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The Complete Advisor

CreativeOne

Real Advisors, Real Talk. The Complete Advisor Podcast is built for financial advisors who want to grow — not theory, not home office talking points, but real strategies from the people actually doing it. Every episode digs into what's working right now: practice growth, client communication, marketing, industry trends, and the honest conversations most podcasts won't have. Advisors sharing what they know with each other. That's it.

Sito del podcast

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Episodi

119 episodi

  1. The Widow Tax Penalty Most Advisors Miss | Surviving Spouse Planning 44:58
  2. Fixed Index Annuities: Who Shouldn’t Buy One? 20:32
  3. Special Needs Planning: A Father-Son Team's Niche Playbook 41:11
  4. Buy Back Your Best Hours 13:27
  5. Quick Takes: Inside the $100 Billion RILA Boom! 36:50
  6. Midterm Update: The Tax Hike With No Vote Required 19:28
  7. From One Office to Five: A Financial Advisor's Blueprint for Scaling 57:07
  8. The Part of a Broker-Dealer Switch Most Advisors Never Talk About 8:14
  9. Their Broker-Dealer Got Too Big — So They Switched 9:02
  10. Financial Advisor Seminar Strategy: Fill the Room and Close More Business 46:47
  11. How a Top Advisor Transitions Clients to Junior Advisors Without Losing Them 26:26
  12. How This Financial Advisor Uses AI to 10X His Practice 41:44
  13. The IRA Tax Trap Destroying Client Legacies | What Financial Advisors Need to Know in 2026 35:05
  14. Why Good Advisors Lose Clients: The Communication Problem No One Talks About 47:43
  15. Taxes vs. Tariffs: What Every Advisors Must Know 26:28
  16. Ron Shurts — Control the Grind: Wisdom from a Titan in Retirement Product Innovation 41:03
  17. Holiday Client Event Strategies That Increase Referrals and Revenue 40:15
  18. From Tour Manager to Financial Planner: Backstage Lessons for the Advisory World 41:14
  19. Seminars That Convert: From Attendee to Client 30:57
  20. The One Big Beautiful Bill Explained | What Financial Advisors Need to Know Now 40:41
  21. From Banker to Builder: Launching a Practice with Purpose 19:20
  22. 👉 Roth Conversions 2025 Avoid the Tax Hikes Coming TCJA Sunset, Widow’s Penalty & IRMAA Explained 33:07
  23. Bridging the Age Gap_ From Young Advisor to Trusted Partner 36:56
  24. Riches in the Niches: Building a Federal-Focused Practice in Paradise 36:28
  25. What’s In Your Tech Stack_ Why This Advisor Swears by Retirement Analyzer 4:33
  26. The $130K Cold Call and the Porsche That Got Away 11:30
  27. Inside the World of Family Offices: Not Just for Billionaires 20:20
  28. Dinner Seminars That Actually Work Inside the Room! 46:06
  29. Running the Room A Playbook for Dinner Seminar Success 44:11
  30. Keeping Score When the Scoreboard's Blank: Measuring Success Between Big Wins 21:28
  31. The Gift of Four Years: What Advisors Must Do Now to Prepare for Future Tax Changes 37:20
  32. Bitcoin, Collateral, and the Future of Finance with John Ruth 1:16:10
  33. Is Radio Dead? 35:11
  34. The Secret to Better Advising 56:34
  35. Expanding a Thriving Practice 44:06
  36. Year-End Client Planning Essentials 14:57
  37. Entering the Fed Market: Find Your Niche 46:37
  38. The Medicare Goldmine: Winning Clients & Referrals 27:32
  39. Election 2024: Shifting Taxes & Advisor Plans 14:48
  40. Your New Best Friend: Compliance 42:46
  41. Client Events: A Game-Changer for Advisors 36:59
  42. Creating Memorable Client Events 25:55
  43. Debunking Stock Market Myths 14:15
  44. New Investment Advisor, Year One 33:34
  45. Starting Fresh in Finance 31:59
  46. Seminar Strategies to Skyrocket Your Practice 45:39
  47. Finding the NO in a FIT Meeting 22:51
  48. Crafting the Perfect Seminar 1:10:53
  49. 5 Steps to Success for a NEW Investment Advisor! 22:22
  50. Why Do Successful Advisors Fail? 26:09