30 Jul

#9 The Advisor Clients Actually Want to Work With (PART 2)

In Part 2 of this conversation, CJ Davidson and Dom Henderson explore the emotional weight that comes with being a trusted financial advisor. The discussion begins with a personal story about CJ helping his parents prepare for retirement, leading into a conversation about the responsibility advisors carry every time they make a recommendation that could impact a client's future. They examine why doing the right thing often means taking the long road, how confidence is built through preparation and consistency, and why the best advisors embrace stewardship over sales. From there, the conversation shifts to one of the biggest challenges facing the profession today: burnout. CJ and Dom discuss why so many advisors confuse activity with progress, how serving too many clients ultimately hurts both the advisor and the people they're trying to help, and why slowing down often leads to deeper relationships, better outcomes, and a more fulfilling career. They also share practical advice on identifying burnout, evaluating your calendar, building a practice around your ideal clients, and creating an environment where doing what's right for clients remains the North Star. Whether you're an experienced advisor or early in your career, this episode is a reminder that the greatest responsibility in wealth management isn't managing portfolios—it's earning the trust to help guide someone through life's most important financial decisions.

29 Jul

#8 The Advisor Clients Actually Want to Work With (PART 1)

In this episode of Marked Unread, CJ Davidson and Dom Henderson explore what truly separates exceptional advisors from everyone else. The conversation goes beyond investment strategies and technical expertise to examine the role of trust, authenticity, and genuine relationships in building a successful advisory practice. They discuss why clients are looking for more than financial knowledge, the importance of becoming a trusted guide instead of a salesperson, and how the strongest advisor-client relationships are built through consistency, empathy, and long-term commitment. Along the way, CJ and Dom share personal experiences, lessons learned throughout their careers, and why they believe the best advisors aren't measured by the number of clients they acquire, but by the depth of the relationships they build. If you've ever wondered what clients truly value—or what it takes to become the advisor people genuinely want to work with—this episode is for you. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

5 May

#7 Trust, Transitions, and the Clients Who Follow You

Transitions reveal everything. In this episode of Marked Unread, Brian Wininger and Dom Henderson break down what really happens when advisors change firms and why some clients follow while others don’t. They explore the emotional side of transitions, the role of trust in client decisions, and why most advisors misread what clients actually care about in these moments. It’s not about platforms, performance, or logistics. It’s about the relationship. If a client can’t clearly explain your value, they won’t follow you. If they trust you, they will. This episode is a real look at what makes relationships stick and what causes them to break when it matters most. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

21 Apr

This is Proxy: WHO WE ARE | Episode 1: Brian Wininger — Marketing Director, Proxy Financial

What does it actually take to build a brand that advisors want to be a part of—and clients trust instantly? In the debut episode of “This is Proxy: WHO WE ARE,” we sit down with Brian Wininger, Marketing Director at Proxy Financial, to break down the mindset behind modern advisor growth. Brian shares why he chose Proxy, what stood out about the culture, and how the firm is redefining what it means to show up as a financial advisor in today’s content-driven world. Live on location at the Proxy Financial Miami, FL retreat.

13 Apr

#6 Why Clients Leave Advisors

In this episode of Marked Unread, CJ Davidson and Dom Henderson unpack one of the most misunderstood questions in the profession: why do clients actually leave advisors? The conversation explores how trust, communication, perceived value, and coordination often matter far more than investment performance when it comes to long-term client relationships. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

6 Apr

#5 Are Advisors Actually Good Investment Managers?

In this episode of Marked Unread, CJ Davidson and Dom Henderson discuss a question that sits at the center of financial advice: are advisors actually being hired for investment performance? The conversation explores why advisor value often extends far beyond returns and why behavior, planning, coordination, and trust are usually the real drivers of long-term outcomes. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

24 Mar

#4 Why Successful Advisors Still Feel Underserved

In Episode 4 of Marked Unread, CJ Davidson and Dom Henderson discuss a growing issue in financial services: why advisors can reach meaningful levels of success and still feel unsupported by the institutions around them. The conversation explores the operational burden, leadership disconnect, and cultural misalignment that often emerge as practices grow, along with what meaningful advisor support should actually look like. This episode is about the difference between scale and service, and why growth often changes what advisors need most. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

16 Mar

#3 AI, Attention, and Authenticity: Why Advisors Still Matter

CJ Davidson and Dom Henderson discuss how AI is changing financial advice, from automation and client workflows to content creation and advisor marketing — and why human relationships still matter most. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

9 Mar

#2 Trust, Succession, and the 3 C’s: Cash, Capability, and Culture

CJ Davidson and Dom Henderson discuss what the word “fiduciary” really means in financial advice and why trust matters more than labels. The conversation then shifts to succession planning and what advisors should consider when thinking about the future of their practice. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

2 Mar

#1 Renting vs. Owning: Advisor Perspectives on Practice Models

CJ and Dom discuss industry structure and career-path considerations in financial services, including differences between working within a large institution and operating independently. They cover how firm affiliation can affect branding, client relationships, and the responsibilities advisors take on when running a business. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

Marked Unread

Episodes

#9 The Advisor Clients Actually Want to Work With (PART 2)

#8 The Advisor Clients Actually Want to Work With (PART 1)

#7 Trust, Transitions, and the Clients Who Follow You

This is Proxy: WHO WE ARE | Episode 1: Brian Wininger — Marketing Director, Proxy Financial

#6 Why Clients Leave Advisors

#5 Are Advisors Actually Good Investment Managers?

#4 Why Successful Advisors Still Feel Underserved

#3 AI, Attention, and Authenticity: Why Advisors Still Matter

#2 Trust, Succession, and the 3 C’s: Cash, Capability, and Culture

#1 Renting vs. Owning: Advisor Perspectives on Practice Models

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