In episode 08 of STATS Chat, Brad Zinda and Kalen Sigecan sit down with Tony Shore, Gradient’s Director of Radio, to talk about how financial advisors can use radio, podcasting, and YouTube to build credibility and generate more qualified leads.

Tony shares insights from more than 24,000 financial radio shows, including why radio leads can be different from seminar leads, how long advisors should commit before expecting results, and why podcasting can be a smart entry point for advisors who want to strengthen their marketing.

In episode 07 of STATS Chat, Brad Zinda and Kalen Sigecan break down the Compass Report and how it helps financial advisors bring retirement planning conversations together in one clear, client-focused presentation.

They discuss leading with concepts instead of products, using conservative assumptions, showing retirement income projections, and explaining the value of Monte Carlo simulation. Brad and Kalen also cover financial upgrades, existing client opportunities, and how advisors can uncover new ways to better serve their book of business.

What does it take to grow from $180 million in assets under management to $9 billion?

In Episode 6 of Stats Chat, Brad Zinda and Kalen Sigecan sit down with Mike Binger, President of Gradient Investments, to discuss the growth of Gradient Investments and how advisors can strengthen their wealth management offering.

Mike shares how Gradient Investments supports financial advisors through portfolio management, annuity and AUM strategies, structured notes, advisor technology, streamlined paperwork, and a dedicated investment team.

If you’re a financial advisor looking to grow AUM, add more value to client conversations, and build a more complete planning experience, this episode is for you.

Social Security is one of the most important pieces of a retirement plan, yet it is often the most overlooked. In this episode of STATS CHAT, Brad Zinda and Kalen Sigecan explain why Social Security should be treated as a core retirement asset, not just a box to check at the end of the planning process.

They discuss common claiming mistakes, the difference between maximizing benefits and making the right planning decision, and how advisors can use Social Security strategies to create better retirement income plans for clients.

In this episode of STATS CHAT, Brad Zinda and Kalen Sigecan explore why the right client conversation can change everything. They discuss how investor behavior, emotional decision-making, and risk tolerance shape better retirement planning outcomes, and how the Color of Money Report helps advisors uncover what clients truly want.

Tune in for practical insights on building trust, improving discovery conversations, and creating a stronger financial planning process that leads to more confident client decisions.

In episode 3 of STATS Chat, Brad Zinda and Kalen Sigecan explore how the Overview report helps financial advisors stop flying blind in prospect and client meetings. They discuss how advisors can quickly organize financial information, uncover planning opportunities, save time, and build stronger retirement planning conversations from the start.

Brad Zinda and Kalen Sigecan discuss why the first 30 days with a new client can shape trust, retention, and long-term growth for financial advisors. They break down simple ways to improve the client onboarding experience, set better expectations, create stronger relationships, and generate more referrals. A valuable episode for financial advisors looking to improve client experience, strengthen onboarding, and grow their practice.

Welcome to the first episode of STATS CHAT! Hosts Brad Zinda and Kalen Sigecan introduce the podcast, share their backgrounds in the financial services industry, and explain the mission behind STATS CHAT. Get a preview of the real conversations, practical financial advisor tips, and insurance sales strategies they’ll be bringing to future episodes. If you’re a financial advisor, insurance professional, or entrepreneur looking to grow your business, this podcast is for you!