The podcast designed to help financial advisors challenge the status quo, grow your firm, and not on
Are your goals big enough to bring transformation, not just transactions, into your life?This week,
Is your client experience helping you grow—or driving business away?Tammy Breitenbach, Executive Bus
Are you spending too much time on tasks that are holding you back from your potential? Ana Trujillo
Is traditional behavioral finance missing the mark?Brian Portnoy, CFA, founder of Shaping Wealth, jo
Ever wondered why clients resist making financial decisions during life's biggest changes?By fo
Why do clients resist sound financial advice, even when it’s in their best interest? It’s not about
Are you leveraging estate planning to strengthen your client relationships and grow your financial a
Are you prepared to bridge the gap between wealth management and longevity planning? Learn how Kena
On a first date, it’s a good idea to avoid talking about money, religion, and politics. While avoidi
Data shows that regardless of who is currently in office, the ebb and flow of the markets and econom
How prepared are you for the changing landscape of financial advisory with AI tools at your disposal
How can financial advisors best leverage AI to revolutionize their digital marketing efforts?In this
Want to learn how female entrepreneurs are reshaping the investment landscape?In this episode, Ana T
Women-led companies aren’t just a moral choice, they can be a smart financial investment.In this epi
How do some financial advisors seem to effortlessly connect and succeed with their clients? This wee
Embracing authenticity can transform your professional journey.In this episode, Ana Trujillo Limón,
What powers the future of financial advisory?In this episode, Ana Trujillo Limón, Director, Coaching
Are you ready to dive into what it takes to attract and retain the next generation of professionals
With studies showing that women often leave advisors if not feeling connected, wealth managers must
Are organizations truly promoting inclusivity or making mistakes that harm underrepresented talent&a
