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.

129: How Motivational Interviewing Can Change Your Client Interactions

August 22, 2024 – (26:30)

Delivering facts and figures is comfortable. But many financial professionals feel out over their skis when they enter into the emotional side of planning discussions. Jeremy Keil shares a helpful acronym to approach those conversations with ease.

128: How to Leverage Client Relationships to Define Your Brand and Value

August 8, 2024 – (53:11)

When it comes to marketing, advisors seem to only know what they can’t do. There are so many missed opportunities and it’s time to debunk the myths and inspire FAs on what they can do. Michael Morrison, Partner and CMO at Chief Outsiders, shares easy to implement tips to building an authentic brand.