Apr 26, 2022
Wealth psychology expert and author Kathleen Burns Kingsbury
joins us to discuss her book, Breaking Money Silence®:
How to Shatter Money Taboos, Talk More Openly about Finances, and
Live a Richer Life. She shares with us how we as financial planners
can break money talk taboos, so we can build more...
Apr 19, 2022
Jeff and Brad speak with Host, Speaker, Business Owner, and Brand Ambassador, Brittney Castro, CFP®.
Brittney discusses her path from Salsa dancing - to CFP® - and back again. She enlightens us as to how she drew corporations to seek her out versus needing to pitch herself to them. And she reveals why the onset of...
Apr 12, 2022
Meet Duncan MacPherson, author, coach, and speaker. Through his coaching firm, Pareto Systems, and books like “The Advisor Playbook”, Duncan helps advisors learn how to make their business serve their life. With great systems and ideas for marketing and referrals, there is something for all financial planners in...
Apr 5, 2022
Zack Gould, Co-Founder of G&N Insurance, joins us to talk about his journey and their innovative approach to the P&C Insurance experience and how it has lead to their significant growth. He shares ideas to for financial planners to consider in dealing with clients, and some great marketing ideas that advisors can...