Rainmaker Multiplier On-Demand

Recent Episodes

OB3 Strategies: Leveraging Tax Reform to Scale Your Advisory Practice

Posted September 3, 2025 • 00:24:31

The One Big Beautiful Bill (OB3) represents the largest tax reform opportunity advisors have seen since the 2017 Tax Cuts and Jobs Act. Join host Dave...

How Advisory Firms Build Team-First Compensation Models That Motivate

Posted August 27, 2025 • 00:29:28

Building the right compensation strategy is one of the most critical investments advisory firms make—after all, people are often your largest expense...

Website Design & SEO Essentials for Financial Advisors

Posted August 13, 2025 • 00:27:35

Your website is often the first thing prospects see in their search for a financial advisor. You have to make your first impression count if you want...

Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 2

Posted July 30, 2025 • 00:21:29

Are you ready to unlock AI's true strategic potential? Most advisors are stuck using AI for basic tasks, but the real transformation happens when you...

Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 1

Posted July 23, 2025 • 00:26:04

If you’re still using AI for basic tasks like writing emails or taking notes, you’re missing the real opportunity. You could be using AI to help...