Ranked #1
Steve Sanduski on Breaking World Records in Your Advisory Business
Steve Sanduski on Breaking World Records in Your Advisory Business
Steve Sanduski, founder of Belay Advisor, offers coaching and training programs for financial advisors. He’s also the co... Read more
14 Dec 2019
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42mins
Ranked #2
Dan Allison on the Psychology of Referrals
Dan Allison on the Psychology of Referrals
Dan Allison is a speaker and the founder and President of The Feedback Marketing Group, a consulting firm helping large ... Read more
5 Oct 2017
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36mins
Ranked #3
Chuck Bean on White Glove Service
Chuck Bean on White Glove Service
Chuck Bean is the Founder and CEO of Heritage Financial Services, an award-winning firm regarded for its tremendous grow... Read more
9 Aug 2018
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39mins
Ranked #4
Bill Cates on Radical Relevance
Bill Cates on Radical Relevance
Founded by Bill Cates, CSP, CPAE, Referral Coach International works with organizations and individuals who want to acqu... Read more
28 Nov 2019
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39mins
Ranked #5
Robert Sofia on Personalized Marketing
Robert Sofia on Personalized Marketing
Robert Sofia is the CEO of Snappy Kraken, a SaaS marketing solution that helps financial advisors personalize, automate,... Read more
19 Apr 2018
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37mins
Ranked #6
Episode 9 – Chris Westfall on Creating a Winning Elevator Pitch
Episode 9 – Chris Westfall on Creating a Winning Elevator Pitch
Chris Westfall is the US National Elevator Pitch Champion, and his strategies have created multi-million dollar results ... Read more
9 Mar 2017
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41mins
Ranked #7
Episode 10 – Ted Jenkin on the Future of Advisor Marketing
Episode 10 – Ted Jenkin on the Future of Advisor Marketing
Ted Jenkin, founder of oXYGen Financial, Inc., is an entrepreneur, leader, and social media pioneer in the financial ser... Read more
23 Mar 2017
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36mins
Ranked #8
Jay Baer on Creating Talk Triggers to Drive Referrals
Jay Baer on Creating Talk Triggers to Drive Referrals
Jay Baer is President of Convince and Convert, a consulting firm that works with some of the world’s most iconic brands ... Read more
14 Dec 2018
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39mins
Ranked #9
Todd Fithian on Game-Changing Conversations
Todd Fithian on Game-Changing Conversations
Todd Fithian, founder of The Legacy Companies, has over two decades of experience in the financial services industry as ... Read more
3 May 2019
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39mins
Ranked #10
Evelyn Zohlen on Becoming a Magnet for Your Ideal Clients
Evelyn Zohlen on Becoming a Magnet for Your Ideal Clients
Evelyn Zohlen, founder of Inspired Financial, has served on both the personal and the institutional sides of financial s... Read more
4 May 2017
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38mins
Ranked #11
Kelly Decker on Creating an Influential Experience
Kelly Decker on Creating an Influential Experience
Kelly Decker is the President of Decker Communications, Inc. A keynote speaker, messaging expert and executive communica... Read more
3 May 2018
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33mins
Ranked #12
April Rudin on the Future of Advisor Marketing
April Rudin on the Future of Advisor Marketing
April Rudin, Founder and President of The Rudin Group, is a financial services and wealth management marketing strategis... Read more
21 Feb 2019
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35mins
Ranked #13
Kevin Knebl on Sincere Conversations
Kevin Knebl on Sincere Conversations
Kevin Knebl is an international speaker, trainer and executive coach whose clients range from individuals to Fortune 500... Read more
25 Jul 2019
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43mins
Ranked #14
Michael Kitces on Building a Referable Profile
Michael Kitces on Building a Referable Profile
Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group. He is a co-founder of the... Read more
24 Aug 2017
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38mins
Ranked #15
Mary Beth Franklin on the Value of Real Expertise
Mary Beth Franklin on the Value of Real Expertise
Mary Beth Franklin is an author, speaker, award-winning journalist, Certified Financial Planner, and one of America’s le... Read more
5 Apr 2018
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32mins
Ranked #16
Larry Miles on Building the Firm of the Future
Larry Miles on Building the Firm of the Future
Larry Miles is a Principal at AdvicePeriod, whose mission is to reinvent wealth management. Their approach, which includ... Read more
20 Sep 2018
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39mins
Ranked #17
Sam Richter on Selling Intelligently
Sam Richter on Selling Intelligently
Sam Richter is a best-selling author, speaker, and creator of Know More University. As a thought leader on sales intelli... Read more
18 May 2017
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38mins
Ranked #18
Dan Sullivan on Passion, Connection, and Differentiation
Dan Sullivan on Passion, Connection, and Differentiation
Dan Sullivan is an Executive Vice President at Cambridge Investment Research and brings over 30 years of industry experi... Read more
7 Mar 2018
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34mins
Ranked #19
Episode 7 – Julie Littlechild on the Power of Absolute Engagement
Episode 7 – Julie Littlechild on the Power of Absolute Engagement
Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. She helps successful professi... Read more
9 Feb 2017
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47mins
Ranked #20
Bob Burg on Becoming a Go-Giver
Bob Burg on Becoming a Go-Giver
Bob Burg is the author of Endless Referrals, and co-author of The-Go Giver series of management parables. He is a popula... Read more
16 May 2019
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42mins