『The STATS CHAT』のカバーアート

The STATS CHAT

The STATS CHAT

著者： Brad Zinda and Kalen Sigecan
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概要
 STATS CHAT is a podcast for financial advisors who want fresh ideas, practical insights, and real conversations about what’s working in the industry right now. Hosted by Brad Zinda and Kalen Sigecan, each episode delivers quick, value-packed discussions on advisor growth, day-to-day challenges, industry trends, and actionable strategies you can take back to your practice. Along the way, Brad and Kalen share lessons from the field, outside-the-box challenges, and the kind of useful nuggets advisors can put to work right away. View Disclosures: https://linktr.ee/statschat Simple, conversational, and built for advisors, STATS CHAT is here to help you learn, improve, and stay connected to what matters most in the business. 経済学
エピソード
  • Ep. 30 | Tech and Prizm

    Ep. 30 | Tech and Prizm
    2026/11/07
    How much is a fragmented technology stack costing your practice? In episode 30 of STATS CHAT, Brad Zinda and Kalen Sigecan discuss how Prizm combines CRM functionality, workflows, client communication, data aggregation and practice management tools into one connected platform. They also explore Generational Vault, how advisors can use technology to strengthen client relationships across generations and why introducing these resources early in the client experience can create immediate value.
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  • Ep. 29 | End-of-Year Planning Ideas

    Ep. 29 | End-of-Year Planning Ideas
    2026/10/31
    What should financial advisors revisit with clients before the year ends? In episode 29 of STATS CHAT, Brad Zinda and Kalen Sigecan discuss three key areas: taxes and required minimum distributions, retirement income and spending, and beneficiaries and estate planning. Discover how better questions, CRM reminders and simple email outreach can help uncover changes in clients’ lives and keep planning conversations moving. Brad and Kalen also introduce the From the Heart Journal, a resource for organizing assets, ownership and beneficiary information.
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  • Ep. 28 | 10 Questions That Sell Without Selling

    Ep. 28 | 10 Questions That Sell Without Selling
    2026/10/24
    Better client meetings may start with better questions. Brad Zinda and Kalen Sigecan break down 10 questions financial advisors can use to uncover what prospects really want from retirement, along with the income needs, market concerns, tax questions, family considerations and potential objections that shape their decisions. They also introduce the 70/30 Challenge, encouraging advisors to spend less time presenting and more time asking questions, listening and understanding the problem before offering a solution.
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