The Financial Advisor’s Edge Podcast

The Financial Advisor’s Edge Podcast

By Jim Martin, Gregg Gonzalez, & Brad Warhurst - RainmakersBusiness
Download on the App Store

The Financial Advisor’s Edge Podcast episodes

  • Strategies to land high net worth clients

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad discuss strategies to to land more high net worth clients.

    Visit our website at:  www.thefinancialadvisorsedge.com

     

    Join us at the:  eliteadvisorlab.com

    30 min
  • The Elite Advisor Blueprint: From sales assistant to 100mm practice

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim interviews Gregg about his journey to building a 100mm practice.  A blueprint to building a successful financial services practice.

    Visit our website at:  www.thefinancialadvisorsedge.com

     

    Join us at the:  eliteadvisorlab.com

    52 min
  • Do more by working less: How to take time away and still grow your business.

     

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Jim, and Brad talk about their favorite topic: time out of the office and how to take 12 plus weeks off a year and still grow.

    Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

    Visit our website at:  www.thefinancialadvisorsedge.com

    25 min
  • Turning difficult clients into raving fans [Episode 50]

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Brad lay out strategies on how to deal with difficult prospects and clients.

    Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

    Visit our website at:  www.thefinancialadvisorsedge.com

    42 min
  • How to navigate the dreaded politics discussion with clients.

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Jim, and Brad discuss the dreaded P word.. Politics - and how to navigate this minefield to win more business and keep your clients focused on their goals.

    Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

    Visit our website at:  www.thefinancialadvisorsedge.com

    27 min

About The Financial Advisor’s Edge Podcast

From the publisher's feed

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…