You're a busy Financial Advisor who understands the value of professional development and wants a regular dose of insight that will help you execute the best possible Client meetings. We can help! The AdvisoryEDGE podcast features insights and tips on how to make your Client meetings as productive as possible. We'll draw on the behavioral sciences to help you get the absolute most out of your Client meetings...by helping Clients get the most out of your meetings. Join us for regular doses of professional development you can use in your next Client meeting to build trust and grow relationships.

Latest episodes of the podcast AdvisoryEDGE

• The Only Three Steps in Selling
• How Online Meetings Will Evolve in 2021
• Words That Have Always Worked
• Prospecting: How to Get Leads and What to Do With Them
• Avoiding Typical Advisor Syndrome
• Behavioral Finance Essentials: Using Consistency to Help Clients Take Smart Action
• Behavioral Finance Essentials: Anchoring and Adjusting
• Don't take the bait!
• Asking Smart Level 1 Questions
• Five Tests of Your Practice-Building Strategy
• SMART Q4 Objectives
• The Table Test
• Love and the Client-Centric Agenda