# financial advisor (audio feeds) — RSS Amplifier Recent posts from the 11 feeds in the RSS Amplifier directory that cover financial advisor. Page: Feed: --- ## [The Marketing Trap Keeping Many Financial Advisors From Growing](https://16waysfromsunday.libsyn.com/the-marketing-trap-keeping-many-financial-advisors-from-growing) _2026-08-18 · Financial Advisor Marketing Playbook_ Most financial advisors are not struggling because they chose the wrong marketing tactics. They are struggling because they are trying to do too many things at once. In this episode of the Financial Advisor Marketing Playbook , Mark Mersman explores the Four Burner Theory and shows how advisors can apply it to marketing, practice management, and business growth. Learn how to prioritize… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/MarketingTrap_AUDIO.mp3?dest-id=744799) ## [Celebrity Estates: The Murdoch Family Trust and Irrevocable Planning with Mark Parthemer](https://deadcelebrity.blubrry.net/2026/08/17/celebrity-estates-the-murdoch-family-trust-and-irrevocable-planning-with-mark-parthemer/) _2026-08-17 · Celebrity Estates: Wills of the Rich and Famous_ What should planners consider when an irrevocable trust no longer fits the family it was designed to serve? For estate planning professionals advising families with closely held businesses, that question can become especially difficult when beneficiaries have different roles, financial interests and ideas about the company’s future. In this episode of Celebrity Estates, Senior Editor David Lenok… [Listen](https://media.blubrry.com/deadcelebrity/media.blubrry.com/deadcelebrity/ins.blubrry.com/deadcelebrity/CE-Mark_Parthemer-AUDIO.mp3) ## [This One Short Email Set 14 Appointments For An Advisor](https://financialadvisormarketing.libsyn.com/this-one-short-email-set-14-appointments-for-an-advisor) _2026-08-17 · Financial Advisor Marketing Podcast_ If you want to understand what makes an email "tick" to the point that one solitary email can lead to 14 high-quality appointments on your calendar, then you've found the perfect episode. Today's show contains a real email a real advisor sent to a somewhat "cold" list… and landed 14 appointments from his 20 or 30 minutes of effort. Not only will I share this email "as is" in the episode, but I… [Listen](https://traffic.libsyn.com/secure/financialadvisormarketing/JPP-397.mp3?dest-id=962135) ## 119: Jon Kuttin | Top 50 Most Innovative Voices In Advisor Growth Series _2026-08-12 · The Influential Advisor Podcast_ What role can a book play in helping a financial advisory firm build credibility, strengthen trust, and convert more prospects into clients? In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Jon Kuttin joins Paul G. McManus and Gabe McManus for a candid conversation about authority, organic growth, client acquisition, and how financial advisors can use books and media… [Listen](https://www.buzzsprout.com/383665/episodes/19634007-119-jon-kuttin-top-50-most-innovative-voices-in-advisor-growth-series.mp3) ## 118: The Authority Operating System: Turn Your Expertise Into Visible Authority That Attracts Your Ideal-Fit Clients _2026-08-12 · The Influential Advisor Podcast_ You do not need another marketing tactic. You need a system. If you are an accomplished financial advisor, consultant, attorney, tax strategist, or other expert professional, chances are your biggest growth problem is not a lack of expertise. It is that too much of your expertise is invisible. It lives inside client meetings, private conversations, and your own head—where prospects, referral… [Listen](https://www.buzzsprout.com/383665/episodes/19635029-118-the-authority-operating-system-turn-your-expertise-into-visible-authority-that-attracts-your-ideal-fit-clients.mp3) ## [Likeability Beats Expertise (And Here's Proof)](https://financialadvisormarketing.libsyn.com/likeability-beats-expertise-and-heres-proof) _2026-08-10 · Financial Advisor Marketing Podcast_ Most advisors foolishly think that the secret to winning high-quality clients is becoming more competent. I get why you believe this: The entire industry is built to make you believe this. But here's the problem: This is NOT true. It's been proven scientifically, by two Harvard researchers mind you, that likeability beats expertise. Worst part? In the financial advice industry in particular, the… [Listen](https://traffic.libsyn.com/secure/financialadvisormarketing/JPP-396.mp3?dest-id=962135) ## 117: Jon Randall | Top 50 Most Innovative Voices In Advisor Growth Series _2026-08-07 · The Influential Advisor Podcast_ What keeps successful financial advisors from scaling beyond a founder-dependent practice? Dr. Jon Randall, founder of XFA, shares the psychology, systems, and strategic shifts that help advisory firms overcome growth constraints. In this episode of The Influential Advisor Podcast and our Top 50 Most Innovative Voices in Advisor Growth series, Dr. Jon Randall joins Paul G. McManus to discuss why… [Listen](https://www.buzzsprout.com/383665/episodes/19612199-117-jon-randall-top-50-most-innovative-voices-in-advisor-growth-series.mp3) ## [Why Great Financial Advisors Manage Expectations Before They Manage Portfolios](https://16waysfromsunday.libsyn.com/why-great-financial-advisors-manage-expectations-before-they-manage-portfolios) _2026-08-04 · Financial Advisor Marketing Playbook_ What if one of the most important promises a financial advisor could make is that they'll eventually lose a client money? In this episode of the Financial Advisor Marketing Playbook , Mark Mersman sits down with Josh Kneller of Atlas Capital Management to discuss investor behavior, managing expectations, market volatility, and advisor communication. Josh shares why advisors should stop chasing… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/WhyGreatadvisorsmanageexpectations_AUDIO.mp3?dest-id=744799) ## [12 Reasons Prospects Hire Another Advisor Instead Of You](https://financialadvisormarketing.libsyn.com/12-reasons-prospects-hire-another-advisor-instead-of-you) _2026-08-03 · Financial Advisor Marketing Podcast_ Have you ever lost a highly qualified and interested prospect to a competing financial advisor? (If you answered "no," then you should know that you're lying to yourself…) Almost every advisor has lost a prospect to another advisor. Problem is, your prospects who choose another advisor over you never tell you why they decided to go with that advisor. In fact, you'll likely never hear from that… [Listen](https://traffic.libsyn.com/secure/financialadvisormarketing/JPP-395.mp3?dest-id=962135) ## 116: James Pollard | Top 50 Most Innovative Voices In Advisor Growth Series | Influential Advisor Media _2026-07-31 · The Influential Advisor Podcast_ This interview featuring James Pollard is part of Influential Advisor Media’s Top 50 Most Innovative Voices in Advisor Growth series, hosted by Paul G. McManus. The series recognizes leaders whose ideas, platforms, and work are shaping how financial advisors build trust, attract clients, and grow their firms. James Pollard is the founder of The Advisor Coach and host of the Financial Advisor… [Listen](https://www.buzzsprout.com/383665/episodes/19581312-116-james-pollard-top-50-most-innovative-voices-in-advisor-growth-series-influential-advisor-media.mp3) ## [Open directory of blogs for agents (Sponsored)](https://crawlproof.com/a/0PsLZFubQIx1) _2026-07-31 · **Sponsored**_ Submit URLs or OPML; receive feed pages with summaries, plus JSON/OPML/plain text ## [Celebrity Estates: Taylor Swift, Travis Kelce and Prenuptial Agreements](https://deadcelebrity.blubrry.net/2026/07/29/celebrity-estates-taylor-swift-travis-kelce-and-prenuptial-agreements/) _2026-07-29 · Celebrity Estates: Wills of the Rich and Famous_ Couples often treat prenuptial agreements as something to worry about only if a marriage ends, but many of the most useful decisions happen long before that possibility ever arises. The process can bring financial expectations, family responsibilities and future planning into the open while both people are still working toward the same goals. In this episode of Celebrity Estates, Senior Editor… [Listen](https://media.blubrry.com/deadcelebrity/media.blubrry.com/deadcelebrity/ins.blubrry.com/deadcelebrity/CE_TravisAndTaylor_Mastered_Audio.mp3) ## [What To Say When PeaxWhat To Say When People Ask What You Do (That Makes Them Lean In)ople Ask What You Do (That Makes Them Lean In)](https://financialadvisormarketing.libsyn.com/what-to-say-when-peaxwhat-to-say-when-people-ask-what-you-do-that-makes-them-lean-inople-ask-what-you-do-that-makes-them-lean-in) _2026-07-27 · Financial Advisor Marketing Podcast_ What do you say when people at parties or other social outings ask what you do for a living? Most advisors have the same, lame answer as other advisors: They say their job title. This kills more conversations, more potential appointments, and more possible clients than perhaps any other sentence you utter. Why? Because when you answer with your job title, you sabotage the other person's curiosity,… [Listen](https://traffic.libsyn.com/secure/financialadvisormarketing/JPP-394.mp3?dest-id=962135) ## 115: Marcus Ranger | Top 50 Most Innovative Voices In Advisor Growth Series | Influential Advisor Media _2026-07-24 · The Influential Advisor Podcast_ What separates financial advisors who consistently grow from those who stay stuck? Marcus Ranger, who leads a business unit of more than 1,200 independent financial advisors, shares the marketing strategies, systems, and mindset shifts he sees driving advisor growth. In this episode of The Influential Advisor Podcast and our Top 50 Most Innovative Voices in Advisor Growth series, Marcus joins Paul… [Listen](https://www.buzzsprout.com/383665/episodes/19545120-115-marcus-ranger-top-50-most-innovative-voices-in-advisor-growth-series-influential-advisor-media.mp3) ## [What Financial Advisors Can Learn From Disney About Creating Memorable Client Experiences](https://16waysfromsunday.libsyn.com/what-financial-advisors-can-learn-from-disney-about-creating-memorable-client-experiences) _2026-07-21 · Financial Advisor Marketing Playbook_ What can financial advisors learn from Disney? In this episode of the Financial Advisor Marketing Playbook , Mark Mersman sits down with former Disney leader and customer experience expert Vance Morris to discuss how advisors can create memorable client experiences that drive loyalty, referrals, and retention. From Disney's obsession with detail and service recovery to creating anticipation,… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/LearnFromDisney_AUDIO.mp3?dest-id=744799) ## [Are Financial Advisors REALLY Getting Clients From LinkedIn?](https://financialadvisormarketing.libsyn.com/are-financial-advisors-really-getting-clients-from-linkedin) _2026-07-20 · Financial Advisor Marketing Podcast_ I am constantly asked by financial advisors who tried LinkedIn but failed with it whether or not it's really a platform for getting high-quality clients. My response? Yes, financial advisors are really getting clients from LinkedIn. But only if they're not making one of the four fatal mistakes I reveal in this episode. Unless you've only tried LinkedIn for a day and gave up as quickly as you… [Listen](https://traffic.libsyn.com/secure/financialadvisormarketing/JPP-393.mp3?dest-id=962135) ## [How to Get Google Reviews from Your Clients, and Why It Works](https://soundcloud.com/crystalmarketingsolutions/how-to-get-google-reviews-from-clients) _2026-07-20 · Insights for Financial Advisors_ Asking for Google reviews feels awkward for a lot of advisors, which is exactly why so few of them do it. Here’s a simple way to ask that works, and what to do once the reviews start coming in. For more on this episode, go to: crystalmarketingsolutions.com/blog Crystal Lee Butler, MBA, is the founder and marketing strategist behind Crystal Marketing Solutions (CMS), a premier done-for-you virtual… [Listen](https://feeds.soundcloud.com/stream/2350751756-crystalmarketingsolutions-how-to-get-google-reviews-from-clients.mp3) ## [The Healthy Advisor: What’s Driving Advisor Wellbeing with Michael Kitces](https://transparencypodcast.blubrry.net/2026/07/15/the-healthy-advisor-whats-driving-advisor-wellbeing-with-michael-kitces/) _2026-07-15 · Healthy Advisor_ Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal wellbeing and career fulfillment. His latest research, the 2025 Advisor Wellbeing Study, reveals how advisor happiness has shifted in recent years and what factors are shaping those changes. Drawing from responses across the industry, the study… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_MichaelKitces_Audio.mp3) ## [7 Self-Improvement Lies Financial Advisors Should Stop Believing](https://financialadvisormarketing.libsyn.com/7-self-improvement-lies-financial-advisors-should-stop-believing) _2026-07-13 · Financial Advisor Marketing Podcast_ The multi-billion dollar self-help industry has a deep and dirty secret: They sell you junk food dressed up like health food. Not only do some of the most commonly parroted lines and "lessons" not actually help you… but many will actively hurt you and your business. In fact, there are 7 such self-improvement lies that will do more harm to your business, your wealth, and your future than good. In… [Listen](https://traffic.libsyn.com/secure/financialadvisormarketing/JPP-392.mp3?dest-id=962135) ## [Building Industry Cred by Saying Yes to Every Opportunity with Domenick D'Andrea](https://pod.co/modern-financial-advisor/building-industry-cred-by-saying-yes-to-every-opportunity-with-domenick-d-andrea) _2026-07-07 · Modern Financial Advisor_ This episode almost didn't happen — it was recorded on the fly after Domenick D'Andrea introduced himself between sessions at the Nitrogen Fearless Investing Summit in Denver. Domenick, co-founder of DanDarah Wealth Management , explains how saying yes to every podcast, webinar, and conference stage built him enough industry credibility that clients arrive presold, why AI search is already sending… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/e4059067-1864-4f15-b791-beb6677936ac.mp3) ## [Proven Way For Financial Advisors To Triple Their Lead Flow](https://financialadvisormarketing.libsyn.com/proven-way-for-financial-advisors-to-triple-their-lead-flow) _2026-07-06 · Financial Advisor Marketing Podcast_ Here's something you might not like to hear, but you need to hear it: The reason you're not as successful or effective as you want isn't because of the market, the economy, or any other external factor. The reason is you. Take, for instance, the fact every listener of this show knows enough to get started. And yet, the vast majority will let that information die in the deep recesses of their mind… [Listen](https://traffic.libsyn.com/secure/financialadvisormarketing/JPP-391.mp3?dest-id=962135) ## [Real SIMs for AI Agents (Sponsored)](https://crawlproof.com/a/JKonyFrgejVn) _2026-07-06 · **Sponsored**_ Pass 2FA and verifications with real carrier numbers via our API. ## [The Secret to Turning Client Events into Client Stories](https://16waysfromsunday.libsyn.com/the-secret-to-client-events-that-turn-into-client-stories) _2026-07-02 · Financial Advisor Marketing Playbook_ Most financial advisors host client events, but very few create experiences that clients actually remember and talk about. In this episode of the Financial Advisor Marketing Playbook , Mark Mersman challenges advisors to rethink traditional events and start designing memorable experiences that build relationships, spark conversations, and drive referrals. Learn how to apply the principles of the… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/Client_Events_AUDIO.mp3?dest-id=744799) ## [Verified or Invisible: Claiming Your Google Business Profile](https://soundcloud.com/crystalmarketingsolutions/verified-or-invisible-claiming) _2026-06-30 · Insights for Financial Advisors_ Can people actually find your business on Google? If your Google Business Profile isn't verified, you might not show up at all. Here's how verification works (and why it's gotten trickier). For more on this episode, go to: crystalmarketingsolutions.com/blog Crystal Lee Butler, MBA, is the founder and marketing strategist behind Crystal Marketing Solutions (CMS), a premier done-for-you virtual… [Listen](https://feeds.soundcloud.com/stream/2350616726-crystalmarketingsolutions-verified-or-invisible-claiming.mp3) ## 114: John Pavelka on The Power of WHY — Aligning Your Wealth with What Actually Matters _2026-06-30 · The Influential Advisor Podcast_ A client came in with statements from more than ten different financial institutions. Her parents had passed away within six months of each other. The paperwork took nearly a year to sort through — and she later told John she never had the proper time to grieve because she was so buried in the chaos they left behind. That story drives everything about how John Pavelka runs his practice. After… [Listen](https://www.buzzsprout.com/383665/episodes/19421916-114-john-pavelka-on-the-power-of-why-aligning-your-wealth-with-what-actually-matters.mp3) ## [The Truth About Non-Traded REITs, TSPs and Retirement Risk](https://omny.fm/shows/financial-safari-with-coach-pete/the-truth-about-non-traded-reits-tsps-and-retirement-risk) _2026-06-29 · Financial Safari with Coach Pete_ Many people approaching retirement wonder whether they've saved enough, but the better question may be how to turn those savings into dependable income throughout retirement. In this episode, Coach Pete explains the difference between simply accumulating assets and creating a retirement paycheck designed to support long-term financial confidence. The discussion covers retirement income planning,… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/5a8e2b92-2dc5-41af-a01e-b4740120ff3c/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [10 Things I've Learned From 10+ Years Of Helping Advisors](https://financialadvisormarketing.libsyn.com/10-things-ive-learned-from-10-years-of-helping-advisors) _2026-06-29 · Financial Advisor Marketing Podcast_ I'm feeling extra generous and reflective in this episode because the July Inner Circle newsletter, my 100th straight issue, is the single best newsletter I've ever written. The process of writing this celebratory issue has left me overflowing with ideas. Which means you're in for a treat in today's show. I'm giving you 10 of my best secrets I've learned from spending more than a decade helping… [Listen](https://traffic.libsyn.com/secure/financialadvisormarketing/JPP-390.mp3?dest-id=962135) ## 113: Rise. Rule. Repeat. — The Championship Framework That Changes When You Win with Matt Knoll _2026-06-25 · The Influential Advisor Podcast_ Matt Knoll walked into Baylor in 1997 and told the local paper his goal was to win a national championship. The reporter laughed out loud. At the time, that reaction was fair. The program hadn't won a conference match in eight years. The courts were slanted. There was no bathroom, no equipment room, no stands. Twenty-two seasons later, Knoll left with a 510-150 record, 13 Big 12 titles, and… [Listen](https://www.buzzsprout.com/383665/episodes/19404444-113-rise-rule-repeat-the-championship-framework-that-changes-when-you-win-with-matt-knoll.mp3) ## 112: Brandon Hayes on You're Not Alone: His CFP Guide to Walking Widows Through Grief and Finance _2026-06-24 · The Influential Advisor Podcast_ She had a million dollars in her account and she was convinced she'd lose her house by the end of the month. That's not a financial problem. That's grief lying. And if you don't know how to recognize it, you'll either rush your client into decisions she'll regret, or lose her trust entirely. Episode Summary In this episode, Brandon L. Hayes, CFP, founder of Compass Financial Group and author of… [Listen](https://www.buzzsprout.com/383665/episodes/19398963-112-brandon-hayes-on-you-re-not-alone-his-cfp-guide-to-walking-widows-through-grief-and-finance.mp3) ## [Does Your Homepage Pass the 10-Second Test?](https://soundcloud.com/crystalmarketingsolutions/advisor-homepage-first-impression) _2026-06-23 · Insights for Financial Advisors_ Most advisor homepages spend their first impression on logos and a list of credentials. None of it answers the one question a prospect is really asking. Here's how to make your homepage speak to the right person right away. For more on this episode, go to: crystalmarketingsolutions.com/blog Crystal Lee Butler, MBA, is the founder and marketing strategist behind Crystal Marketing Solutions (CMS), a… [Listen](https://feeds.soundcloud.com/stream/2344834106-crystalmarketingsolutions-advisor-homepage-first-impression.mp3) ## [The Healthy Advisor: Carolyn Armitage on Childhood Trauma and Psilocybin Therapy](https://transparencypodcast.blubrry.net/2026/06/22/the-healthy-advisor-carolyn-armitage-on-childhood-trauma-and-psilocybin-therapy/) _2026-06-22 · Healthy Advisor_ Carolyn Armitage spent decades building a career in wealth management while privately carrying the emotional effects of childhood trauma. For years, she compartmentalized those experiences, believing she could simply push through them while focusing on work, achievement and daily life. After an emotional breaking point following her mother’s funeral, Carolyn began exploring deeper forms of… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA-CAROLYN_ARMITAGE-AUDIO.mp3) ## [Celebrity Estates: Heath Ledger’s Estate Plan and the Conversations Families Avoid](https://deadcelebrity.blubrry.net/2026/06/22/celebrity-estates-heath-ledgers-estate-plan-and-the-conversations-families-avoid/) _2026-06-22 · Celebrity Estates: Wills of the Rich and Famous_ Families often assume everything will work itself out after a major loss, until unanswered questions and outdated decisions start creating confusion. The hardest part usually isn’t the paperwork itself, it’s the conversations that never happened beforehand. In this episode of Celebrity Estates, Senior Editor David Lenok speaks with Brad Repinsky, director of estate, tax and financial planning at… [Listen](https://media.blubrry.com/deadcelebrity/media.blubrry.com/deadcelebrity/ins.blubrry.com/deadcelebrity/CE-HEATH_LEDGER-AUDIO_MASTERED.mp3) ## [Refer a Friend, Earn Rewards (Sponsored)](https://crawlproof.com/a/ZWX9bUe0wQNE) _2026-06-22 · **Sponsored**_ Earn rewards when friends get the Graphite Business Card through your referral. ## [How To Get Your First 50 Clients](https://financialadvisormarketing.libsyn.com/how-to-get-your-first-50-clients) _2026-06-22 · Financial Advisor Marketing Podcast_ 50 clients seems to be the threshold where the entire game changes: Either your first 50 clients are wealthy, high-quality ones who "get" you (which paves the way to unbelievable marketing effectiveness and growth)… Or your first 50 clients are random, low-quality ones who frustrate you, stifle your marketing effectiveness, and keep you trapped in mediocrity. That's why I recorded today's episode.… [Listen](https://traffic.libsyn.com/secure/financialadvisormarketing/JPP-389.mp3?dest-id=962135) ## 111: How Financial Advisors Get Found in AI Search with Online Reviews | Brian Thorp | Wealthtender _2026-06-19 · The Influential Advisor Podcast_ How can financial advisors get found in AI search, build trust faster, and use online reviews in a compliant way? In Episode 111 of The Influential Advisor Podcast, Paul G. McManus interviews Brian Thorp, Founder and CEO of Wealthtender, about one of the biggest opportunities in advisor marketing today: compliant online reviews as a trust signal for Google, ChatGPT, Gemini, Perplexity, Claude, and… [Listen](https://www.buzzsprout.com/383665/episodes/19370044-111-how-financial-advisors-get-found-in-ai-search-with-online-reviews-brian-thorp-wealthtender.mp3) ## [Financial Termites: Hidden Costs That Can Eat Away at Retirement](https://omny.fm/shows/financial-safari-with-coach-pete/financial-termites-hidden-costs-that-can-eat-away-at-retirement) _2026-06-15 · Financial Safari with Coach Pete_ In this episode of Financial Safari , Coach Pete and the team discuss how retirees can make more confident decisions by understanding the fine print before they buy, borrow, invest, or start drawing income. From big purchases and hidden fees to market risk and rollover mistakes, the conversation highlights the importance of having a written retirement plan instead of relying on guesswork.… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/344150f7-8ed5-4d7a-b559-b4660134e9d6/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [How To Turn Your Website's "About" Page into a Client Magnet](https://financialadvisormarketing.libsyn.com/how-to-turn-your-websites-about-page-into-a-client-magnet) _2026-06-15 · Financial Advisor Marketing Podcast_ I have personally reviewed 1000s of financial advisors' "About" pages over the years, and I am not exaggerating when I say that somewhere between 90 and 95% are just horrible. They are actively repelling their ideal prospects. The reason? Most advisors think their About page is a resume in narrative form. And so, they say the same things: You went to such and such university, you have a CFP, you… [Listen](https://traffic.libsyn.com/secure/financialadvisormarketing/JPP-388.mp3?dest-id=962135) ## 110: Sharpen Your Message: Guest Podcast Preparation for Financial Professionals with Gabe McManus _2026-06-12 · The Influential Advisor Podcast_ How can financial advisors use podcast guesting to build trust, attract ideal clients, and turn their expertise into new business opportunities? In this episode of The Influential Advisor Podcast, Paul G. McManus interviews Gabe McManus about his book, Sharpen Your Message: Guest Podcast Preparation for Financial Professionals. Gabe shares how financial advisors and financial professionals can… [Listen](https://www.buzzsprout.com/383665/episodes/19334246-110-sharpen-your-message-guest-podcast-preparation-for-financial-professionals-with-gabe-mcmanus.mp3) ## [From Disney to Apple: Powerful Marketing Lessons for Financial Advisors](https://16waysfromsunday.libsyn.com/from-disney-to-apple-powerful-marketing-lessons-for-financial-advisors) _2026-06-09 · Financial Advisor Marketing Playbook_ Some of the best marketing lessons for financial advisors do not come from within the industry. In this episode of the Financial Advisor Marketing Playbook , Mark Mersman breaks down what advisors can learn from iconic brands like Disney, Chick‑fil‑A, Costco, Buc-ees, Ritz‑Carlton, and Apple. From creating anticipation and delivering consistent experiences to knowing your audience and simplifying… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/Powerfullessons_AUDIO.mp3?dest-id=744799) ## [The Four Retirement Questions Every Family Should Answer](https://omny.fm/shows/financial-safari-with-coach-pete/the-four-retirement-questions-every-family-should-answer) _2026-06-08 · Financial Safari with Coach Pete_ In this episode, Coach Pete walks through the key questions families should answer before retirement, especially when it comes to protecting a spouse, creating reliable income, planning for the home, managing taxes, and leaving a clear legacy. The conversation focuses on turning uncertainty into a written plan that helps loved ones avoid confusion during difficult seasons. Listeners will hear… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/de6be6d2-aee3-400c-8657-b46601330fa5/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [How I'd Get Five Clients in 90 Days With No Marketing Budget](https://financialadvisormarketing.libsyn.com/how-id-get-five-clients-in-90-days-with-no-marketing-budget) _2026-06-08 · Financial Advisor Marketing Podcast_ I am tired of financial advisors telling me that they cannot grow but they just don't have the budget for paid ads. In almost every case, this is an excuse. And a rotten excuse at that. These advisors think their lack of marketing spend is the reason they can't grow. But the true problem is much deeper than that. Your lack of marketing is a symptom of the deeper problem. And I prove it in this… [Listen](https://traffic.libsyn.com/secure/financialadvisormarketing/JPP-387.mp3?dest-id=962135) ## [Getting Your Financial Business Featured in the Media with Allie Zendrian of AtoZ Communications](https://pod.co/modern-financial-advisor/ep147-getting-your-financial-business-featured-in-the-media-with-allie-zendrian-of-atoz-communications) _2026-06-04 · Modern Financial Advisor_ What does it actually take to get your financial advisory business or fintech company featured in the media? According to Allie Zendrian — founder of AtoZ Communications and a former financial reporter at Forbes, Institutional Investor, and TheStreet — it comes down to one question most people never think to ask. In this episode, recorded live at the Nitrogen Fearless Investing Summit in Denver,… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/9e6aa497-179f-4405-8a3c-81b06a2c451e.mp3) ## [A Healthy Email List Pays You Back, But It Doesn't Happen by Accident](https://soundcloud.com/crystalmarketingsolutions/healthy-email-list) _2026-06-02 · Insights for Financial Advisors_ Your email list is one of the few marketing assets you actually own, but ownership alone doesn't make it valuable. Without regular upkeep, it loses ground every month. Learn what a healthy email list looks like and the simple habits that keep it working. [Listen](https://feeds.soundcloud.com/stream/2332120922-crystalmarketingsolutions-healthy-email-list.mp3) ## [7 Critical Retirement Strategies You Can't Afford to Miss](https://omny.fm/shows/financial-safari-with-coach-pete/7-critical-retirement-strategies-you-cant-afford-to-miss) _2026-06-01 · Financial Safari with Coach Pete_ This episode features a lively discussion on retirement planning, the importance of lifetime income, and strategies to secure financial stability in retirement. Experts share insights on market trends, inflation, and practical steps to avoid common pitfalls. See omnystudio.com/listener for privacy information. [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/3811b4df-b680-4f00-b76a-b466010a22e6/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [How To Make Niche Marketing 10X Easier](https://financialadvisormarketing.libsyn.com/how-to-make-niche-marketing-10x-easier) _2026-06-01 · Financial Advisor Marketing Podcast_ The single most effective, fulfilling, and fun way to market your financial services is by leveraging the incredible powers of niche marketing. But if you're like most advisors, you go about picking a niche in a completely backwards way, burning out before getting any real traction, and giving up way too soon. That's why I recorded this episode. If you listen to it, then implement what's… [Listen](https://traffic.libsyn.com/secure/financialadvisormarketing/JPP-386.mp3?dest-id=962135) ## [How Financial Advisors Can Win More Business Owner Clients](https://www.finservmarketing.com/modern-financial-advisor-podcast/how-financial-advisors-can-win-more-business-owner-clients) _2026-05-28 · Modern Financial Advisor_ Between 40 and 55% of millionaires in the United States are business owners. That's one of the biggest opportunities in wealth management right now... and most advisors are barely scratching the surface of it. In this episode, recorded live and in person at the Fearless Investing Summit in Denver, Colorado, Mike Langford sat down with Cal Parker , Managing Director at BizEquity , to talk about why… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/59242545-9d6a-4742-957b-3a9b835d82c5.mp3) ## [Why Your Clients Don't Need a 75-Page Report (And What to Give Them Instead)](https://www.finservmarketing.com/modern-financial-advisor-podcast/why-your-clients-dont-need-a-75-page-report-and-what-to-give-them-instead) _2026-05-26 · Modern Financial Advisor_ What if the most powerful thing you could hand a client after a meeting isn't a detailed report... but something their spouse could actually understand? Alison Susko , VP of Community at Asset-Map , joins Mike Langford at the Fearless Investing Summit in Denver for a conversation about why simplicity might be the most underrated competitive advantage in financial planning today. In this episode,… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/1b9ddc1f-d01f-4a19-a7d8-fbea75d36d60.mp3) ## [This Separates Ethical Advisors From Manipulative Ones](https://financialadvisormarketing.libsyn.com/this-separates-ethical-advisors-from-manipulative-ones) _2026-05-25 · Financial Advisor Marketing Podcast_ Ethical persuasion is your professional obligation to your prospective clients. But most advisors don't believe this because they fall into one of two extremes: They either ditch the "ethical" part and dive into unethical manipulation tactics to trick their prospects into forking over their hard-earned money… Or they think the complete opposite: That persuasion is beneath them. And thus, don't try… [Listen](https://traffic.libsyn.com/secure/financialadvisormarketing/JPP-385.mp3?dest-id=962135) ## [Tax Loss Harvesting, Direct Indexing, and Smarter Market Strategy](https://omny.fm/shows/financial-safari-with-coach-pete/tax-loss-harvesting-direct-indexing-and-smarter-market-strategy) _2026-05-22 · Financial Safari with Coach Pete_ Coach Pete is joined by tax strategist and entrepreneur Alan Grissom for a conversation about indexing, tax strategy, and how technology is changing the way investors manage money. Alan explains the role of indices like the S&P 500 and Dow Jones Industrial Average, why passive strategies often outperform active management, and how direct indexing can give investors more control over their… [Listen](https://traffic.omny.fm/d/clips/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/3f0422df-6528-4257-ba21-b45200dd6020/audio.mp3?utm_source=Podcast&in_playlist=f972e677-3fdf-4afc-807a-ae04010af656) ## [The Healthy Advisor: When Pressure, Setbacks and Life Transitions Collide With Terri Kallsen](https://transparencypodcast.blubrry.net/2026/05/20/the-healthy-advisor-when-pressure-setbacks-and-life-transitions-collide-with-terri-kallsen/) _2026-05-20 · Healthy Advisor_ Terri Kallsen has had an outstanding career in financial services over the last 30 years. During her tenure at Charles Schwab, she led 7,000 employees and managed $1.6 trillion in assets, played a key role in transforming Wealth Enhancement Group as COO and over the last two years, she has been instrumental in building Rise Growth Partners, the RIA investing company started by former United… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA-TERRI-KALLSEN-MASTERED.mp3) ## ["How Much Have You Got?" — Why the AUM Model Is on Borrowed Time | Bob Veres of Inside Information](https://www.finservmarketing.com/modern-financial-advisor-podcast/how-much-have-you-got-the-uncomfortable-truth-about-financial-plannings-future) _2026-05-19 · Modern Financial Advisor_ What if the financial planning profession is more fragile than it looks? Recorded live at the Fearless Investing Summit by Nitrogen Wealth, Mike sits down with Bob Veres — veteran industry observer, writer, and publisher of the Inside Information newsletter — for one of the most candid conversations about the state of financial advice you'll hear this year. Bob has been watching this profession… [Listen](https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/dded7e94-7086-4b17-bbdd-41188f2b864c.mp3) ## [How to Explain Advisor Independence in a Way Clients Understand](https://16waysfromsunday.libsyn.com/how-to-explain-advisor-independence-in-a-way-clients-understand) _2026-05-19 · Financial Advisor Marketing Playbook_ Many financial advisors struggle to explain what it really means to be independent without sounding technical, negative, or self‑focused. In this episode of the Financial Advisor Marketing Playbook , Mark Mersman walks through how to position independence in a way that builds trust and resonates with clients. He explains why structure‑based explanations fall flat, how outcome‑based messaging… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/ExplainIndependence_AUDIO_FAMP.mp3?dest-id=744799) ## [Your Email List Is the Most Valuable Marketing Asset You Already Have](https://soundcloud.com/crystalmarketingsolutions/email-list-most-valuable-marketing-asset) _2026-05-18 · Insights for Financial Advisors_ Your email list is full of people who already said yes to hearing from you, so why let it go quiet for months? Learn how a steady, simple email cadence helps advisors stay relevant, retain clients, and earn more referrals. For more on this episode, go to: crystalmarketingsolutions.com/blog Crystal Lee Butler, MBA, is the founder and marketing strategist behind Crystal Marketing Solutions (CMS), a… [Listen](https://feeds.soundcloud.com/stream/2323204907-crystalmarketingsolutions-email-list-most-valuable-marketing-asset.mp3)