Annexus cofounder Ron Shurts serves it spicy—ditch vanity goals, control the grind, and turn annuities into your unfair advantage.

Take a listen to how a thoughtfully crafted holiday appreciation party has become a community tradition that deepens client relationships, attracts new prospects, and significantly boosts business growth.

Former tour manager for Grammy-winning artists shares how the high-stakes world of music touring shaped his success as a financial advisor.

Colorado-based advisor Michael Knox, who breaks down what happens after the seminar presentation ends—and how to maximize appointments, engagement, and trust in the follow-up.

New Tax Law, Big Opportunities – In this episode of The Complete Advisor, we sit down with Washington insider and CEO of Stonewood Financial, Becky Ruby Swansburg, to break down the newly passed One Big Beautiful Bill (OBBB)—and what it really means for independent financial advisors.

What does it really take to go independent? In this episode, a former branch manager pulls back the curtain on launching his own practice—fear, funding, branding, and all.

Why 2025 may be your last, best shot to lock in low taxes — and how advisors can use Roth conversions, widow’s penalty math, and IRMAA risks to drive urgent client action.

How can a younger financial advisor earn the trust of baby boomers and retirees?

In this episode of The Complete Advisor, we reveal how specializing in a niche — specifically federal employee benefits — can be the game-changer your practice needs.

In this quick-hit episode of The Complete Advisor, we’re kicking off our What’s In Your Tech Stack series — and we’re getting real about what actually works in the field.