Grab your feedback guide here: https://byersstrategygroup.myflodesk.com/feedbackquestions

Feedback isn't criticism—it's clarity.

In this episode of The Uncommon Advisor, Alicia Byers reframes the way financial advisors think about client feedback. Instead of fearing it, she shows you how to use feedback as a mirror—one that reflects what's working, what's not, and how your clients truly experience your business.

You'll learn how to:

• Ask for feedback with confidence (and consistency)
• Turn client responses into actionable data and strategy
• Build deeper trust, stronger retention, and more referrals
• Identify patterns that reveal your firm's strengths and opportunities

If you've been avoiding feedback because you're afraid of what you might hear, this episode will help you see it for what it really is—a growth tool that shapes how you lead, serve, and succeed.

Schedule Time with Alicia Here: https://calendly.com/byersstrategygroup/new-meeting

Can AI actually make your advisory practice more human?

In this powerful episode of The Uncommon Advisor, Alicia Byers sits down with Alison Simmons, founder and CEO of Lead Smarter Co., to talk about how financial advisors can use AI not as a gimmick—but as a strategic thought partner.

Alison pulls back the curtain on practical, approachable ways to integrate AI into your business operations without losing your personal touch. You'll learn how to:

• Use AI to reclaim your time (and your sanity)
• Build custom systems that actually sound like you
• Train your team to adopt tech without fear
• Turn AI from an intimidating tool into your most reliable assistant

Whether you're AI-curious or already experimenting, this episode will help you cut through the noise and focus on what matters most: using technology to serve your clients better, not faster.

Stay up-to-date with Alison & her workshops here: https://alison-leigh-simmons.kit.com/62ca2afa2d

Book with Alison & learn more here: https://leadsmarterco.com

Schedule Time with Alicia Here: https://calendly.com/byersstrategygroup/new-meeting

If it causes you to rush, it's not the right opportunity.

In this honest and transparent episode of The Uncommon Advisor, Alicia Byers gets real about the cost of constantly saying "yes." She challenges the glorified pace of hustle culture and explores why rushing undermines your best work, your peace, and your client relationships.

You'll learn how to:

• Identify rushed opportunities that drain focus and energy
• Set boundaries that protect your clarity and purpose
• Say no with confidence—and reshape opportunities instead of abandoning them
• Build a business that moves at the pace of your purpose, not pressure

If you've ever felt like you're living in business Tetris, trying to make everything fit, this episode is your permission to slow down—and your strategy to do it well.

Schedule Time with Alicia Here: https://calendly.com/byersstrategygroup/new-meeting

Most advisors help clients with money—yet avoid looking at their own numbers. In this eye-opening episode of The Uncommon Advisor, Alicia welcomes tax strategist, Enrolled Agent, business owner and overall powerhouse Sarah Tatum to expose the hidden mistakes advisors make with their business finances.

They unpack how to confidently understand your numbers, choose the right entity, build a proactive tax plan, and stop leaving money on the table. You'll also learn how to collaborate better with tax professionals and build a financial system that supports growth—not stress.

If you've ever felt a little "embarrassed" handing your books to your CPA… this episode is your wake-up call (and your roadmap forward).

Book a Consult Call with Sarah here: https://tostrategicadvisory.taxdome.com/en-us/signup"

Connect with Sarah on LinkedIn here: https://www.linkedin.com/in/sarah-tatum/

Schedule Time with Alicia Here: https://calendly.com/byersstrategygroup/new-meeting

Most advisors treat policy and product clients like transactions. Uncommon Advisors turn them into relationships.

In Episode 13 of The Uncommon Advisor, Alicia Byers shows you how to welcome product and policy clients with intention—so they feel seen, valued, and excited to work with you long after the paperwork is signed.

Discover how small, meaningful welcome gifts can build loyalty, spark referrals, and set you apart in an industry obsessed with efficiency. You'll learn how to create gifts that reflect your brand, personalize them for each client, stay compliant, and scale the process without losing authenticity.

Because transactions don't build loyalty—experiences do.

Schedule Time with Alicia Here:

https://calendly.com/byersstrategygroup/new-meeting

When a client says "yes" to financial planning, it's more than a transaction—it's a moment of trust. And that moment deserves more than a confirmation email.

In this episode of The Uncommon Advisor, Alicia Byers shows you how to design thoughtful, memorable onboarding gifts that reinforce trust, reflect your brand, and make clients feel truly seen. No expensive baskets or cheesy swag—just intentional, scalable ideas that create emotional connection and set the tone for a long-term relationship.

You'll learn:

• Why small, meaningful gestures build massive loyalty
• How to create gifts that reflect YOU as the advisor
• How to personalize gifts so clients feel known and valued
• Ways to stay compliant while still being creative

If you want clients to feel confident, cared for, and excited to work with you from day one, this episode is packed with inspiration you can use right away.

Schedule Time with Alicia Here: https://calendly.com/byersstrategygroup/new-meeting

In Part 2 of the High-Performance Team series, Alicia Byers takes you beyond building a strong foundation of drive and talent — and into creating lasting results. Learn how to generate real impact, grow an engaged audience, and expand your team's reach so the world experiences the work you do. Plus, discover how to spot and eliminate the silent killer of team performance: self-defeating thinking.

If you want your team to create results people notice — and enjoy working together while doing it — this episode is your playbook.

Schedule Time with Alicia Here: https://calendly.com/byersstrategygroup/new-meeting

High-performing teams don't just happen—they're built with intention. In this first of a two-part series, Alicia Byers unpacks the two essential foundations of every high-performing team: drive and talent. Learn how to craft a mission your team actually rallies behind, use purpose to fuel perseverance, and uncover and develop the natural strengths of your team members. If you're ready to create a team that's engaged, productive, and excited about their work, this episode is your starting point.

Schedule Time with Alicia Here: https://calendly.com/byersstrategygroup/new-meeting

Too many advisors treat rest like a reward — something they get after a busy season or major event or accomplishment. In this episode, flip the script and learn why rest should be a strategy built into your business plan. Learn why consistent time off leads to better creativity, sharper decision-making, and more effective leadership, plus practical ways to schedule daily, weekly, and quarterly rest so you can fuel great work without burning out.

Schedule 1:1 time with Alicia here: https://calendly.com/byersstrategygroup/new-meeting

Chaos isn't a strategy—and neither is cramming everything into every day. In this episode of The Uncommon Advisor, Alicia Byers shows you how to use theme days to protect your top priorities, stay focused, and stop the constant pivoting that drains your energy. Learn how to group your glass-ball activities, build predictable rhythms for your team and clients, and finally take back control of your week.

Schedule Time with Alicia Here: https://calendly.com/byersstrategygroup/new-meeting