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The Advisor Arena

The Advisor Arena

Written by: Jaime Malm
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About this listen

 Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. Economics
Episodes
  • Behind the Scenes with High Performing Financial Advisors

    Behind the Scenes with High Performing Financial Advisors
    Jan 31 2026
    Join us for this episode for a sneak peek into the best ideas shared by your peers at our most recent Roundtable. If you are looking for practical ideas you can implement immediately and want to learn from others who are running advisory practices at a high level, this episode is for you.
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    Less than 1 minute
  • What We Launched at Summit And Why It Changes Everything for Advisors

    What We Launched at Summit And Why It Changes Everything for Advisors
    Jan 24 2026
    At our Summit meeting, we unveiled a powerful new lineup of technology, training, and support built to help financial advisors run more efficient and scalable businesses. In this episode of The Advisor Arena, we recap the major announcements including AdvisorTrack, Prizm, Generational Vault, Loop, Tax Central, Office and Advisor Launch training, IT support, and expanded Tactical Coaching. Whether you attended Summit or are hearing this for the first time, this episode breaks down what was launched and how it can support your growth this year.
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    Less than 1 minute
  • Your Team Can Do More in 2026: Here Is How

    Your Team Can Do More in 2026: Here Is How
    Dec 13 2025
    Too many advisory firms invest in staff without a clear plan for accountability or measurement. The office feels busy but the business is not always growing. The reason is simple. You must track what matters. In the latest Advisor Arena podcast episode, we break down the exact revenue and support role metrics every firm should use in 2026.
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    Less than 1 minute
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