Why Do Clients Hire Us with Tanya Nichols

Expense vs. Investment and Leaning into the J-Curve

How to Take Massive Action to Improve Your Planning Business

Don't Be a Squirrel

Don't Make it So Complicate: How to Create Elegant Simplicity

How fpPathfinder Can Allow You Help Clients Make Better Decisions

Do’s and Don’t During Tumultuous Markets, Ep # 18

What is the True Role of a Financial Advisor? Ep # 17

How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16

Help Clients Make Smart Financial Choices and Life Choices with Dr. Dan Crosby, Ep # 15

How to Improve Speaking Skills to Communicate with Your Clients with Tracy Goodwin, Ep #14

The Organizational Systems That Keep Me Productive, Ep # 13

What is the True Role of a Financial Advisor? Ep #12

Time Management Strategies You Can Implement Now, Ep # 11

After Surviving The Hunger Games, Where Will Your Financial Planner Career Path Take You? Ep # 10

What do Free Trading Fees Mean for Financial Advisors? Ep # 9

SMART Sprints: A Tool for Client Accountability

Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7

The 5 Principles of Agile Financial Planning

No Wonder People Don’t Enjoy The Financial Planning Process, Ep #5