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Episodes

Episode 77 - Old School Cool with Jim Whiddon

We've covered "soft skills" in a number of episodes, but our guest Jim Whiddon has spent the last few years really digging in on the topic.  He even wrote a book on the subject.  That book is The Old School Advantage.

Listen in as we cover topics like how a junior advisor can gain the trust of a 70 year old client.  We also work on Roger's deficient conversation skills.

Jim's website, where you can order the book, is at http://theoldschooladvantage.com/


Episode 76 - T3 Conference Recap with Vince Barbera

You may not have attended T3.  You may have no interest in attending T3 personally.  But you know that a lot of the news coming out of T3 will impact you and your practice for years to come.

We talked with financial advisor Vince Barbera, a tech enthusiast and recent T3 attendee, about his time at this year's conference.


Episode 75 - Veres Technology Survey

The new technology survey from Bob Veres and Joel Bruckenstein has some jaw-dropping findings.  Can it possibly be true that only 7.8% of advisors use tax planning software?

Find out which software solutions are up, which ones are down, and which ones you've never heard of have a surprising market share.


Episode 74 - What does a Certified Divorce Financial Analyst Do? - Chuck Clifton

From a planning perspective, a divorce can really upend a client's financial life.  But as financial advisors we frequently get pulled into the transactional aspects of the divorce proceedings?

In this episode we talk with Chuck Clifton, who holds the Certified Divorce Financial Analyst designation, about how we can best serve our clients when their marriages dissolve.


Episode 73 - Death of a Client Checklist

As a financial planner, you are likely to be one of the first people the family calls when your client dies.  Depending on the demographics of your practice, you may even scan the obituary section of the local paper, just to be sure you are fully ready when that call comes.

So what do you need to be prepared to do when helping a client or their family settle an estate?  Do you have a checklist?  We share Ben's checklist on this episode, with some commentary from Roger.