The Financial Advisor’s Edge Podcast

By Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers

The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems ... more

· Business

4.7

6161 ratings

FAQs about The Financial Advisor’s Edge Podcast:

How many episodes does The Financial Advisor’s Edge Podcast have?

The podcast currently has 77 episodes available.

The Financial Advisor’s Edge Podcast episodes:

February 26, 2024 Stop undercharging and charge what you are worth!
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk about how to charge what you are worth.
Visit our website at: www.thefinancialadvisorsedge.com
...more
38min
February 01, 2024 The Success Blueprint: From Professional Wrestler to Financial Advisor
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim Martin interviews Joseph Ladner about his journey from a professional wrestler to a successful Edward Jones advisor.
Visit our website at: www.thefinancialadvisorsedge.com
...more
44min
January 02, 2024 Are you ready for a killer 2024? Growing your financial planning business in the New Year!
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk 2023 and look ahead to 2024.
Visit our website at: www.thefinancialadvisorsedge.com
...more
34min
October 23, 2023 Ready for an awesome 2024? We cover our 2023 End of Year checklist to get you ready.
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim covers his end of year 2023 financial advisor checklist.
Join us at the: eliteadvisorlab.com
[email protected] <- Send your resume here if you are looking for an opportunity.
Visit our website at: www.thefinancialadvisorsedge.com
...more
14min
October 16, 2023 Do you own a job or do you own a business?
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Jim talk about the difference between advisors that own a job and advisors that run a business..
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
...more
34min
October 02, 2023 Harnessing the power of your CRM to supercharge your business: Part 2
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg interviews Andrew Ladwig with WealthBox about how to make the most of your CRM to supercharge your business.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
...more
43min
September 25, 2023 Harnessing the power of your CRM to supercharge your business: Part 1
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg interviews Andrew Ladwig with WealthBox about how to make the most of your CRM to supercharge your business.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
...more
44min
September 18, 2023 The Vault: Creating a client experience that adds value
Today we go back to the vault and pull one of our best episodes out:

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we talk about what experience clients really want and how to add value to the relationship.

Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
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36min
September 11, 2023 Steps to make a successful transition from a captive firm to an independent advisor
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim interviews special guest Matt Cook about his journey from starting at a captive firm to transitioning to LPL as an independent advisor.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com

Winthrop & Co. | Financial Advisor Recruiters (winthropco.com)

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43min
September 04, 2023 Getting all the assets by being a complete planner.
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, Gregg about getting all the assets from prospects. How to provide complete financial planning being their only full service advisor.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
...more
36min

FAQs about The Financial Advisor’s Edge Podcast:

How many episodes does The Financial Advisor’s Edge Podcast have?

The podcast currently has 77 episodes available.

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