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.

What starts as a phone book cold call turns into a record-setting insurance sale, a Porsche, and a crash course in industry realities.

What do Rockefeller-style family offices have to do with your advisory practice? More than you think — and this episode breaks it all down.

Josh Storey of Candor Wealth joins The Complete Advisor to break down his real-world process for running successful, high-converting dinner seminars—from location scouting to appointment setting.

In this episode Chris Cooper breaks down his entire pre-, during-, and post-seminar process, sharing the intentional strategies that turn steak dinners into scheduled appointments.