the importance of evaluating the assets you possess within your practice and leveraging them in order to create more time to focus on the aspects of your job that you truly enjoy.

In this episode of 16 Ways from Sunday, Jeff Leppert and Kevin Holt discuss the evolution of their practice and how they executed on a vision to have multiple services under one roof. They detail their strategy behind building a wealth management firm that also marries together a full service insurance agency (property/casualty, health, medicare), tax practice, along with a strategic legal partnership all under one roof. They discuss acquisition, transition, and their commitment to the ultimate client experience.

In this episode of UnNiched, Andrea McGrew interviews Lara Kapalla-Bondi, attorney and the mom of a special needs child.  Andrea and Lara spend their time together discussing what it’s like for Lara as she navigates all of the special financial planning needs that are an everyday consideration for special needs families. Lara also sheds light on how listeners can learn to be an advocate for those who can't advocate for themselves.

In this episode, Mike Walters shares with you the general overview of this season of Advisor Skinny: The Chain-of-Secrets.

In this episode of 16 Ways from Sunday, Mark Mersman is on the receiving end of an interview with Andrea McGrew, CCO and CLO of USA Financial. Their discussion centers around the Financial Wellness Gap facing women. Andrea is the host of Un Niched, a podcast and initiative focused on dismantling the notion women are a small, specialized segment of the population. She is building a community that raises awareness and fosters dialogue about some of the biggest challenges facing women, both in the financial industry and within the investor community.