FAST Podcast - Financial Advisor Strategy Talks

FAST Podcast - Financial Advisor Strategy Talks


Latest Episodes

Woman and Finance: Shattering the Glass Ceiling with Sheryl Hickerson (Ep. 10)
February 22, 2023

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)
February 08, 2023

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)
January 25, 2023

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)
January 11, 2023

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)
December 28, 2022

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)
December 14, 2022

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)
November 23, 2022

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)
November 09, 2022

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)
October 26, 2022

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)
October 12, 2022

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

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