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

  • Goal Setting secrets to grow your practice

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the guys walk you though the process to set goals to help you reach 100m in assets.  

     

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

    Visit our website at:  www.thefinancialadvisorsedge.com

    44 min
  • Mailbag: Growing your AUM and when is it time to fire a client?

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we answer listener questions:

     

    How do I add 5m of new AUM this year?

    How do I fire a client?

     

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

    Visit our website at:  www.thefinancialadvisorsedge.com

    37 min
  • Creating a client experience that adds value

    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

    Visit our website at:  www.thefinancialadvisorsedge.com

     

     

    36 min
  • Mistakes we made starting our planning business and how to avoid them.

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, the guys talk about what they wish they knew when they started their practices.  They discuss common mistakes and misconceptions advisors are still making and how to break the mold to achieve your goals.

     

    Visit our website at:  www.thefinancialadvisorsedge.com

    31 min
  • Building a 100m Financial Planning Practice by focusing on a specific niche

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, we take a deep dive into how Brad has built his practice by focusing on a niche.  There are riches in niches and you don't want to miss this show where we walk through the specifics on how he has added 100m plus of assets working his chosen niche and how you can apply his lessons to your financial services business.

    Visit our website at:  www.thefinancialadvisorsedge.com

    45 min
  • Using seminars to grow your wealth management practice.

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, Brad, Gregg, Jeff, and Jim discuss why you should be hosting seminars and how to hold them if you want to grow your business quickly. 

     

    Visit our website at:  www.thefinancialadvisorsedge.com

    39 min
  • Big questions prospects ask and how to answer them. Part 2

    Part 2 of the BIG questions prospects ask - On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the guys talk about being ready for the questions prospects ask. How to prepare for them and answer them the right way.

    Visit our website at:  www.thefinancialadvisorsedge.com

    40 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…