135: How to Help Clients Transfer Wisdom, Not Just Wealth

November 14, 2024 – (30:15)

Kathleen Burns Kingsbury returns to the podcast to share how financial professionals should prepare their clients to have a family money talk when preparing to pass down assets.

134: How to Convey to Clients the Importance of Mattering in Retirement

October 31, 2024 – (30:01)

Nancy Schlossberg, an expert in the areas of retirement and life transitions, shares a concept that people are often overlooking when they plan for their future—mattering.

133: How Your Money Style Influences Financial Decision-Making

October 17, 2024 – (30:01)

Kathleen Burns Kingsbury, wealth psychology expert, explains why financial professionals should know the importance of each client's money story.

132: Trump vs. Harris: What to Watch For

October 3, 2024 – (46:14)

JT Taylor, chief political strategist at Hedgeye Potomac Research, breaks down various House and Senate races and the key issues that may ultimately decide the presidency.

131: How Role Setting is Vital to Your Business Planning

September 19, 2024 – (27:19)

Jeremy Keil returns to the podcast to discuss three vital areas to business development: growing, planning, and serving.

130: How to Build Trust and Connection With Female Clients

September 5, 2024 – (46:21)

Intellectual connection is great, but emotional connection makes people act. Debra Ohstrom, CFA, breaks down what women want from their financial professional.