Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig
Steve and Amy Koenig on how to transition existing clients to another advisor so the clients stay and there's no drop in service.
Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig
Amy Koenig explains how financial advisors can integrate systems into their practices that align all of their processes.
Bonus Episode: 5 Tips for Financial Advisors on How to Get From $500mm to $5B
I was a guest on this episode of Mindy Diamond on Independence, discussing how the best advisors grow their leadership skills and their businesses.
Bonus Episode: Leading with Purpose with Dennis Morton
On this episode of "Leading with Purpose." Dennis Morton, Jr. discusses developing versatile leadership, seeing blind spots, and building culture.
Bonus Episode: Redefining Wealth with Seth Streeter
Mindbody co-founder Blake Beltram talks with Mission Wealth CEO and founder Seth Streeter about redefining wealth for a new generation.
Bonus Episode: Enhancing Your Discovery Process by Becoming a Better Biographer
On this episode of the Top Advisor Marketing Podcast, host Matt Halloran and guest Mitch Anthony discuss how advisors can use the discovery process to reveal the client's story and understand how significant life experiences have shaped the client's relationship to money
The Advisor Who Gets the Most Client Stories…Wins
Noted author and speaker Mitch Anthony, want to refocus our industry on a different story: the client’s