What’s Pushing Long-Term Bond Yields Higher?
Why rising term premiums, government debt and AI-driven issuance are reshaping the long end of the bond market
Episodes
Your Clients Are Having an Experience. Did You Design It?
You’ll walk away with a practical way to improve your client experience without adding a bunch of new touchpoints, gifts, or work to your plate.
How Financial Advisors Can Charge Higher Fees
In other words, your clients will value you and your services, have less buyer's remorse, and be more likely to tell their family and friends about you if you charge more!
Beyond the Forecast: Following the Money with John Kosar
Market noise is unavoidable. Getting trapped by it isn’t. John Kosar , founder, chief market strategist, and portfolio manager at Asbury Research , explains how a technical, quantitative, and data-driven approach can help advisors separate market signals from headline noise.
Why Financial Advisor Partnerships Fail: Equity, Compensation and Power.
Successful advisory teams depend on getting three things right from the start: ownership, rewards for business development, and clear decision-making authority.
What 35 Years of Studying Millionaires Taught Me About Building Real Wealth
One of the biggest differences is how they think, the decisions they make, and the actions they consistently take.
Shadow AI Is Already in Your Advisory Firm. Do You Know What It Can Access?
The hidden risks that can come with rapidly adopting new technology, and how advisors can build an AI-ready foundation without sacrificing all of the incredible efficiency these tools can create.
The Money Lessons Kids Learn Before They Ever Earn a Dollar
Why money conversations and education should start from a young age. On this episode of Money Is Emotional, Christine Luken speaks with David Delisle, founder of The Awesome Stuff, about helping children develop a healthy relationship with money before
Why Referrals Are 14X Cheaper Than Social Media—and Advisors Are Sitting on Their Best Marketing Channel
And over the next ninety days, you will sit across from more of your clients than in any other quarter of the year.
Your LinkedIn Profile Is a Sales Tool. When Was the Last Time You Updated It?
Here’s my general rule: If you haven’t touched your LinkedIn profile in six months, it’s time to look at it again.
Thinking About Changing Firms? The 4 Things Every Advisor Should Evaluate
Dives deep into a subject that’s often overlooked in the financial advisory space: the evaluation process for advisors considering a change of firms.
The 3 Emails Financial Advisors Can Use to Win More Ideal Clients
The 3 best-performing emails financial advisors can use to knock off their competition, create deep bonds with your email list, and fill up your calendar with your ideal prospects.
How Much Should Advisors Charge for Financial Planning?
We’re talking pricing, positioning, separating planning from AUM, communicating your value, and even how to approach existing clients when you’ve been providing planning for free.
You Don’t Need Better Decisions. You Need to Make Decisions Faster.
You don’t need to make perfect decisions—you need a framework that helps you make more good decisions, learn quickly, and keep moving.
AI Won’t Kill Financial Advisor Marketing. AI Slop Might.
You might not like to hear it, but you need to hear this message if you want your financial advice business to survive.
Helping Clients Turn Wealth Into a Life Well Lived with Bryan Sweet
Expanding financial advice beyond money management to purpose, experiences, and the goals that matter most.
From Scarcity to Abundance: The Mindset Shift That Can Transform Your Advisory Practice
Why abundance isn't just a mindset buzzword—and how it directly impacts referrals, growth, client trust, and business success
3 Hard Truths Keeping Advisors From a $1 Million Business
This episode is a little different. Instead of another tactical strategy or productivity hack, Libby shares three hard truths that may be the very things holding talented financial
The Credibility Gap Most Advisors Never Close
In the competitive world of financial services, standing out as a financial advisor is crucial.
Likeability Beats Expertise When Winning High-Quality Clients
Most advisors foolishly think that the secret to winning high-quality clients is becoming more competent.
The Fee Increase That Added $420,000 (Without Losing a Single Client)
One of the hardest conversations many financial advisors avoid isn't about investments or markets—it's about their own fees.
Your Next Client Was Referred to You. Then They Googled You.
Molly shares what advisors can do to strengthen that next step and make sure their marketing supports the tried and true referral process.
12 Reasons Prospects Hire Another Advisor Instead Of You
Want to know the 12 reasons why prospects hire another advisor instead of you? Have you ever lost a highly qualified and interested prospect to a competing financial advisor?
Time Is Worth More Than Money—So Why Aren't You Investing Like It?
Challenge that mindset and explore why buying speed, guidance, and systems is often one of the smartest investments you can make.
10 Things I've Learned From 10+ Years Of Helping Advisors
I'm giving you 10 of my best secrets I've learned from spending more than a decade helping financial advisors grow their businesses.
