Top Advisor Podcast

Recent Episodes

Ep. #6: Client Appreciation Events: Using Retirement Parties to Grow Your Business with Joe De Sena, CFP®

Posted October 13, 2021 • 00:19:14

Retirement is such a major milestone in everyone’s life. And while there is no shortage of ideas for client appreciation events, retirement parties...

Ep. #5: Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC

Posted September 29, 2021 • 00:19:42

Most advisors have an internal new client onboarding checklist, but few have discovered the value of a comprehensive client onboarding process that...

Ep. #4: Building a Financial Advisor Business Plan that Aligns with Your Ideal Life with Peter Oldziey CFP®

Posted September 13, 2021 • 00:29:17

Most financial advisors get into this business to create freedom and flexibility in their lives. The problem is, very few actually achieve that. Instead,...

Ep. #3: How a Business Friendship Can Turn a Loyal Client into an Advocate with Lester Matlock CFP®, CRPC®, APMA®

Posted September 13, 2021 • 00:37:37

Many financial advisors like to keep an arm’s length distance between themselves and their clients, keeping everything strictly on the professional...

Ep. #2: The Benefits of Narrow Target Markets for Financial Advisors with Adam Cmejla CFP®

Posted September 13, 2021 • 00:36:14

You’ve undoubtedly heard about the benefits of highly-focused target markets for financial advisors. But perhaps you have reservations and worry that...