Today I have Brian Williams of Northshire Consulting and were going to be talking about how financial advisors can help improve 401k plan access to the American people who are working at small busine

In this podcast I talk with Broc Buckles of BC Brokerage about how to avoid falling for a bad life insurance pitch. For those of you who are new to my blog, my name is Sara. I am a CFA charterholder

In this first episode of Does my Marketing STINK?, well interview Chase Dapello of Westlake Private Wealth Management and answer the question of whether or not his marketing stinks. If youd like t

In this podcast we interview Jamie Menges of PDS Planning, a multi-advisor flat fee RIA firm with $1.7BB in assets under management. Youll hear the story of why they converted from AUM to flat fee, h

Fire your therapist and do this instead.

We do a crypto debate podcast every year. Heres this years joust which got a leeetle bit rowdy as these financial advisors hash it out. Enjoy! For those of you who are new to my blog/podcast, my nam

Wow, this was a powerful interview with Dave Welty, a financial advisor who founded and developed what I would consider a well-managed RIA firm. Avier Advisors, based out of Bellevue, Washington, has

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. Bu

The regulators dont force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who arent prepared to do the math requi

Everybody talks about getting referrals from clients, but nobody really talks about what to do when they go south. What if the client doesnt actually make the referral? What if the referral doesnt c