Your branding should be unique. A valuable marketing strategy should connect your story to your prospect's story. But crafting a message when you're not sure just who exactly your end client looks like is challenging to say the least. Liste

Scaling Your Business With Technology

Apr 23rd, 2021 44m 8s

Technology can help us advisors scale our business...but it can also be a time suck if we don't choose the right solution for our practices. The right #techstack should help us improve our processes, increase the efficiency of our back office

Tax Planning with Holistiplan

Apr 23rd, 2021 39m 44s

For many financial advisors, tax planning can be intimidating. But we need to be conversant and competent to discuss taxes as taxes since they are intertwined with pretty much everything we're doing for our clients. Listen in as Rich discusses

How advisors collaborate

Feb 28th, 2021 32m 8s

In this episode, Rich Introduces Erik Garcia CFP®, BFA™ as the new co-host of The Financial Planner’s Desk Podcast.Erik shares a few of his experiences while attending Tulane University that leads him to pursue the financial advising profession

Pulse360 - Note Taking Made Easy

Jan 14th, 2021 27m 37s

In this episode, we are speaking about Pulse360 the newest and probably the best note-taking software application for our industry.Learn about Pulse 360 with our guest Anand Sheth, CEO/Founder. He will go into details about what inspired him t

Conversation That Sparked The Creation Of This Podcast Creation

Jan 14th, 2021 31m 44s

In this episode, you will hear the conversation I had years ago that sparked the creation of The Financial Planner's Desk.Our guest is Dirk Alexander, an investment advisor in New Jersey. We start out talking about his start in the industry an

Financial Elder Abuse

Jan 11th, 2021 24m 52s

As our clients are aging they are more prone to being taken advantage of financially from loved ones, strangers, scams, and even from their diminished mental compacity.In this episode, Richard is going to share some real client stories of elder

Trailer

The Financial Planner's Desk - Trailer

Jan 4th, 2021 1m 50s

This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we ca

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