Top Advisor Podcast

Recent Episodes

Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience With Rod Gibbings, CFP® (Ep. 16)

Posted March 2, 2022 • 00:24:57

Having a very specific financial advisor new client onboarding process can get your relationship off to a great start – help them feel good about...

The Truth about Social Media for Financial Advisors with Kristen Walker (Ep. 15)

Posted February 16, 2022 • 00:41:03

What is your relationship with social media? Social media for financial advisors means different things. Some advisors have embraced social media...

Ep. #14: Financial Advisor Best Practices – What’s Working (and What’s Not)?

Posted February 9, 2022 • 00:43:42

Despite all the challenges in reaching qualified prospects, some advisors are doing quite well, while others are not rising to the challenges that we...

Ep. #13: Using Philanthropic Leadership to Grow Your Business and Serve Your Community With Jeff Chaddock

Posted February 2, 2022 • 00:42:08

It can be personally rewarding to make a contribution to a philanthropic cause to impact your community. But can philanthropic leadership be professionally...

Ep. #12: Using the “Wow Factor” to Maximize Client Engagement & Create Advocates with Scott Miller

Posted January 19, 2022 • 00:21:14

An engaged client is someone who feels connected to your value and connected to you as an advisor.

Is your business truly maximizing client engagement?

In...