The STATS CHAT

In episode 13 of Stats Chat, Brad Zinda and Kalen Sigecan discuss how financial advisors can use Every Door Direct Mail (also known as USPS EDDM) as a low-cost way to reach more local prospects. They break down how advisors can use postcards to promote seminars, retirement income conversations, Social Security analysis, office updates, tax planning, and other marketing messages. This episode is a...

In episode 12 of Stats Chat, Brad Zinda and Kalen Sigecan sit down with Jaclyn Gladhill, Media Strategist at Gradient, to discuss how financial advisors can use podcasting to build trust, share their personality, and stay connected with clients and prospects. Jaclyn breaks down why podcasting, YouTube, and short-form video are powerful tools for advisor growth, plus how consistent content can help...

In Episode 11 of STATS CHAT, Brad Zinda and Kalen Sigecan sit down with Brian Lucius to talk about why financial advisors need more than one marketing channel to grow. From seminars and referrals to radio, TV, client events, and community sponsorships, this episode covers how advisors can build a stronger marketing strategy, create more consistent lead flow, and avoid relying too heavily on one so...

In this episode of STATS Chat, Brad Zinda and Kalen Sigecan break down Gradient’s tactical coaching model and how it helps financial advisors grow with more structure, efficiency, and support. They discuss the evolution of advisor businesses, the importance of operations, sales, marketing, and leadership, and how programs like Launch, Blue Angels, Top Gun, and U University help advisors identify g...

In episode 9 of STATS Chat, Brad Zinda and Kalen Sigecan discuss why social media marketing is a major opportunity for financial advisors. They break down how platforms like Facebook, LinkedIn, and YouTube can help advisors build trust, stay visible, support seminars and events, and create more consistent touchpoints with clients and prospects. You’ll also hear practical ideas for posting educatio...

In episode 08 of STATS Chat, Brad Zinda and Kalen Sigecan sit down with Tony Shore, Gradient’s Director of Radio, to talk about how financial advisors can use radio, podcasting, and YouTube to build credibility and generate more qualified leads. Tony shares insights from more than 24,000 financial radio shows, including why radio leads can be different from seminar leads, how long advisors should...

In episode 07 of STATS Chat, Brad Zinda and Kalen Sigecan break down the Compass Report and how it helps financial advisors bring retirement planning conversations together in one clear, client-focused presentation. They discuss leading with concepts instead of products, using conservative assumptions, showing retirement income projections, and explaining the value of Monte Carlo simulation. Brad...

What does it take to grow from $180 million in assets under management to $9 billion? In Episode 6 of Stats Chat, Brad Zinda and Kalen Sigecan sit down with Mike Binger, President of Gradient Investments, to discuss the growth of Gradient Investments and how advisors can strengthen their wealth management offering. Mike shares how Gradient Investments supports financial advisors through portfolio...

Social Security is one of the most important pieces of a retirement plan, yet it is often the most overlooked. In this episode of STATS CHAT, Brad Zinda and Kalen Sigecan explain why Social Security should be treated as a core retirement asset, not just a box to check at the end of the planning process. They discuss common claiming mistakes, the difference between maximizing benefits and making th...

In this episode of STATS CHAT, Brad Zinda and Kalen Sigecan explore why the right client conversation can change everything. They discuss how investor behavior, emotional decision-making, and risk tolerance shape better retirement planning outcomes, and how the Color of Money Report helps advisors uncover what clients truly want. Tune in for practical insights on building trust, improving discover...

In episode 3 of STATS Chat, Brad Zinda and Kalen Sigecan explore how the Overview report helps financial advisors stop flying blind in prospect and client meetings. They discuss how advisors can quickly organize financial information, uncover planning opportunities, save time, and build stronger retirement planning conversations from the start.

Brad Zinda and Kalen Sigecan discuss why the first 30 days with a new client can shape trust, retention, and long-term growth for financial advisors. They break down simple ways to improve the client onboarding experience, set better expectations, create stronger relationships, and generate more referrals. A valuable episode for financial advisors looking to improve client experience, strengthen o...

Welcome to the first episode of STATS CHAT! Hosts Brad Zinda and Kalen Sigecan introduce the podcast, share their backgrounds in the financial services industry, and explain the mission behind STATS CHAT. Get a preview of the real conversations, practical financial advisor tips, and insurance sales strategies they’ll be bringing to future episodes. If you’re a financial advisor, insurance professi...