This episode of The Top One, hosted by Jerry Corliss and Chas Emerson, delves into the concept of hidden costs that can severely limit a financial planner's growth and vision. The hosts categorize these costs into three main areas, starting with Mindset, which focuses on the critical distinction between expenses and necessary investments. They emphasize that growth comes from making strategic investments, not by being "too cheap" and cutting expenses. Key investments discussed include hiring administrative assistance sooner than an advisor might think they are ready for, adopting technology like a CRM and automation, and committing to personal development through coaching programs and books. The overarching message of the first category is that to reach the "top one," advisors must focus on the highest and best use of their time.

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In this episode of the Top One podcast, co-hosts Jerry Corless and Chas Emerson welcome Matt Hutchinson, co-owner of Wellness Financial Advisors in Nashville, Tennessee, to discuss the asset gatherer model versus the money manager model. Matt shares his 28-year journey in the financial industry, including a past experience where he and his business partner realized their self-built investment models consistently underperformed the benchmark.

Matt explains their decision to shift completely to an asset gatherer, relationship-focused practice, which involves outsourcing investment selection to professional strategists like BlackRock, Vanguard, or Fidelity. The value they now add is focused on superior service and providing holistic financial counsel to clients, including discussions about taxes, insurance, major purchases, and lifestyle goals, rather than just investment returns

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In this episode, you'll discover why most goal-setting fails—and what actually works. Drawing from research showing that graduates with written goals significantly out-earned their peers, Chas Emerson and Jerry Corless break down their proven frameworks for achieving extraordinary results across business, relationships, health, and spiritual life.

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In this episode of "The Top One," hosts Jerry Corliss and Chas Emerson welcome Katie Stenson, an expert in optimizing organization and efficiency through technology. Katie, a mother of five and a school board member, shares her unique background from teaching to coaching CEOs on achieving work-life balance. She identifies the four primary struggles financial advisors face: email management, task management, note-keeping, and file documentation.

Securities, Investment Advisory and Financial Planning Services offered through qualified registered

representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood,

TN 37027 (615) 309-6300. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors

Services, LLC or its affiliated companies.

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In this episode, hosts Jerry Corless and Chas Emerson discuss the "top 1% mindset" for financial advisors, financial planners, insurance professionals, and wealth management professionals. They recommend a series of books, including The Game of Numbers by Ken Murray, Goals by Brian Tracy, The Compound Effect by Darren Hardy, Atomic Habits by James Clear, The One Thing by Gary Keller and Jay Papasan, and Inner Excellence by Jim Murphy. The hosts explain how these books, when read in progression, can help listeners cast a vision, set goals, build good habits, apply consistency, stay focused, add accountability, and ultimately achieve optimal, meaningful performance in both their professional and personal lives.

Securities, Investment Advisory and Financial Planning Services offered through qualified registered

representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood,

TN 37027 (615) 309-6300. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors

Services, LLC or its affiliated companies.

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Join Jerry Corless and Chas Emerson on the Top 1 Podcast as they explore the five phases of an advisor's lifecycle. In this episode, "Navigating the Advisor Lifecycle," they discuss:

• Inception
• Sustainability
• Capacity
• Expansion,
• and owner-not-operator.

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On this episode of the Top 1% podcast, Chas Emerson, Jesse Holman, and Bill Conroy discuss the progression of a financial advisory practice from solo to ensemble to an enterprise model. They delve into the challenges and opportunities at each stage, emphasizing the shift from an individualistic "eat what you kill" mentality to a collaborative, company-first approach. Jesse and Bill share their experiences building HCP companies, highlighting the importance of specialized roles, team collaboration, and a long-term vision for business longevity and succession planning.

Securities, Investment Advisory and Financial Planning Services offered through qualified registered

representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood,

TN 37027 (615) 309-6300. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors

Services, LLC or its affiliated companies.

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Access our website here: https://www.axiomplanningresources.com/

Connect with us on LinkedIn: https://www.linkedin.com/company/axiom-planning-resources/

This podcast episode of "The Top One" features Abby Spalding, an owner of Continuum Planning Partners, who discusses the world of fee-based financial planning. Abby shares her journey into the financial industry, explaining her transition from commission-based work to a fee-based model.

She emphasizes the importance of clients paying for advice to establish an equitable relationship with their advisor, highlighting how this approach fosters trust and ensures advice is always in the client's best interest. Abby also uses an architect analogy to describe her role, explaining that clients pay for her to build financial blueprints, and then she can act as a contractor to implement those plans if desired.

The episode delves into the importance of working "on" the business, not just "in" it, and the value of strong partnerships and clear communication with clients.

Securities, Investment Advisory and Financial Planning Services offered through qualified registered

representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood,

TN 37027 (615) 309-6300. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors

Services, LLC or its affiliated companies.

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Access our website here: https://www.axiomplanningresources.com/

Connect with us on LinkedIn: https://www.linkedin.com/company/axiom-planning-resources/