Ranked #1
This financial advisor makes getting leads from social media look like a piece of cake!
This financial advisor makes getting leads from social media look like a piece of cake!
Financial advisors are skeptical that you can actually get leads from social media. Well today I have a planner who has ... Read more
10 Jul 2023
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39mins
Ranked #2
How to CRACK the secret costs in an insurance illustration
How to CRACK the secret costs in an insurance illustration
Not the premium – but the actual costs of the insurance policy. That’s what people think they grasp. When you pull back ... Read more
12 Jun 2023
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44mins
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Ranked #3
Blunt, unfiltered truth about Indexed Universal Life
Blunt, unfiltered truth about Indexed Universal Life
Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the tru... Read more
8 May 2023
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42mins
Ranked #4
Crypto – just a rock, or a good investment? (debate got wild)
Crypto – just a rock, or a good investment? (debate got wild)
It seems like everyone from the Senate Banking Committee to Reddit forums, everyone is buzzing about crypto this and cry... Read more
10 Apr 2023
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49mins
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Ranked #5
What is up with these crypto ETFs??? (& more 2023 trends)
What is up with these crypto ETFs??? (& more 2023 trends)
So where’s the spot bitcoin ETF and what’s up with these crypto ETFs in general? Will the SPY lose its crown this year? ... Read more
13 Mar 2023
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50mins
Ranked #6
Keep your clients far away from ESG investing – it’s a rip-off!
Keep your clients far away from ESG investing – it’s a rip-off!
ESG sucks. In this podcast we’re going to talk about why ESG is a rip-off and nothing more than a way for Wall Street to... Read more
13 Feb 2023
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1hr 18mins
Ranked #7
Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)
Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Her... Read more
9 Jan 2023
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56mins
Ranked #8
This broker vs. financial advisor debate got ABSOLUTELY crazy!
This broker vs. financial advisor debate got ABSOLUTELY crazy!
This debate went psycho at times. Watch as all h&#@ breaks loose discussing the question of broker vs. financial adv... Read more
12 Dec 2022
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1hr 14mins
Ranked #9
Should you die and go to hell before selling an annuity?
Should you die and go to hell before selling an annuity?
Given the sorry state of America’s finances, how are average households going to address income “sustainability” over 3+... Read more
14 Nov 2022
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1hr 16mins
Ranked #10
What is the future of financial advisor fees?
What is the future of financial advisor fees?
In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. We tal... Read more
10 Oct 2022
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42mins
