• Bitcoin, Collateral, and the Future of Finance with John Ruth
    Feb 20 2025

    dvisor John Ruth explains why Bitcoin is different from other cryptocurrencies, how it's changing the financial world, and why financial advisors need to understand it to help their clients.

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    1 hr and 16 mins
  • Is Radio Dead?
    Feb 6 2025

    "Is radio dead? Not according to Peter Rashad, who reveals why this 'old-school' medium is still a goldmine for financial advisors—get ready to rethink your marketing playbook!"

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    35 mins
  • The Secret to Better Advising
    Jan 27 2025

    Discover the game-changing software that flips the script on retirement planning, revealing not just how your clients think about income—but how they see you.

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    57 mins
  • Expanding a Thriving Practice
    Nov 19 2024

    It's been 16 months since we caught up with Matt Schuller and he's been busy! Expanding his practice through strategic partnerships and mentoring, join us as Matt shares key lessons on proactive client communication, effective delegation, and new workshop initiatives tailored to client needs.

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    44 mins
  • Year-End Client Planning Essentials
    Oct 26 2024

    In this episode of The Complete Advisor, we explore four essential planning items with clients that need to done before the end of year!

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    15 mins
  • Entering the Fed Market: Find Your Niche
    Oct 10 2024

    In this episode of The Complete Advisor, we explore the intricacies of niche marketing for financial professionals.

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    47 mins
  • The Medicare Goldmine: Winning Clients & Referrals
    Sep 12 2024

    Whether you want to deepen client relationships or generate new leads, this episode offers practical tips on incorporating Medicare into your practice without needing to become an expert.

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    28 mins
  • Election 2024: Shifting Taxes & Advisor Plans
    Sep 3 2024

    Tune in to gain an insider's perspective on the intersection of politics and finance, and learn how to stay ahead in these uncertain times.

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    15 mins