What does a better client process look like for financial advisors?

In this episode of STATS Chat, Brad Zinda and Kalen Sigecan break down the five-step New Gen Process, from prospecting and discovery to retirement planning, implementation and ongoing client service.

They share practical ways to ask better questions, use technology more effectively, strengthen client relationships and create more referral opportunities.

Listen now for actionable ideas to improve your financial planning process and grow your advisory business.

Marketing isn’t about doing everything. It’s about choosing the strategies that consistently produce results.

In Episode 16 of STATS CHAT, Brad Zinda and Kalen Sigecan discuss the effectiveness of seminars and lead generation, how to evaluate marketing ROI, and practical ways financial advisors can generate more appointments and grow their businesses.

Hiring talented people is important but having a repeatable process that helps them succeed is what drives long-term growth. In Episode 15 of STATS CHAT, Brad Zinda and Kalen Sigecan discuss how Advisor Launch and Office Launch help advisory firms simplify onboarding, create consistency and help new advisors and staff become confident contributors more quickly.

They also explore why many firms struggle with training, how standardized systems can improve both the advisor and client experience and how firms can build a stronger foundation for growth. Whether you’re expanding your team, mentoring new advisors or looking to operate more efficiently, this episode offers practical insights to help you move forward.

Brad Zinda and Kalen Sigecan return to Studio 26 after Gradient Gala in Mayakoba, Mexico, to recap the event, share key business takeaways, and introduce Gradient’s new Concierge Program. They also discuss why advisory offices should brand new advisors early to build credibility, support retention, and strengthen long-term firm growth.

In episode 13 of Stats Chat, Brad Zinda and Kalen Sigecan discuss how financial advisors can use Every Door Direct Mail (also known as USPS EDDM) as a low-cost way to reach more local prospects.

They break down how advisors can use postcards to promote seminars, retirement income conversations, Social Security analysis, office updates, tax planning, and other marketing messages. This episode is a practical look at how direct mail can still create activity when used as part of a broader advisor marketing strategy.

In episode 12 of Stats Chat, Brad Zinda and Kalen Sigecan sit down with Jaclyn Gladhill, Media Strategist at Gradient, to discuss how financial advisors can use podcasting to build trust, share their personality, and stay connected with clients and prospects.

Jaclyn breaks down why podcasting, YouTube, and short-form video are powerful tools for advisor growth, plus how consistent content can help answer common client questions and create stronger relationships over time.

In Episode 11 of STATS CHAT, Brad Zinda and Kalen Sigecan sit down with Brian Lucius to talk about why financial advisors need more than one marketing channel to grow.

From seminars and referrals to radio, TV, client events, and community sponsorships, this episode covers how advisors can build a stronger marketing strategy, create more consistent lead flow, and avoid relying too heavily on one source of new business.

If you want to grow your advisory practice with more confidence and consistency, this episode is for you.

In this episode of STATS Chat, Brad Zinda and Kalen Sigecan break down Gradient’s tactical coaching model and how it helps financial advisors grow with more structure, efficiency, and support.

They discuss the evolution of advisor businesses, the importance of operations, sales, marketing, and leadership, and how programs like Launch, Blue Angels, Top Gun, and U University help advisors identify gaps and scale their practices.

If you are a financial advisor looking to strengthen your business and build a better foundation for growth, this episode is for you.

In episode 9 of STATS Chat, Brad Zinda and Kalen Sigecan discuss why social media marketing is a major opportunity for financial advisors.

They break down how platforms like Facebook, LinkedIn, and YouTube can help advisors build trust, stay visible, support seminars and events, and create more consistent touchpoints with clients and prospects. You’ll also hear practical ideas for posting educational content, showing office culture, keeping pages active, and using simple social media strategies to increase local visibility.

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.