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The Financial Advisor’s Edge Podcast — 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.

Copyright: © Copyright 2022 All rights reserved.

Latest Episodes:

Goal Setting secrets to grow your practice Sep 19, 2022

Show notes

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the guys walk you though the process to set goals to help you reach 100m in assets.

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

Visit our website at: www.thefinancialadvisorsedge.com

Mailbag: Growing your AUM and when is it time to fire a client? Sep 12, 2022

Show notes

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we answer listener questions:

How do I add 5m of new AUM this year?

How do I fire a client?

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

Visit our website at: www.thefinancialadvisorsedge.com

Creating a client experience that adds value Sep 06, 2022

Show notes

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we talk about what experience clients really want and how to add value to the relationship.

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

Visit our website at: www.thefinancialadvisorsedge.com

Digital Marketing: SmartAsset Leads and how to make the most of them Aug 29, 2022

Show notes

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the guys talk about the SmartAsset lead program and how to make the most of the digital marketing leads that come your way.

Visit our website at: www.thefinancialadvisorsedge.com

The hidden costs of becoming an Independent Financial Advisor Aug 22, 2022

Show notes

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, we discuss the hidden costs of going independent and why the 90% payout isn't a real number

Visit our website at: www.thefinancialadvisorsedge.com

Mistakes we made starting our planning business and how to avoid them. Aug 15, 2022

Show notes

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, the guys talk about what they wish they knew when they started their practices. They discuss common mistakes and misconceptions advisors are still making and how to break the mold to achieve your goals.

Visit our website at: www.thefinancialadvisorsedge.com

Building a 100m Financial Planning Practice by focusing on a specific niche Aug 08, 2022

Show notes

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, we take a deep dive into how Brad has built his practice by focusing on a niche. There are riches in niches and you don't want to miss this show where we walk through the specifics on how he has added 100m plus of assets working his chosen niche and how you can apply his lessons to your financial services business.

Visit our website at: www.thefinancialadvisorsedge.com

Using seminars to grow your wealth management practice. Aug 01, 2022

Show notes

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, Brad, Gregg, Jeff, and Jim discuss why you should be hosting seminars and how to hold them if you want to grow your business quickly.

Visit our website at: www.thefinancialadvisorsedge.com

The First Appointment: Steps to turn a prospect into a client Jul 25, 2022

Show notes

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we discuss how to hold impactful first appointments with prospects and how to turn prospects into clients.

Visit our website at: www.thefinancialadvisorsedge.com

Big questions prospects ask and how to answer them. Part 2 Jul 18, 2022

Show notes

Part 2 of the BIG questions prospects ask - On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the guys talk about being ready for the questions prospects ask. How to prepare for them and answer them the right way.

Visit our website at: www.thefinancialadvisorsedge.com

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