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    Business

    The Financial Advisor’s Edge Podcast

    The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems that have helped them build 100+ million dollar practices. Tune in weekly to learn how to build the financial planning practice you’ve always wanted.

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    Copyright: © Copyright 2022 All rights reserved.

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    Latest Episodes:
    Strategies to land high net worth clients Jun 26, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad discuss strategies to to land more high net worth clients.

    Visit our website at: www.thefinancialadvisorsedge.com

    Join us at the: eliteadvisorlab.com

    Using client segmentation to scale your business and supercharge your growth Jun 19, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad dive into the world of client segmentation and how to deploy it to scale and grow your business.

    Visit our website at: www.thefinancialadvisorsedge.com

    Join us at the: eliteadvisorlab.com

    Educational or Dinner Seminars: What’s the best type of seminar for financial advisors to hold? Jun 12, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim lay out the steps to hold a successful seminar and what venue works best for advisors.

    Visit our website at: www.thefinancialadvisorsedge.com

    Join us at the: eliteadvisorlab.com

    Breaking through the growth plateau and taking your business to the next level Jun 05, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Brad talk about taking your business to the next level.

    Visit our website at: www.thefinancialadvisorsedge.com

    Join us at the: eliteadvisorlab.com

    The Elite Advisor Blueprint: From sales assistant to 100mm practice May 29, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim interviews Gregg about his journey to building a 100mm practice. A blueprint to building a successful financial services practice.

    Visit our website at: www.thefinancialadvisorsedge.com

    Join us at the: eliteadvisorlab.com

    Do more by working less: How to take time away and still grow your business. May 22, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Jim, and Brad talk about their favorite topic: time out of the office and how to take 12 plus weeks off a year and still grow.

    Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

    Visit our website at: www.thefinancialadvisorsedge.com

    Using the Dave Ramsey SmartVestor Pro ELP program to grow and 10x your business [Episode 51] May 14, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Jim, and Brad do a deep dive into the Dave Ramsey SmartVestor Pro program and what it takes to make it a success.

    Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

    Visit our website at: www.thefinancialadvisorsedge.com

    Turning difficult clients into raving fans [Episode 50] May 08, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Brad lay out strategies on how to deal with difficult prospects and clients.

    Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

    Visit our website at: www.thefinancialadvisorsedge.com

    How to grow your COI referrals and other listener questions answered. [Episode 49] May 01, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Jim, and Brad take listener questions and discuss how you can increase your COI referrals.

    Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

    Visit our website at: www.thefinancialadvisorsedge.com

    How to navigate the dreaded politics discussion with clients. Apr 24, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Jim, and Brad discuss the dreaded P word.. Politics - and how to navigate this minefield to win more business and keep your clients focused on their goals.

    Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

    Visit our website at: www.thefinancialadvisorsedge.com

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