93: How the Financial Services Industry Can Attract the Next Generation of Talent
March 23, 2023 – (39:16)

In honor of Women’s History Month, we welcomed Katlyn Grasso, founder and CEO of GenHERation, to the podcast. She discusses how the financial industry can update the way it’s perceived by recruiting and retaining the next generation of talented women.

92: How to Speak 401(k) With Your Clients
March 9, 2023 – (25:37)

Don’t let retirement-plan market jargon intimidate you. Rick Unser, partner and managing director at Creative Planning, returned to the podcast to teach us how to speak 401(k) to capitalize on this growth opportunity.

91: Divided Government: What Comes Next?
February 23, 2023 – (42:05)

Despite high levels of polarization, financial markets love divided government. JT Taylor is back on the podcast to explain key policy areas in which the parties agree and disagree—and how this could impact markets this year.

90: How Client Relationships Influence Your Sense of Success
February 9, 2023 – (25:58)

How do you define success? Financial professionals may not realize how much growth and achievement they gain from nurturing client relationships as they guide them through major life events and important decisions.

89: How to Incorporate 401(k) Planning Into Your Current Book of Business
January 26, 2023 – (24:27)

There's often overlooked opportunity for retirement-plan business in a financial professional’s existing book. Rick Unser, partner and managing director at Creative Planning, shares ideas on how to use existing client relationships to prospect in the 401(k) world.

88: How Financial Professionals Can Find New Wealth in Family Owned Businesses
January 12, 2023 – (24:27)

When it comes to client acquisition, family-owned businesses offer opportunities for new wealth. Dave Specht shares his expertise on navigating these complex relationships and tips for financial professionals to tap into this market.