The Complete Advisor

𝐓𝐡𝐞𝐫𝐞 𝐢𝐬 𝐧𝐨 𝐦𝐨𝐫𝐞 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐰𝐚𝐲 𝐭𝐨 𝐠𝐫𝐨𝐰 𝐚 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞 𝐭𝐡𝐚𝐧 𝐠𝐫𝐨𝐮𝐩 𝐞𝐯𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐬𝐞𝐦𝐢𝐧𝐚𝐫𝐬 — 𝒊𝒇 𝒚𝒐𝒖 𝒌𝒏𝒐𝒘 𝒘𝒉𝒂𝒕 𝒚𝒐𝒖'𝒓𝒆 𝒅𝒐𝒊𝒏𝒈. In this episode we sit down with two advisors out of Amarillo, Texas who have built their entire practice around seminars and group events. They share everything — the full process from start to finish, what works, and what cost them seven thousand dollars to learn t...

Transitioning clients to junior advisors is one of the hardest moves a growing practice can make — and most advisors get it wrong. 𝑯𝒆𝒓𝒆'𝒔 𝒆𝒙𝒂𝒄𝒕𝒍𝒚 𝒉𝒐𝒘 𝒕𝒐 𝒅𝒐 𝒊𝒕 𝒓𝒊𝒈𝒉𝒕. 𝐈𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞: How to know when it's time to start handing off clients How to match clients to junior advisors by personality, not just assets How to use a client event to introduce a new advisor to a group all at once The team lang...

Eric Bowman of Bowman Financial Strategies isn't just talking about AI — he's built workflows that turn one hour of raw video into 30 fully edited clips, six social posts, and three email nurturing campaigns in 16 minutes for $1.07. In this episode Eric breaks down exactly how he's integrating AI into every corner of his practice — from client meeting prep and trust evaluations to compliance-appro...

Most financial advisors are unknowingly creating tax landmines for their clients' heirs. In this episode, tax experts Neil Wilding and Becky Swansburg of Stonewood Financial break down the inherited IRA crisis advisors can't afford to ignore — and the legacy planning strategies that can fix it. We cover the SECURE Act's 10-year rule and why it's changed everything about inherited IRA planning, the...

Most financial advisors believe they’re good communicators. The data says otherwise. In this episode we explore why the words you use — not your technical expertise — may be quietly costing you clients, referrals, and long-term retention. This conversation breaks down the science behind communication and message mapping, and why many otherwise strong advisory practices struggle to retain assets du...

Tariffs are dominating headlines — but what do they really mean for taxes, Washington, and your clients’ retirement plans? In this episode of The Complete Advisor, Dennis Mattern sits down with Becky Swansburg, CEO of Stonewood Financial and Washington insider, to break down the truth: tariffs won’t fix America’s tax problems, and demographic pressures—not politics—are driving the future of taxati...

Annexus cofounder Ron Shurts serves it spicy—ditch vanity goals, control the grind, and turn annuities into your unfair advantage.

Take a listen to how a thoughtfully crafted holiday appreciation party has become a community tradition that deepens client relationships, attracts new prospects, and significantly boosts business growth.

Former tour manager for Grammy-winning artists shares how the high-stakes world of music touring shaped his success as a financial advisor.

Colorado-based advisor Michael Knox, who breaks down what happens after the seminar presentation ends—and how to maximize appointments, engagement, and trust in the follow-up.

New Tax Law, Big Opportunities – In this episode of The Complete Advisor, we sit down with Washington insider and CEO of Stonewood Financial, Becky Ruby Swansburg, to break down the newly passed One Big Beautiful Bill (OBBB)—and what it really means for independent financial advisors.

What does it really take to go independent? In this episode, a former branch manager pulls back the curtain on launching his own practice—fear, funding, branding, and all.

Why 2025 may be your last, best shot to lock in low taxes — and how advisors can use Roth conversions, widow’s penalty math, and IRMAA risks to drive urgent client action.

How can a younger financial advisor earn the trust of baby boomers and retirees?

In this episode of The Complete Advisor, we reveal how specializing in a niche — specifically federal employee benefits — can be the game-changer your practice needs.

In this quick-hit episode of The Complete Advisor, we’re kicking off our What’s In Your Tech Stack series — and we’re getting real about what actually works in the field.

What starts as a phone book cold call turns into a record-setting insurance sale, a Porsche, and a crash course in industry realities.

What do Rockefeller-style family offices have to do with your advisory practice? More than you think — and this episode breaks it all down.

Josh Storey of Candor Wealth joins The Complete Advisor to break down his real-world process for running successful, high-converting dinner seminars—from location scouting to appointment setting.

In this episode Chris Cooper breaks down his entire pre-, during-, and post-seminar process, sharing the intentional strategies that turn steak dinners into scheduled appointments.

Vince Oldre joins The Complete Advisor to share how he measures progress in his financial advisory practice during the quiet weeks when no new money is rolling in.

Becky Swansburg joins The Complete Advisor to discuss the future of tax policy, the potential extension of the Trump tax cuts, and key strategies advisors should use to help clients navigate legislative uncertainty.

dvisor John Ruth explains why Bitcoin is different from other cryptocurrencies, how it's changing the financial world, and why financial advisors need to understand it to help their clients.

"Is radio dead? Not according to Peter Rashad, who reveals why this 'old-school' medium is still a goldmine for financial advisors—get ready to rethink your marketing playbook!"

Discover the game-changing software that flips the script on retirement planning, revealing not just how your clients think about income—but how they see you.