episode financial

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1. 1▶The Marketing Trap Keeping Many Financial Advisors From GrowingFinancial Advisor Marketing Playbook17:55Notes
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2. 2▶529 vs Trump Accts vs UTMA vs OtherFinancial Clarity for Doctors32:39Notes
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3. 3▶Why Great Financial Advisors Manage Expectations Before They Manage PortfoliosFinancial Advisor Marketing Playbook1:10:09Notes
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4. 4▶Summer Planning ChecklistFinancial Clarity for Doctors29:47Notes
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5. 5▶What Financial Advisors Can Learn From Disney About Creating Memorable Client ExperiencesFinancial Advisor Marketing Playbook56:46Notes
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6. 6▶Fighting Money Laundering Past,Present & Future with Lisa Arquette,Donna Murphy and Suzanne WilliamsFinancial Crime Matters46:46Notes
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7. 7▶The Trick is Not Minding That it HurtsFinancial Clarity for Doctors34:50Notes
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8. 8▶You Won the Lottery...Now What?Financial Clarity for Doctors29:19Notes
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9. 9▶The Secret to Turning Client Events into Client StoriesFinancial Advisor Marketing Playbook20:08Notes
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10. 10▶It's Not Just About Tax MinimizationFinancial Clarity for Doctors30:27Notes
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11. 11▶Utilizing AI to Reach and Free Victims of Violence, with Megs ShahFinancial Crime Matters23:00Notes
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12. 12▶From Disney to Apple: Powerful Marketing Lessons for Financial AdvisorsFinancial Advisor Marketing Playbook26:30Notes
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13. 13▶The Stock Market Will Not Do What You ExpectFinancial Clarity for Doctors31:55Notes
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14. 14▶Digital Money's Anti-Financial Crime Future, with Coinbase's Joseph SalamaFinancial Crime Matters25:44Notes
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15. 15▶Don't Even Try to Keep Up with the Doctors on TVFinancial Clarity for Doctors31:30Notes
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16. 16▶How to Explain Advisor Independence in a Way Clients UnderstandFinancial Advisor Marketing Playbook14:23Notes
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17. 17▶The Economy: Data vs SentimentFinancial Clarity for Doctors51:12Notes
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18. 18▶Stop Sounding Like Every Other Advisor: How Clear Messaging Attracts Better ClientsFinancial Advisor Marketing Playbook9:47Notes
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19. 19▶How AI Is Changing Advisor Marketing, Time Management, and Growth with Matt HalloranFinancial Advisor Marketing Playbook59:20Notes
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20. 20▶Disrupting Terror Finance, with the Middlebury Institute's Jason BlazakisFinancial Crime Matters26:31Notes
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21. 21▶The Challenges of Early RetirementFinancial Clarity for Doctors38:39Notes
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22. 22▶Teaching Kids to SaveFinancial Clarity for Doctors34:17Notes
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23. 23▶How to Create Client Events That Actually Generate ReferralsFinancial Advisor Marketing Playbook23:48Notes
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24. 24▶Figuring Out Why Money Laundering Wins, with Oliver BulloughFinancial Crime Matters27:06Notes
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25. 25▶Lead Magnets That Convert in 2026: How AI Is Changing Lead Generation for AdvisorsFinancial Advisor Marketing Playbook28:20Notes
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26. 26▶Holding Court to Bring Kleptocrats to Account, with Richard GoldstoneFinancial Crime Matters21:03Notes
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27. 27▶Countering Canada’s Deadly Drug Trade, with Nick SouccarFinancial Crime Matters22:19Notes
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28. 28▶How the Big Banks Look at Stablecoin, Digital Assets and Modernization, with Ned ConwayFinancial Crime Matters31:05Notes
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29. 29▶How Sanctions Became a Way to Wage War and When They Actually Work, with Eddie Fishman.Financial Crime Matters27:25Notes
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30. 30▶Embarking on a New Anti-Financial Crime Era, with AUSTRAC's Brendan ThomasFinancial Crime Matters28:20Notes
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