Most advisors jump straight into prospecting without realizing they have a leaky bucket. This episode shows you how to fix the foundational cracks first, by building presence, creating process, and only then prospecting with confidence. From understanding marketing ROI to using intent data and AI automation, you'll walk away with a smarter, more scalable strategy.

In this episode, you’ll learn:

🌐 Why web presence is non-negotiable, and how to get it right 🔁 How to build marketing systems that run without you

⏱️ The critical “5-minute rule” that changes lead conversion

🤖 How AI, automation, and real-time data can do the heavy lifting

💡 What most advisors get wrong about SEO and social media

📊 Why process beats hustle, and how to stop wasting your marketing budget

This isn’t just about working harder. It’s about working smarter and setting up a system that brings qualified leads to you.

If you enjoy this episode, please subscribe and share it with a friend. Also, leave us a rating and review on any podcast platform, I’d really appreciate it.

For more information, visit us at https://www.tuacommunity.com

Most advisors lose trust and the sale, by rushing into product talk. This episode introduces the Socratic Method, a powerful, question-first approach that transforms your sales conversations from transactional to consultative.

In this episode, you’ll learn:

❓ How to ask strategic questions that lead clients to their own conclusions

🧠 Why pushing too soon erodes trust, and what to do instead 💬 The 3-question technique that uncovers real concerns (and hidden objections)

👥 How to engage both spouses or decision-makers in the process

🤐 The power of silence, and why it’s often your best sales tool 🧾 How to build credibility and close without selling a single product

Stop selling. Start guiding. Ask your way to the sale with confidence.

If you enjoy this episode, please subscribe and share it with a friend. Also, leave us a rating and review on any podcast platform, I’d really appreciate it.

For more information, visit us at https://www.tuacommunity.com

Most advisors think selling is about talking, but the best ones know it’s about listening. In this episode, we break down the psychology behind how clients make decisions and what you can do to build trust, tailor your approach, and close more business without ever sounding like a salesperson.

In this episode, you’ll learn:

🧏‍♂️ Why listening (not pitching) is your best sales move

🧠 How to use DISC personality types to tailor your communication

🛑 What to stop doing if you’re unintentionally turning prospects off

📚 How to use stories and social proof the right way

🙊 Why silence might be your most powerful sales tool

🎯 How to spot when someone’s not a good fit—before wasting your time

No fluff, no pushy tactics. Just practical, psychology-backed strategies that help you show up as a trusted advisor, every time.

If you enjoy this episode, please subscribe and share it with a friend. Also, leave us a rating and review on any podcast platform, I’d really appreciate it.

For more information, visit us at https://www.tuacommunity.com

You’ve got a goal. A dream. A plan that’s been sitting in the back of your mind. So… what’s holding you back?

In this episode, we talk through the messy middle, figuring out what you want, owning your strengths (and limits), and finding the people to help you fill the gaps.

It’s a real-world check-in for anyone serious about building something that matters.

In this episode, you’ll learn:

🔍 Why being brutally honest with yourself is the starting point for real progress

⚠️ The difference between solving problems and just reacting to symptoms

🧭 How to know if your vision is truly yours, or something you think you “should” want

💡 What to do if you have the drive, but not all the skills (yet)

🧠 Why mindset isn’t just a buzzword, it’s the backbone of everything you’re building

If you enjoy this episode, please subscribe and share it with a friend. Also, leave us a rating and review on any podcast platform, I’d really appreciate it.

For more information, visit us at https://www.tuacommunity.com

Loyal clients are great, but raving fans can change everything. In this episode, we cover how personal gestures, memorable stories, and consistent service turn satisfied customers into your biggest advocates. From Bill Murray’s quirky autograph to Cooperstown’s revival, learn what makes clients excited to share your name.

In this episode, you’ll learn:

🎁 How small gestures and personal touches can create unforgettable client experiences

🔄 Why consistency matters more than flashy one-time efforts

🛠️ Ways to design a service process that keeps customers loyal—and eager to refer you

⚾ The story of Bill Murray’s legendary autograph (teeth marks included) and what it teaches about connection

💡 Simple ideas to make clients feel valued without spending a fortune

If you enjoy this episode, please subscribe and share it with a friend. Also, leave us a rating and review on any podcast platform, I’d really appreciate it.

For more information, visit us at https://www.tuacommunity.com

Are you chasing commissions or building real value? In this episode, we break down how to set bold revenue goals, charge what you're worth, and create multiple income streams, so your business earns even when you’re not selling. If you want to grow smarter, not just harder, and set yourself up for a future exit, this one’s for you.

In this episode, you’ll learn:

💰 How to set revenue goals that actually guide your daily activity

📈 Why charging fees builds trust and long-term value

🔁 The difference between sales income and true recurring revenue

🧠 How to calculate your hourly worth, and why you’re likely undercharging

🤝 Ways to use strategic partnerships to scale faster

📊 Why building a business with systems matters more than chasing commissions

If you enjoy this episode, please subscribe and share it with a friend. Also, leave us a rating and review on any podcast platform, I’d really appreciate it.

For more information, visit us at https://www.tuacommunity.com

Most advisors overlook the foundational setup that fuels long-term growth. This episode gives you a clear, actionable framework for structuring your business the right way, from licenses and tax strategy to systems, tools, and partnerships that scale. No fluff, just smart, strategic steps that set you up for success.

In this episode, you’ll learn:

🏛️ The pros and cons of different business structures (Sole Prop, LLC, S Corp)

📉 How to reduce your tax burden with the right setup

📋 Why SOPs matter—and how to create them before you need them

💻 Which tech stack tools can save you time and headaches

🤝 How to build referral partnerships that actually produce

💼 The mindset shift from “self-employed” to “business owner”

If you're serious about building something that lasts, start here.

If you enjoy this episode, please subscribe and share it with a friend. Also, leave us a rating and review on any podcast platform, I’d really appreciate it.
For more information, visit us at https://www.tuacommunity.com

Data gathering and closing the meeting are where most advisors drop the ball. This episode gives you a clear, repeatable framework for ending meetings with confidence, collecting the right information, and creating a smooth path into planning. No pressure tactics—just smart, strategic conversations that get results.

In this episode, you’ll learn:

📊 How to make data collection simple, not stressful

💬 What to say when explaining how you’re compensated

🧠 How to uncover your client’s #1 concern without asking awkward questions

📁 What documents and tools should you have ready for onboarding

📆 When (and how) to schedule the next meeting for momentum

✅ The mindset that turns info-gathering into trust-building

If you enjoy this episode, please subscribe and share it with a friend. Also, leave us a rating and review on any podcast platform, I’d really appreciate it.

For more information, visit us at https://www.tuacommunity.com

Want to close more deals without pushing harder? 

In this episode, we unpack the psychology behind what clients really want - someone who listens, understands, and asks the right questions. Learn how to build trust, create urgency, and guide conversations like a true advisor, not a salesperson. If you're ready to become the person clients open up to and buy from, this episode is a must.

In this episode, you’ll learn:

🎧 Why listening is more powerful than pitching in sales conversations

🤫 How to use silence as a strategic tool to uncover real client needs

🧠 The DISC method and how to adapt your style to different personality types

❓ How to ask better questions that build trust and urgency

💡 The difference between delivering value vs. creating action

🔁 Simple mindset shifts that help you stand out as an advisor, not just another salesperson

Resources:

https://capstoneplans.com/

If you enjoy this episode, please subscribe and share it with a friend. Also, leave us a rating and review on any podcast platform, I’d really appreciate it.
For more information, visit us at https://www.tuacommunity.com

Most people mess up the opening.

Not because they don’t care—but because they don’t know what actually works. This week is all about how to approach business owners (and high-earning professionals) the right way. We walk through real examples, simple scripts, and how to handle objections without sounding pushy.

In this episode, you’ll learn:

🧠 Why “ego” is one of the most important factors in talking to business owners

🛠️ Simple tweaks to shift your approach for individuals vs. business owners

📋 The exact script lines to overcome objections like “I already have someone”

⏳ Why silence might be your most powerful sales tool—and how to use it

Resources:

https://capstoneplans.com/

If you enjoy this episode, please subscribe and share it with a friend. Also, leave us a rating and review on any podcast platform, I’d really appreciate it.

For more information, visit us at https://www.tuacommunity.com