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The Qualitative Advisor Podcast
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The Qualitative Advisor Podcast

Author: Chris Venn

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Financial Advisors are under siege and The Qualitative Advisor is a bi-weekly podcast, hosted by Chris Venn of The Legacy Companies, that helps financial advisors bring the best to their clients and make the most of their businesses and their lives.
7 Episodes
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Things Won't Change

Things Won't Change

2019-09-1206:50

Things won't change unless you change them.
Resiliency

Resiliency

2019-06-2619:58

Discussing the price of pushing harder with Dr. Ganz Ferrance.
It's a game of "How"

It's a game of "How"

2019-05-0208:48

"What" and "Why" matter but how you do what you do sets you apart.
Qualifying

Qualifying

2019-04-0319:22

How can you know if you qualify to have meaningful, qualitative conversations?
Can of Worms

Can of Worms

2019-03-1922:54

It can be easy to think you're going to open a can of worms if you get into qualitative discussions with wealth holders. Here's a different way to look at it.
Being Qualitative

Being Qualitative

2019-03-0526:01

A conversation with Todd Fithian of The Legacy Companies about what being a qualitative advisor means.
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