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
  • The Hidden Goldmine Next Door: Prospecting Where Retirees Already Live

    The Hidden Goldmine Next Door: Prospecting Where Retirees Already Live
    Dec 6 2025
    Discover the low cost strategy one of our top advisors used to rebuild his practice from the ground up in a brand new market. He did not chase cold leads. He did not overspend on marketing. He simply went where retirees already live and built trust the right way. If you are ready for more appointments and more referrals with less expense, this episode gives you the blueprint.
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    Less than 1 minute
  • Million Dollar Minds: The Secrets Behind Generating 100 Million in New Assets Annually

    Million Dollar Minds: The Secrets Behind Generating 100 Million in New Assets Annually
    Nov 15 2025
    This episode of The Advisor Arena Podcast pulls back the curtain on what most advisors will never see: the exact structure, psychology, and processes behind an advisor who skyrocketed from under three million to over seventy five million in new assets each year. break down the unconventional warm up strategy that wins clients before the first meeting, the psychology based framework that makes every conversation land, and the follow up system that turns clients into loyal advocates. If you think you’ve heard every growth tactic in the industry, this episode will change your mind.
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    Less than 1 minute
  • Your 2026 Marketing Action Plan Starts Now

    Your 2026 Marketing Action Plan Starts Now
    Nov 1 2025
    Advisors are spending more but getting less from their marketing. In this episode, we break down new Kitces Research showing what top-growth firms do differently and why planning your 2026 strategy now sets you up to dominate Q1 instead of scrambling to catch up.
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    Less than 1 minute
  • The Year-End Checklist Every Advisor Needs

    The Year-End Checklist Every Advisor Needs
    Oct 25 2025
    As 2025 winds down, clients are looking for guidance to wrap up the year on the right financial foot and that’s where great advisors shine. In this episode of The Advisor Arena, we discuss the top year-end planning opportunities that help clients reduce taxes, optimize income, and prepare for a strong start to 2026.
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    Less than 1 minute
  • Want more clients to say “yes”? Start with trust!

    Want more clients to say “yes”? Start with trust!
    Oct 18 2025
    A recent ThinkAdvisor article broke down the seven major drivers of trust in annuity advisors, revealing exactly what makes clients feel confident, understood, and loyal. In our latest episode of The Advisor Arena, we discuss each driver and give you specific action items and show you how to apply them in your practice.
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    Less than 1 minute