Những podcast Financial Advice hay nhất (2024)

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189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman 44:24

13h ago44:24

44:24

Burnout is real! We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your to-do list. 🌪️ In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including: Finding your flow state…

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Polly's Housing Market Experience 28:27

1d ago28:27

28:27

Polly shares her journey of selling a home to finding and buying the ideal place with Nate. This story covers the emotional rollercoaster and the complex steps of their housing journey. #RealEstateJourney --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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Episode 85: How To Take Advantage Of Low Income Years 9:08

7d ago9:08

9:08

In this episode we discuss tax planning strategies for low income yearsBởi Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships 6:45

6d ago6:45

6:45

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships -------------------------------------------------- Links …

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187: REPLAY How to Design an On-Boarding Process to Increase the Life of Your Client Relationships 46:32

8d ago46:32

46:32

You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you! Long story short---your On-Boarding Process is CRITICAL. What you do during this time frame really really really matters. You need to demo…

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186: REPLAY Design Your Perfect Schedule To Get It All Done in Less Time 47:45

14d ago47:45

47:45

The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!" I feel that on so many levels because that was me early on. And the number one question I got from corporate folks is, "If you could share just ONE thing with adv…

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The Upcoming Year at Walkner Condon 26:32

15d ago26:32

26:32

Nate and Clint dive deeper into the strategies and future plans for Walkner Condon Financial Advisors. This behind-the-scenes discussion unveils what lies ahead for the upcoming year. #WalknerCondon --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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185: Ideas to Implement - Free Download Client Intel Process 10:17

19d ago10:17

10:17

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn more about one-…

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184: Free Download Client Intel Process 37:44

22d ago37:44

37:44

It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰 As advisors, it’s important to take note of even the littlest details yo…

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Vetting Domestic Brokerages 2024 Edition 34:43

27d ago34:43

34:43

Tune in with Nate and Mitch as they dive into picking the perfect brokerage for your money path. #finance #investing --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer 8:22

1M ago8:22

8:22

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer ---------------------- LINKS FROM THIS EPISODE Co…

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182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer 31:35

1M ago31:35

31:35

Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌 The goal of this virt…

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181: Ideas to Implement - Even More Good Ideas You Can Implement Today 11:29

1M ago11:29

11:29

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Even More Good Ideas You Can Implement Today --------------------------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax…

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Episode 84: Converting 529 Plan Balances To A Roth IRA 5:46

1M ago5:46

5:46

In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRABởi Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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180: Even More Good Ideas You Can Implement Today 23:47

1M ago23:47

23:47

Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away. In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including: A few good idea…

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Evan Waltz: New Kid In The Firm 22:33

2M ago22:33

22:33

On this podcast meet the newest member of Walkner Condon, Evan Waltz. Hear about his journey here and what it took. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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179: Ideas to Implement - Michael Kitces on Time Management & Building Your Model Week 8:39

2M ago8:39

8:39

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Michael Kitces on Time Management & Building Your Model Week --------------------------------------- LINKS FROM THIS EPISODE Connect with Michae…

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178: Michael Kitces on Time Management & Building Your Model Week 45:06

2M ago45:06

45:06

When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different! In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚ Michael has perfected the art of time management over the yea…

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177: Ideas to Implement - Five Good Ideas You Can Implement Today 12:30

2M ago12:30

12:30

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Five Good Ideas You Can Implement Today ---------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax Services Summit Here!…

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176: Five Good Ideas You Can Implement Today 31:29

2M ago31:29

31:29

“Ideas are easy. Implementation is hard.” After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do …

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Charitable Giving with Anna January - Market Report 2024 31:55

2M ago31:55

31:55

In our latest podcast episode, Polly engages in a discussion with Anna January, who serves as the Director of Charitable Giving at Wisconsin Watch. Tune in as they explore the present and upcoming landscape of charitable contributions.Read the 2024 Market Report here:https://walknercondon.com/2024-market-outlook-2/ --- Send in a voice message: http…

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175: Ideas to Implement - Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson 8:03

2M ago8:03

8:03

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson ---------------------- LINKS FROM THIS…

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174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson 52:03

2M ago52:03

52:03

We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day. In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some…

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Timing the Market - 2024 Market Report 21:58

2M ago21:58

21:58

Mitch and Alicia talk about Alicias article covering timing the market and why it can be the wrong choice. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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173: Ideas to Implement - Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle 8:17

2M ago8:17

8:17

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle ---------------------- LINKS FROM THIS EPISODE Check out the podc…

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Episode 83: Common Questions 10:41

2M ago10:41

10:41

In this episode we discuss the most common questions we get asked as financial advisorsBởi Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle 46:12

2M ago46:12

46:12

Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time. In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel…

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Housing Market "New Normal" - Market Report 2024 31:48

2M ago31:48

31:48

Clint and Nate sit down to talk about their articles for the 2024 Market Report. They cover the housing market and the low consumer sentiment surrounding the markets. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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171: Ideas to Implement - My NEW Favorite Focus Hack for Increased Productivity (and a Few Other Tools!) 15:32

3M ago15:32

15:32

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: My NEW Favorite Focus Hack for Increased Productivity (and a few other tools!) LINKS FROM THIS EPISODE Check out the Retirement Tax Services 202…

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170: My NEW Favorite Focus Hack for Increased Productivity (& a Few Other Tools!) 36:20

3M ago36:20

36:20

If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. 🤗 In today's episode, I have got a couple of productivity ideas for you. One that is brand new, and has been honestly so unbelievable for me. It’s giving me an extra 90+ minutes a day of major focus and helping me crush my to-do list like a boss. 💪 No joke! Bu…

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Soft Landing and Bonds - Market Report 2024 31:17

3M ago31:17

31:17

Mitch and Keith are talking about their articles for our 2024 Market Report.Keith talks about his piece on bonds and Mitch talks about piece on the possibility of a soft landing. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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169: Ideas to Implement - Delegating Tasks That Are Nuanced FREE DOWNLOAD 10:29

3M ago10:29

10:29

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Delegating Tasks That Are Nuanced **FREE DOWNLOAD** ---------------------- LINKS FROM THIS EPISODE Grab the Asset Transfer Script Download here!…

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168: FREE DOWNLOAD Delegating Tasks That Are Nuanced 27:47

3M ago27:47

27:47

One of the biggest challenges for any advisor is delegating tasks that require knowledge, experience, and education—the stuff that lives in your head based on years of experience. It often feels too daunting to explain all the details to someone, so we continue to do ALL. THE. THINGS. 🙃 In today’s episode, Libby walks you through the steps she took…

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Recency Bias - Market Report 2024 30:57

3M ago30:57

30:57

Stan and Syl continue our discussions about the articles in our 2024 Market Report. They discuss Stans article covering Recency Bias and its influence on the market.Read the article here: --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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167: How to Hire, Train, and Retain Quality Talent to Your Team with Guest Alanah Phillips 48:23

3M ago48:23

48:23

We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about finding, hiring, and retaining great employees? Acquiring the right people—in the right role—is one of the hardest yet most critical aspects to growth. No people = no scale. 📈 Alanah Phillips, recruiting, …

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166: Ideas to Implement - What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP 8:34

3M ago8:34

8:34

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP ----------------------------------- LINKS FROM THIS EP…

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Episode 82: The New FAFSA 7:41

3M ago7:41

7:41

In this episode we discuss the rollout of the new streamlined FAFSABởi Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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165: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP 43:51

3M ago43:51

43:51

The financial planning landscape is ever-evolving, and advisors regularly find themselves second guessing their structure—BDs to IBDs and RIAs. A transition can seem daunting, but starting anew can bring freedom and independence. In this episode, Stephen Taylor, attorney turned Certified Financial Planner, joins The Efficient Advisor, Libby Greiwe,…

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What Year Is It? - 2024 Market Report 33:30

3M ago33:30

33:30

This is our first podcast talking about our 2024 Market Outlook. Clint and Syl discuss Syl's article titled "What Year Is It?", a global macro piece. Read the Walkner Condon 2024 Market Outlook here: ⁠https://walknercondon.com/2024-market-outlook-2/⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message…

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164: Ideas to Implement - Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis 10:10

3M ago10:10

10:10

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis ----------------------------------- LINKS FROM THIS EPISODE…

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163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis 37:48

4M ago37:48

37:48

Today’s busy world leaves us no other option than to make every second count. Whether it’s at home or work, we must optimize our resources to maximize our time. In this episode, financial planning extraordinaire, Matt Jarvis, joins The Efficient Advisor host, Libby Greiwe, to discuss themes and trends he has seen throughout his decades of experienc…

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162: How to Have More Impactful Conversations Through Motivational Interviewing With Jeremy Keil 45:40

4M ago45:40

45:40

Empathy and support are essential components of the advising process, but sometimes it’s hard to connect with clients on such a deep level. Our guest today, Jeremy Keil, shares some powerful and effective tools he has used over the years to strengthen his relationship bond with clients. In this episode, Libby and Jeremy dissect the following three …

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161: A New Unconventional but Exciting Way to Approach Your Goals in 2024 37:10

4M ago37:10

37:10

Here I am doing an experiment for myself this year related to goals. I’ve been having a lot of conversations with advisors lately who are struggling to set clear goals. They have great revenue… what’s another 10% really going to do? They are having a hard time connecting deeply with the why behind the goals… since they are VERY happy with their bus…

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Episode 81: Five Common Investing Mistakes 8:40

4M ago8:40

8:40

In this episode we detail five common investing mistakesBởi Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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Gimme Some Truth: Holiday Traditions 31:44

5M ago31:44

31:44

Clint and Nate talk about their traditions surrounding the holidays and family. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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160: How To Do a Client Communications Audit to Make Clients Feel Valued 30:23

5M ago30:23

30:23

Every interaction with a client is an opportunity to strengthen your bond and relationship with them. But in order to engage in effective communication, advisors must first learn the art of connecting through and using a variety of different “communication love languages.” In this episode, Libby shares with you the nuances of how to execute an effe…

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Episode 35: Annuities, Love'em or Hate'em, and Loki 22:09

5M ago22:09

22:09

Jeremy had a lot of client and prospect meetings this year. Those meetings left him with the impression that most people fall in to one of two camps: they either love annuities and have too much, or hate annuities and will never have any. Why is that? Jeremy ruminates on the reasons for and problems with both of these scenarios. What does Jeremy lo…

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159: You NEED This Onboarding Document to Help Set Client Expectations 35:23

5M ago35:23

35:23

We’ve all been in a situation where what we expected was DEFINITELY not what we got (like pretty much every time I order something off Instagram)! It’s frustrating, confusing, and certainly disappointing. However, when everyone is on the same page, everything flows so much easier. When client expectations are not aligned with your practice, it can …

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Gimme Some Truth: End of the Year Checklist 34:25

5M ago34:25

34:25

Nate and Clint run through the list of financial topics to get on top of before the end of the year. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message

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158: Ideas to Implement - Scaling Your Business with The Efficient Advisor's Group Coaching Program 14:31

5M ago14:31

14:31

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Scaling Your Business with The Efficient Advisor's Group Coaching Program -------------------- LINKS FROM THIS EPISODE: Register for the Systems…

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