Podcasts about advisors

In this unusual pilot episode, two unlikely hosts are thrust together - Tom Duncan (GMOAT podcast) and Sara Shea (Shea Cinema) - in a journey of self-discovery and to discuss the prestige TV show, The West Wing, and its first season. The episode specifically covers the first three episodes of Season 1 from the fall of 1999.In this episode, they explain the concept of the show, what led them to deciding to make this new show, and what we can look forward to as they continue through Season 1 of The West Wing (1999-00).Chapters:00:00 Introduction to the Concept06:05 Curating Recommendations for TV Shows08:58 Exploring Different Formats for Discussion12:04 Choosing Our First Show: The West Wing15:01 Personal Connections to The West Wing17:55 Contextualizing The West Wing in Today's World20:59 Nostalgia and Reflection on 199923:54 Cultural Impact of The West Wing27:02 Closing Thoughts and Future Discussions27:03 Guessing the Top Artists of 199927:59 The Dominance of Santana and Rob Thomas29:44 The Rise of Latin Pop in the Late 90s30:40 The Impact of Pop Icons: Britney and Christina32:17 The Cultural Significance of 'The West Wing' Pilot34:39 Contextualizing the Show's Political Landscape36:31 The Evolution of POTUS in Popular Culture39:00 The Role of Technology in 199941:08 The Significance of Pagers vs. Cell Phones46:44 Immigration Issues Reflected in Media48:55 The Unexpected Cameo of Martin Sheen51:54 Character Dynamics and Development55:00 The Role of Music and Dialogue58:02 Casting and Character Relationships01:00:55 Political Themes and Historical Context01:04:03 Moral Dilemmas and Personal Stakes01:07:03 Emotional Resonance and Character Vulnerability01:10:02 Behind the Scenes of Politics01:12:54 Tribalism in Modern Politics01:16:06 Conclusion and Reflections on Political Discourse01:22:25 The Political Spectrum and Party Dynamics01:23:55 Emotional Resonance in Storytelling01:25:26 Character Development and Narrative Arcs01:26:32 The Impact of Personal Relationships on Leadership01:28:17 The Consequences of Military Decisions01:30:30 The Weight of Presidential Power01:32:22 The Role of Advisors in Governance01:34:57 Emotional Responses and Decision Making01:37:32 Symbolism and Characterization in Leadership01:40:53 Character Introductions and Future Developments01:41:16 Predictions for Future EpisodesKeywords:The West Wing, TV discussion, political drama, season one, character analysis, 90s television 1999, West Wing, politics, music, society, culture, 90s nostalgia, media, history

Advisors on This Week's Show Kyle Tetting Dave Sandstrom John Sandstrom (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (March 9-13, 2026) Significant Economic Indicators & Reports Monday No major announcements Tuesday The National Association of Realtors said the pace of existing home sales rose 1.7% in February, though it was still behind the year-ago rate and around the lowest in more than 30 years. The trade group called demand “muted” as lower mortgage rates and rising wages combined to make housing more affordable than it has been since March 2022. The median sales price rose to $398,000, up 0.3% from February 2025, the 32nd consecutive increase. Wednesday The broadest measure of inflation stayed steady in February. The Bureau of Labor Statistics reported the Consumer Price Index rose 2.4% from February 2025, unadjusted for seasonality. That was the same rate as January and still above the Federal Reserve's long-term target of 2%. Shelter costs led the monthly uptick. Gas prices rose for the first time in three months — prior to subsequent spikes spurred by the Iran war. The core CPI, excluding volatile food and energy costs, was up 2.5% from the year before, also the same rate as January. Thursday The U.S. trade deficit narrowed by 25% in January to $54.5 billion. The Bureau of Economic Analysis said exports rose 5.5% from December, led by non-monetary gold and other precious metals, as well as computers and civilian aircraft. Imports shrank 0.7%, led by pharmaceuticals and automobiles. Since January 2025, the trade gap contracted by almost 58% as exports expanded 10% and imports fell 11%. The four-week moving average for initial unemployment claims fell for the third time in four weeks, suggesting employers continue to be reluctant to let workers leave. According to data from the Labor Department, the four-week number was 41% below the 59-year average. More than 2.2 million individuals were receiving jobless benefits in the latest week, up 3.5% from the week before and down less than 1% from the year before. The Commerce Department said housing starts and building permits in January continued to track below their pre-COVID levels. Although the annual pace of housing starts rose 7% from December and 9.5% from January 2025, it has been below the pre-pandemic level for nearly two years. Building permits fell both from the month before and the year before. Meanwhile, the pace of houses under construction fell again, sinking 26% below their record pace in late 2022. Friday The U.S. economy grew slower than previously estimated at the end of 2025. The gross domestic product rose at an annual rate of 1.7% in the fourth quarter, down from a preliminary report of 2.4% and below the 4.4% pace in the third quarter. The Bureau of Economic Analysis blamed the downward revision on weaker consumer spending and private investments and greater declines in government spending and exports. Adjusted for Inflation, GDP grew 2.1% in 2025, the weakest since a 2.1% decline in 2020. In a possible sign of consumer restraint, personal spending fell slightly behind the pace of personal income in January, raising the personal savings rate to its highest level in six months. The Bureau of Economic Analysis reported a savings rate of 4.5% of disposable income, which has been below the pre-pandemic level of 7.5% for more than four years. The same report showed the Federal Reserve’s preferred measure of inflation staying above its long-range target of 2%. The personal consumption expenditure index was up 2.8% from the year before, vs. 2.9% in December. The last time it was below 2% was February 2021. Durable goods orders were unchanged in January as a plunge in demand for commercial aircraft offset scattered gains elsewhere. The Commerce Department reported that orders overall ran 9% higher than the year before. Excluding volatile transportation orders, demand rose 0.4% from the month before and was up 4.4% from January 2025. Core capital goods orders, a proxy for business investments, were unchanged for the month and up 2.9% from the year before. U.S. employers posted 6.9 million job openings in January, up marginally from December but below the pre-COVID level for the third month in a row. Postings were down 43% from their peak nearly five years ago, the Bureau of Labor Statistics reported. Based on openings and unemployed job seekers, the supply of available labor has outpaced demand since July. That’s after more than four years of the balance favoring workers. The number and rate of workers voluntarily quitting – an indication of worker confidence – stayed below pre-pandemic levels for the 25th month in a row. The University of Michigan said consumer sentiment reversed course following the onset of war in Iran. Polling done before Feb. 28 showed improvements in consumer outlooks, the university said, but opinions plunged thereafter regardless of respondents’ incomes, ages or political affiliations. Overall, consumers had lower expectations for their personal finances and higher forecasts for inflation. Market Closings for the Week Nasdaq – 22105, down 282 points or 1.3% S&P 500 – 6632, down 108 points or 1.6% Dow Jones Industrial Average – 46560, down 942 points or 2.0% 10-year U.S. Treasury Note – 4.29%, up 0.15 point

Frank and Jon unpack: • Why today's competitive landscape means growth-motivated buyers must approach deals differently. • The three core reasons advisors pursue acquisitions - and which ones actually lead to long-term success. • How leverage, bank financing, and EBITDA-based lending really work in practice. • Why “fixer-upper” books may offer the strongest ROI. • How elite buyers win deals by understanding the emotional side of selling a practice. • The art of creating a safe landing place for sellers, their teams, and their clients. • Why phased buyouts and seller glide paths often create better retention and better economics for everyone. Jon also shares numbers, structures, and stories that demystify the math behind buying a practice - and the mindset required to scale from practitioner to true enterprise builder. If you're a buyer, seller, or advisor considering M&A in any form, this episode is a blueprint you can't afford to miss. Resources: Jon Kuttin's LinkedIn: www.linkedin.com/in/jonathankuttin   Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners Chapters:   00:00 Introduction 01:08 Meet Jon Kuttin 04:42 What Makes a Buyer Truly Ready 13:56 Building Enterprise Value Through Acquisitions 17:20 Managing Risk, Liquidity & Debt Capacity 21:08 Where the Best Acquisition Opportunities Are 35:20 Why Seller Fit Matters More Than Price 42:02 Structuring Glide Paths, Partial Sales & Long-Term Transitions

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Show Notes:Post on X from Cullen Roche on 3.6.26 - https://x.com/cullenroche/status/2029923375582433519?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Blog Post on Business Insider detailing what happened when a Meta Director let an AI tool take over her email - https://www.businessinsider.com/meta-ai-alignment-director-openclaw-email-deletion-2026-2 Post on X from Ryan Detrick on 3.6.26 - https://x.com/ryandetrick/status/2029993317849833557?s=12&t=Godkt5FzuqWcmpmvo2G5JgPost on X from ISABELNET on 2/2/26 with data from Carson Investment Research - https://x.com/isabelnet_sa/status/2018260327805194503?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Post on X from EquityClock on 1.26.26 - https://x.com/EquityClock/status/2015971749976764603?s=20 Blog Post from Maura Mcinerney-Rowely titled “3 types of wills you should know about before you die” - https://hellomortal.substack.com/p/3-types-of-wills-you-should-know #341 topics: SeasonalityGeopolitical volatilityValuation comparisonsInvestor positioningCreating an ethical will

With Dylan Ripley & Todd Vincent – Managing Partners and Financial Planners, Cedarwood Financial Partners Overview Todd Vincent and Dylan Ripley join Mindy Diamond to share the reality of leaving Edward Jones, defending a two-year lawsuit, and still nearly doubling their business. A candid look at resilience, and what really happens when the firm pushes back. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. Watch… https://youtu.be/G5-oAHz5kWQ About this episode… For many advisors considering change, the concern about legal retaliation from their firm often lingers in the background. But what if you move and that fear comes to fruition? What will it do to your business? And what if – instead of derailing you – it ultimately becomes a catalyst for growth? Every transition comes with some risk and uncertainty—even when you dot every “i” and cross every “t.” And a non-Protocol move adds an extra layer of complexity. This episode's guests, Todd Vincent and Dylan Ripley, learned all that firsthand. Todd spent nearly 30 years at Edward Jones, and Dylan built his career there over more than a decade, eventually partnering with Todd in a multi-office practice overseeing close to $1B in assets. Over time, they realized they could do more for their clients – and grow the business faster – if they stepped outside the traditional firm model. In exploration, they liked the idea of having a support partner rather than building their own RIA and ultimately opted for Commonwealth Financial Network to launch Cedarwood Financial Partners. The transition itself went smoothly—that is, until they found themselves navigating a lawsuit from Edward Jones that lasted nearly two years. In one of our most candid episodes yet, Todd and Dylan walk through that experience with Mindy Diamond, sharing: The choice to leave Edward Jones—and what specifically motivated them to consider change. The initial transition—and when they learned they had “poked the bear.” The reality of defending a lawsuit—and how they worked through it. The value of messaging—and how partnering with a marketing firm was a gamechanger. Nearly doubling their assets under management, despite the lawsuit—and what key traits drove their success. It's an episode that answers the question on every advisor's mind, “What happens if the firm sues me?” and does so with candor and grace. Listen in to learn how resilience drives what comes next: how advisors can steady themselves, rebuild momentum, and grow on the other side of a challenge. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Top Tips for Setting Your Business Up for Success Years Before a MoveWhether you're just exploring what's out there or actively conducting due diligence, these insights will help you position your business and team for success, whenever the time is right. How to Avoid the Dreaded TRO: Legal Strategies for Advisors in TransitionAs TROs and lawsuits make headlines, two top attorneys who represented Merrill breakaways OpenArc, share how advisors can minimize risk, protect client relationships, and make a clean move with confidence. Dylan RipleyCEO / Financial Planner After serving his clients at Edward Jones for almost ten years, Dylan Ripley co-founded Cedarwood Financial Partners in 2022 following a tabletop discussion on how he and his partner could better serve their clients, scratching out their vision on a napkin. From that initial napkin chat, he began diligently working to make this vision a reality through extensive research and sweat equity. Dylan holds a Bachelor of Business Management from the Carlos Alvarez School of Business at The University of Texas–San Antonio. After joining Edward Jones, he earned the Accredited Asset Management Specialist certification through the College of Financial Planning. He has a passion to serve others and does so through his service to clients and his community involvement. He is a current member of the Rotary Club of Temple, serving on the board for two years. He's also a small group leader at his church and active in local Chamber of Commerce events. Most recently he was asked to serve on the advisory board for the Salvation Army of Bell County. Dylan and his wife, Cayleigh, have three children. When he's not serving his clients or community, he can be found experiencing the world with his family, chasing kiddos around a ball field, golfing, or attending any live concert he can.   Todd VincentChairman / Financial Planner Todd Vincent co-founded Cedarwood Financial Partners after serving his clients at Edward Jones for twenty-six years. Prior to Edward Jones, Todd served four years in the U.S. Army as a field artillery officer with the 1st Cavalry Division at Fort Hood, Texas. Todd earned his Bachelor of Arts in Chemistry and Economics from Bucknell University in Lewisburg, Pennsylvania. He also holds a Master of Theology (ThM) from Dallas Theological Seminary. Todd and his wife, Stefanie, have three young adult children. As a family, they are active in their community and their church. They are an adventurous family who loves travel and outdoor activities. They reside on a 142–acre game ranch they share with others who desire rest, renewal, and recreation. Todd's favorite hobbies include camping, hunting, and riding his Harley-Davidson. Todd specializes in finding creative methods to produce retirement income and efficient wealth transfer strategies.

On this week's episode of The Liquidity Event, AJ and Shane unpack what's happening at the intersection of AI, financial advice, and investor behavior. Shane joins from the T3 technology conference in New Orleans, where artificial intelligence dominated nearly every conversation. They explore how AI tools are being integrated into advisory firms, whether real-time financial planning during client meetings is closer than we think, and react to a bold claim from a venture-backed RIA that advisors may eventually be replaced by AI. The conversation then shifts to a Wall Street Journal report on rising 401(k) hardship withdrawals. AJ and Shane discuss what the data actually shows, how automatic enrollment has changed participation rates, and whether easier access to retirement funds is a positive development or a long-term risk. They also break down Kraken's proposal to tokenize publicly traded stocks and enable 24/7 trading, debating whether constant market access improves liquidity or amplifies behavioral mistakes. The episode wraps with a listener-inspired question on protecting net worth from lawsuits and market losses, including what umbrella insurance can realistically accomplish and where its limits lie. As always, the discussion blends industry insight with practical takeaways for navigating an increasingly complex financial landscape. Key Timestamps: 01:08 – Shane reports live from the T3 technology conference 03:12 – AI University and what advisors are actually building 06:40 – The future of real-time financial planning with AI 10:18 – Range says AI will replace advisors… should we believe it? 14:02 – Why humans are still the "hardware" in financial advice 17:36 – Record 401(k) hardship withdrawals and what's really happening 20:44 – Are hardship withdrawals actually good for 401(k) adoption? 23:18 – Kraken wants to tokenize stocks and trade 24/7 26:05 – Is 24/7 stock trading a feature or a bug? 28:42 – Reddit: How do you protect your net worth from lawsuits?

In this episode of the DecaMillionaire Decoded podcast, host Justin Goodbread breaks down the exact framework he used to take a startup Registered Investment Advisor (RIA) from inception to an eight-figure valuation in just 49 months. He challenges financial advisors to move past mediocrity and embrace the systems required to achieve DecaMillionaire status -an enterprise value of $10 million or more. Learn more about Relentless Value Coaching:  https://www.justingoodbread.com/coaching/

AI is no longer a feature. It's becoming infrastructure. In this episode of AI in Finance, I explore how agentic AI — from browser-based tools like Gemini and Atlas to autonomous assistants — is reshaping how information is gathered, how decisions are made, and how clients discover advisors. The shift isn't subtle. We're moving from manual search and static workflows to AI that navigates, reasons, and executes on our behalf.For advisory firms, this changes the competitive landscape. When AI agents can surface answers instantly, differentiation no longer comes from access to information — it comes from trust, context, and imagination. I talk through what this means for visibility, digital presence, vendor selection, and the coming economic reality of AI costs rising as free tiers disappear. The firms that treat AI as a core operating layer — not an optional add-on — will be positioned to adapt as SaaS models evolve and custom AI-built workflows become viable.The deeper message isn't about chasing every new tool. It's about building fluency. Experimenting regularly. Understanding how AI reasons, where it fails, and how to combine its optimization power with uniquely human judgment and creativity. The advisors who thrive won't be the ones who resist AI — they'll be the ones who learn to direct it with clarity and use it to expand the scope of what they can deliver.

In this episode of Middle Class Millionaire, John discusses key considerations for financial advisors working with senior and elderly clients. He highlights the importance of trusted contacts, long-term care planning, and maintaining proper documentation to protect both clients and advisors. John also explains common estate planning pitfalls- such as unfunded trusts and missing documents- and how advisors can help families avoid unnecessary probate, confusion, and financial stress. WAYS TO CONNECT:Website: https://www.johnchoi.net/Phone: 847-247-0850Blog: https://bit.ly/3CNltG2

On episode 213 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Barry Ritholtz and Blair duQuesnay to discuss: the current market environment, the importance of the market to the Trump admin, odds of a recession, and more! Submit your Ask The Compound questions to ⁠⁠⁠askthecompoundshow@gmail.com⁠⁠⁠  This episode is sponsored by Betterment for Advisors. Learn more at https://betterment.com/advisors

How To Choose The Right Person To Help - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Plus: The world's largest EV battery maker tops expectations despite higher lithium prices and cooling EV demand in China. And U.S. airports are warning travelers to prepare to spend hours in security lines, with the partial government shutdown stretching security workers. Daniel Bach hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In 2026 the oldest Baby Boomer turns 80. That person will be followed by 76 million Baby Boomers entering the last years of their lives. Just as the Baby Boomers redefined financial services when they started turning 35 in 1981, this transition will be equally disruptive. The future just arrived: the great wealth transfer that we've been talking about for the past decade is now here. Unfortunately, most advisors are unprepared for this. They have strong relationships with their biggest Baby Boomer clients, but virtually no working relationships with the "Next Gen" clients. In this fast-paced episode, Scott and Ken explore why advisors are reluctant to invest the time and energy with Next Gen clients, why the parents of Next Gen investors are reluctant to start a financial conversation with their children and how these psychological dynamics are likely to impact the commercial success of an entire generation of advisors. Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach DISCLAIMER Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

Bridge loans, SBA 504 financing, and alternative lending solutions are becoming essential tools for small business owners who can't access traditional bank financing.In this episode of The Growth Minded Accountant, host Lee Reams sits down with Dave Manser, President & Chief Lending Officer at Business Loan Capital (BLC) to discuss how business owners are filling the growing capital gap and how advisors can help clients access financing faster.Traditional banks are approving fewer small business loans than ever before. Many entrepreneurs face long underwriting timelines, strict lending standards, or outright denials when trying to finance growth opportunities.Dave explains how bridge loans, SBA 504 financing, and hybrid lending structures can provide flexible solutions when timing, liquidity, or opportunity doesn't align with traditional bank processes.For tax and accounting professionals, this episode highlights the important role advisors can play in identifying financing opportunities and helping clients access capital at the right time.Lee and Dave discuss practical scenarios where accountants may recognize signals that a client could benefit from alternative financing, including property acquisitions, refinancing opportunities, and situations where equity is tied up in real estate.In This Episode• Why traditional bank lending for small businesses has tightened• What bank-alternative lending means and why it exists • How bridge loans help business owners act quickly on opportunities • When SBA 504 financing makes sense for commercial property purchases • Real-world examples where bridge financing saved deals • Financial signals accountants should watch for in client financials • How advisors can expand into capital advisory servicesAbout Dave ManserDave Manser is President and Chief Lending Officer at Business Loan Capital (BLC), a direct lender providing flexible financing solutions for business owners and commercial real estate borrowers.BLC specializes in:• Short-term bridge loans • SBA 504 financing • Conventional commercial loans • Hybrid capital structuresTheir lending model focuses on speed, transparency, and flexible deal structures, often helping borrowers move forward when traditional financing options fall short.Learn more:https://www.countingworkspro.com/partner-marketplaceAbout the ShowThe Growth Minded Accountant explores the strategies, technologies, and advisory opportunities helping tax and accounting professionals grow their firms and deliver more value to clients.Hosted by Lee Reams, CEO of CountingWorks PRO.

Should I Take Money Out of My 401K for an Emergency - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Most of the so-called marketing advice that advisors get sold by other marketing gurus isn't just flat-out wrong… But it also makes you focus on the wrong things!  This warped perception not only stunts your marketing efforts, but it derails your confidence, dupes you into believing certain tactics (or marketing as a whole) doesn't work, and causes you to toss and turn for hours each night as you drown in your own anxiety.  That's the bad news.  The good news? In today's show, I share 7 marketing rules of thumb that can help you prevent all of these problems mentioned above. Plus, it will help you avoid paying a marketing guru who's feeding on your insecurity.  And yes, it will make every marketing campaign you set live more successful than what you're doing today.  Listen now.  Show highlights include: The ONLY marketing metric that actually matters that almost every advisor completely ignores (2:29)  3 metrics every financial advisor must know to determine the health of your marketing strategy (and they have nothing to do with cost per lead, open rates, or click rates) (5:26)  The "brick method" for building trust that only the top 1% of financial advisors even think about, let alone implement into their marketing (7:27)  Why the fastest way to dry up your sales pipeline is by obsessing over new leads (and how to double your bottom line without a single new lead) (9:24)  How worrying about being annoying, being repetitive, or overdoing a certain follow-up strategy makes you an unsafe investment to prospective customers (10:36)  How to "tap into" the "mental environment" of prospective clients and hijack their minds until they become your best clients (10:59)  If you're making this mistake, you're one change away from complete and utter destruction of your financial advice business… (13:42)  Why you don't actually have "marketing problems" you have "sequencing problems" (and why adjusting the order can turn a flop into your best campaign) (14:39)  How to naturally soothe a prospective client's nervous system before it backs out of working with you (19:21)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Eileen Ross, an InteleTravel ambassador advisor, talks with Alan Fine of Insider Travel Report at Quest, the InteleTravel national conference at the Hard Rock Resort in Punta Cana, about how she discovered the host agency and built her travel business over the past decade. She also discusses helping develop InteleTravel's ambassador program, which trains and mentors new advisors, along with the company's broader education programs and new opportunities from acquisitions including Major Travel, MGME and Tickitto. For more information, visit www.inteletravel.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.

Send a textWelcome to Safe Dividend Investing's Podcast # 265 on March 7th of 2026. My name is Ian Duncan MacDonald, and I am the author of 7 investment books. My seventh investment book, Achieving Financial Independence Safely - 200 NYSE Stocks Analyzed and Scored" became available January 3rd on Amazon. You can easily find it by searching in Amazon or Google for "Ian Duncan MacDonald books". For more information on my other books and safe investing go to www.informus.caIn this week's podcast I ask the question, "Can Investment Advisors be Trusted". To  generate enough income to live on an advisor must service and sell a hundred or more investors.  The large financial institutions they work for provide bonuses and other incentives to push the investment advisor to exceed monthly targets. If these objectives are not achieved the investment advisor's job may be terminated. Being an investment advisor is a stressful job. To survive it can result in investment advisors bending the rules. Some financial institution turn a blind eye to practices that are not only shady but pure theft.  Before you turn over your life savings to an investment advisors consider the warnings in this podcast.In my first investment book, "Income and Wealth from Self-Directed Investing" I went into detail in how an 80-year-old widow was not only robbed by the investment advisor in one major bank but also by the investment advisor in the second bank she had transferred her investment portfolio to.  Her attempt to  find an honest investment advisor had failed.She then followed my directions and became a successful self-directed investor who was able to  recover the hundreds of thousands she had lost as a full service investor with the two major banks.I have been retired for 20 years and living very well off my investments. My high net worth continues to grow year-after-year along with my high income. I own no ETFs, no mutual funds or bonds. 100% of my portfolio is in financially strong, high dividend paying stocks. Even when the share prices declined in the market crashes of 2008 and 2020 my dividend income grew and was not impacted.I select the stocks by scoring them.  My background was in building large commercial risk scoring systems that rated millions of companies for banks, insurance companies and trade suppliers. To me stocks are just another form of commercial risk. My objective is to show investors how to safely invest.Ian Duncan MacDonald Author and Commercial Risk Consultant,President of Informus Inc 2 Vista Humber Drive Toronto, Ontario Canada, M9P 3R7 Toronto Telephone - 416-245-4994 New York Telephone - 929-800-2397 imacd@informus.ca

Are you investing in lead generation but not seeing results? SmartAsset, Facebook ads, seminars, LinkedIn, internet leads — here's the truth: they all work, and they all fail. The difference is not the platform. It's the execution and commitment. In this episode, we break down the six month rule for judging marketing, how to calculate lifetime client value, why systemization must come before scaling, and what actually converts in seminars, webinars, and online leads. We also explain why most advisors quit too early and lose momentum. If you want a realistic framework for scaling lead generation the right way, this episode is for you. Subscribe for weekly growth strategies built specifically for financial advisors.

Topics to include: Insured Retirement Institute (IRI) wants Congress to mandate lifetime income in 401k (really bro?), a deep look at 408b2 & 404a5, Fi360 (now Broadridge) vs RPAG vs Morningstar, How much money are Recordkeepers and Advisors making? a review of PLANADVISER's Adviser Value Survey, Fintok, Texas Tips and more....

Advisors on This Week's Show Kyle Tetting Tom Pappenfus (with Joel Dresang, engineered by Jason Scuglik) Week in Review (March 2-6, 2026) Significant Economic Indicators & Reports Monday A two-month expansion of the manufacturing sector slowed in February, just as it did the year before. The Institute for Supply Management said its survey-based manufacturing index signaled the second consecutive month of growth after 10 months of contraction. Prior to 2025, the index shrank 26 months in a row. The trade group said 21% of the manufacturing industry's gross domestic product contracted in February, following 20% in January. The index suggested the overall U.S. economy was growing at an annual rate of 1.7%. Tuesday No significant reports Wednesday The service sector of the U.S. economy expanded in February for the 20th month in a row and at the highest level since mid-2022. The Institute for Supply Management said the four most impactful index components rose together for the third month in a row, repeating a streak from a year ago. The ISM's survey of supply managers reported more uncertainty about trade policies following a U.S. Supreme Court ruling that found some tariffs illegal. But managers also suggested companies were learning to accommodate volatility in tariff rules. Thursday The Bureau of Labor Statistics said worker productivity rose at an annual pace of 2.8%  in the fourth quarter of 2025. The rate resulted from the annual pace of output rising 2.6% while hours worked decreased at a 0.2% pace. Productivity advanced 2.2% over the last four quarters, equal to the average since the end of 2019. That compared to 1.5% annual growth in the previous 12-year business cycle and an average of 2.2% since 1947. Labor costs rose 1.3% in the last year, and the share of output accrued to workers through compensation reached a record low in data going back to 1947. The Labor Department reported the four-week moving average for initial unemployment claims fell for the second time in three weeks. It remained 40% below its average since 1967. Total claims for the latest week declined 2.9% from the week before to just under 2.2 million. That was 1% lower than the year before. Friday Employers cut 92,000 jobs on net in February, the second decline in three months, according to the Bureau of Labor Statistics. Meanwhile, the unemployment rate edged up to 4.4%. The Bureau of Labor Statistics' monthly jobs report, combining payroll data and household surveys, offered mixed signals on a generally weaker labor market. On the plus side, the average hourly wage continued to outpace broad inflation, and the share of prime-age workers either employed or looking for jobs stayed near the highest level since 2001. On the other hand, a measure of underemployment remained above the pre-pandemic mark for the 26th month in a row, and — outside the pandemic — the employment of temporary-help workers dropped to the lowest count since 2012. Retail sales declined in January as seven of 13 categories reported lower revenue, the Commerce Department reported. Gas stations were among the decliners, reflecting lower gas prices in January. But sales at bars and restaurants, an indicator of consumer confidence, fell for the third time in four months. Consumer spending drives about 70% of the U.S. economy, as measured by gross domestic product. Adjusted for inflation, total retail sales dropped for at least the second month in a row. Inflation data for October and November are missing because of a federal government shutdown. Market Closings for the Week Nasdaq – 22388, down 281 points or 1.2% S&P 500 – 6740, down 109 points or 1.6% Dow Jones Industrial Average – 47502, down 1476 points or 3.0% 10-year U.S. Treasury Note – 4.13%, up 0.17 point

The Federal government enters into a rights agreement with the Musqueam First Nations covering most of Metro Vancouver. What are the implications? We discuss with expert lawyer Tom Isaac. We also discuss the ongoing housing slump, the war in Iran, energy and fertilizer prices. Join Us For The Loonie Hour Investor Series - With Ben Rabidoux, Live In Calgary on March 23rd, and Vancouver on March 25th!Get Your Tickets Here!Calgary - https://www.eventbrite.com/e/loonie-hour-investor-series-with-ben-rabidoux-calgary-tickets-1984582823649?aff=oddtdtcreatorVancouver - https://www.eventbrite.com/e/loonie-hour-investor-series-with-ben-rabidoux-vancouver-tickets-1984583594956?aff=oddtdtcreatorStart an investment portfolio that's built to perform with Neighbourhood Holdings! For Investors and Advisors: https://www.neighbourhood.com/looniehourFor Mortgage Brokers:https://www.neighbourhood.com/looniehour-brokers

Technology in wealth management isn't just changing, it's colliding with reality. Advisors are expected to deliver deeply personalized experiences, operate at consumer-grade speed and navigate increasing complexity, all on top of legacy systems never designed for this moment. As AI accelerates what's possible, the real challenge isn't adopting new tools, it's rethinking how technology supports the advisor experience from the ground up. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Vestmark CTO Freedom Dumlao to go behind the curtain of modern wealthtech and unpack why advisor experience, data integration and agentic AI are now the real battlegrounds for scaling RIAs.  Key takeaways: Why consumer software experiences are redefining advisor expectations at work How integration challenges quietly drain time and limit true personalization Why agentic AI is the real leap forward Why the advisor's moat is validation, not information How compliance doesn't kill innovation, it sharpens it Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with Freedom Dumlao: LinkedIn: Freedom Dumlao LinkedIn: Vestmark Website: Vestmark About Our Guest: Freedom Dumlao is the Chief Technology Officer at Vestmark, where he leads the firm's technology strategy with a focus on resilience, scalability, and building long-term client confidence. He brings a disciplined, hands-on approach shaped by senior leadership roles at Amazon, Zipcar, Flexcar, Wayfair, and Drift, including his work on the Alexa machine learning and AI platform. A strong advocate for open-source communities, Freedom also serves as a board member and treasurer of Ruby Central. Outside of work, he enjoys woodworking, cooking, and spending time with his two daughters building robots and experimenting with electronics.

Today: It's that time of year again - yes... tax season. It sucks but it's something we all have to do, so why don't you make it a little less painful with a friendly helping hand! Our dear friend Gilbert walks us through the changes this year to taxes, how to make the most of your current finances, and has tips along the way - he's awesome. Have a great day, and we will be live tonight at 7!

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Show Notes:Blog Post from Matt Cerminaro on February 24th titled “The Craziest Stat of 2026” - https://chartkidmatt.com/p/the-craziest-stat-of-2026 IRS Tax Withholding EstimatorUS-Israel strike on Iran & market reaction – VIX peaked mildly, institutional buying, investor confidence (03:24) Midterm year volatility expectations – Weak early months, Q4 rebound, historical resilience (06:41) Middle East conflicts & supply chain containment – Limited market disruption, quick recovery (09:23) US dollar trends & international equity outlook – Unexpected 3.5–4% rebound, impact on global stocks, diversification advice (12:12, 14:30) Mortgage rates & housing affordability – 30-year rates below 6%, improved buying conditions, sticky home prices (15:22, 16:30) Tech sector (MAG7) valuation shifts – Low valuations vs. defensive sectors, potential buying opportunities (18:13, 21:20, 28:37) Market technicals & behavioral insights – S&P 500 moving average contraction, disciplined investing, long-term perspective (22:33, 25:25) Tax planning & IRS tools – Withholding estimator, biannual review, avoiding penalties (31:46, 33:15)  Hosts:Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing PartnerAddress: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page

With James Poer, CEO Kestra Holdings, John Amore, President Kestra Financial and Fayez Muhtadie, Co-Head of Private Equity at Stone Point Capital Overview Louis Diamond sits down with James Poer (Kestra Holdings), John Amore (Kestra Financial), and Fayez Muhtadie (Stone Point Capital), who share unique vantage points of how scale, private equity, and alignment shape enterprise value in today's wealth management landscape. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. Watch… https://youtu.be/jqE5vfTRewc About this episode… As advisory practices grow larger and more sophisticated, the definition of success is shifting. For many advisors, it's no longer just about income or payout. It's about ownership, alignment, and building something that carries real enterprise value. That shift raises important questions, such as: What does scale actually enable? How should advisors think about capital? And what does alignment really look like between firm leadership, capital providers, and the advisors they serve? To explore that, we invited three guests who see this from unique vantage points. James Poer, who leads Kestra Holdings, John Amore, who oversees the strategy and execution behind Kestra Financial's growth, and Fayez Muhtadie, who represents Stone Point Capital, Kestra's private equity partner. Kestra today operates one of the larger independent wealth management ecosystems in the country, supporting roughly 1,450 advisors and overseeing more than $160B in assets across its broker dealer and RIA platforms. Stone Point, for its part, is a financial services-focused private equity firm with decades of experience investing in banks, asset managers, insurers, and wealth platforms. Together, they represent a scaled, privately backed model that has become increasingly common in our industry. In this episode with Louis Diamond, they unpack what they describe as “multiple ways to win” actually means inside a platform of this size, including: The Kestra ecosystem—and how the firm has evolved from its founding to spin-off from NPF. The value of private equity ownership—and how common misconceptions impact the positive potential. The importance of cultural alignment—and how it can be preserved as firms grow. Growth and scale—and why James believes this business is not an income game, but a wealth game. Plus, the questions advisors should be asking when assessing their current firm or platform. If you're evaluating scale, ownership, or long-term enterprise value in your business, this is a conversation worth hearing. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Is Scale a Necessary Evil in Wealth Management?Scale can provide a competitive advantage. Yet there might be scenarios in which bigger isn't always better. Wealth Management Landscape at a GlanceThe wealth management industry offers more options than ever, making it challenging to identify and compare the various models. We created this “at a glance” continuum infographic—to help you navigate the different models and understand how their features stack up. How to Set Up Your Business to Maximize Enterprise ValueJason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples. James PoerChief Executive Officer of Kestra Holdings James Poer is Chief Executive Officer of Kestra Holdings, an ecosystem of companies empowering high-performing financial advisors to achieve lasting independence. Together, Kestra's businesses deliver a full end-to-end suite of wealth management solutions for success driven and entrepreneurial-focused financial professionals, including investment solutions, technology services, succession and monetization, insurance and planning services, trust services, and back-office support. James most recently chaired the Financial Services Institute (FSI) Board of Directors after serving for several years on the board. He currently sits on the Board of Advisors for the Langston Wealth Management Center at The University of Texas at Austin's McComb's School of Business, serves as Chair of Arden Trust Company's Board of Directors, and is a member of the Board of Kestra Holdings. A true native Texan and alum of Texas Christian University, James currently resides in Austin, Texas. John AmorePresident of Kestra Financial As the President of industry-leading wealth management company Kestra Financial, John is committed to building out capabilities that empower the success of Kestra's financial advisors and the financial independence of their clients. Through a comprehensive suite of offerings across portfolio construction, investment products, advisory services, financial planning, retirement plans, alternative investments, and insurance solutions, John and his team are focused on helping Kestra's advisors thrive in a community of complete wealth managers. Prior to his role as President, John served as Head of Wealth Management for Kestra Financial, leveraging his global leadership experience to ensure every aspect of Kestra's wealth management offering drives growth and innovation, enabling financial professionals to accomplish their business objectives. John has had the privilege of leading wealth management teams for more than 14 years in the United States, Europe, and Latin America. Prior to joining Kestra Financial, he led global businesses at UBS across financial planning, portfolio construction, estate planning, wealth planning, investment products, and trust solutions. John began his career in management consulting in the financial services sector and earned his MBA/MIA at Columbia University and his BS at Boston College. Fayez MuhtadieCO-HEAD OF PRIVATE EQUITY Fayez is Co-Head of Private Equity at Stone Point Capital and a member of the Investment Committees of the Trident Funds. He has more than 25 years of experience in the private equity and investment banking industries. Fayez helps to lead Stone Point Capital's global investments in asset & wealth management, business services, employee benefits & human capital management, insurance run-off and lending & markets. Fayez joined Stone Point in 2003.

  1. From Bullying to Black Belt Leadership Dr. Terry's journey began at age 13 after being bullied in school. His father enrolled him in martial arts, which ultimately transformed his confidence and mindset. Martial arts became the foundation for his leadership philosophy. 2. Why Only 5% Reach the Black Belt Level Less than 5% of martial arts students earn a black belt. The same pattern appears in business: 70% of businesses fail within 10 years. The difference between good and great is the discipline to keep going beyond initial success. 3. The Foundation of Leadership: Belief The first principle in Dr. Terry's leadership philosophy is belief. You cannot achieve what you do not believe you are capable of achieving. Leaders must often lend belief to their teams until they develop it themselves. 4. The BLACK BELT Leadership Framework Dr. Terry outlines his leadership acronym: B – Belief Confidence in your potential and vision. L – Learning Commit to becoming a subject matter expert. A – Accountability Take ownership of outcomes and responsibilities. C – Communication Great leaders connect, not just communicate. K – Kinetic (Action) Success requires action, not just intention. B – Boldness Growth requires stepping into the unknown. E – Equipping Train others to eventually replace you. L – Loyalty Build trust and commitment within your team. T – Transformation Commit to becoming a better version of yourself every day. 5. The Leadership Trap: Doing Everything Yourself Many advisors struggle to scale because they refuse to delegate. Dr. Terry teaches the 80/20 rule of leadership: If someone can do a task 80% as well as you, let them do it. Focus 80% of your time on the 20% of activities you're best at. 6. Empowering Teams to Scale Leaders must build organizations of leaders, not followers. Empowering teams means allowing them to fail forward. Growth happens when people step outside their comfort zone. 7. The 1% Rule for Daily Improvement One of Dr. Terry's most practical leadership strategies: Improve just 1% per day in a key area. Over 30 days, that creates 30% improvement. Start with simple questions like: “Is this the best use of my time right now?” 8. The Power of Recognition Celebrating wins creates momentum. As Tony Robbins says: "What gets rewarded gets repeated." Recognition builds: team morale success habits stronger organizational culture. 9. The Danger of Stopping Growth Dr. Terry quotes Ray Kroc: "As long as you're green, you're growing. Once you're ripe, you start to rot." Successful leaders: pursue lifelong learning invest in personal growth continuously improve their mindset and skillset. Key Takeaways Belief is the foundation of leadership. Growth requires stepping into discomfort. Leaders must empower others to scale their impact. Small improvements compound into massive results. Lifelong learning separates elite performers from average professionals. **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Dana Lattouf, founder and CEO of Tickitto, talks with Alan Fine of Insider Travel Report the InteleTravel national conference in Punta Cana, about how her InteleTravel-owned global ticketing infrastructure platform connects travel advisors to more than 90,000 concerts, sports and entertainment events worldwide. She also discusses how Tickitto integrates event inventory directly into travel booking systems and how travel advisors can add event tickets to client itineraries through white-label tools and API connections. For more information, visit www.tickitto.com  or www.inteletravel.com.  All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox. 

In Episode 96 of the Land to Lots™ Podcast, Carter Froelich continues his conversation with Scott Cox, Principal of SLC Advisors and a frequent contributor to The Builder's Daily, for a candid discussion on what is really driving builder stress right now. While margins may still look acceptable on paper, many private builders feel pressure building beneath the surface. The issue is not just today's closings, but higher-basis land in the pipeline, slower absorption, and the simple reality that time is expensive. Carter and Scott explore the difference between managing to a pro forma and managing to the market. They discuss why sales velocity often matters more than protecting the last point of margin, how to calculate the true monthly carrying cost of a community, and why that number alone can reshape pricing decisions. Scott also shares practical ways to protect backlog without losing momentum, how trapped cash impacts capital structure, and when it may be time to revisit product instead of relying only on incentives. In this episode, you'll learn: 1.      Why margin concerns today are often rooted in tomorrow's land pipeline. 2.      The dashboard metrics builders should be watching when absorption slows. 3.      How to calculate the real monthly cost of being in a project. 4.      How trapped cash impacts capital structure and future deal flow. 5.      When protecting backlog makes sense and when it becomes counterproductive. 6.      Why velocity protects more than revenue. 7.      How to evaluate product utility against competitors in a practical way. 8.      When it is time to revisit product instead of simply cutting price. Show Notes: Scott Cox 01scottcox10@gmail.com https://www.linkedin.com/in/scott-cox-25874154/ Plus: Whenever you're ready here are 4 ways Launch can help you with your project: Prepare a Special Tax District Bond Analysis for your Project – If you have a projects in AZ, CA, CO, ID, NC, NM, SC, TN, TX, UT, WA contact  Carter Froelich (ADD MY EMAIL LINK) and have Launch prepare an initial bond analysis for your project. Add Favorable Financing Language to Annexation and/or Development Agreements – Create certainty and flexibility related to your project's infrastructure financing by having Launch professionals prepare handcrafted favorable financing language for inclusion in your Annexation and/or Development Agreement. Perform The RED Analysis™ on your Project – We have developed a unique process at Launch called The RED Analysis™ in which we perform a diagnostic review of your project to determine possible ways to Reduce, Eliminate and Defer infrastructure construction costs in order to enhance project returns. Track Your Reimbursable Costs Utilizing The Launch Reimbursement System™ ("LRS") – Never lose track of your district eligible reimbursable costs and have Launch manage your district's costs reimbursement tracking, preparation of electronic reimbursement submittal packages and processing of your reimbursement requests with the district, jurisdiction and/or agency. Complimentary Offers for Land to Lots™ ListenersComplimentary Land to Lots book: https://www.launch-mpc.com/offer Complimentary Bond Sizing Analysis:  https://form.jotform.com/231376408765160 Carter Froelich hosts the Land to Lots™ podcast powered by Launch Development Finance Advisors. Carter shares how he and his team help their clients finance infrastructure, reduce costs, and mitigate risks all with the goal of enhancing project profitability Land to Lots™ is a registered trademark of Launch Development Finance Advisors

Most financial advisors are really good at their job, and that might be exactly what’s holding them back! Duncan MacPherson is joined by Pareto coaches Jason Westover and Mike “Cy” Cajthaml Jr. for a candid, high-level conversation on what the best financial advisors are doing right now to stay ahead in a rapidly evolving industry. Together, they unpack what it truly means to become the “advisor of the future”,  from growing up-market and attracting ideal clients, to making the pivotal shift from technician to CEO. As disruption accelerates and AI reshapes workflows, the discussion centers on how top-performing advisors are leveraging both technology and human insight to build scalable, enterprise-value businesses. The conversation explores the widening gap between complacency and ambition, the power of intentional practice management, and why relationship excellence, not technical expertise alone, remains the ultimate differentiator. Jason and Mike also share real-world observations from coaching some of the most sophisticated advisory teams in North America, highlighting the habits, structures, and mindset shifts that separate sustainable firms from stalled practices. Key highlights include: Why growing “up-market” often starts with refining your top 50 relationships The transition from advisor to CEO, and why delegation unlocks scale How leading teams are using AI to compress time without compromising trust The importance of client advisory councils and feedback loops Why no one wants to buy your job, only your business This is a practical, forward-looking discussion for financial advisors who want to avoid plateauing, build enterprise value, and design a business that ultimately serves their life, not the other way around. Tune in for strategic insight, tactical ideas, and a clear roadmap for what's next in advisory leadership. Promotions: Pareto Systems: Turnkey Advisor Membership Connect With Duncan MacPherson:  Website: ParetoSystems.com Toll Free: 1.866.593.8020 Learn More: Schedule a Call LinkedIn: Duncan MacPherson Connect With Jason Westover: LinkedIn: Jason Westover Website: paretosystems.com/coaches/coach-jason-westover Connect With Mike “Cy” Cajthaml Jr.: LinkedIn: Mike “Cy” Cajthaml Jr. Website: www.paretosystems.com/coaches/coach-mike-cy-cajthaml-jr About Our Guests: Jason Westover has spent over 20 years helping financial advisors, sales teams, and wholesalers perform at their best. After discovering Pareto Systems 15 years ago, he became one of its strongest advocates, using its proven coaching methods to help top performers elevate their businesses. Today he’s also leading conversations on how AI tools can transform advisor effectiveness and client outcomes across the industry. Jason lives near Kansas City with his wife and three children. Outside of work he’s a competition BBQ cook and Brazilian Jiu-Jitsu competitor. Mike “Cy” Cajthaml Jr. brings 17 years of financial services experience to his role as a Pareto coach. His background spans insurance marketing, nationwide advisor consulting, and working alongside his father as a financial advisor in Overland Park, KS. That blend of wholesale and retail experience gives Mike a unique perspective in helping advisory firms integrate the Pareto Process and build toward their ideal practice. Mike lives in Overland Park with his wife Ashley and their two sons, Cameron and Carson. Outside of work he enjoys golf, a good cigar, and cheering on the Chicago Bears. Listen on Apple Podcasts

For over 30 years, Robin has helped Investment Consultants, Retirement Plan Advisors, and recordkeepers better understand their competition, improve efficiency, elevate client service, and win new business. She began her career as a retirement plan sponsor in healthcare and manufacturing before moving into consulting roles with Deloitte and North Highland, and later serving as Head of Research at Ann Schleck & Co. Following its sale to fi360, she became a Senior Vice President overseeing the Fiduciary Score.In 2018, Robin founded WinMore Plans and relaunched the Practice Management Benchmarking Study for retirement plan advisors. Today, she partners with hundreds of advisory firms nationwide, providing benchmarking, coaching, win/loss analysis, and valuation services to help advisors implement practical growth strategies.In this episode, Eric and Robin Green discuss:Positioning the advisor as a true business partnerCapturing a history of plan accomplishmentsDelivering meaningful financial wellness supportClarifying contracts, data use, and rising expectationsKey Takeaways:Advisors should be treated as strategic partners, not just investment technicians. Committees can formalize this by adding a recurring Strategic Business Discussion as the first agenda item each year. This ensures the retirement plan aligns with the company's broader goals and workforce strategy.An important and very useful deliverable to consider; a concise document that tracks major milestones like fee reductions, vendor changes, and plan design improvements. This goes beyond an annual report by highlighting long-term strategic progress. It strengthens continuity during leadership turnover and supports the advisor's value in RFP situations.In many cases, employers now expect help for participants beyond the retirement plan itself. Advisors should support broader financial wellness, including debt, budgeting, and outside assets. For many participants, this may be their only access to professional financial guidance.Sponsors should review recordkeeper contracts to understand participant outreach and data usage. Decisions about who can contact participants must be intentional and documented. Advisors who provide strategic insight and participant-level impact will stand out in today's higher-expectation environment.“The plan sponsor, I want you to focus on your advisor as your business partner. Ask them, What am I missing? What else should we be doing here? And will you be my strategic business partner, not just tactical investment information?” - Robin GreenConnect with Robin Green:Website: https://winmoreplans.com/ LinkedIn: https://www.linkedin.com/in/robingreen/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to change.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.The opinions expressed by guests are not necessarily agreed by, or the same opinions of 90 North Consulting or of Eric Dyson.

Legal Terms Explained - Join Attorney and Legal Counsel John Windsor along with Certified Financial Planners Bubba Labas on another episode of Advisors' RoundTable!

Scaling an advisory firm is often framed as a tradeoff - more clients and complexity in exchange for less time and flexibility. This episode explores how advisors can grow in a way that protects the lifestyle they want. Andy Panko is the owner of Tenon Financial, an RIA based in Metuchen, New Jersey, that oversees $323 million in assets under management for 105 client households. He joins the show today to share why he chose to hire two additional advisors (even though his solo practice already met his lifestyle goals), as well as why he prioritized hiring mid-career professionals who could operate independently and stay for the long haul. We also discuss how his flat-fee model makes it easier to evaluate the time-and-revenue tradeoffs of adding clients, paying competitive salaries, and growing the team, as well as how he fuels a steady prospect flow through content creation, combats the loneliness of a small remote firm, and has adjusted his workload across seasons of life to be able to focus on his highest priorities. For show notes and more visit: https://www.kitces.com/479

Some advisors seem born with bold voices — but most are still whispering in thecorner. In this episode, hosts Justin Lakin and Wes Young sit down with Matt Halloran, co-founder of ProudMouth and creator of Sonic Boom Coaching, to unpack one of themost uncomfortable (and essential) topics in growth: resistance. They explore whywe avoid change, why good marketing often falls flat, and what it really takes tobuild and scale your influence. This episode isn't a pitch; it's a call to leadership. If you've ever felt stuck behind thescenes in your business, this one's for you. What to expect: Why most advisors think they're good at marketing, but aren't The three mindset barriers keeping you from real progress (fear, fatigue, andarrogance) The five returns on podcasting and why downloads aren't one of them How to build a brand worth talking about (and coaching tips to get there) And more! Resources: Submit your questions here Transform Learning Series “The War of Art” by Steven Pressfield “10x Is Easier Than 2x” by Dan Sullivan & Dr. Benjamin Hardy Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube Wes Young Live Website Connect with Matt Halloran: ProudMouth LinkedIn: Matt Halloran matt@proudmouth.com Calendly: Matt Halloran

In this episode of Building the Billion Dollar Business, Ray Sclafani delivers a direct message to advisory firms. Market appreciation is not the same as real growth. When AUM climbs because of a bull market, it may boost revenue, but it does not automatically build enterprise value.Ray challenges firms to separate capital market lift from true organic growth. Real growth comes from net new relationships, expanded wallet share, stronger engagement, and intentional investments in business development and marketing.He outlines the practical shifts the best firms make, including tracking net new assets accurately, funding growth strategically, upgrading marketing from SEO to AEO, and setting ambitious targets that are not dependent on market momentum.The message is clear: growth is not accidental. It is earned through deliberate choices, disciplined execution, and a mindset that refuses to confuse momentum with mastery.Key Takeaways70% of RIA channel growth over the past decade has come from capital markets.Firms must clearly distinguish net new assets from capital appreciation.Tracking client acquisition, retention, wallet share, and lifetime value is critical.Advisors must know their CAC (client acquisition cost) and LTV (lifetime value).Firms that build organic growth muscles win new clients even when markets stall.Questions Financial Advisors Often AskQ: What is the difference between market-driven growth and real organic growth for RIAs? A: Market-driven growth occurs when portfolios expand due to a bull run and AUM increases because of capital appreciation. Real organic growth is the kind that builds enterprise value by adding new ideal clients, increasing wallet share from existing clients, creating deeper engagement, and expanding capacity to serve more clients.Q: How can advisory firms accurately measure organic growth? A: Firms should separate net new assets from capital appreciation, monitor actual client acquisition and retention, track wallet share and client lifetime value, and analyze numbers as if the market did not change.Q: What reports should advisory firms review to track real growth? A: Firms should be able to track net new assets from existing clients, new assets from new clients, and opportunity reports showing client meetings and new opportunities created. They should generate reports that clearly distinguish net new assets from capital appreciation.Q: What should financial advisors do immediately to improve organic growth? A: Strip market gains from reports and analyze numbers without market lift. Develop a focused business development strategy with defined roles and funding. Audit marketing strategy, including SEO to AEO and AI usage. Define an ambitious growth target tied to new relationships and revenue streams.Q: What growth rate should firms target for real organic expansion? A: Firms serious about organic growth should pursue mid to high teens year-over-year growth, minus capital markets and inorganic growth.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Kim Andreello, vice president of corporate development and strategy for InteleTravel and president of BusinessTravel.com, talks with Alan Fine of Insider Travel Report at the host agency's conference in the Dominican Republic about Inteletravel's new corporate travel platform enabling independent travel advisors to book and manage business travel year round. Andreello also explains revenue potential, platform tools, referral opportunities, and how BusinessTravel.com integrates with InteleTravel's broader portfolio, which includes Tickitto, MGME and Major Travel. For more information, visit www.inteletravel.com.  All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox. 

This week we’re talking about a story that came to be after unveiling of Regent Seven Seas Cruises’ upcoming Skyview Regent Suite. It's a veritable mansion-at-sea with a private gym, sauna, bar and dining room that seats 12. And what's more surprising than the price? The fact that it was booked within one minute on 10 of 13 itineraries. Or perhaps that's not a surprise. Advisors tell us that there are countdowns to sales launches and wait lists for the newest crop of ultra-palatial, ultra-big, ultra-luxurious cruise ship suites. With luxury advisor Carlos Edery and cruise editor Teri West, we look at what these top suites look like and what amenities they come with. Who are the customers and what do they want in a vacation? Is there a challenge of keeping up with guest expectations? And, of course, what might come next. Episode sponsor This episode is sponsored by AmaWaterways https://www.amawaterways.com Winter series: This episode is part of our annual Winter Series, where we feature some of our favorite recent Folo by Travel Weekly discussions. This episode was originally published Nov. 3 and has been edited for length and clarity. Related links: Focus on Cruise cover story: The megasuite is bigger than ever https://www.travelweekly.com/Cruise-Travel/The-cruise-megasuite-is-bigger-than-ever Regent Seven Seas Prestige suite will reach for new levels of opulence https://www.travelweekly.com/Cruise-Travel/Skyview-Regent-Suite-unveiled-for-Seven-Seas-Prestige From the archives: A look at luxury accommodations at sea (August 2005) https://www.travelweekly.com/Cruise-Travel/A-look-at-luxury-accommodations Luxury Cruise Connections https://luxurycruiseconnections.com/ CruiseWorld: https://www.cruiseworldshow.comSee omnystudio.com/listener for privacy information.

Trump Accounts for Education - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Send a textOn this episode of The Get Ready Before Life Happens Podcast, Tony sits down with Adam Koos, President of Libertas Wealth Management and host of The Retirement Fiduciary Podcast to explore why great financial planning starts with relationships, curiosity, and clarity.Key Takeaways:

If you're a travel advisor looking to confidently sell Ireland, Scotland, England, and Wales — or wondering how to finally start using AI in your travel business — this episode is for you. Lindsay sits down with Kate Thomas, founder of North & Leisure (a boutique Ireland & UK DMC) and Travel Pro Theory, to talk about: • What a Destination Management Company (DMC) actually is • How DMCs help travel advisors create customized, high-end itineraries • Budget guidelines for Ireland & UK travel (including high season pricing) • Selling multi-gen, fandom (Outlander, Harry Potter), and first-time international trips • When to use self-drive vs. driver-guide experiences • How to start marketing Ireland & the UK to your ideal clients Kate also shares tactical ways travel advisors can leverage AI tools like ChatGPT to: • Write newsletters and social captions faster • Improve client itineraries with personalized touches • Use Deep Research for destination and marketing insights • Build custom GPTs to streamline repetitive tasks If you want to sell more Europe travel and reclaim hours in your week, press play. Connect with Lindsay: https://www.lindsaydollinger.com https://www.facebook.com/lindsay.dollinger https://www.lindsaydollinger.com/membership Connect with Kate: 10 AI prompts every travel pro should have https://travelprotheory.kit.com/referral-prompts www.travelprotheory.com https://www.instagram.com/travelprotheory/ Join her newsletter here: https://join.travelprotheory.com/ccf0bfff/ If you love the show please subscribe and share it with a friend!

Welcome to the Social-Engineer Podcast: The Doctor Is In Series – where we discuss understandings and developments in the field of psychology.  In today's episode, Chris and Dr. Abbie discuss decision fatigue—how making too many choices throughout the day drains mental energy and affects judgment. They explain how stress and lack of sleep make it worse, how it differs from burnout, and why leaders and parents are especially vulnerable. The episode also shares simple, practical strategies to reduce daily decisions, protect mental energy, and prioritize recovery.  [Mar 2, 2026]  00:00 - Intro  00:56 - Show Updates and Sponsors  02:35 - What Decision Fatigue Is  03:34 - Stress, Sleep, and Mental Energy  05:12 - Mental vs. Physical Limits  07:13 - Decision Fatigue vs. Burnout  10:22 - Leadership, Empathy, and Hard Decisions  14:33 - Prevention: Routines and Breaks  20:43 - Advisors and AI Caution  24:38 - Everyday Life and Parenting Load  27:23 - Recovery Outlets and Wrap-Up  28:49 - Closing and Next Month's Topic (Diet Culture)    Find us online:    LinkedIn: linkedin.com/in/dr-abbie-maroño-phd    Instagram: @DoctorAbbieofficial    LinkedIn: linkedin.com/in/christopherhadnagy    References:   Baumeister, R. F., Bratslavsky, E., Muraven, M., & Tice, D. M. (1998). Ego depletion: Is the active self a limited resource? Journal of Personality and Social Psychology, 74(5), 1252–1265. https://doi.org/10.1037/0022-3514.74.5.1252   Baumeister, R. F., & Tierney, J. (2011). Willpower: Rediscovering the greatest human strength. Penguin Press.   Danziger, S., Levav, J., & Avnaim-Pesso, L. (2011). Extraneous factors in judicial decisions. Proceedings of the National Academy of Sciences, 108(17), 6889–6892. https://doi.org/10.1073/pnas.1018033108   Davidson, R. J., & McEwen, B. S. (2012). Social influences on neuroplasticity: Stress and interventions to promote well-being. Nature Neuroscience, 15(5), 689–695. https://doi.org/10.1038/nn.3093   Fleming, S. M., & Dolan, R. J. (2012). The neural basis of metacognitive ability. Philosophical Transactions of the Royal Society B: Biological Sciences, 367(1594), 1338–1349. https://doi.org/10.1098/rstb.2011.0417   Hagger, M. S., Wood, C., Stiff, C., & Chatzisarantis, N. L. D. (2010). Ego depletion and the strength model of self-control: A meta-analysis. Psychological Bulletin, 136(4), 495–525. https://doi.org/10.1037/a0019486   Kahneman, D. (2011). Thinking, fast and slow. Farrar, Straus and Giroux.  

Dealership Owners, General Managers, and Service Leaders — your ability to fix a department is only as strong as the system you build. Most leaders misunderstand the hierarchy of a turnaround. They believe "people" are the primary ingredient for success, but the truth is that a great system can survive mediocre people, while a bad system will run out of your best employees every time. In this episode of Service Drive Revolution (#348), we break down: ✅ Why "People" is actually the wrong answer when asked how to fix a department ✅ The "Fixer" Mentality: Telltale signs of a true production leader ✅ How to identify if your manager is a "ghost" or an intentional leader ✅ Lessons from the 2003 BMW technical nightmare and the value of a process-driven approach ✅ Why most leadership training is actually just "bad management" training ✅ The "Cleveland Browns" analogy: Why the situation (system) dictates the performance ✅ How to manage the "rate of change" within your team If your service department struggles with: - Stagnant or declining gross profit - Advisors who are washing cars instead of selling - Low average hours per repair order - Managers who react to problems rather than prevent them - A culture where everyone "loves" the manager, but the shop is losing money This episode will challenge everything you've been told about "people-first" leadership and give you the recipe for a true departmental turnaround. The strength of your system determines the ceiling of your Fixed Ops production. #FixedOps #ServiceManager #AutomotiveLeadership #ChrisBulldogCollins #SystemsVsPeople #DealershipLife #ServiceDriveRevolution

The Future of Faith-Based Financial Advice: Rob West on Kingdom Advisors, Biblical Stewardship, and the $22 Trillion Opportunity Host John Coleman sits down with Rob West, CEO of Kingdom Advisors and host of the nationally syndicated Faith-Fi radio program, to explore how biblically-wise financial advice has moved from the fringes to the forefront of Wall Street—and what that means for the trillions of dollars in Christian hands today. From a founding cohort of 16 advisors to a network of 4,000, Kingdom Advisors is building an entire industry where faith and finance fully integrate. Rob shares the trends, data, and vision that make this one of the most exciting moments in the history of Christian investing. Key Topics: How Kingdom Advisors grew from 16 CFPs to 4,000 advisors and the Certified Kingdom Advisor (CKA) designation Why faith-based investing demand jumped from 20% to 50% of CKA searches in a single year—and what that signals for the market The $22 trillion gap: Christians hold $22T in public markets but only ~$170B is in faith-based investments AI, robo-advice, and the irreplaceable role of the values-based financial advisor How collaborative giving funds and strategic generosity are the next frontier for Kingdom capital The great wealth transfer and preparing the next generation of stewards Why 11 Christian universities are now training the next wave of Kingdom Advisors Notable Quotes: "There's 22 trillion in the hands of Christians in the public markets today. And we've got, best case, 170 billion in faith-based investments in public market offerings. So the need and the opportunity is massive." – Rob West "When you go into a values conversation, AI can't replicate that." – Rob West "When we see money as a tool to advance God's kingdom—yes to enjoy, yes to provide—but to give generously, to invest strategically… we're just gonna help God's people experience kingdom impact in a way perhaps they never have considered." – Rob West

“Some failures are actually successes, you just don't realize it — that tough moment to refocus and challenge everything you're doing.”Jeff Wuest is the CEO of SynFiny Advisors, a global management consulting firm founded in 2014 by former Procter & Gamble executives, focusing on improving financial and operational performance. Jeff is a business strategist and leader who partners with organizations to achieve sustainable, extraordinary growth. Jeff works closely with executive teams to navigate today's complex business environment where innovation, disciplined strategy, and smart risk-taking are essential for success. Jeff's expertise spans strategic planning, rapid market expansion, and operational scale-up, helping organizations create environments where growth is accelerated and value is maximized. Under Jeff's leadership, SynFiny Advisors has been recognized by Inc. Magazine on the Inc. 5000 list as one of the nation's fastest-growing private companies for six consecutive years. An accomplished entrepreneur, Jeff has mentored startups and emerging companies while also serving as a trusted advisor to multi-billion-dollar global enterprises. With over 30 years of experience, he has developed and executed game-changing strategies across industries, categories, products, and services. His work is centered on enabling forward-thinking leaders to succeed through breakthrough strategy, execution, and operational excellence. Prior to founding SynFiny Advisors, Jeff spent 25 years at Procter & Gamble as a finance executive, holding leadership roles across multiple geographies and playing a key role in driving business transformation and growth. You'll enjoy this candid conversation about reinvention across continents, saying yes before you have all the answers, and what it really takes to move from corporate leadership to entrepreneurial life.This conversation was hosted by Ida Abdalkhani, Change Catalyzer — an award-winning entrepreneur, speaker, and P&G Alumni Board Member.This is a sponsored episode with our partners at Synfiny Advisors, a proud sponsor of the P&G Alumni Network. Interested to feature your company and executives on the P&G Alumni Podcast? Reach out to jswuest@pgalums.com

In this quarterly review episode, Julie and Jacquie reflect on what private practice owners experienced in 2025 and what to expect in 2026. From staffing challenges and rising expenses to burnout and big leadership transitions, they share what they are seeing behind the scenes with real practices. If you want clarity, stability, and a plan for navigating uncertainty, this conversation will help you focus on what you can control and build a business that lasts.3 Reasons to ListenLearn what is actually happening in private practices right now. Get real insights from end-of-quarter reviews with dozens of practice owners. Avoid the most common financial mistakes owners are making.From lifestyle creep to overpaying clinicians to stepping back too quickly, they break down where practices are getting into trouble and how to prevent it.You will learn why emergency funds, intentional growth, and strong leadership habits matter more than ever in a changing economy.Highlights[00:01:31] Private practice is still viableSuccess remains possible across models.[00:02:43] Awareness, intention, attentionThree traits of stable practices.[00:03:23] Clinician pay expectation mismatchHigh pay, low caseload tension.[00:04:14] Benefits must match revenueSustainability over generosity alone.[00:05:35] Owner draws under pressureLifestyle creep creates hidden risk.[00:06:56] Emergency funds are essentialRisk planning protects your practice.[00:07:41] Something will always happenPlan for inevitable disruptions.[00:08:57] Ten years of steady growthSlow growth beats flashy scaling.[00:09:51] Strong foundations matter mostStructure supports long-term success.[00:10:21] The power of saying noAlignment over shiny opportunities.[00:11:23] Advisors prevent bad decisionsOutside perspective adds clarity.[00:13:47] Owners want to step backBurnout driving leadership changes.[00:14:26] Gradual clinical director transitionShift responsibilities slowly.[00:16:54] One-year transition timelineStability requires patience.[00:17:19] Never abdicate responsibilityStay engaged with your numbers.[00:18:35] Protect yourself from surprisesKeep access to key systems.[00:20:23] 2026 uncertainty aheadInsurance and intake instability.[00:21:16] Control what you canFocus on efficiency and accountability.[00:22:27] Hard conversations are necessaryActionable steps over blame.[00:23:29] You always have choicesOwnership means responsibility.Resources & LinksSchedule a free consultation with GreenOak Accounting: https://www.greenoakaccounting.com/consultationMoney for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production, Audio Mixing, and YouTube Video Production by James Marland Get the All About Taxes Course.

Find us on social media: Facebook & InstagramEmail us: hello@thetinlounge.com Discussion:Open Mic: Top Marketing Tips for Travel AdvisorsWhat Airline Passenger Rights Don't Cover — And Why Travel Insurance Fills the Gap As heard on Excess Baggage:Regent Seven Seas Cruises Unveils New Collection of Pre/Post Land ProgramsVirgin Voyages Pokes Fun at Other Cruise Lines’ Dress CodesApplications are open for GTM North America and GTM WestMarriott Autograph Collection opens its first safari camp, in TanzaniaASTA Urges Virginia Lawmakers to Reject Proposed Tax on Travel Advisor ServicesWill 2026 Be the Year of Good Airfare Deals? Here’s What Experts ThinkFrance Keeps Crown as World’s Top Destination, Breaks Visitation RecordNational Geographic-Lindblad Expeditions Donations Support Historic Return of Giant Tortoises to Floreana IslandSee omnystudio.com/listener for privacy information.

Most financial planning is built around goals.  Goals like:  Retiring at 60  Spending more time traveling  Leaving a legacy through philanthropy   But there's a structural flaw in that model: human beings are notoriously poor predictors of their future preferences. What we think will make us happy at 60 often looks very different once we get there.  Yet as Advisors, we routinely ask clients to define long-term goals without fully pressure-testing the assumptions behind them.   In this episode, Meghaan Lurtz explains how we can shift away from the shortcomings of goals-based planning by focusing on the power of experiments.  Instead of asking our clients to commit to big, static goals, we can help them design small, intentional experiments.  Help them test the retirement, test the travel, and test the hobbies they “think” they'll enjoy one day.  Because a client who has tried something knows what they want. And an Advisor who helps them get there becomes indispensable.  If you want deeper conversations, more engaged retirees, and clients who actually use their money in ways that improve their lives, then this episode offers a practical framework you can implement immediately.  You'll Learn:  Why goals-based planning may be unintentionally limiting your clients' happiness  The simple 4-step experiment framework that unlocks confident spending and clearer decisions  How to help chronic under-spenders safely test higher spending without triggering fear  Why debriefing client experiences may be more powerful than the financial plan itself  Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here    Links To Resources Mentioned:  “Helping Underspenders and Savers Understand They Can Spend More With 4 Stages Of Experiments”  Connect With Brendan:  RFG Advisory  LinkedIn: Brendan Frazier  About Our Guest:  Meghaan Lurtz, Ph.D., FBS™ is a globally recognized expert on the psychology of financial planning and the human dynamics of money. She is a partner at Beyond The Plan®.  Dr. Lurtz is also a Professor of Practice at Kansas State University, teaching in the Advanced Financial Planning and Financial Therapy Certificate Programs, and a Lecturer at Columbia University, where she teaches Financial Psychology. Her academic and professional contributions include published research in Journal of Financial Planning, Journal of Consumer Affairs, and Financial Planning Review, as well as regular columns on Kitces.com.  Her expertise has been featured in The Wall Street Journal, BBC, Million Dollar Roundtable, New York Magazine, and more. She has co-authored chapters in the CFP Board's textbook Client Psychology and serves on multiple fintech boards bridging financial advice with mental health. Meghaan is a past President of the Financial Therapy Association.

This week, I welcome Shannon Kittner, founder of The Wander Network, to first discuss the latest trending news in travel, including the chaotic weekend of storms, civil unrest in Mexico, Global Entry shutdown, and more news. Later, Kittner shares her top tips for travel advisors using social media. Should advisors be on every single platform? What types of content should they be posting? How can advisors best generate leads through social media? Kittner provides insights on these questions and more. The social media discussion begins after the 16-minute mark. Today's episode sponsor: Globus family of brands If your clients are asking about escorted touring, Globus and Cosmos should be at the top of your list. Together, they offer the widest touring portfolio in the industry — from affordable adventures with Cosmos to immersive, experience-rich journeys with Globus. Touring with Globus means everything is handled — hotels, transportation, sightseeing — all led by expert Tour Directors who manage logistics, unlock local insight, and bring destinations to life. That’s the difference between touring and FIT travel, where clients are left juggling the details. Add in strong commissions and dedicated advisor support, and Globus makes escorted touring easy to sell — and easy to trust. Have any feedback or questions? Want to sponsor the show? Contact us at Podcast@TravelPulse.com and follow us on social media @TravelPulse.See omnystudio.com/listener for privacy information.

What if the reason you feel stuck isn't because you're not working hard enough, but because you're too busy executing to decide what actually matters? In this solo episode, Brianna unpacks why so many travel advisors find themselves in a cycle of nonstop busyness that somehow still feels stagnant. She breaks down five specific ways advisors get stuck: building for everyone instead of someone, being great at what they do but unable to explain why, growing a business they don't actually want, treating everything as urgent, and delegating tasks without delegating ownership. This isn't a productivity pep talk. It's an invitation to pause, get intentional, and start leading your business like the CEO you already are. If you've ever felt like you're working harder than ever but not moving forward, this episode will help you see where the real shift needs to happen.

Josh Rogin describes the conflict between Trump's Wall Street advisors seeking trade deals and hardliners pushing for a trade war during the early 2017 Mar-a-Lago summit with Xi Jinping. 2