The Advisor Club Podcast

Transform clients into advocates through better human understanding & improved financial acumen.

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Recent Episodes

Episode 6: How to be a Super Communicator - Use the right questions as an advisor to become a communication master.

Posted August 5, 202500:22:38

In this podcast, we dive into how financial advisors can use the tools outlined by author and speaker Charles Duhigg to become a Super Communicator....

Episode 4: Part II - Using the book Switch to help clients change things when change is hard

Posted July 26, 202400:22:50

Using the concepts in the book Switch, we talk about how advisors can "Clear the Path" for clients and prospects, making change easier:


  • Motivate...

Episode 3: Using the book Switch to help clients and prospects change things when change is hard

Posted June 27, 202400:27:23

SWITCH by Chip & Dan Heath - HOW TO CHANGE THINGS WHEN CHANGE IS HARD.
Change can be hard due to the conflict between our emotional...

Episode 2: Using the book Beyond Reason to build stronger client relationships

Posted May 15, 202400:26:47

In Episode 2, we discuss the book Beyond Reason and how it has the potential to strengthen advisors' client relationships. We talk about the book's...

Episode 1: Life journeys & the origins of Optimus Advisory Group

Posted March 27, 202400:22:24

On this epsiode, the hosts discuss the origins of Optimus Advisory Group. Both growing up in Southern California, Paul Hewitt & Steve Rumsey both...