The Complete Advisor

What happens when a 100% virtual practice needs a physical presence? You get a great story and a learning lesson from top advisor Brent Ford.

Join us as we talk about online reputation in a virtual world.

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This podcast is for financial professional use only and not for use with the general public.

The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.

CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.

Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.

Copyright 2023 Creative One Marketing Corporation.

As advisors, it’s our job to mitigate risks to a client’s portfolio as best we can.

And there are risks everywhere; longevity, inflationary, concentration, the market, interest rate, the list is extensive.

What about a risk that changes every two years? I'm talking about Legislative Risk. The Congressional landscape changes every election cycle.

Take a listen as Neil Wilding and I discuss ways to help mitigate Legislative Risk, talk taxes, discuss micro vs macro risks, and what you should be thinking about for the long game. Don't forget to like and subscribe!

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This podcast is for financial professional use only and not for use with the general public.

The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.

CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.

Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.

Copyright 2023 Creative One Marketing Corporation.

When was your last Courageous Conversation?

You know what I mean, the conversation you don’t want to have, the topic you would rather avoid, and the talk that you know will be uncomfortable?

Listen in as Erik Bowman, of Bowman Financial Strategies, and I talk about the courageous conversations that advisors need to have…nervous clients and market downturns; death claims; and lastly, confrontation with people we mentor.

Practicing and perfecting these courageous conversations is a must for being a complete advisor.

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This podcast is for financial professional use only and not for use with the general public.

The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.

CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.

Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.

Copyright 2023 Creative One Marketing Corporation.

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This podcast is for financial professional use only and not for use with the general public.

The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.

CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.

Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.

Copyright 2023 Creative One Marketing Corporation.

It’s here, Episode Number One of The Complete Advisor!

Where are we going? What are we doing? We talk about it with special guest, Mike Miller!

Considered by many to be one of the industry’s ultimate insiders, Mike brings his unique perspective to the microphone on what it means to be a Complete Advisor.

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This podcast is for financial professional use only and not for use with the general public.

The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.

CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.

Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.

Copyright 2023 Creative One Marketing Corporation.