The Financial Advisor’s Edge Podcast

The Financial Advisor’s Edge Podcast

By Jim Martin, Gregg Gonzalez, & Brad Warhurst - RainmakersBusiness
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The Financial Advisor’s Edge Podcast episodes

  • Leveraging annual reviews to add value and grow your business. [Episode 27]

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim and Gregg discuss the best way to hold annual reviews and how to add value to your clients while doing them.

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

    Visit our website at:  www.thefinancialadvisorsedge.com

    40 min
  • Grow faster by doing less. Learn the delegation superpower. [Episode 25]

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff , Brad, and Jim discuss how to earn and grow faster by doing less.  Is your superpower delegation? If not, it's time to let go and scale up.

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

    Visit our website at:  www.thefinancialadvisorsedge.com

    28 min
  • Statement Shock: Helping clients stick to their long term plans [Episode 23]

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Brad and Gregg discuss how to discuss statement shock with clients and how to help them stick to their long term plans. Down markets are tough on clients and helping them focus on long term goals is the key to their success.

     

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

    Visit our website at:  www.thefinancialadvisorsedge.com

    38 min
  • Embracing the grind. Staying focused to enjoy the journey of being a successful advisor [Episode 22]

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff , Gregg, and Jim talk about the journey of becoming a successful financial advisor and how to find meaning in the wins along the way.

     

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

    Visit our website at:  www.thefinancialadvisorsedge.com

    28 min
  • Should you have an asset minimum in your practice? [Episode 20]

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Brad and Gregg debate financial advisors setting asset minimums.  The pros and cons of each approach.

     

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

    Visit our website at:  www.thefinancialadvisorsedge.com

    52 min
  • Implementing tax planning into your financial planning business

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff and Jim talk taxes and why advisors should take a more active role in their clients tax life.  

     

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

    Visit our website at:  www.thefinancialadvisorsedge.com

    43 min
  • The First 180 Days - How to build an on-boarding process to create better relationships and generate more referrals

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the Gregg, Jeff, and Jim talk about how critical the first 180 days of your client on-boarding is and how to create a process to make clients for life.

     

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

    Visit our website at:  www.thefinancialadvisorsedge.com

    34 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…