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

Yes, there is life after AUM fees! In this podcast I interview Sarah Charles, an hourly financial planner who used to work under the AUM fee model. She talks about why she made the jump and what life

Stop wasting money on fancy spaghetti tech. The fintechs just want you financial advisors credit cards. Listen to Sara Grillo & Eric Negron on todays Daily Truth Bomb as they break it all down! In

Beyond kindness: building trust and avoiding pitfalls in financial advising! Join Eric Negron & Sara Grillo in this podcast and discover the essential qualities for success in building clients relatio

Forget the sizzle and be real! Listen to this podcast and discover the power of authentic communication in financial advising! Youll learn: Why shortcuts dont work and how consistency is key to su

Stop struggling with content creation! Your clients are giving you gold, but are you missing it? In this podcast youll learn how to turn client conversations into engaging content! How to mine valuab