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.
Episodes
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
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
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
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
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
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
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
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.
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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)
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
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg talks about his secret sauce and why it's important to keep multiple marketing funnels going at all times.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, Gregg talk about burning out and how to avoid it while still pushing forward.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, Gregg talk about ChatGPT, AI and how it will impact your business and our industry.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, Gregg, and special guest Adam Wojtkowski talk about hiring the right advisor for the right job. How to grow your business by hiring the right talent at the right time.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad and Jim discuss the power of specialization and how focusing on a niche would supercharge the growth of your business.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
On this special episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Jim talk about lost and found opportunities and why people come back into your life.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, and Gregg take a deep dive into what it takes to build successful financial services practices in a small town.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad talk advisor designations - do you need one and why?
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad go over how to turn normal objections into huge growth opportunities.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim and Gregg do a deep dive into strategies to retrain your best clients and grow your business.
Visit our website at: www.thefinancialadvisorsedge.com
Join us at the: eliteadvisorlab.com
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