Emerging advisors

Featured image for “Ep 10: Overcoming the Challenges Currently Facing Advisors”
February 25, 2021

Ep 10: Overcoming the Challenges Currently Facing Advisors

The obstacles facing advisors over the past year have been well-documented but we want to keep pushing for solutions to continue growing your business. Today we’re joined by Bill Johnson, an author, educator, and tremendous marketing consultant, to explain his LogicTrac process and how to apply it to your business.
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Featured image for “Ep 9: What We’ve Learned from Teaching Virtual Classes”
February 11, 2021

Ep 9: What We’ve Learned from Teaching Virtual Classes

The transition from working with prospects and clients in-person to a virtual setting has been challenging for every advisor. Changes bring growing pains and learning experiences, but it’s essential for the future of your business. Today we bring on Daniel Allgaier, CFP®, from our team to talk about his experience teaching virtual classes and the process he uses to get prepared.
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Featured image for “Ep 3: Setting a Profit Target for Your Business”
January 23, 2020

Ep 3: Setting a Profit Target for Your Business

Do you have a profit first mentality when it comes to your business? If not, now is the time to start shifting your thinking. Today we’re going to explain why profit needs to be your ultimate measurement of success and how you can utilize a profit target to get to keep your goals on target.
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Featured image for “Ep 1: The Genesis Story Behind Emerging Advisors”
October 11, 2019

Ep 1: The Genesis Story Behind Emerging Advisors

Before we really get going on this podcast, we wanted to take a little time to share our journey so far and how we got to this point. On this first episode, Scott and Sean will share the story on how they met and formed this business, the mission of the company, and what they hope people will get out of the show.
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