Nerd's Eye View

AUGUST 23, 2022

Welcome back to the 295th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Shari Greco Reiches. Read More.

Clients 245

Clients Planning Financial Advisor Financial Planning 245

Nerd's Eye View

AUGUST 23, 2022

Welcome back to the 295th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Shari Greco Reiches. Read More.

Clients 217

Clients Planning Financial Advisor Financial Planning 217

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 246

Clients Financial Planning Financial Planner Communication 246

Nerd's Eye View

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. My guest on today's podcast is John Stokes.

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Steve Sanduski

OCTOBER 1, 2024

Guest: Joe Anderson , the CEO and President of Pure Financial Advisors. In a Nutshell: Building a corporate marketing machine that delivers a consistent stream of high-quality prospects and new clients is pretty much every advisor’s dream. We would do the dinner workshops. Thousands of them. How do we do that?’

Financial Advisor 59

Financial Advisor Marketing Marketing Clients 59

Nerd's Eye View

MARCH 14, 2023

Welcome back to the 324th episode of the Financial Advisor Success Podcast ! Nancy is the CEO and Founder for Benchmark Wealth Management, an independent RIA affiliated with LPL Financial based in Memphis, Tennessee, that oversees nearly $340 million in assets under management for almost 1000 client households. Read More.

Management 130

Management Financial Advisor Clients CFP 130

FMG

DECEMBER 22, 2022

My new brand also allows me to focus more on creating- I’m currently writing a book, and breaking out some of the chapters into workshops on topics like money mindset and money and relationships. As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients?

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52