Rethink. Financial Advice

Financial Well-Being Starts Day One Featuring Catherine Morgan Episode 43

Is financial wellness legit? Traditionally, there’s been lots of shame in going to speak with a financial advisor since most of us have had no formal...

Advisor-First vs. Firm-First Mentality Featuring David Karr Episode 42

Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable Advisors,...

The News Hidden Behind the Headlines featuring Cindy Taylor Episode 41

The News Hidden Behind the Headlines Featuring Cindy Taylor (Ep 41)

Summary: 

What’s really going on in...

Are you ready for a global financial disruption? Featuring Evelyn Jacks

Have you prepared your practice and clients for a global financial disruption? The world is experiencing economic despair, rising...

Price Trumps Niche for Firm Growth featuring Angie Herbers - Episode 39

You’ve been told to niche to grow, but should you?  To balance out the great advice in episodes 36 & 38 we wanted to bring you some additional,...