Zombie Advisor
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
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Recent Episodes
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...
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...
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...
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...
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...
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