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Ep 13: Providing an Excellent Client Experience with Cornerstone Wealth Management

Providing a great client experience can make a difference in the growth of your business. On today’s episode, we are speaking with Anthony from Cornerstone Wealth Management in Las Vegas Nevada.

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Ep 6: Stories That Stick With Kindra Hall

Karl is excited to feature a recent interview between best-selling author Kindra Hall and Financial Independence Group’s Tom Lamendola. Karl will preview what to expect on the show before turning over the microphone where you’ll hear Tom and Kindra discuss why stories are so important in business today. They’ll also explore why financial professionals can benefit from video storytelling on their websites and share tips on how advisors can tell their “Value Story”.

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Ep 4: Embracing Self-Advocacy With Michael Kitces

Karl is pleased to feature a recent interview between renowned financial planning professional Michael Kitces and Financial Independence Group’s Tom Lamendola on this episode. Karl will set you up for what to expect in the interview that ranges several topics from Michael’s viewpoint on the messaging as it pertains to the retirement dilemma in the US to delving into the best practices for financial professionals to fish for new clients. You’ll also hear discussion about what financial professionals and investors alike should focus on in today’s fast-changing financial world.

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Ep 3: Using The Myers-Briggs System To Build Client Relationships With Dustin West

It’s no secret that client connection is important and an essential part to any industry that is out there. However, this aspect is absolutely vital for financial advisors to hone and perfect. Our guest today, Dustin West, explains how you can utilize the Myers-Briggs system to build relationships with clients, close on sales, and much more.

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