Annexus cofounder Ron Shurts serves it spicy—ditch vanity goals, control the grind, and turn annuities into your unfair advantage.
Take a listen to how a thoughtfully crafted holiday appreciation party has become a community tradition that deepens client relationships, attracts new prospects, and significantly boosts business growth.
Former tour manager for Grammy-winning artists shares how the high-stakes world of music touring shaped his success as a financial advisor.
Colorado-based advisor Michael Knox, who breaks down what happens after the seminar presentation ends—and how to maximize appointments, engagement, and trust in the follow-up.
New Tax Law, Big Opportunities – In this episode of The Complete Advisor, we sit down with Washington insider and CEO of Stonewood Financial, Becky Ruby Swansburg, to break down the newly passed One Big Beautiful Bill (OBBB)—and what it really means for independent financial advisors.
What does it really take to go independent? In this episode, a former branch manager pulls back the curtain on launching his own practice—fear, funding, branding, and all.
Why 2025 may be your last, best shot to lock in low taxes — and how advisors can use Roth conversions, widow’s penalty math, and IRMAA risks to drive urgent client action.
How can a younger financial advisor earn the trust of baby boomers and retirees?
In this episode of The Complete Advisor, we reveal how specializing in a niche — specifically federal employee benefits — can be the game-changer your practice needs.
In this quick-hit episode of The Complete Advisor, we’re kicking off our What’s In Your Tech Stack series — and we’re getting real about what actually works in the field.
What starts as a phone book cold call turns into a record-setting insurance sale, a Porsche, and a crash course in industry realities.
What do Rockefeller-style family offices have to do with your advisory practice? More than you think — and this episode breaks it all down.
Josh Storey of Candor Wealth joins The Complete Advisor to break down his real-world process for running successful, high-converting dinner seminars—from location scouting to appointment setting.
In this episode Chris Cooper breaks down his entire pre-, during-, and post-seminar process, sharing the intentional strategies that turn steak dinners into scheduled appointments.
Vince Oldre joins The Complete Advisor to share how he measures progress in his financial advisory practice during the quiet weeks when no new money is rolling in.
Becky Swansburg joins The Complete Advisor to discuss the future of tax policy, the potential extension of the Trump tax cuts, and key strategies advisors should use to help clients navigate legislative uncertainty.
dvisor John Ruth explains why Bitcoin is different from other cryptocurrencies, how it's changing the financial world, and why financial advisors need to understand it to help their clients.
"Is radio dead? Not according to Peter Rashad, who reveals why this 'old-school' medium is still a goldmine for financial advisors—get ready to rethink your marketing playbook!"
Discover the game-changing software that flips the script on retirement planning, revealing not just how your clients think about income—but how they see you.
It's been 16 months since we caught up with Matt Schuller and he's been busy! Expanding his practice through strategic partnerships and mentoring, join us as Matt shares key lessons on proactive client communication, effective delegation, and new workshop initiatives tailored to client needs.