The Advisor Arena

In this episode we discuss doing new things to improve ourselves and our businesses. Don't take the easy way out. Do the hard things to grow your business.

Have you ever wondered how your peers handle a "no" at the end of the sales process? We are sharing exactly what they do and why!

mall business owners can now compete with big companies and the benefits they offer...in this episode, we discuss HOW!

Join us as we discuss how to avoid sabotaging your sales with just one word.

Join us for this episode as we recap Q1 and what that tells us about moving forward through the rest of 2023!

50 of our top female financial advisors gathered last week and we are sharing their best secrets that have made them hugely successful and loved by their clients!

Consumers have questions about the safety of their money in light of recent bank failures. In this episode, we share what you need to know and how to proactive with your clients!

In this episode we talk about why Social Security is a still an effective call to action. Just because you may have moved on from using Social Security maximization as a prospecting tool doesn't mean the importance of SS in the foundation of income planning is any less than it was a decade ago. People are confused and they need that information.

In this show we talk about how to make college costs a part of financial planning.

That's right! Today we talk about how you can capture a potential client's interest in 5 seconds or less.

Hiring, Training, Managing...probably not top of your list of things you love, BUT necessary to grow your business. We have 5 things you MUST do to maximize the benefits you get out of your admin assistant or support staff in this episode.

In this episode Jaime and Josh recap the Gradient Summit and talk about what was learned at this years big financial conference.

In this episode we discuss the changes and impact the new Secure Act 2.0 will have on your financial plans.

In this episode we look at the top questions asked by the financial advisors we work with. We do our best to answer them and provide helpful solutions.

We talk about long-term care and enhanced planning for clients in this episode.

Presenting Annuities to your clients in an educated and transparent manner is critical. Understanding how the insurance prices them and structures them is very important. We talk about that and how to better understand the products you offer to your clients.

There are more women in retirement than men. But you need to think outside the box and use specific strategies to reach this important demographic for financial planning and investing.

We discuss a number of great marketing ideas for the fall and winter.

We welcome special guest James Worley! The term estate planning can be misleading because we tend to think of the wealthy. Most people would say, “well, I don’t have an estate”…but the fact is the majority of people would benefit from "enhanced" planning.

Jaime and Josh talk about how to give back to your community.

A little bit of time spent before the end of the year can potentially save you a lot of money down the road. We go over some year-end tax planning tips.

Dean is the owner and founder of InvestWise Financial, a financial planning firm with over 700 million in assets. Jeff is a successful entrepreneur and business owner. Dean and Jeff also co-own White Glove. In this episode, Dean shares his 7 Growth Hacks for growing your practice plus what he did for the first 30 years in his practice he will never do again! Learn what Dean did to increase his bus...

Deirdre Van Nest from Crazy Good Talks joins me on this episode to discuss how and why financial advisors should use personal stories to create an emotional connection with clients.

We always say there is no magic bullet in this business, but this comes close. Jonathan Johnson shares how he recently got 70 appts. scheduled from a list of cold, dead leads.

We discuss new resources to educate consumers on the obstacles they may face in retirement that previous generations did not. What has changed, what actions should be taken and what do the experts say?