FAST Podcast - Financial Advisor Strategy Talks

FAST Podcast - Financial Advisor Strategy Talks

Latest Episodes

Exploring the Crossroads of Healthcare and Financial Management with Christine Simone (Ep. 23)
September 13, 2023

Healthcare and finance are two essential pillars of our society that are inextricably linked, often in ways we may not fully understand. Today, we explore the intersection of these two vital sectors.

Navigating Estate Planning with Care and Communication with Charles McClenaghan, Esq. (Ep. 22)
August 23, 2023

Estate planning can be a difficult conversation to have, but its important to start the conversation early. Commendably, your clients have taken the step to address the inevitable topic of mortality.

Investing in Trust: Connecting with Women and Next-Gen Investors with Julie Johnson (Ep. 21)
August 09, 2023

Establishing trust and fostering meaningful connections lie at the core of every successful financial advisors practice. Younger generations and women seek reassurance about their financial future, p

Simplifying Finance: Transforming Complex Concepts into Tangible Asset Maps with Alison Susko (Ep. 20)
July 26, 2023

Advisors strive to provide their clients with valuable and accurate financial guidance, but occasionally, the information they present fails to strike a chord with the end client. While financial advi

The Virtual First Advantage: Empowering Financial Advisors in the Digital Age with Ross Marino (Ep. 19)
July 12, 2023

Its vital not to lose sight of the importance of human interaction and personalized guidance in the financial industry. Human-first financial guidance emphasizes the significance of building relation

Unlock the Power of Estate Planning: Navigating Taboo Conversations & Crafting a Lasting Legacy with Lara Galloway (Ep. 18)
June 28, 2023

Overcoming hesitation when it comes to estate planning is completely understandable. Given its intricate and legal nature, it is common for advisors to approach the topic tentatively, which is exactly

Mastering Business Ownership as a Financial Advisor with Brad Gotto (Ep. 17)
June 14, 2023

In this episode, we are joined by Brad Gotto, the owner of Fiat Wealth Management, a reputable fiduciary and holistic financial planning firm with a special focus on tax planning based in Wayzata, Min

Unmasking the Emotional Side of Money with Christine Luken (Ep. 16)
May 24, 2023

Understanding the intersection of emotions, finance, and human behavior is crucial for professionals in the advisory field. In this episode, Lara Galloway features special guest and Founder of the Fin

Unveiling the Secrets to Engaging Next-Gen Investors and Leveraging the Great Wealth Transfer with Maddie Mitchell (Ep. 15)
May 10, 2023

The burning question thats on every advisors mind: How can I effectively connect with the next generation of investors? In a world where technology and digital presence reign supreme, its more impo

Be Credible So You Can Be Incredible: Establishing Yourself as an Authority with Mike Saunders (Ep. 14)
April 26, 2023

Does your audience pay close attention when they see your name on a presentation, workshop, or meeting agenda? Do potential clients perceive you as a credible subject matter expert when they search fo