FAST Podcast - Financial Advisor Strategy Talks

In this episode, we are joined by Brad Gotto, the owner of Fiat Wealth Management, a reputable fiduciary and holistic financial planning firm with a special focus on tax planning based in Wayzata, Minnesota. With his unwavering commitment to mentorship, education and guidance, Brad empowers advisors to take their careers to the next level through his meticulous, deliberate high-touch, high-educati...

Understanding the intersection of emotions, finance, and human behavior is crucial for professionals in the advisory field. In this episode, Lara Galloway features special guest and Founder of the Financial Dignity® Movement and Coach, Christine Luken. Together, they delve into their shared fascination with the realm of behavioral finance, shedding light on how their respective roles in financial...

The burning question that's on every advisor's mind: How can I effectively connect with the next generation of investors? In a world where technology and digital presence reign supreme, it's more important than ever to build authentic relationships with the Millennials and Gen Z, who are poised to become the next wave of investors.  In this must-listen episode, Lara Galloway sits down with Maddie...

Does your audience pay close attention when they see your name on a presentation, workshop, or meeting agenda? Do potential clients perceive you as a credible subject matter expert when they search for your name online? To answer "yes" to both questions, it's imperative to proactively establish yourself as a respected authority in your industry — solidifying your reputation and expertise to comman...

Imagine being able to scale your business to new heights faster than you ever thought possible. By forging strong relationships with like-minded individuals — you have the power to expand your network and tap into the collective knowledge of industry leaders.  In this episode, we are thrilled to welcome two experts in the field, Meg Hanington, EPC, and Genevieve E. Thayer, EPC, co-founders of Beac...

When was the last time you took an honest assessment of your brand? If you haven't taken the steps already this year, now is the time to assess your brand for what it is.  As you move forward in 2023 and beyond, there are several checkpoints to consider that will help you achieve long-term benefits from your business-building efforts.   To lay the foundation for your future success, it all starts...

Attention Financial Advisors, Are you aware of the largest yet least understood risks facing American savers today? Legislative risk, closely related to tax risk, is a threat that cannot be ignored. While tax risk refers to the level of taxation we experience in retirement compared to today, legislative risk is the risk Congress holds when altering rules and regulations that affect our retirement...

Despite progress in recent years, the financial services industry remains a challenging environment for women due to its male-dominated nature. But Sheryl Hickerson took action to break down these barriers by creating Females and Finance.  With a community of over 4,100 members, her organization is revolutionizing the industry through its mission to make financial services a more welcoming profess...

Analogies are a powerful tool that can be used to simplify and enhance your clients' understanding of complex subjects.  This week's guest, a financial industry specialist, keynote speaker, and coach, Frank Maselli, shares the Harbor Pilot Paradigm — a memorable analogy he crafted that highlights an advisor's role as a specialist guide for the retirement journey.  Listen in as Frank explains how t...

Although the advisory business has been around for many years, the concept of true succession planning has not been. Many advisors treat it like an event as opposed to a plan, but the process must be thoughtful, deliberate, and focused on maximizing value and on the client. In our latest episode, we delve into the importance of preparing for the eventual transition of leadership and how it can mea...

Women are accumulating more and more wealth at a faster pace than ever before. Despite this, a recent study shows that women are still vastly underserved in the financial community. In this episode of the FAST podcast, our featured guest is Todd Fithian, Co-Founder, and CEO of The Legacy Companies, a revolutionary training and coaching organization focused on advisor growth. Todd discusses the psy...

With the new SEC Marketing Rule in effect, online reviews will now play an influential and growing role in the decision-making process among consumers preparing to hire financial advisors.  In this episode hosted by Lara Galloway, featuring Brian Thorp, founder of Wealthtender, you will learn how advisors can successfully and compliantly get started with testimonial marketing to grow their busines...

Not just any advisor can double their business in 3 years or less.  Are you willing to find out what it takes? In this week's episode, we sit down with industry expert and managing partner at Advice2Advisors, Dan Collison, to discuss what it takes for advisors to achieve this goal. Dan share's a comprehensive look at the measuring tools used in vetting the advisors he works with and the methodolog...

As an advisor, what does staying top of mind mean to you? By leveraging the power of marketing automation and targeted content, nurturing leads and engaging current clients has never been easier.  In this week's episode, we have one of White Glove's very own — Brigitte Gillis. Brigitte drives the growth and development of lead nurturing and client engagement programs at White Glove. These programs...

What does "being busy" mean to you?  Being busy is worn by many like a badge of honor, but does it actually produce the results we set out for? Or, is there a better way? In this week's episode, Lara brings on our guest Allyson Lewis, CEO and founder of The 7 Minute Life, a step-by-step productivity and time management program, and a globally recognized author and speaker, as she shares three prov...

Technology is changing the way advisors must communicate and connect with their clients. How are you keeping up with this growing digital-demand? We're back with another episode of the FAST Podcast – Financial Advisor Strategy Talks.  This week we're featuring Larry Roth, White Glove's Interim CEO and board member, a managing partner at RLR Strategic … Read More Read More

Welcome to the inaugural episode of the FAST Podcast — Financial Advisor Strategy Talks with  Lara Galloway, head of advisor education programs at White Glove. This week, Lara highlights her years of experience as a trainer, educator, and coach while detailing her role at White Glove as a subject matter expert. Lara shares the firm's mission in helping and educating advisors to succeed and grow th...

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