The Heritage Institute
Trusted Advisor Podcast Series
Are you ready to build a better and deeper relationship with your existing clients, and take your practice to the next level? As a trusted advisor, your business will grow, client retention and introductions will soar, and you will enjoy increased satisfaction in your profession. Our podcasts are packed with practical information, proven strategies, and tools you can put to use right away.
Author
The Heritage Institute
Category
Podcast website
Latest episode
Jul 9, 2026
Where to listen?
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Android 5M+ downloads · 4.8 rating
iOS soon
Episodes
EPISODE 2: Estate Planning & the Great Shift 01.12.2021 32:00:00
Rod Zeeb talks with estate planning attorney David York about the shift that has been taking place in estate planning, where understanding and identifying what matters most to the client takes center stage.
EPISODE 1: Collaboration 30.11.2021 22:00:00
Rod Zeeb talks with Randy Fox, who is a wealth strategist, philanthropic estate planner, educator, and speaker, about the importance of effective professional collaboration.
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