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Recent Episodes
Episode 24 – Cracking The Code to Investing in Success— with Guest Chip Munn
Many advisors get stuck in a shiny object mentality where they see something working for another advisor so they jump from one tactic to the next. In...
Episode 23 – A Tactical Approach to Business Development — with Guest Duncan MacPherson
Business development may sound imposing and intimidating, but it is so important to continually develop to be efficient, sustainable and open to growth. ...
Episode 22 – Don’t Be The Hero Advisor — with Guest Bill Cates
Advisors need to have a relentless passion for understanding prospects and clients. By targeting a niche market, you can demonstrate a higher-level...
Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP®
Are you an advisor with an existing waiting list for new clients? If not, you’ll love this episode as Brad Swineheart and Adam Cmejla discuss tactics...
Episode 20 – Your Time Is Ticking — with Guest Ed Slott
As an advisor, it is more important now than ever to share your knowledge with clients and prospects, especially as the communication channels have...
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