Daniel Yoo: How AI Frees You to Be the Advisor Your Clients Deserve
0.75x 1x 1.25x 1.5x 2x 0:000:31:14 Daniel Yoo: How AI Frees You to Be the Advisor Your Clients Deserve Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, I’m joined by a former advisor turned innovator who understands both sides of the […]
Chris Flis: Fighter Jet Lessons for Financial Planners
0.75x 1x 1.25x 1.5x 2x 0:000:26:13 Chris Flis: Fighter Jet Lessons for Financial Planners Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, we chat with Chris Flis, founder of Resilient Asset Management. Chris shares his unique journey from flying F-18s for […]
The Power of Personal Stories in Growing a Successful Financial Planning Practice
0.75x 1x 1.25x 1.5x 2x 0:000:30:53 The Power of Personal Stories in Growing a Successful Financial Planning Practice Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn today’s episode, I sit down with Tess Rowland, who shares her inspiring journey to becoming a fee-only financial advisor. With a […]
Michael DeLon: Build Your Credibility by Telling Your Authentic Story
0.75x 1x 1.25x 1.5x 2x 0:000:35:59 Michael DeLon: Build Your Credibility by Telling Your Authentic Story Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicToday, we dive into a fascinating conversation with Michael DeLon, The Credibility Coach. Discover how he empowers financial advisors to share their impact and […]
Bill Cates: The Language of Referrals with The OG Referral Coach
0.75x 1x 1.25x 1.5x 2x 0:000:35:53 Bill Cates: The Language of Referrals with The OG Referral Coach Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode, we explore common challenges in obtaining quality introductions for financial planners & advisors. Learn from “The Language of Referrals” by […]
Financial Advisor Edition: The 80-20 Analysis for Targeting Your Ultimate Clients
0.75x 1x 1.25x 1.5x 2x 0:000:18:30 Financial Advisor Edition: The 80-20 Analysis for Targeting Your Ultimate Clients Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicYour best days usually start when you wake up feeling excited. This ray of positivity affects how you go about your day – […]
Financial Advisor Edition: Four Key Steps to Accelerate Assets Under Management Growth
0.75x 1x 1.25x 1.5x 2x 0:000:36:56 Financial Advisor Edition: Four Key Steps to Accelerate Assets Under Management Growth Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicWelcome to another insightful episode of the Truest Fan Blueprint podcast, where we are committed to empowering you with actionable insights to […]
The Common Thread: AI, Giving, and Marketing (Featuring Joe Apfelbaum)
0.75x 1x 1.25x 1.5x 2x 0:000:25:01 The Common Thread: AI, Giving, and Marketing (Featuring Joe Apfelbaum) Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicWelcome to another insightful episode of the Truest Fan Blueprint podcast, where we are committed to empowering you with actionable insights to elevate both […]
Build a Networking Mindset and Expand Your Sphere of Influence (Featuring Michael Goldberg)
0.75x 1x 1.25x 1.5x 2x 0:000:33:47 Build a Networking Mindset and Expand Your Sphere of Influence (Featuring Michael Goldberg) Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicWelcome to another insightful episode of the Truest Fan Blueprint podcast, where we are committed to empowering you with actionable insights […]