The Financial Advisor’s Edge Podcast

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. 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 - Jim Martin interviews Joseph Ladner about his journey from a professional wrestler to a successful Edward Jones advisor. 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 - Gregg, Brad, and Jim talk 2023 and look ahead to 2024. 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 - Jim covers his end of year 2023 financial advisor checklist. Join us at the:  eliteadvisorlab.com retire@planwellretirehappy.com 

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.. Visit our website at:  www.thefinancialadvisorsedge.com 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 interviews Andrew Ladwig with WealthBox about how to make the most of your CRM to supercharge your business. Visit our website at:  www.thefinancialadvisorsedge.com 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 interviews Andrew Ladwig with WealthBox about how to make the most of your CRM to supercharge your business. Visit our website at:  www.thefinancialadvisorsedge.com 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.   Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

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. Visit our website at:  www.thefinancialadvisorsedge.com Join us at the:  eliteadvisorlab.com   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. Visit our website at:  www.thefinancialadvisorsedge.com 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 talks about his secret sauce and why it's important to keep multiple marketing funnels going at all times.   Visit our website at:  www.thefinancialadvisorsedge.com Join us at the:  eliteadvisorlab.com

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.   Visit our website at:  www.thefinancialadvisorsedge.com Join us at the:  eliteadvisorlab.com

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. Visit our website at:  www.thefinancialadvisorsedge.com Join us at the:  eliteadvisorlab.com

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. Visit our website at:  www.thefinancialadvisorsedge.com Join us at the:  eliteadvisorlab.com

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. Visit our website at:  www.thefinancialadvisorsedge.com   Join us at the:  eliteadvisorlab.com

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.   Visit our website at:  www.thefinancialadvisorsedge.com Join us at the:  eliteadvisorlab.com

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.   Visit our website at:  www.thefinancialadvisorsedge.com Join us at the:  eliteadvisorlab.com

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?   Visit our website at:  www.thefinancialadvisorsedge.com Join us at the:  eliteadvisorlab.com

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. Visit our website at:  www.thefinancialadvisorsedge.com   Join us at the:  eliteadvisorlab.com

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. Visit our website at:  www.thefinancialadvisorsedge.com   Join us at the:  eliteadvisorlab.com

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. Visit our website at:  www.thefinancialadvisorsedge.com   Join us at the:  eliteadvisorlab.com

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.  Visit our website at:  www.thefinancialadvisorsedge.com   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, Brad, and Jim lay out the steps to hold a successful seminar and what venue works best for advisors. Visit our website at:  www.thefinancialadvisorsedge.com   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 and Brad talk about taking your business to the next level. Visit our website at:  www.thefinancialadvisorsedge.com   Join us at the:  eliteadvisorlab.com

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. Visit our website at:  www.thefinancialadvisorsedge.com   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. 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 - Gregg, Jim, and Brad do a deep dive into the Dave Ramsey SmartVestor Pro program and what it takes to make it a success. 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 - Gregg and Brad lay out strategies on how to deal with difficult prospects and clients. 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 - Gregg, Jim, and Brad take listener questions and discuss how you can increase your COI referrals. 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 - 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. 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 Planner - Jim discusses how to set your office up for success.  The keys to building an office that converts prospects into clients. 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 - Gregg and Brad talk tax planning.  How to discuss taxes with clients and mistakes to avoid.   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 - Gregg and Brad discuss what is working for them right now and how you can layer their ideas into your financial services business.   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 - Gregg, Brad, and Jim talk client capacity and how to can build your business with intention.   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 - 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         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 - Brad, Gregg, and Jim discuss common mistakes advisors make that stand in the way of growing their business. 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 - Gregg and Jim walk through all of the steps needed to make the best hires for your business and why it's so important. 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 - Gregg, Brad, and Jim discuss when advisors should consider hiring a coach and what to look for when making this hire. 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 - Gregg, Brad, and Jim cover the basics on how to run a hyper profitable business.   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 - Gregg and Jim talk about practice building and how to do it with intention. 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 - 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 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 - Gregg, Brad, and Jim talk about how to price you fees and charging what you are worth. Join our upcoming growth webinar at: http://23grow.com 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 - Brad, and Jim discuss client events and how to host them to drive more business through your door and create raving fans. Join our upcoming growth webinar at: http://23grow.com 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, Jeff, Brad, Jim, and Gregg cover how to build a marketing plan for 2023 and how much advisors should be spending on marketing. Join our upcoming growth webinar at: http://23grow.com   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 - 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. Join our upcoming growth webinar at: http://23grow.com 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, Jeff, Brad, Jim, and Gregg cover growth and efficiency hacks advisors can deploy today to maximize their time and practice.   Join our upcoming growth webinar at: http://23grow.com   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,  Jim, Brad, Jeff, and Gregg answer listener questions - spending time discussing what KPIs they track and how their sales process works. 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,  Jim, Brad, Jeff, and Gregg share their wildest prospect stories and what they would have done differently.  Learn from their mistakes and get better. 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, Gregg and Brad cover 6 things you should be doing right now and 1 thing you shouldn't.   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, 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.   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, Jeff, Brad, Jim and Gregg discuss the best way to hold annual reviews and how to add value to your clients while doing them. Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge Visit our website at:  www.thefinancialadvisorsedge.com