Marked Unread

Transitions reveal everything. In this episode of Marked Unread, Brian Wininger and Dom Henderson break down what really happens when advisors change firms and why some clients follow while others don’t. They explore the emotional side of transitions, the role of trust in client decisions, and why most advisors misread what clients actually care about in these moments. It’s not about platforms, pe...

What does it actually take to build a brand that advisors want to be a part of—and clients trust instantly? In the debut episode of “This is Proxy: WHO WE ARE,” we sit down with Brian Wininger, Marketing Director at Proxy Financial, to break down the mindset behind modern advisor growth. Brian shares why he chose Proxy, what stood out about the culture, and how the firm is redefining what it means...

In this episode of Marked Unread, CJ Davidson and Dom Henderson unpack one of the most misunderstood questions in the profession: why do clients actually leave advisors? The conversation explores how trust, communication, perceived value, and coordination often matter far more than investment performance when it comes to long-term client relationships. Have a question or a comment about today’s co...

In this episode of Marked Unread, CJ Davidson and Dom Henderson discuss a question that sits at the center of financial advice: are advisors actually being hired for investment performance? The conversation explores why advisor value often extends far beyond returns and why behavior, planning, coordination, and trust are usually the real drivers of long-term outcomes. Have a question or a comment...

In Episode 4 of Marked Unread, CJ Davidson and Dom Henderson discuss a growing issue in financial services: why advisors can reach meaningful levels of success and still feel unsupported by the institutions around them. The conversation explores the operational burden, leadership disconnect, and cultural misalignment that often emerge as practices grow, along with what meaningful advisor support s...

CJ Davidson and Dom Henderson discuss how AI is changing financial advice, from automation and client workflows to content creation and advisor marketing — and why human relationships still matter most. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes onl...

CJ Davidson and Dom Henderson discuss what the word “fiduciary” really means in financial advice and why trust matters more than labels. The conversation then shifts to succession planning and what advisors should consider when thinking about the future of their practice. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future ep...

CJ and Dom discuss industry structure and career-path considerations in financial services, including differences between working within a large institution and operating independently. They cover how firm affiliation can affect branding, client relationships, and the responsibilities advisors take on when running a business. Have a question or a comment about today’s conversation? CLICK HERE to s...