The Financial Advisor’s Edge Podcast

Latest Episodes:

The power of multiple marketing funnels Aug 28, 2023

Show notes

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg talks about his secret sauce and why it's important to keep multiple marketing funnels going at all times.

Visit our website at: www.thefinancialadvisorsedge.com

Join us at the: eliteadvisorlab.com

Avoiding burnout and pushing though to the next level Aug 21, 2023

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, Gregg talk about burning out and how to avoid it while still pushing forward.

Visit our website at: www.thefinancialadvisorsedge.com

Join us at the: eliteadvisorlab.com

Using ChatGPT and A.I. to run a better Financial Services Practice Aug 14, 2023

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, Gregg talk about ChatGPT, AI and how it will impact your business and our industry.

Visit our website at: www.thefinancialadvisorsedge.com

Join us at the: eliteadvisorlab.com

Hiring an associate advisor to 10x your business Aug 07, 2023

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, Gregg, and special guest Adam Wojtkowski talk about hiring the right advisor for the right job. How to grow your business by hiring the right talent at the right time.

Visit our website at: www.thefinancialadvisorsedge.com

Join us at the: eliteadvisorlab.com

Supercharging your growth by focusing on a niche Jul 31, 2023

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad and Jim discuss the power of specialization and how focusing on a niche would supercharge the growth of your business.

Visit our website at: www.thefinancialadvisorsedge.com

Join us at the: eliteadvisorlab.com

The Encore: Lost and Found Opportunity Jul 27, 2023

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On this special episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Jim talk about lost and found opportunities and why people come back into your life.

Visit our website at: www.thefinancialadvisorsedge.com

Join us at the: eliteadvisorlab.com

Small Town Success: Building 100mm+ businesses in Rural America Jul 24, 2023

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, and Gregg take a deep dive into what it takes to build successful financial services practices in a small town.

Visit our website at: www.thefinancialadvisorsedge.com

Join us at the: eliteadvisorlab.com

To CFP or not. What designation is most impactful? Jul 17, 2023

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad talk advisor designations - do you need one and why?

Visit our website at: www.thefinancialadvisorsedge.com

Join us at the: eliteadvisorlab.com

Turning objections into growth opportunities Jul 10, 2023

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad go over how to turn normal objections into huge growth opportunities.

Visit our website at: www.thefinancialadvisorsedge.com

Join us at the: eliteadvisorlab.com

Avoiding client turnover: Real world strategies to retain clients and increase referrals Jul 02, 2023

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim and Gregg do a deep dive into strategies to retrain your best clients and grow your business.

Visit our website at: www.thefinancialadvisorsedge.com

Join us at the: eliteadvisorlab.com