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  • 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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  • Ep. 27 | Advisor Launch

    Ep. 27 | Advisor Launch
    2026/10/17
    What happens when new financial advisors receive a defined process instead of being told to simply shadow someone and figure it out? Brad Zinda and Kalen Sigecan are joined by Dwight Burkhalter, Senior Vice President of Marketing, to break down Gradient's eight-week Advisor Launch program and the results from its first five cohorts. They discuss training, accountability, advisor retention, practice growth and the numbers behind the program, including more than $73 million in annuity premium and $87 million in current AUM attributed to participants.
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  • Ep. 26 | The 15-Hour Problem

    Ep. 26 | The 15-Hour Problem
    2026/10/10
    What could you accomplish with 15 extra hours every week? Brad Zinda and Kalen Sigecan break down “The 15-Hour Problem” and explain how delegation, automation, better workflows and more intentional use of staff can help financial advisors reclaim valuable time. They also share a simple five-day audit that puts every task into one of three categories: keep it, delegate it or automate it. Because sometimes the next stage of growth does not come from doing more. It comes from deciding what you need to stop doing.
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  • Ep. 25 | The 90-Day Sprint

    Ep. 25 | The 90-Day Sprint
    2026/10/03
    There are roughly 90 days left in 2026. What can financial advisors realistically do now to finish the year strong? Brad Zinda and Kalen Sigecan break the final stretch into three focused goals: production, marketing, and operations. Learn how to reverse engineer your production target, commit to one marketing initiative, eliminate an operational bottleneck and use a simple weekly scorecard to stay accountable through the end of the year.
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  • Ep. 24 | Why AI Can’t Replace Financial Advisors

    Ep. 24 | Why AI Can’t Replace Financial Advisors
    2026/09/26
    Will AI eventually replace financial advisors, or will it make good advisors even more valuable? In Episode 24 of STATS CHAT, Brad Zinda and Kalen Sigecan discuss how artificial intelligence is changing financial advice and why advisors should embrace it rather than fear it. They explore where AI can improve efficiency, analyze information and give advisors valuable time back while also examining what technology cannot replace: judgment, trust, accountability, emotional connection and strong client relationships. Brad and Kalen explain why the opportunity is not to let AI take over the advisor relationship, but to use it behind the scenes so advisors can spend more time doing the work that matters most.
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  • Ep. 23 | New Life Insurance Setup

    Ep. 23 | New Life Insurance Setup
    2026/09/19
    Life insurance can be a valuable part of an advisor’s practice, but underwriting, case design and the time involved can make it something financial services professionals dismiss. In Episode 23 of STATS CHAT, Brad Zinda and Kalen Sigecan explain how the GLB Partner Advantage gives advisors a turnkey way to bring in a life insurance specialist while maintaining the client relationship. They walk through the process from identifying an opportunity and making the introduction to illustrations, underwriting, carrier communication and getting the case across the finish line. They also discuss the 75/25 compensation structure, the opportunities advisors can uncover and how working alongside a specialist can help advisors become more comfortable incorporating life insurance into their practice.
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