126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth

126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather Boneparth

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Does money talk strengthen your relationship—or strain it? Doug and Heather Boneparth, a dynamic husband-wife team and experienced financial advisors, share the inside scoop on what makes relationships tick—financially and emotionally. Drawing from personal experience, they reveal practical ways for couples to redefine financial responsibilities, appreciate non-monetary contributions, and set shared goals for the future. …

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125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz

125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz

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Here’s a question for you: On a scale of 1-10, how confident are you that your screening process will yield conversations with prospects who are a good fit AND ready to take action? If you answered anything less than an 8, you’re in good company. Most advisors spend way too much time meeting with prospects …

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124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas

124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas

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Here’s the outline for most review meetings with long-time clients: How is life? How is the family? Any major changes or updates? Here’s your situation. Everything looks good. See you next year. And, that’s not bad. But there’s a better way. It’s called a “Re-Discovery” meeting. And, not only, does it keep your clients engaged …

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123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek

123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek

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Financial advisors are on the front lines of bad news. Your entire business is filled with clients who have either experienced grief or will experience grief at some point in their lives. When that time comes, you’ll often be one of the first people they talk to. And, unfortunately, we aren’t naturally “grief-literate.” We feel …

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122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley

122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley

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Are your clients drifting aimlessly or swimming purposefully towards their financial goals? The default for clients is to pick goals on autopilot. Goals that have been determined by society, friends, and their upbringing. In this episode, Isaac Presley shares how he creates the time and space for his clients to create more intentional goals using …

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121: A Playbook To Master The Human Side of Advice with Michael Kitces

121: A Playbook To Master The Human Side of Advice with Michael Kitces

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When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces. Most people know Michael is a spreadsheet-loving, technical wizard. What most people don’t know is that he also fully believes in the human side. In this episode, Michael explains the skills and processes advisors need to know on …

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120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke

120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke

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Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement? Fortunately, Michael Finke is …

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119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II

119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II

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*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first! A statement of financial purpose serves as the mission statement for your client’s financial life. It acts as the north star for making financial decisions that are in alignment with the things …

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118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I

118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I

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A Statement of Financial Purpose serves as the mission statement for your client’s financial life. It acts as the north star or lens for making financial decisions to ensure they are aligned with what’s truly most important. Most advisors love the idea, but they don’t know how to do it. Fortunately, Andy Baxley created an …

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117: Mastering The Art of Trust-Based Selling with Kerry Johnson

117: Mastering The Art of Trust-Based Selling with Kerry Johnson

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The growth of your business hinges on your ability to build and establish trust with prospective clients. In this episode, Kerry Johnson, “America’s Business Psychologist” reveals psychological insights on how to master the art of trust-based selling. You’ll Learn: Signs that a prospect is interested (or not!) The anatomy of an elevator speech that actually …

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