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  • Stop undercharging and charge what you are worth!
    2024/02/26

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk about how to charge what you are worth.

    Visit our website at: www.thefinancialadvisorsedge.com

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    38 分
  • The Success Blueprint: From Professional Wrestler to Financial Advisor
    2024/02/01

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim Martin interviews Joseph Ladner about his journey from a professional wrestler to a successful Edward Jones advisor.

    Visit our website at: www.thefinancialadvisorsedge.com

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    43 分
  • Are you ready for a killer 2024? Growing your financial planning business in the New Year!
    2024/01/02

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk 2023 and look ahead to 2024.

    Visit our website at: www.thefinancialadvisorsedge.com

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    34 分
  • Ready for an awesome 2024? We cover our 2023 End of Year checklist to get you ready.
    2023/10/23

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim covers his end of year 2023 financial advisor checklist.

    Join us at the: eliteadvisorlab.com

    retire@planwellretirehappy.com <- Send your resume here if you are looking for an opportunity.

    Visit our website at: www.thefinancialadvisorsedge.com

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    14 分
  • Do you own a job or do you own a business?
    2023/10/16

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Jim talk about the difference between advisors that own a job and advisors that run a business..

    Visit our website at: www.thefinancialadvisorsedge.com

    Join us at the: eliteadvisorlab.com

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    34 分
  • Harnessing the power of your CRM to supercharge your business: Part 2
    2023/10/02

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg interviews Andrew Ladwig with WealthBox about how to make the most of your CRM to supercharge your business.

    Visit our website at: www.thefinancialadvisorsedge.com

    Join us at the: eliteadvisorlab.com

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    42 分
  • Harnessing the power of your CRM to supercharge your business: Part 1
    2023/09/25

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg interviews Andrew Ladwig with WealthBox about how to make the most of your CRM to supercharge your business.

    Visit our website at: www.thefinancialadvisorsedge.com

    Join us at the: eliteadvisorlab.com

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    43 分
  • The Vault: Creating a client experience that adds value
    2023/09/18

    Today we go back to the vault and pull one of our best episodes out:

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, we talk about what experience clients really want and how to add value to the relationship.

    Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

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    35 分