Zombie Advisor

Medicare can feel difficult to sort through when plan options, provider networks, prescriptions, costs, and enrollment rules can all affect your decision. How can you understand what fits your situation without assuming the plan that worked last year will still work next year? In this episode of Zombie Advisor, James Knapp speaks with Sandra Juetten, Director of Individual & Medicare Business at Schatz Benefits Group, about making Medicare decisions with more clarity. Sandra explains Medicare Pa

A financial plan can look thoughtful on paper, but what happens when you’re left trying to coordinate the paperwork, professionals, and follow-up yourself? The value of planning often depends on what happens after the recommendations are presented. In this episode of Zombie Advisor, James Knapp speaks with Sam Johnson, CFP®, Senior Integrated Wealth Manager at Boyum Wealth Architects, about reducing friction throughout financial planning. Sam explains why execution can separate a useful plan fro

What happens when your startup’s milestones keep changing, and every change affects your cash runway and funding needs? Sometimes the answer starts with building something better for your own clients. In this episode, James Knapp speaks with Sandi Klemann, Founder and CEO of Fractional Finance Solutions, about leaving corporate finance, building a fractional CFO practice, and turning an Excel forecasting model into software. Sandi explains how startup milestones affect cash runway, funding needs

Technology can make communication easier, but it can’t replace the trust that grows through meaningful relationships and thoughtful guidance. What keeps clients engaged over the long term? How do experienced advisors avoid analysis paralysis while helping families make difficult planning decisions? In this episode, James Knapp sits down with attorney Dudley Ryan to discuss why personal relationships remain at the center of great financial and estate planning. They explore how trust is earned by

You’ve spent years saving, but knowing what you can afford to do in retirement may still feel unclear. A connected plan can help you see how your choices affect one another. In this episode, James Knapp speaks with Tenner Stoe, CFP®, CPWA®, and Wealth Architect at Boyum Wealth Architects, about his career across banks, broker-dealers, and registered investment advisory firms. Tenner explains how retirement planning brings together income, investments, taxes, insurance, and estate decisions. They

Financial advisors want to give every client thoughtful, personal attention, but outdated systems often consume the time needed to provide it. What could change when your CRM starts helping you recognize needs, complete routine work, and stay connected? In this episode, James Knapp speaks with Thomas Clawson, Co-Founder of Slant CRM, about building an AI-native client relationship management platform for financial advisors. Thomas explains how advisor feedback shaped Slant, why useful AI needs a