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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:
    Does your office space really matter? Leveraging your office to convert prospects into clients. [Episode 47] Apr 17, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planner - Jim discusses how to set your office up for success. The keys to building an office that converts prospects into clients.

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

    Visit our website at: www.thefinancialadvisorsedge.com

    Using tax planning to grow your business and how to avoid common mistakes [Episode 46] Apr 10, 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 tax planning. How to discuss taxes with clients and mistakes to avoid.

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

    Visit our website at: www.thefinancialadvisorsedge.com

    What’s working for us RIGHT now! [Episode 45] Apr 03, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Brad discuss what is working for them right now and how you can layer their ideas into your financial services business.

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

    Visit our website at: www.thefinancialadvisorsedge.com

    What is your true client capacity? Finding your ideal client number! [Episode 44] Mar 27, 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 talk client capacity and how to can build your business with intention.

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

    Visit our website at: www.thefinancialadvisorsedge.com

    Required Reading: Books that will help you become a better financial advisor [Episode 43] Mar 20, 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 talk about the books that made an impact in their careers.

    The Game of Numbers by Nick Murry

    https://www.nickmurray.com/product/game-of-numbers/

    The Million-Dollar Financial Advisor by David Mullen Jr.

    https://www.amazon.com/Million-Dollar-Financial-Advisor-Strategies-Producers-ebook/dp/B002UKQ124

    Story Telling for Financial Advisors

    https://www.amazon.com/Storyselling-Financial-Advisors-Producers-Sell/dp/0793136644

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

    Visit our website at: www.thefinancialadvisorsedge.com

    Common mistakes advisors make that stand in the way of their growth [Episode 42] Mar 13, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Gregg, and Jim discuss common mistakes advisors make that stand in the way of growing their business.

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

    Visit our website at: www.thefinancialadvisorsedge.com

    Hiring an All-Star Team: How to hire great employees for your financial services firm. [Episode 41] Mar 06, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Jim walk through all of the steps needed to make the best hires for your business and why it's so important.

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

    Visit our website at: www.thefinancialadvisorsedge.com

    Take your business to the next level: When to hire a coach [Episode 40] Feb 27, 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 discuss when advisors should consider hiring a coach and what to look for when making this hire.

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

    Visit our website at: www.thefinancialadvisorsedge.com

    How to run a high margin, hyper profitable practice [Episode 39] Feb 20, 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 cover the basics on how to run a hyper profitable business.

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

    Visit our website at: www.thefinancialadvisorsedge.com

    Lifestyle or Growth Practice: Building your business with intention [Episode 38] Feb 13, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Jim talk about practice building and how to do it with intention.

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

    Visit our website at: www.thefinancialadvisorsedge.com

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