Do you feel overwhelmed by all the technological choices in the financial industry? Keena Pettijohn is helping advisors focus on their targe

Estate planning is an important service many advisors want to offer or be a part of. On today’s show, Andres Mazabel with Trust & Will joins

What unique challenges do women face when working with a financial advisor or when developing their portfolio? On today’s episode, we sit do

What makes a good advisor a great CEO? On today’s episode, Cory Swain joins us to discuss balance, marketing, and delegation.

Why did Dr. Parry write Achieving Balance? On both a professional and personal level he saw that advisors needed help...

Is transitioning to an RIA model right for you? How could this model help you achieve balance in the long run?

How often do you say no to new pursuits? The financial industry is a giving profession and it can be hard to say no. However, by learning to

Have you found your market niche? Do you know who you want to serve in today’s market? Having a niche and developing your business to those

Delegation is a must when it comes to finding balance. What things do you enjoy doing in your business? How can you maximize your days with

How much time do you think you’d save in the day if you had organized and automated systems? On today’s podcast, we speak with the founder o

With the new digital age, we have more ways than ever to connect with others and create communities. Connecting and collaborating with other

Do you spend a lot of time educating your clients about different financial matters? On today’s show, George Grombacher, an instructor...

On today's episode, we are discussing the importance of time with Vito Grammatico.

As advisors we spend a lot of time working on our clients’ finances and sometimes neglect to make a plan for ourselves. On our latest episod

As an independent advisor, building your own practice takes a lot of leadership skills. However, many financial professionals don’t have muc

Hiring a team is important for growth and balance. But many of us don't have experience in building a strong team. What tips and tricks shou

In the past few years many of us have moved to online work and working from home. This has been great for work-life balance but also present

How often do you take time for your health? As advisors, we work long days and this can lead to poor eating habits and exercise habits. Yet

We all know that the financial advising field is becoming more digital. But what does that really mean for our business models and work-life

Are you a financial advisor feeling stressed out about your business growth and work-life balance? If so, you are not alone. Today, we are s