In this episode, I sat down with James Alexander, a badass FA and CFP, to break down the human element of financial planning and why psychology, tax strategy, and relationship-building matter more than ever.

James shares his insights on:

✅ How to create a value proposition that goes beyond investment management.

✅ The psychological side of financial advising and why clients need more than just numbers.

✅ The power of niche marketing and how targeting a specific audience can skyrocket your success.

✅ His transition from a broker-dealer to an RIA—what he learned and why it was the right move.

✅ The best networking, branding, and referral strategies for growing your practice.

If you’re looking for ways to stand out, build a strong referral network, and become a true problem-solver for your clients, this episode is for you.

Connect with James:💼 Learn more about James Alexander & Edge Financial Advisors https://edgefa.com/about/james-alexander/

📞 Contact James directly: 224-623-2524

🎙 Listen to his podcast: Ed’s Edge https://edgefa.com/eds-edge/

Love this episode? Leave a review and let us know what your biggest takeaway was! And if you’re a financial advisor looking for strategies to grow your business, DM me on Instagram @thefinancialadvisoracademy—I’d love to hear from you