128 4 enduring principles for the road ahead
128 4 enduring principles for the road ahead
After five years and 136 episodes, it is time to say goodbye. In our last episode, we wanted to continue where we starte... Read more
6 Oct 2021
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50mins
127 Investor archetypes: Matching communications to client personalities
127 Investor archetypes: Matching communications to client personalities
This month marks our five-year anniversary for the Better Conversations. Better Outcomes. podcast. In recognition of thi... Read more
15 Sep 2021
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27mins
126 How to navigate changes in a retirement plan
126 How to navigate changes in a retirement plan
The most impactful financial decisions for your clients often come around some type of life event or transition – and fo... Read more
25 Aug 2021
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33mins
125 When is Medicare right for me?
125 When is Medicare right for me?
Medicare is the closest thing in the U.S. to a single-payer healthcare system, but it comes with trade-offs, including d... Read more
4 Aug 2021
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27mins
124 Managing money together: The importance of financial conversations in relationships
124 Managing money together: The importance of financial conversations in relationships
A couple’s inability to communicate about their finances is one of the leading causes of a breakup. As an advisor, it's ... Read more
14 Jul 2021
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36mins
123 Building better client experiences
123 Building better client experiences
Clients looking for a new advisor or firm are faced with an overwhelming set of options. One way to set your practice ap... Read more
16 Jun 2021
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35mins
122 Referrals: The Holy Grail of Growth
122 Referrals: The Holy Grail of Growth
Referrals tend to have high conversion rates and lower costs, but often they seem a bit elusive and sometimes random. Is... Read more
26 May 2021
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35mins
121 Intersecting life and money: Advanced care planning
121 Intersecting life and money: Advanced care planning
As financial planning continues its evolution, there are many areas of nuanced expertise that are emerging to help clien... Read more
5 May 2021
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31mins
120 Advisor sponsored events in a post-pandemic world
120 Advisor sponsored events in a post-pandemic world
Before last year's COVID-19 pandemic, we would hear about advisors getting together with some clients and prospects for ... Read more
14 Apr 2021
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37mins
119 Can I invest my IRA in this?
119 Can I invest my IRA in this?
Alternative assets, such as cryptocurrencies, art, private equity and more, have seen a surge in press coverage over the... Read more
24 Mar 2021
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30mins