On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk about how to charge what you are worth.Visit our website at: www.thefinancialadvisorsedge.com

The Success Blueprint: From Professional Wrestler to Financial Advisor

Feb 1st, 2024 43m 13s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim Martin interviews Joseph Ladner about his journey from a professional wrestler to a successful Edward Jones advisor.Visit ou

Are you ready for a killer 2024? Growing your financial planning business in the New Year!

Jan 2nd, 2024 33m 58s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk 2023 and look ahead to 2024.Visit our website at: www.thefinancialadvisorsedge.com

Ready for an awesome 2024? We cover our 2023 End of Year checklist to get you ready.

Oct 23rd, 2023 13m 56s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim covers his end of year 2023 financial advisor checklist.Join us at the: [email protected]

Do you own a job or do you own a business?

Oct 16th, 2023 33m 39s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Jim talk about the difference between advisors that own a job and advisors that run a business..Visit our website at:

Harnessing the power of your CRM to supercharge your business: Part 2

Oct 2nd, 2023 42m 7s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg interviews Andrew Ladwig with WealthBox about how to make the most of your CRM to supercharge your business.Visit our webs

Harnessing the power of your CRM to supercharge your business: Part 1

Sep 25th, 2023 43m 9s

The Vault: Creating a client experience that adds value

Sep 18th, 2023 35m 25s

Today we go back to the vault and pull one of our best episodes out:On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we talk about what experience clients really want and how t

Steps to make a successful transition from a captive firm to an independent advisor

Sep 11th, 2023 42m 8s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim interviews special guest Matt Cook about his journey from starting at a captive firm to transitioning to LPL as an independen

Getting all the assets by being a complete planner.

Sep 4th, 2023 35m 52s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, Gregg about getting all the assets from prospects. How to provide complete financial planning being their only full s

The power of multiple marketing funnels

Aug 28th, 2023 15m 57s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg talks about his secret sauce and why it's important to keep multiple marketing funnels going at all times.Visit our web

Avoiding burnout and pushing though to the next level

Aug 21st, 2023 30m 45s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, Gregg talk about burning out and how to avoid it while still pushing forward.Visit our website at: www.thefinancia

Using ChatGPT and A.I. to run a better Financial Services Practice

Aug 14th, 2023 21m 43s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, Gregg talk about ChatGPT, AI and how it will impact your business and our industry.Visit our website at: www.thefin

Hiring an associate advisor to 10x your business

Aug 7th, 2023 35m 51s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, Gregg, and special guest Adam Wojtkowski talk about hiring the right advisor for the right job. How to grow your busi

Supercharging your growth by focusing on a niche

Jul 31st, 2023 28m 4s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad and Jim discuss the power of specialization and how focusing on a niche would supercharge the growth of your business.Visit

The Encore: Lost and Found Opportunity

Jul 27th, 2023 13m 39s

On this special episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Jim talk about lost and found opportunities and why people come back into your life.Visit our website at: w

Small Town Success: Building 100mm+ businesses in Rural America

Jul 24th, 2023 31m 51s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Brad, Jim, and Gregg take a deep dive into what it takes to build successful financial services practices in a small town.Visi

To CFP or not. What designation is most impactful?

Jul 17th, 2023 30m 30s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad talk advisor designations - do you need one and why?Visit our website at: www.thefinancialadvisorsedge.c

Turning objections into growth opportunities

Jul 10th, 2023 25m 8s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad go over how to turn normal objections into huge growth opportunities.Visit our website at: www.thefinancia

Avoiding client turnover: Real world strategies to retain clients and increase referrals

Jul 3rd, 2023 32m 11s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim and Gregg do a deep dive into strategies to retrain your best clients and grow your business.Visit our website at: www.thef

Strategies to land high net worth clients

Jun 26th, 2023 29m 23s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad discuss strategies to to land more high net worth clients.Visit our website at: www.thefinancialadvisorsed

Using client segmentation to scale your business and supercharge your growth

Jun 19th, 2023 22m 4s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim, Gregg, and Brad dive into the world of client segmentation and how to deploy it to scale and grow your business. Visit our

Educational or Dinner Seminars: What’s the best type of seminar for financial advisors to hold?

Jun 12th, 2023 25m 32s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim lay out the steps to hold a successful seminar and what venue works best for advisors.Visit our website at:

Breaking through the growth plateau and taking your business to the next level

Jun 5th, 2023 37m 24s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Brad talk about taking your business to the next level.Visit our website at: www.thefinancialadvisorsedge.comJoin

The Elite Advisor Blueprint: From sales assistant to 100mm practice

May 29th, 2023 51m 8s

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim interviews Gregg about his journey to building a 100mm practice. A blueprint to building a successful financial services pra