In this episode we look at the top questions asked by the financial advisors we work with. We do our best to answer them and provide helpful solutions.

We talk about long-term care and enhanced planning for clients in this episode.

Presenting Annuities to your clients in an educated and transparent manner is critical. Understanding how the insurance prices them and structures them is very important. We talk about that and how to better understand the products you offer to your clients.

There are more women in retirement than men. But you need to think outside the box and use specific strategies to reach this important demographic for financial planning and investing.

We discuss a number of great marketing ideas for the fall and winter.

We welcome special guest James Worley! The term estate planning can be misleading because we tend to think of the wealthy. Most people would say, “well, I don’t have an estate”…but the fact is the majority of people would benefit from "enhanced" planning.

Jaime and Josh talk about how to give back to your community.

A little bit of time spent before the end of the year can potentially save you a lot of money down the road. We go over some year-end tax planning tips.

Dean is the owner and founder of InvestWise Financial, a financial planning firm with over 700 million in assets. Jeff is a successful entrepreneur and business owner. Dean and Jeff also co-own White Glove. In this episode, Dean shares his 7 Growth Hacks for growing your practice plus what he did for the first 30 years in his practice he will never do again! Learn what Dean did to increase his business by 85% last year and how he and Jeff are offering those some strategies to other advisors.

Deirdre Van Nest from Crazy Good Talks joins me on this episode to discuss how and why financial advisors should use personal stories to create an emotional connection with clients.