Episodes

  • Stop undercharging and charge what you are worth!

    Stop undercharging and charge what you are worth!
    Feb 26 2024

    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 mins
  • The Success Blueprint: From Professional Wrestler to Financial Advisor

    The Success Blueprint: From Professional Wrestler to Financial Advisor
    Feb 1 2024

    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 mins
  • Are you ready for a killer 2024? Growing your financial planning business in the New Year!

    Are you ready for a killer 2024? Growing your financial planning business in the New Year!
    Jan 2 2024

    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 mins
  • Ready for an awesome 2024? We cover our 2023 End of Year checklist to get you ready.

    Ready for an awesome 2024? We cover our 2023 End of Year checklist to get you ready.
    Oct 23 2023

    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 mins
  • Do you own a job or do you own a business?

    Do you own a job or do you own a business?
    Oct 16 2023

    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 mins
  • Harnessing the power of your CRM to supercharge your business: Part 2

    Harnessing the power of your CRM to supercharge your business: Part 2
    Oct 2 2023

    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 mins
  • Harnessing the power of your CRM to supercharge your business: Part 1

    Harnessing the power of your CRM to supercharge your business: Part 1
    Sep 25 2023

    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 mins
  • The Vault: Creating a client experience that adds value

    The Vault: Creating a client experience that adds value
    Sep 18 2023

    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 mins