Jun 1, 2025
What if your success as a business owner became the very thing that prevented you from enjoying your life? While many advisors focus on helping others navigate their retirement, they often neglect to consider their own. The recent death of Colts owner Jim Irsay is a sobering reminder that we need to prioritize our own...
May 1, 2025
Early in my career, I spent a lot of money on training and read a lot of books on the sales process to try to find the magical words that would get somebody to make a buying decision. There were plenty of struggles along the way, but over time, I discovered a method that I thought worked well. It’s basic and comes...
Apr 21, 2025
If your phone’s been ringing off the hook with client concerns about market volatility and tariffs, you’re not alone—and you’re not crazy. These market-moving events get the attention of even the most level-headed investors so how should you approach conversations during times like these? Let’s talk about how...
Apr 18, 2025
If your phone’s been ringing off the hook with client concerns about market volatility and tariffs, you’re not alone. And you’re not crazy. These market-moving events get the attention of even the most level-headed investors so how should you approach conversations during times like these? Let’s talk about how...
Mar 1, 2025
Today we’re excited to welcome on a close friend and fellow financial advisor to the show. Nathan O’Bryant is the founder of O’Bryant & Associates in Jackson, Tennessee, and someone who has found great success with Google Reviews. In an industry where client testimonials are heavily regulated, being able to...