In this episode, Jeff and Kate discuss:  How she got started helping advisors grow and scale with excellent client experiences. Using creativity to adapt a CRM to work for your advising practice. Kate’s 5-Step proven process to achieve your goals. Having collaborative conversations to create the best possible experiences.    Key Takeaways:  An advisor's number one responsibility is an amazing client experience. At its core, the CRM will help manage this information to obtain and retain clients.  Document your experience, take it to the CRM, and build out the automat ..read more

In this episode, Jeff and Gary discuss:  Acquiring the right talent. Attrition rates, training programs, and building a successful team for the long haul. Investing in talent and building your business plan every year. Best models for young, future leader advisors. Balancing quarterly goals with long-term relationship building.     Key Takeaways:  The biggest indicator of success is not personality. It’s about communication and expectations. Training falls short when your firm is only looking at the spreadsheet or assessment and not the relationship with the employe ..read more

In this episode, Jeff and Gary discuss:  Acquiring the right talent. Attrition rates, training programs, and building a successful team for the long haul. Investing in talent and building your business plan every year. Best models for young, future leader advisors. Balancing quarterly goals with long-term relationship building.     Key Takeaways:  The biggest indicator of success is not personality. It’s about communication and expectations. Training falls short when your firm is only looking at the spreadsheet or assessment and not the relationship with the employe ..read more

In this episode, Jeff, Ted, and Scott discuss:  Understanding valuation metrics and the significance of recurring revenue and organic AUM growth.  The pitfalls of DIY approaches. The importance of cultural fit and why it matters more than money alone. The potential for minority transactions.     Key Takeaways:  60% of our clients have taken less money because it's a better cultural and environmental fit not only for themselves but for their staff and their clients. Fit is just more important when it's aligned than just getting the bigger paycheck. Most of the f ..read more

In this episode, Jeff, Ted, and Scott discuss:  Understanding valuation metrics and the significance of recurring revenue and organic AUM growth.  The pitfalls of DIY approaches. The importance of cultural fit and why it matters more than money alone. The potential for minority transactions.     Key Takeaways:  60% of our clients have taken less money because it's a better cultural and environmental fit not only for themselves but for their staff and their clients. Fit is just more important when it's aligned than just getting the bigger paycheck. Most of the f ..read more

Welcome to another episode of The Evolving Advisor, the podcast designed to guide Financial Advisors toward achieving both business and personal success. Hosted by Jeff Concepcion, a seasoned advisor, entrepreneur, and CEO, this episode is packed with actionable insights on one of the most pressing topics in the financial advisory industry today—navigating the complexities of financial advisory transactions and growth.   Join Jeff as he sits down with Scott DiGiammarino and Ted Jenkin, the founders of JPTD Partners, to discuss the latest trends and strategies in financial advisory transac ..read more

Welcome to another episode of The Evolving Advisor, the podcast designed to guide Financial Advisors toward achieving both business and personal success. Hosted by Jeff Concepcion, a seasoned advisor, entrepreneur, and CEO, this episode is packed with actionable insights on one of the most pressing topics in the financial advisory industry today—navigating the complexities of financial advisory transactions and growth.   Join Jeff as he sits down with Scott DiGiammarino and Ted Jenkin, the founders of JPTD Partners, to discuss the latest trends and strategies in financial advisory transac ..read more

Are you ready to revolutionize your financial advising practice? Welcome to The Evolving Advisor podcast, the show dedicated to equipping independent financial advisors with the insights and knowledge needed to excel in business and life. Host Jeff Concepcion, with over 30 years of experience as an advisor, entrepreneur, and CEO, invites you to join him and top industry thought leaders to evolve from where you are today to where you want to be tomorrow. In this episode, Jeff is joined by Stan Slovan, a leading figure in the wealth management industry and a respected author. Together, they delv ..read more

Unlock the secrets to transforming your financial advisory practice into a thriving business with our latest episode of the Evolving Advisor Podcast! Join host Jeff Concepcion as he shares his 30 years of expertise and welcomes special guest Rob Brown, founder of Truist Fan and author of "True His Fan" and "Delivering the Ultimate Client Experience." Together, they dive deep into the strategies and philosophies that can elevate your advisory practice to new heights. In this episode, you'll discover: - The origins and philosophy behind Truist Fan and its impact on advisor-client relationships ..read more

Welcome to the Evolving Advisor Podcast! In this episode, host Jeff Concepcion dives deep into the power of storytelling for financial advisors with special guest Jeff Bartsch, founder of Story Greenlight. Together, they explore how advisors can refine and package their unique stories to build stronger connections, enhance client trust, and take their businesses to new heights.   Key Points: Importance of human connection and storytelling in wealth management. Jeff Bartsch's journey from Hollywood to coaching executives and advisors. Understanding the principles of connectivity and human ..read more