エピソード

  • Your Team Can Do More in 2026: Here Is How

    Your Team Can Do More in 2026: Here Is How
    2025/12/13
    Too many advisory firms invest in staff without a clear plan for accountability or measurement. The office feels busy but the business is not always growing. The reason is simple. You must track what matters. In the latest Advisor Arena podcast episode, we break down the exact revenue and support role metrics every firm should use in 2026.
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  • The Hidden Goldmine Next Door: Prospecting Where Retirees Already Live

    The Hidden Goldmine Next Door: Prospecting Where Retirees Already Live
    2025/12/06
    Discover the low cost strategy one of our top advisors used to rebuild his practice from the ground up in a brand new market. He did not chase cold leads. He did not overspend on marketing. He simply went where retirees already live and built trust the right way. If you are ready for more appointments and more referrals with less expense, this episode gives you the blueprint.
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  • Million Dollar Minds: The Secrets Behind Generating 100 Million in New Assets Annually

    Million Dollar Minds: The Secrets Behind Generating 100 Million in New Assets Annually
    2025/11/15
    This episode of The Advisor Arena Podcast pulls back the curtain on what most advisors will never see: the exact structure, psychology, and processes behind an advisor who skyrocketed from under three million to over seventy five million in new assets each year. break down the unconventional warm up strategy that wins clients before the first meeting, the psychology based framework that makes every conversation land, and the follow up system that turns clients into loyal advocates. If you think you’ve heard every growth tactic in the industry, this episode will change your mind.
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  • Your 2026 Marketing Action Plan Starts Now

    Your 2026 Marketing Action Plan Starts Now
    2025/11/01
    Advisors are spending more but getting less from their marketing. In this episode, we break down new Kitces Research showing what top-growth firms do differently and why planning your 2026 strategy now sets you up to dominate Q1 instead of scrambling to catch up.
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  • The Year-End Checklist Every Advisor Needs

    The Year-End Checklist Every Advisor Needs
    2025/10/25
    As 2025 winds down, clients are looking for guidance to wrap up the year on the right financial foot and that’s where great advisors shine. In this episode of The Advisor Arena, we discuss the top year-end planning opportunities that help clients reduce taxes, optimize income, and prepare for a strong start to 2026.
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  • Want more clients to say “yes”? Start with trust!

    Want more clients to say “yes”? Start with trust!
    2025/10/18
    A recent ThinkAdvisor article broke down the seven major drivers of trust in annuity advisors, revealing exactly what makes clients feel confident, understood, and loyal. In our latest episode of The Advisor Arena, we discuss each driver and give you specific action items and show you how to apply them in your practice.
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  • Clients are Watching Washington, Here’s What to Tell Them

    Clients are Watching Washington, Here’s What to Tell Them
    2025/10/11
    From looming government shutdowns to the Fed’s latest rate cut, headlines are creating confusion and client anxiety. In this week’s episode of The Advisor Arena, we break down what’s really happening in Washington, how markets historically respond, and the messaging advisors should use right now to guide clients through the noise.
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  • How to Incorporate College Planning Into Your Practice

    How to Incorporate College Planning Into Your Practice
    2025/09/06
    In this episode of Advisor Arena, we tackle how financial advisors can seamlessly weave college planning into client conversations. From asking the right discovery questions to explaining savings vehicles like 529s, Coverdell ESAs, and custodial accounts, we share strategies to help families balance education goals with retirement priorities. Learn how guiding clients through scholarships, grants, FAFSA timelines, and realistic expectations not only adds immediate value, but also builds multi-generational relationships that strengthen your practice.
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    1分未満