Using Your CFA Designation to Power Your Private Wealth Practice
Here’s my interview with Bob Dannhauser , head of Private Wealth Management at the CFA Institute, about the special tools that CFA® charterholders have available to them to develop their wealth management practices.
What's Risk Got to do With It? With Aaron Klein of Riskalyze
I felt it was important to have a discussion about risk because over and over again in my interviews with my advisor clients, client misunderstanding of risk keeps coming up as the #1 reason that advisors lose clients. Or, that a problem with the client’s understanding of risk creates so much tension that it puts the relationship in turmoil.
Much Ado about Blogging – with Michael Kitces
Blogging is a valuable tool for financial advisors embracing the digital age, and there has been much ado about it. Yet it is rare for a blog to reach the point where it is driving significant business growth. This podcast, featuring special guest Michael Kitces, will start with the fundamentals of blogging and move into a discussion of the more sophisticated techniques that can help improve results.
The Cool Way to Talk About Insurance with Barry Flagg
How do you talk about life insurance and sound cool? It’s really harder to do than you would think.
Any mention of insurance is typically enough to make clients want to run the other way. In this episode of the Sara Grillo podcast, we are joined by Barry Flagg, CFP®, CLU, ChFC, GFS.
Gameshow [Extremely Humorous]
You’ll enjoy the interplay of skill and chance in this episode – but that’s not all.
How to Charge Your Client a Flat Fee Without Making Anyone Unhappy
The emergence of financial advisors who work for a flat fee is a welcome change in the industry. However in practice, making this work equally well for the client as for the advisor is no simple matter. Here’s some guidance if you are looking to put this into place in your practice.
How to Talk to CPAs So They Will Like You
CPAs are perhaps the most valuable center of influence (COI) that a financial advisors could have; yet advisors mess it up. Here’s how to talk to CPAs to come across as a robust resource, an indispensable resource to their business, rather than a PowerPoint pushing nuisance.
Is 1% Dead and Gone? With Scott MacKillop
Does the emergence of new technologies such as TAMPS and roboadvisors have to mean a deflated revenue stream for financial advisors? Not necessarily. Join me and my guest Scott MacKillop of First Ascent Asset Management as we discuss the new model for managing assets and how advisors can make it work for them without becoming poverty stricken.
How to Leverage Your Charisma with Kim Seltzer
Business success depends heavily upon the person to person connections that you make. Often we try to make it more complicated than that, but it boils down to the connection human being to human being. Our guest Kim Seltzer, makeover and confidence expert, has helped thousands of people build lasting connections with her Charisma Quotient process and this style advice is readily applicable for any financial advisor who wants to grow his or her business!