The Financial Advisor’s Edge Podcast: Recent Episodes
Jim Martin, Gregg Gonzalez, Jeff Coplan & Brad Warhurst - Rainmakers
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.
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.
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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.
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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.
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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.
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retire@planwellretirehappy.com <- Send your resume here if you are looking for an opportunity.
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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..
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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?
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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.
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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.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad discuss strategies to to land more high net worth clients.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad dive into the world of client segmentation and how to deploy it to scale and grow your business.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim lay out the steps to hold a successful seminar and what venue works best for advisors.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Brad talk about taking your business to the next level.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim interviews Gregg about his journey to building a 100mm practice. A blueprint to building a successful financial services practice.
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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, Jim, and Brad talk about their favorite topic: time out of the office and how to take 12 plus weeks off a year and still grow.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Jim, and Brad do a deep dive into the Dave Ramsey SmartVestor Pro program and what it takes to make it a success.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Brad lay out strategies on how to deal with difficult prospects and clients.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Jim, and Brad take listener questions and discuss how you can increase your COI referrals.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Jim, and Brad discuss the dreaded P word.. Politics - and how to navigate this minefield to win more business and keep your clients focused on their goals.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planner - Jim discusses how to set your office up for success. The keys to building an office that converts prospects into clients.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Brad talk tax planning. How to discuss taxes with clients and mistakes to avoid.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Brad discuss what is working for them right now and how you can layer their ideas into your financial services business.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk client capacity and how to can build your business with intention.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk about the books that made an impact in their careers.
The Game of Numbers by Nick Murry
https://www.nickmurray.com/product/game-of-numbers/
The Million-Dollar Financial Advisor by David Mullen Jr.
https://www.amazon.com/Million-Dollar-Financial-Advisor-Strategies-Producers-ebook/dp/B002UKQ124
Story Telling for Financial Advisors
https://www.amazon.com/Storyselling-Financial-Advisors-Producers-Sell/dp/0793136644
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Gregg, and Jim discuss common mistakes advisors make that stand in the way of growing their business.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Jim walk through all of the steps needed to make the best hires for your business and why it's so important.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim discuss when advisors should consider hiring a coach and what to look for when making this hire.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim cover the basics on how to run a hyper profitable business.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Jim talk about practice building and how to do it with intention.
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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 celebrate your successes and bring your team along on the journey.
Join our upcoming growth webinar at: http://23grow.com
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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 price you fees and charging what you are worth.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, and Jim discuss client events and how to host them to drive more business through your door and create raving fans.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim, and Gregg cover how to build a marketing plan for 2023 and how much advisors should be spending on marketing.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, and Gregg discuss how to handle growth and when is it time to hire a jr. advisor. If you are ready to reach the next level, this episode is for you.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim, and Gregg cover growth and efficiency hacks advisors can deploy today to maximize their time and practice.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jim, Brad, Jeff, and Gregg answer listener questions - spending time discussing what KPIs they track and how their sales process works.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jim, Brad, Jeff, and Gregg share their wildest prospect stories and what they would have done differently. Learn from their mistakes and get better.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Gregg and Brad cover 6 things you should be doing right now and 1 thing you shouldn't.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Gregg and Brad the ever present question "Why should I hire you?"
Listen and learn how to know this and more questions out of the park.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim and Gregg discuss the best way to hold annual reviews and how to add value to your clients while doing them.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad and Gregg discuss 2023 goal setting and how to set your financial practice up for an amazing year.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff , Brad, and Jim discuss how to earn and grow faster by doing less. Is your superpower delegation? If not, it's time to let go and scale up.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Brad and Jim discuss fixed income and ways to position client portfolios going forward.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Brad and Gregg discuss how to discuss statement shock with clients and how to help them stick to their long term plans. Down markets are tough on clients and helping them focus on long term goals is the key to their success.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff , Gregg, and Jim talk about the journey of becoming a successful financial advisor and how to find meaning in the wins along the way.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Gregg, and Jim talk about the importance of qualifying prospects so you can spend more time meeting with ideal prospects.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Brad and Gregg debate financial advisors setting asset minimums. The pros and cons of each approach.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff and Jim talk taxes and why advisors should take a more active role in their clients tax life.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the Gregg, Jeff, and Jim talk about how critical the first 180 days of your client on-boarding is and how to create a process to make clients for life.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the guys walk you though the process to set goals to help you reach 100m in assets.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we answer listener questions:
How do I add 5m of new AUM this year?
How do I fire a client?
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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.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
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, the guys talk about the SmartAsset lead program and how to make the most of the digital marketing leads that come your way.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, we discuss the hidden costs of going independent and why the 90% payout isn't a real number
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, the guys talk about what they wish they knew when they started their practices. They discuss common mistakes and misconceptions advisors are still making and how to break the mold to achieve your goals.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, we take a deep dive into how Brad has built his practice by focusing on a niche. There are riches in niches and you don't want to miss this show where we walk through the specifics on how he has added 100m plus of assets working his chosen niche and how you can apply his lessons to your financial services business.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, Brad, Gregg, Jeff, and Jim discuss why you should be hosting seminars and how to hold them if you want to grow your business quickly.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we discuss how to hold impactful first appointments with prospects and how to turn prospects into clients.
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Part 2 of the BIG questions prospects ask - On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the guys talk about being ready for the questions prospects ask. How to prepare for them and answer them the right way.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, the guys talk about being ready for the questions prospects ask. How to prepare for them and answer them the right way.
Visit our website at: www.thefinancialadvisorsedge.com
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, the guys talk about attending your broker dealer, firm, or custodian's conference and how to get the most out of them. Stop wasting time and maximize the impact of conferences and regional meetings.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, Gregg, Jim, Brad, and Jeff discuss why financial advisors should stop wasting time chasing their non-ideal clients. They share strategies you can deploy in your financial services practice to save time, money, and focus on growing your business the way you want.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, Jeff, Brad, Gregg, and Jim talk about how to grow your practice in a down market. They also share strategies for communicating with financial planning and investment management clients when the market is dropping.
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On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, the guys talk about when you should meet with prospects and how to build boundaries to protect your time now and into the future. We also talk about how building and growing a financial services practice is all about client expectations.
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You are growing and it's getting too much to handle. Knowing when to add staff and who to hire can be critical to building your financial services practice. On today's episode of The Financial Advisor's Edge Podcast, a podcast for Financial Planners, the guys discuss when they have added to staff and when you should.
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Want to learn the steps to build a 100 million dollar + practice? This is the podcast for you. A podcast for Financial Advisors and Financial Planners BY four financial advisors that have build successful practices - from scratch. Learn how to market, grown, and run your financial services successfully.
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