May 1, 2022
One of the hardest things to is actually one of the easiest. Sounds strange, right?
Today we'll talk all about writing a book, which can seem like an overwhelming task for a financial advisor. We hear from people all the time that want to do it but have no idea where to start. This show will change that.
We won't get...
Apr 1, 2022
The goal for every advisor should be to manage 100% of your client’s money but that might seem easier said than done. The truth is that having the right approach with prospects makes it a logical decision to place all of their confidence in the work you do.
On this episode, Dan will share his process for meeting...
Mar 1, 2022
Today we want to spotlight one of the first people to enroll in the Renegade Advisor program. Not because of that early relationship but because he’s incorporated many of the strategies we talk about and his success is taking off.
Ryan Fleming, MBA, RICP, CRPC has an incredible story as a former college football...
Feb 1, 2022
It’s that time of the year when vendors are having their meetings and that means you need to understand what you’re walking into.
The vendors want your business and they will do what it takes to keep you on board. Since they’re essentially in the commodity business, they have to come up with reasons to convince...
Jan 1, 2022
With the new year beginning, we hope you are as excited about the future of your business and what you hope to accomplish. With 2022 arriving, we’re always looking for ways to improve ourselves and our bottom lines, and that’s why we choose today’s topic.
Financial advisors are often wondering whether or not...