BIF Bites

Latest Episodes:

Content Marketing Strategies for Financial Advisors w/ Anthony Ruffalo Nov 03, 2023

Show notes

Jerry and Adam sit down with financial advisor and financial content producer Anthony Ruffalo to discuss content and social media strategies that yield meaningful results.

CFP Snake Draft - Estate Planning Oct 27, 2023

Show notes

It's the final round of our inaugural BIF Bites CFP Snake Draft. A champion will be crowned soon. To cast your vote please head over to BIFBites.com and let us know who drafted the best overall squad!

Exam Edition: Question Palooza 3.0! Oct 20, 2023

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Here it is... the one... the only... The BIF Bites QUESTION PALOOZA!

CFP Snake Draft - Retirement Planning Oct 13, 2023

Show notes

Every single one of BIF's Monte Carlo simulation machines crashed when we fed them the data from our most recent CFP Snake Draft round. Here are the highlights... • Adam’s bold first pick earns him the awful nickname “Vanilla ISO” • Jerry shocks the crew with a sneaky move-up in the draft order • Mike reminds us that ‘eligible designated beneficiary’ is not a status on your dating app Listen in and enjoy!

The Three Wise CFP® Warriors Oct 06, 2023

Show notes

Each CFP® Exam cycle Adam invites back former BIF Review students to share their own personal study experiences with the current group of BIF Review students that are actively preparing for the next upcoming Exam. We've decided to release a few of these recent conversations here as a BIF Bites podcast episode so that the broader CFP® community can listen in and benefit. Amy Thorsen, CFP®, Jackie Cummings Koski, CFP®, MSPFP, AFC®, and Jeremy Pichette each serve up their own Top 3 Study Strategies list. The importance of a data-driven approach, how to use audio as a passive study supplement, and why overall wellness matters as much or more than your textbook materials all get touched upon during this insightful episode. Enjoy!

The Role of Empathy in Client Relationships (w/ Dr. Michael Thomas) Sep 29, 2023

Show notes

This week Jerry and Adam sit down with Dr. Michael Thomas of Modom Solutions and the University of Georgia to discuss Financial Empathy. Learn the importance and how to better connect and understand your clients on an empathetic level in order to better serve their needs.

Gaining Experience and Going the Distance w/ Hannah Moore Sep 23, 2023

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Jerry and Adam sit down with Hannah Moore to discuss the FPA Externship Program that she runs. Learn how students can gain valuable industry experience and hundreds of credit hours toward the CFP experience requirement.

CFP Snake Draft - Tax Planning Sep 15, 2023

Show notes

This week The BIF Crew continues their snake daft of the CFP topics, tackling Adam's main wheelhouse of Tax.

Let's Build a Marketing Machine w/ Olivia Luper Sep 07, 2023

Show notes

Olivia Luper stops by to talk marketing for Financial Advisors. We learned a lot in this episode. What strategies work best? What content are clients looking for? How do we convert prospects into full-fledged clients? Listen in and learn from a true marketing guru.

Anxiety & Success: A Complex Relationship (w/ Dr. Jennifer Serlin) Sep 01, 2023

Show notes

Jerry and Adam consider the "performance mindset" with psychologist Dr. Jennifer Serlin. How should we think about success in the workplace? How can we best manage inevitable career stress?

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