Top Advisor Podcast

Recent Episodes

Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum

Posted June 19, 2024 • 00:39:51

What would your business (and life) look like if you started working with ultra-wealthy clients ranging from $40 to $100 million?

Working...

Episode #66 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey

Posted June 5, 2024 • 00:36:16

Tired of blending into the crowd? Discover the strategies that will help you forge solid client relationships and become a standout financial advisor.

In...

Episode #65 Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️

Posted May 22, 2024 • 00:35:23

It is my sincere hope that you are not attempting to do financial planning without gaining the full context of your clients.

Our guest...

Episode #64 Storytelling for Financial Advisors: How to Stand Out and Win More Ideal Clients with Jason Jenkins

Posted May 8, 2024 • 00:40:13

Your continued success is predicated on your continued relevance and becoming “the advisor of choice.” Sometimes, that’s easier said...

Episode #63 Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP

Posted April 24, 2024 • 00:34:59

Good health and sufficient wealth go hand in hand. They are intricately intertwined.

Most advisors try to ensure their clients don’t...