Jun 16, 2021
Clients looking for a new advisor or firm are faced with an overwhelming set of options. One way to set your practice apart is by giving a lot of thought to developing an intentional client experience.
Our guest today is Angie Herbers, Managing Partner of Herbers and Company. Angie handles strategy management and...
May 26, 2021
Referrals tend to have high conversion rates and lower costs, but often they seem a bit elusive and sometimes random. Is there a better, more consistent way to generate the right type of referrals for your business?
Stacey Brown Randall joins us to discuss ways you can generate referrals without even asking for them,...
May 5, 2021
As financial planning continues its evolution, there are many areas of nuanced expertise that are emerging to help clients successfully navigate the intersections of life and money. Advanced care planning is one of those areas where advisors and clients can plan with some certainty for a period of extreme uncertainty.
Apr 14, 2021
Before last year's COVID-19 pandemic, we would hear about advisors getting together with some clients and prospects for arts or charity projects, or even hosting a wine tasting. But unfortunately, the pandemic made many of these events virtually impossible to hold as this new normal really shifted things.
Mar 24, 2021
Alternative assets, such as cryptocurrencies, art, private equity and more, have seen a surge in press coverage over the past decade, to the point that many of these alternative investments have become more mainstream than ever before.
Tom Kurinsky of Millenium Trust joins us to discuss the ins and outs of holding these...