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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:
    Stop undercharging and charge what you are worth! Feb 26, 2024
    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 how to charge what you are worth.

    Visit our website at: www.thefinancialadvisorsedge.com

    The Success Blueprint: From Professional Wrestler to Financial Advisor Feb 01, 2024
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim Martin interviews Joseph Ladner about his journey from a professional wrestler to a successful Edward Jones advisor.

    Visit our website at: www.thefinancialadvisorsedge.com

    Are you ready for a killer 2024? Growing your financial planning business in the New Year! Jan 02, 2024
    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 2023 and look ahead to 2024.

    Visit our website at: www.thefinancialadvisorsedge.com

    Ready for an awesome 2024? We cover our 2023 End of Year checklist to get you ready. Oct 23, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim covers his end of year 2023 financial advisor checklist.

    Join us at the: eliteadvisorlab.com

    retire@planwellretirehappy.com <- Send your resume here if you are looking for an opportunity.

    Visit our website at: www.thefinancialadvisorsedge.com

    Do you own a job or do you own a business? Oct 16, 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 the difference between advisors that own a job and advisors that run a business..

    Visit our website at: www.thefinancialadvisorsedge.com

    Join us at the: eliteadvisorlab.com

    Harnessing the power of your CRM to supercharge your business: Part 2 Oct 01, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg interviews Andrew Ladwig with WealthBox about how to make the most of your CRM to supercharge your business.

    Visit our website at: www.thefinancialadvisorsedge.com

    Join us at the: eliteadvisorlab.com

    Harnessing the power of your CRM to supercharge your business: Part 1 Sep 25, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg interviews Andrew Ladwig with WealthBox about how to make the most of your CRM to supercharge your business.

    Visit our website at: www.thefinancialadvisorsedge.com

    Join us at the: eliteadvisorlab.com

    The Vault: Creating a client experience that adds value Sep 18, 2023
    Show notes

    Today we go back to the vault and pull one of our best episodes out:

    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

    Steps to make a successful transition from a captive firm to an independent advisor Sep 11, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim interviews special guest Matt Cook about his journey from starting at a captive firm to transitioning to LPL as an independent advisor.

    Visit our website at: www.thefinancialadvisorsedge.com

    Join us at the: eliteadvisorlab.com

    Winthrop & Co. | Financial Advisor Recruiters (winthropco.com)

    Getting all the assets by being a complete planner. Sep 04, 2023
    Show notes

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, Gregg about getting all the assets from prospects. How to provide complete financial planning being their only full service advisor.

    Visit our website at: www.thefinancialadvisorsedge.com

    Join us at the: eliteadvisorlab.com

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