76 episodes

The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems that have helped them build 100+ million dollar practices. Tune in weekly to learn how to build the financial planning practice you’ve always wanted.

The Financial Advisor’s Edge Podcast Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers

    • Business
    • 4.8 • 58 Ratings

The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems that have helped them build 100+ million dollar practices. Tune in weekly to learn how to build the financial planning practice you’ve always wanted.

    Stop undercharging and charge what you are worth!

    Stop undercharging and charge what you are worth!

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk about how to charge what you are worth.
    Visit our website at:  www.thefinancialadvisorsedge.com

    • 37 min
    The Success Blueprint: From Professional Wrestler to Financial Advisor

    The Success Blueprint: From Professional Wrestler to Financial Advisor

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim Martin interviews Joseph Ladner about his journey from a professional wrestler to a successful Edward Jones advisor.
    Visit our website at:  www.thefinancialadvisorsedge.com

    • 43 min
    Are you ready for a killer 2024? Growing your financial planning business in the New Year!

    Are you ready for a killer 2024? Growing your financial planning business in the New Year!

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg, Brad, and Jim talk 2023 and look ahead to 2024.
    Visit our website at:  www.thefinancialadvisorsedge.com

    • 33 min
    Ready for an awesome 2024? We cover our 2023 End of Year checklist to get you ready.

    Ready for an awesome 2024? We cover our 2023 End of Year checklist to get you ready.

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim covers his end of year 2023 financial advisor checklist.
    Join us at the:  eliteadvisorlab.com
    retire@planwellretirehappy.com  - Send your resume here if you are looking for an opportunity.
    Visit our website at:  www.thefinancialadvisorsedge.com

    • 13 min
    Do you own a job or do you own a business?

    Do you own a job or do you own a business?

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg and Jim talk about the difference between advisors that own a job and advisors that run a business..
    Visit our website at:  www.thefinancialadvisorsedge.com
    Join us at the:  eliteadvisorlab.com

    • 33 min
    Harnessing the power of your CRM to supercharge your business: Part 2

    Harnessing the power of your CRM to supercharge your business: Part 2

    On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Gregg interviews Andrew Ladwig with WealthBox about how to make the most of your CRM to supercharge your business.
    Visit our website at:  www.thefinancialadvisorsedge.com
    Join us at the:  eliteadvisorlab.com

    • 42 min

Customer Reviews

4.8 out of 5
58 Ratings

58 Ratings

micjttt ,

Awesome!

Great information, relatable for new advisors and advisors that have been in the business for years!

csmcelyea ,

Exactly what I need!

As a newer independent advisor…the guys are amazing. I love they’re real world examples and advice for those of us in the thick of trying to build our practice. I love their dynamic on the podcast as well. So glad someone shared this podcast with me!

NickEppler ,

Great stuff!

Super helpful tips at any stage of growth for your practice.

Top Podcasts In Business

The Ramsey Show
Ramsey Network
Money Rehab with Nicole Lapin
Money News Network
REAL AF with Andy Frisella
Andy Frisella #100to0
The Diary Of A CEO with Steven Bartlett
DOAC
The Dough
Lemonada Media
The Prof G Pod with Scott Galloway
Vox Media Podcast Network

You Might Also Like

Financial Advisor Success
Michael Kitces
Barron's Advisor
Barron's Advisor
Becoming An Elite Financial Advisor With Sten Morgan
Sten Morgan & Andy Traub
Planet Money
NPR
The School of Greatness
Lewis Howes
GOLF’s Subpar
GOLF.com