Shows
The Elite Advisor Blueprint®: A Podcast for Financial AdvisorsThe Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and MarketingIn today’s conversation, I’m speaking with Casey Weade. Casey is a sought-after retirement planning professional, speaker and CEO of the national financial firm, Howard Bailey. He hosts the “Retire with Purpose” radio, TV show and podcast — providing sound financial guidance to pre-retirees and retirees across the country. His firm is way ahead of the curve when it comes to operating digitally, and he has a deep understanding of how to market, run appointments, and close clients in a time when in-person, on-site meetings are not even an option. If you’re wondering what to do as a r...2020-03-311h 10
Retire With Purpose - The Retirement PodcastHow to Choose the Right Financial Advisor with Brad JohnsonChoosing the right financial advisor is a big decision; one that can have a major impact on your life. Unfortunately, not all financial advisors are created equal - and if you’re not careful, it could cost you! Today’s guest, Brad Johnson is here to offer a unique perspective. Brad is the VP of Advisor Development at Advisors Excel (the largest independent insurance brokerage firm in the US) and coach to the biggest and brightest financial advisors in the country. He’s also the host of The Elite Advisor Blueprint® – a podcast for world-class financial...2020-01-061h 13