Aug 4, 2021
Medicare is the closest thing in the U.S. to a single-payer healthcare system, but it comes with trade-offs, including direct implications to a client’s HSA plan, social security and more. When is the right time for your clients to enroll?
Peter Stahl returns to the podcast to discuss planning for retirement with...
Jul 14, 2021
A couple’s inability to communicate about their finances is one of the leading causes of a breakup. As an advisor, it's your responsibility to help clients navigate the challenges of financial planning, even in the context of love and relationships.
Vonny Carrington joins the podcast to share many actionable insights...
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.