Establishing trust and fostering meaningful connections lie at the core of every successful financial advisor’s practice. Younger generations and women seek reassurance about their financial future, particularly regarding a secure retirement. A financial advisor’s utmost responsibility is to guide them on the path toward lasting financial security. In this episode, we explore the pivotal role …
Advisors strive to provide their clients with valuable and accurate financial guidance, but occasionally, the information they present fails to strike a chord with the end client. While financial advisors may find themselves enthusiastic about showcasing charts and graphs depicting products and returns, clients often require something more tangible and easily understandable to truly grasp …
It’s vital not to lose sight of the importance of human interaction and personalized guidance in the financial industry. Human-first financial guidance emphasizes the significance of building relationships, understanding individual needs and tailoring solutions accordingly. Financial advisors who prioritize the human aspect of their profession can provide empathetic support, establish trust and offer a more …
Overcoming hesitation when it comes to estate planning is completely understandable. Given its intricate and legal nature, it is common for advisors to approach the topic tentatively, which is exactly why you should incorporate it into your seminar marketing model. In this captivating episode with Lara Galloway, SVP of Channel Management at White Glove, you …
In this episode, we are joined by Brad Gotto, the owner of Fiat Wealth Management, a reputable fiduciary and holistic financial planning firm with a special focus on tax planning based in Wayzata, Minnesota. With his unwavering commitment to mentorship, education and guidance, Brad empowers advisors to take their careers to the next level through …
Understanding the intersection of emotions, finance, and human behavior is crucial for professionals in the advisory field. In this episode, Lara Galloway features special guest and Founder of the Financial Dignity® Movement and Coach, Christine Luken. Together, they delve into their shared fascination with the realm of behavioral finance, shedding light on how their respective …
The burning question that’s on every advisor’s mind: How can I effectively connect with the next generation of investors? In a world where technology and digital presence reign supreme, it’s more important than ever to build authentic relationships with the Millennials and Gen Z, who are poised to become the next wave of investors. In …
Does your audience pay close attention when they see your name on a presentation, workshop, or meeting agenda? Do potential clients perceive you as a credible subject matter expert when they search for your name online? To answer “yes” to both questions, it’s imperative to proactively establish yourself as a respected authority in your industry …
Imagine being able to scale your business to new heights faster than you ever thought possible. By forging strong relationships with like-minded individuals — you have the power to expand your network and tap into the collective knowledge of industry leaders. In this episode, we are thrilled to welcome two experts in the field, Meg …
When was the last time you took an honest assessment of your brand? If you haven’t taken the steps already this year, now is the time to assess your brand for what it is. As you move forward in 2023 and beyond, there are several checkpoints to consider that will help you achieve long-term benefits …