Brad Zinda and Kalen Sigecan

The STATS CHAT

Business EN ↓ 30 episodes

STATS CHAT is a podcast for financial advisors who want fresh ideas, practical insights, and real conversations about what’s working in the industry right now. Hosted by Brad Zinda and Kalen Sigecan, each episode delivers quick, value-packed discussions on advisor growth, day-to-day challenges, industry trends, and actionable strategies you can take back to your practice. Along the way, Brad and Kalen share lessons from the field, outside-the-box challenges, and the kind of useful nuggets advisors can put to work right away. View Disclosures: https://linktr.ee/statschatSimple, conversational,...

Be sure to visit the podcast's website and support the creator: www.evolvewithgradient.com

Author

Brad Zinda and Kalen Sigecan

Episodes

Ep. 5 | Social Security – The Most Overlooked Client Asset 16.05.2026

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...

Ep. 4 | COMRA – The Conversation That Changes Everything 10.05.2026

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...

Ep. 3 | The Overview – Stop Flying Blind 09.05.2026

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.

Ep. 2 | The First 30 Days 08.05.2026

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...

Ep. 1 | Welcome to STATS CHAT 07.05.2026

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...