The Financial Advisor’s Edge Podcast

Latest Episodes:

Celebrating your wins and bringing your team along on the journey. Feb 06, 2023

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk about how to celebrate your successes and bring your team along on the journey.

Join our upcoming growth webinar at: http://23grow.com

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

Visit our website at: www.thefinancialadvisorsedge.com

Charging what you are worth - How should you price your advisory fees? [Episode 36] Jan 30, 2023

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk about how to price you fees and charging what you are worth.

Join our upcoming growth webinar at: http://23grow.com

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

Visit our website at: www.thefinancialadvisorsedge.com

Hosting client events to grow your business and create raving fans! [Episode 35] Jan 23, 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 client events and how to host them to drive more business through your door and create raving fans.

Join our upcoming growth webinar at: http://23grow.com

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

Visit our website at: www.thefinancialadvisorsedge.com

How to build a marketing plan and how much money should you spend on marketing? [Episode 34] Jan 16, 2023

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim, and Gregg cover how to build a marketing plan for 2023 and how much advisors should be spending on marketing.

Join our upcoming growth webinar at: http://23grow.com

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

Visit our website at: www.thefinancialadvisorsedge.com

When should you hire a jr. advisor or team up? [Episode 33] Jan 09, 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 discuss how to handle growth and when is it time to hire a jr. advisor. If you are ready to reach the next level, this episode is for you.

Join our upcoming growth webinar at: http://23grow.com

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

Visit our website at: www.thefinancialadvisorsedge.com

Work smarter, not harder in 2023. Efficiency hacks to maximize your advisory practice. [Episode 32] Jan 02, 2023

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim, and Gregg cover growth and efficiency hacks advisors can deploy today to maximize their time and practice.

Join our upcoming growth webinar at: http://23grow.com

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

Visit our website at: www.thefinancialadvisorsedge.com

Mailbag: What KPIs should you track to effectively manage your business and other questions answered. [Episode 31] Dec 26, 2022

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jim, Brad, Jeff, and Gregg answer listener questions - spending time discussing what KPIs they track and how their sales process works.

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

Visit our website at: www.thefinancialadvisorsedge.com

The naughty list: Bad prospects and how to deal with them [Episode 30] Dec 19, 2022

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jim, Brad, Jeff, and Gregg share their wildest prospect stories and what they would have done differently. Learn from their mistakes and get better.

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

Visit our website at: www.thefinancialadvisorsedge.com

6 things you should be doing RIGHT now to grow your business [Episode 29] Dec 12, 2022

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Gregg and Brad cover 6 things you should be doing right now and 1 thing you shouldn't.

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

Visit our website at: www.thefinancialadvisorsedge.com

”Why should I hire you?” - How to answer the tough questions prospects ask. [Episode 28] Dec 05, 2022

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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Gregg and Brad the ever present question "Why should I hire you?"

Listen and learn how to know this and more questions out of the park.

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

Visit our website at: www.thefinancialadvisorsedge.com

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