Beyond The IMO™

We all get the same 1,440 minutes every day, yet so many advisors spend theirs on administrative work instead of sitting in front of clients. In this episode, Justin Woodbury sits down with Breena Fein and Gabe Caldwell, the co-founders of HeyQuinn, to discuss how AI can automate emails, meetings, CRM updates, and countless other repetitive tasks, helping advisors buy back hours every week. Follow...

In this episode of Beyond The IMO, Justin Woodbury sits down with Carl Richards to discuss a topic that impacts every advisor, entrepreneur, and professional at some point in their career: fear. Carl's perspective on fear inspired Justin to make one of the biggest decisions of his professional life, leaving a leadership role at a marketing organization to build a business focused on supporting adv...

In this micro episode, Justin breaks down the pros and cons of dinner seminars, and shares what makes any marketing tool work. Follow Beyond The IMO on: Facebook LinkedIn YouTube TikTok Instagram Guests and companies featured on Beyond The IMO are selected based on relevance and value to independent advisors. Neither Justin nor Beyond The IMO receive compensation, referral fees, or incentives tied...

In this episode of Beyond The IMO, Justin sits down with fellow advisor, friend, and marketing expert Colin Overweg to discuss one of the most important lessons in marketing: the grass is greener where you water it. Colin built his business by consistently creating valuable content on TikTok, not LinkedIn, YouTube, or Instagram. Through that process, he developed a steady stream of referral busine...

In this episode of Beyond The IMO, Justin Woodbury sits down with Jim Fisher to talk about a highly debated marketing topic in the financial industry: online leads and virtual selling. According to the Financial Planning Association, 65.5% of clients said virtual financial planning meetings can be just as productive as in person meetings. Yet many advisors who have never closed even one lead virtu...

The research is clear: $124 trillion is in motion thanks to the great wealth transfer. Half of that is owned by HNW households, and most existing estate plans are now out of date thanks to three major rule changes in six years. Demand for qualified estate planning is outrunning supply. Spectrem Group and EY's Global Wealth Research Report have found that estate planning consistently ranks in the t...

The word “turnkey” is one of the most overused and misunderstood terms in the financial services industry. It’s often marketed as a way for advisors to generate results with little to no effort, but in reality, every marketing program requires someone to show up, do the work, and consistently engage in the process of generating, nurturing, and closing leads. In this episode, Justin Woodbury challe...

Sheryl J. Moore is known as the foremost expert on annuities and life insurance, and she graciously allows Justin to ask anything about annuities and the insurance industry overall. The conversation includes controversial topics, which she embraces and answers with kindness, balance, and unparalleled knowledge of the industry. If you haven’t already, be sure to check out Sheryl’s company, Wink Int...

Experts have been predicting the end of radio since the 1950s, when TV was introduced. Yet radio continues to dominate traditional media, especially among the audiences financial advisors are trying to reach. A 2026 Nielsen report shows that 97% of Gen X, ages 45 to 60, are consistent daily radio listeners, while baby boomers spend the most time listening each week. For advisors, that means their...

Daniel Webster said, “If all my talents and powers were to be taken from me by some inscrutable Providence, and I had my choice of keeping but one, I would unhesitatingly ask to be allowed to keep the power of speaking, for through it I would quickly recover all the rest” Our voice is one of the only truly unique parts of our brand. Logos, websites, and colors can all blend together, but our voice...

Annuities have existed in various forms for centuries and have evolved significantly in modern retirement planning. Yet like any financial tool, they operate within an industry where incentives matter. As a result, some retirees have been placed into products that were not appropriate for their situation, while others may have avoided annuities based on misunderstanding or misinformation. In this...

Execution without vision creates misalignment, but vision without execution creates stagnation. Most financial advisors are what Gino Wickman, in his book Traction , would call visionaries. They see what could be and have the unique ability to take risks. They build the airplane while it is already in the air. But Wickman also makes another point. Visionaries are usually not strong integrators. In...

The financial industry’s marketing system is broken, and you’re paying the price. Have you ever noticed that the financial industry’s default answer to a seasoned advisor’s growth needs is to “do more seminars”, or “add TV” or “increase your airtime”? It’s true- lead generation programs like dinner seminars and traditional media will work when done consistently and frequently. They will create qui...

What happens after the sale matters more than most advisors realize! Most listeners understand the 80/20 rule - 20% of our efforts produce 80% of the results. For financial advisors, that 20% is sitting across from a client or prospect. But problems show up in the other 80% of advisor's efforts- writing apps, fixing NIGOs, tracking paperwork, chasing signatures, calling carriers, following up on m...

In a world of competing for your clients and prospects attention, inbox battles and email drips can only take you so far, especially with high net worth and ultra high net worth relationships where trust, exclusivity, and top of mind actually matter. This conversation with Andrew and Bjorn from Essential Engine* dives into a premium, coffee table magazine with you on the cover, personalized down t...

In this trailer episode, Justin Woodbury shares why Beyond the IMO exists and the experiences that shaped his belief that advisors deserve real independence and genuine support. This episode sets the foundation for a podcast driven by purpose, challenging the industry norms that limit advisors and advocating for a better way forward. Follow Beyond The IMO on: Facebook LinkedIn YouTube TikTok Insta...