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Zombie Advisor
By James KnappBusiness
Zombie Advisor episodes
- From CPA Track to Client-First Advice with Stewart Rallis (Ep. 8)Great advisors do more than present information. They listen closely, stay steady when conditions shift, and build relationships that last. What separates a responsive advisor from one who simply goes through the motions? In this episode of Zombie Advisor, James Knapp talks with Stewart Rallis, Managing Principal at Stairway Partners, about his path from studying …
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22 min - Building a Client-First Practice in the RIA Space with Haris Kopic (Ep. 7)Choosing the right business model can shape your entire career as a financial advisor. But what drives someone to leave commissions behind and embrace independence? In this episode, James Knapp sits down with Haris Kopic, CFP®, who recently joined Boyum Wealth Architects after 16 years in the industry. Haris shares his journey from graduating during …
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20 min - Dead Wrong Tax Decisions Business Owners Keep Making with Chris Wittich (CPA Perspective) (Ep. 6)What if better tax planning started long before April, or even before you decide to sell your business? This episode pulls back the curtain on how small business owners and advisors can think differently about taxes, compensation, and long-term planning. In this episode of Zombie Advisor, James Knapp sits down with Chris Wittich, MBT, CPA, …
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23 min - When Experience Still Leads to the Wrong Advice with Andrew Kronschnabel (Ep. 5)Even experienced professionals can end up with the wrong advice when planning is driven by products instead of perspective. In this episode, we unpack how “zombie advisors” quietly undermine good decision-making, even for highly sophisticated clients. In this episode of Zombie Advisor, James Knapp sits down with Andrew Kronschnabel, SVP / Head of Investment & …
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23 min - Investing With Tyler Rudek, The Planning Gaps Advisors Overlook (Ep. 4)Long-term investing is rarely about finding the perfect investment. It is about managing risk, staying disciplined, and making thoughtful decisions when markets test your patience. This conversation focuses on what actually drives durable outcomes over time. In this episode of Zombie Advisor, James Knapp is joined by Boyum Wealth Architects’ Chief Investment Officer, Tyler Rudek, …
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22 min - The One Call Service Model, Why Clients Are Tired of Managing Their Advisors (Ep 3)In this episode of Zombie Advisor, James Knapp sits down with longtime colleague and strategic partner Charlie Metzig, Managing Partner at Boyum Barenscheer, to unpack why so many professionals unintentionally become “zombie advisors” and how a one-call service model can change the client experience entirely. Charlie shares his journey from growing up above a family …
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24 min - Undead Advice: Why Financial Service Needs a Wake Up Call (Ep. 2)Most people assume financial advisors are always proactive, organized, and well coordinated, but the reality is far more human. In this episode, James Knapp and Gregg Sainsbury dig into why so many professionals fall into “zombie mode” without ever noticing it. They explore the habits, incentives, and gaps that quietly undermine planning while sharing the …
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24 min - Welcome to the Apocalypse: Meet Your Zombie Advisor Host (Ep. 1)In this inaugural episode of Zombie Advisor, James Knapp sits down with veteran broadcaster Patrice Sikora for a candid conversation about why so many professionals in financial services lose their curiosity, their humanity, and their commitment to real service. James shares the personal experiences that shaped his client-first philosophy, from an early encounter with transactional …
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26 min - Zombie Advisor Coming SoonAs a client do you feel like you could be missing out? Welcome to Zombie Advisor with James Knapp, the podcast that shows you how to take control of your future! Here, we focus on putting clients first, delivering top-tier customer service, and building powerful strategic partners. With education, real stories, and a bit of …
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1 min
About Zombie Advisor
From the publisher's feed
As a client do you feel like you could be missing out? Welcome to Zombie Advisor with James Knapp, the podcast that shows you how to take control of your future! Here, we focus on putting clients…
first, delivering top-tier customer service, and building powerful strategic partners. With education, real stories, and a bit of fun, each episode is designed to help you rise above the rest. If you’re ready to break free, take charge, and join a community of advisors who prioritize growth and service, Zombie Advisor is the place for you. Come for the lessons, stay for the stories – and let’s build a better future together!