Trusted Advisor Podcast Series

Marty Dutch, VP, Director of Philanthropy Services at First Foundation in Irvine, CA and Past President of the International Association of Advisors in Philanthropy talks about philanthropy and how it benefits both professionals and the families they serve.

Providing experiential learning experiences for your clients will lead to deeper relationships, higher client retention, more and better introductions, more revenue now and in the future, happier clients, and a more satisfying experience for the advisor.

There is a tsunami-level shift taking place in the planning world. You might not be aware of how deep it is. This shift is being driven by clients who are being more vocal than they have ever been about the outcomes they are seeking from the work they do with their advisors. Rod Zeeb suggests that you may not have the big picture about this shift, and what it means to your business.

Most people experience different levels of trust with their various advisors, and your clients certainly trust you. But, are you the trusted advisor they call when anything major (not just legal or financial) happens in their lives? Here is how to move up to that level of trust.

Heritage Institute founder and CEO, Rod Zeeb describes the origins and mission of the Institute, the value it delivers to advisors, and its development into the premier source of training for advisors who are ready to take their practices to the highest level.

Lori Coonen, Master HDP & Chief Learning Officer, interviews Rod Zeeb about the use of a powerful and specialized kind of “Alignment Conversation” that advisors can use when enrolling new clients.

Rod Zeeb tackles the age-old question that advisors regularly deal with when it comes to issues of inheritance and philanthropy: How much is enough to give the children? The answer, of course, begins with the phrase, “It depends!”

Rod Zeeb talks with estate planning attorney David York about the shift that has been taking place in estate planning, where understanding and identifying what matters most to the client takes center stage.

Rod Zeeb talks with Randy Fox, who is a wealth strategist, philanthropic estate planner, educator, and speaker, about the importance of effective professional collaboration.