FAST Podcast - Financial Advisor Strategy Talks
Latest Episodes
Woman and Finance: Shattering the Glass Ceiling with Sheryl Hickerson (Ep. 10)
Despite progress in recent years, the financial services industry remains a challenging environment for women due to its male-dominated nature. But Sheryl Hickerson took action to break down these bar
The Harbor Pilot Analogy: Your Role in Navigating the Waters of Retirement With Frank Maselli (Ep. 9)
Analogies are a powerful tool that can be used to simplify and enhance your clients understanding of complex subjects. This weeks guest, a financial industry specialist, keynote speaker, and coach,
Success After Succession: Maximizing the Value of Your Business (Ep. 8)
Although the advisory business has been around for many years, the concept of true succession planning has not been. Many advisors treat it like an event as opposed to a plan, but the process must be
Building a Better Client Experience for Women Investors with Todd Fithian (Ep. 7)
Women are accumulating more and more wealth at a faster pace than ever before. Despite this, a recent study shows that women are still vastly underserved in the financial community. In this episode of
Turning Your Online Testimonials into an Evergreen Source of Digital Referrals with Brian Thorp (Ep. 6)
With the new SEC Marketing Rule in effect, online reviews will now play an influential and growing role in the decision-making process among consumers preparing to hire financial advisors. In this ep
Double Your Business in Three Years or Less (Ep. 5)
Not just any advisor can double their business in 3 years or less. Are you willing to find out what it takes? In this weeks episode, we sit down with industry expert and managing partner at Advice2A
Staying Top of Mind with Brigitte Gillis (Ep. 4)
As an advisor, what does staying top of mind mean to you? By leveraging the power of marketing automation and targeted content, nurturing leads and engaging current clients has never been easier. In
Busy Was Killing Me with Allyson Lewis (Ep. 3)
What does being busy mean to you? Being busy is worn by many like a badge of honor, but does it actually produce the results we set out for? Or, is there a better way? In this weeks episode, Lara
Advocating for Financial Advisors: A Talk With Larry Roth (Ep. 2)
Technology is changing the way advisors must communicate and connect with their clients. How are you keeping up with this growing digital-demand? Were back with another episode of the FAST Podcast
Advisors, Get Ready to Learn the Tips You Need To Grow Your Business with Lara Galloway (Ep.1)
Welcome to the inaugural episode of the FAST Podcast Financial Advisor Strategy Talks with Lara Galloway, head of advisor education programs at White Glove. This week, Lara highlights her years of