Building a Lifestyle‑First Practice

Growing Without Losing Freedom

Mastering the Calendar

Choosing the Right Clients

Team Structure That Scales

Money, Mistakes & Momentum

Mentors, Mindset & Goalposts

How to Build Travel into Your Business Plan

Crazy Travel Stories

Tough Choices & Handling Client Concerns

Team Ownership & Incentives

Gratitude, Grounding & Growth

A Client Experience with a Huge Map

One Last Story: Wildest Meal While Traveling

This is a conversation about what really happens when you stop building a business around expectation and start building one that actually feels good to live inside of. Jim Fox opens up about the moments that shaped him, the choices that cost him, and the values that never wavered as he created a financial practice that makes room for family, freedom, and curiosity.

He explains:

🌅 Redefining success and how it changed his approach to growth

📅 Systems and calendar discipline that protect his lifestyle

❤️ Choosing presence over profit even when it’s tempting

🚀 Mentors, mistakes, and mindset shifts that moved him forward

🌍 How travel and storytelling became core to serving his clients

This is a conversation about what really happens when you stop building a business around expectation and start building one that actually feels good to live inside of. Jim Fox opens up about the moments that shaped him, the choices that cost him, and the values that never wavered as he created a financial practice that makes room for family, freedom, and curiosity.
He explains:
🌅 Redefining success and how it changed his approach to growth
📅 Systems and calendar discipline that protect his lifestyle
❤️ Choosing presence over profit even when it&rsquo;s tempting
🚀 Mentors, mistakes, and mindset shifts that moved him forward
🌍 How travel and storytelling became core to serving his clients

This is a conversation about what really happens when you stop building a business around expectation and start building one that actually feels good to live inside of. Jim Fox opens up about the moments that shaped him, the choices that cost him, and the values that never wavered as he created a financial practice that makes room for family, freedom, and curiosity.

How He Doubled His Business Without Doubling His Hours

From Romans to Modern Annuities

Legitimizing the Industry

The Great Retirement Refinance

Retirement Planning Is Changing

Advisor Education and Client Clarity

Why Academic Partnerships Matter

AI in Finance: Promise vs. Reality

Future Trends in Annuities

Medical Inflation and Legacy Planning

Tom Haines, EVP of Capital Markets and Index Solutions at Annexus, breaks down the evolution of fixed index annuities, why they’re dominating retirement planning, and what advisors need to know about risk, longevity, and legacy. From Peak 65 to medical inflation and AI’s role in financial strategies, this episode is packed with actionable insights for today’s advisor.

Listen to last episode here: AI, Inflation, and Retirement Planning

Tom Haines, EVP of Capital Markets and Index Solutions at Annexus, breaks down the evolution of fixed index annuities, why they&rsquo;re dominating retirement planning, and what advisors need to know about risk, longevity, and legacy. From Peak 65 to medical inflation and AI&rsquo;s role in financial strategies, this episode is packed with actionable insights for today&rsquo;s advisor.
Listen to last episode here: <a href="https://podcasts.apple.com/us/podcast/ai-inflation-and-retirement-planning-what-you-need-to-know/id1839958397?i=1000740703404">AI, Inflation, and Retirement Planning</a>

Tom Haines, EVP of Capital Markets and Index Solutions at Annexus, breaks down the evolution of fixed index annuities, why they’re dominating retirement planning, and what advisors need to know about risk, longevity, and legacy. From Peak 65 to medical inflation and AI’s role in financial strategies, this episode is packed with actionable insights for today’s advisor.

The Future of Fixed Index Annuities: What Advisors Must Know

Why Curiosity Drives Performance

The Hero's Journey

Stretching Beyond Comfort Zones

Pregame, Gameday, Postgame Mindset

After Action Reviews Explained

Fixing Fear in Team Debriefs

Respond vs React: The Power of Pause

The Performance Curve Demystified

Optimal vs Peak Performance

Breaking Through Stagnancy

Discover proven strategies to elevate your performance as a financial advisor. Learn how to master mindset shifts, leverage after-action reviews, and stay in your optimal zone to drive consistent growth and success.

For more content from Taylor Johnson:

https://www.taylorjohnsonperformance.com/

https://www.linkedin.com/in/taylorjohnsonperformance/

 

Discover proven strategies to elevate your performance as a financial advisor. Learn how to master mindset shifts, leverage after-action reviews, and stay in your optimal zone to drive consistent growth and success.
For more content from Taylor Johnson:
<a href="https://www.taylorjohnsonperformance.com/">https://www.taylorjohnsonperformance.com/</a>
<a href="https://www.linkedin.com/in/taylorjohnsonperformance/">https://www.linkedin.com/in/taylorjohnsonperformance/</a>
&nbsp;

Discover proven strategies to elevate your performance as a financial advisor. Learn how to master mindset shifts, leverage after-action reviews, and stay in your optimal zone to drive consistent growth and success.

How to Execute at 51% Confidence and Win Big

The Evolution of NIL in College Sports

Lawsuits That Changed the Game

NCAA Revenue vs. Athlete Value

The Financial Landscape for Student Athletes

Parallels to Social Security & Pensions

Student Athletes and Fiduciary Advice

Big Money & Booster Influence

Why Advisors Matter More Than Ever

Financial Literacy: The Missing Piece

The NIL era has transformed college sports into a billion-dollar business and athletes into entrepreneurs overnight. This episode breaks down the history, the money trail, and why financial literacy and fiduciary advice are critical for student athletes navigating NIL deals.

The NIL era has transformed college sports into a billion-dollar business and athletes into entrepreneurs overnight. This episode breaks down the history, the money trail, and why financial literacy and fiduciary advice are critical for student athletes navigating NIL deals.

NIL Deals: A New Frontier for Financial Advisors

Market Trends and AI Overview

S&P 500 Overconcentration Risks

AI Beyond Hype: Real Growth 

Response to AI from Financial Experts

Avoiding Knee-Jerk Market Moves

Index Annuities for Protection

Wall Street vs Main Street  

Inflation and Housing Impact  

Academic Insights on Stocks

Takeaway: Adjust to Your Sleeping Point

AI is rewriting the rules of investing, but what does that mean for your clients’ retirement plans? In this episode, we break down the S&P 500’s historic concentration, the real impact of AI beyond the hype, and why chasing headlines can sabotage long-term wealth. Get practical strategies for balancing growth with protection, insights from leading academics, and how index annuities fit into a diversified plan.

AI is rewriting the rules of investing, but what does that mean for your clients&rsquo; retirement plans? In this episode, we break down the S&amp;P 500&rsquo;s historic concentration, the real impact of AI beyond the hype, and why chasing headlines can sabotage long-term wealth. Get practical strategies for balancing growth with protection, insights from leading academics, and how index annuities fit into a diversified plan.

AI is rewriting the rules of investing, but what does that mean for your clients’ retirement plans? In this episode, we break down the S&P 500’s historic concentration, the real impact of AI beyond the hype, and why chasing headlines can sabotage long-term wealth. Get practical strategies for balancing growth with protection, insights from leading academics, and how index annuities fit into a diversified plan. 

AI, Inflation, and Retirement Planning: What You Need to Know

Why Philanthropy Matters for Advisors

How Adam Grew a Following for a Cause 

Choosing Causes That Resonate

Turning Endurance Events into Fundraising

Behind the Scenes: How to Execute Philanthropy

Overcoming Challenges and Streamlining Efforts

Tangible Impact: Brand Equity & Client Trust

Promoting Across Marketing Channels

Final Advice: Start Small, Stay Consistent

Integrating philanthropy into your financial advisory practice can strengthen community ties, build brand equity, and create lasting client relationships. Get actionable strategies from a seasoned advisor on choosing causes that resonate, engaging clients effectively, and leveraging events for authentic marketing impact.

Integrating philanthropy into your financial advisory practice can strengthen community ties, build brand equity, and create lasting client relationships. Get actionable strategies from a seasoned advisor on choosing causes that resonate, engaging clients effectively, and leveraging events for authentic marketing impact.

The Advisor’s Guide to Purpose-Driven Growth

Why Are We Talking About IULs?

IULs vs Roth IRAs: Which Is Better?

The Scam Accusation: Polarizing Views on IULs

Key Questions Advisors Should Ask About IULs

Who Is a Good Fit for an IUL?

Risks of Borrowing Against IULs

The Real Danger: Discipline and Misuse

“Properly Structured & Funded” Meaning

Long-Term Commitment: Funding IULs Over Time

Why Horror Stories Happen

IULs vs Crypto: Misplaced Comparisons

Role of IULs in a Broader Financial Strategy

Fees, Commissions, and Carrier Costs Explained

Mixing Insurance & Investing: Smart or Risky?

Term Insurance vs Permanent Insurance

Tax-Free Retirement Income: Real Value of IULs

Bad Design: When IULs Go Wrong

Using IULs as a Volatility Buffer

 Final Thoughts: Clarity Over Clickbait

Indexed Universal Life (IUL) policies are either praised as genius or slammed as scams—but the truth lies in the details. This episode breaks down the myths, explores proper structuring and funding, and gives financial advisors the clarity they need to confidently guide clients through the IUL conversation.

Indexed Universal Life (IUL) policies are either praised as genius or slammed as scams&mdash;but the truth lies in the details. This episode breaks down the myths, explores proper structuring and funding, and gives financial advisors the clarity they need to confidently guide clients through the IUL conversation.

TikTok vs Reality: The IUL Debate Explained

Why Emotional Connection Makes Clients Stay

H2H: Human-to-Human Business Model Explained

Keeping Clients vs. Closing Sales

Why Retention Is Ignored in Most Firms

Gold Standards in Customer Experience

The Ritz-Carlton Playbook for Advisors

Profit Impact of Retention: Harvard Research 

The Baton Handoff: Onboarding Done Right

Video Marketing Hack: Selfies That Build Trust

Overcoming Self-Doubt in Video Communication

Why Imperfection and Humanity Win Loyalty

AI vs. Human Touch: Striking the Right Balance

Joey Coleman at Total Impact Kickoff

Discover actionable strategies to keep clients for life and boost profits by up to 100%. Learn why the first 100 days matter most, how to create emotional connections, and why human-to-human interactions beat automation every time.

Discover actionable strategies to keep clients for life and boost profits by up to 100%. Learn why the first 100 days matter most, how to create emotional connections, and why human-to-human interactions beat automation every time.

How Financial Advisors Can Win Lifelong Clients in 100 Days

Private Equity’s Influence on Sports

The Dodgers & Ohtani Contract Change the Game

Risks and Ownership Implications

Roster Strategy & Payroll Flexibility

Endorsements vs. Salary

Future of Athlete Compensation

Ownership & Equity in Sports Contracts

Comparing Salaries Across Major Leagues

Private Equity & Stadium Revenue Models

The Changing Fan Experience

NIL Money & College Sports Disruption

Annuities Explained Through Sports

Final Thoughts & Advisor Takeaways

Shohei Ohtani’s $700M contract isn’t just a sports headline—it’s a blueprint for deferred income, long-term planning, and creative compensation. Financial advisors will walk away with fresh ways to explain annuities, pensions, and strategic wealth-building using real-world sports examples.

Shohei Ohtani&rsquo;s $700M contract isn&rsquo;t just a sports headline&mdash;it&rsquo;s a blueprint for deferred income, long-term planning, and creative compensation. Financial advisors will walk away with fresh ways to explain annuities, pensions, and strategic wealth-building using real-world sports examples.

Shohei Ohtani’s Contract: A Masterclass in Financial Planning

A New Approach: The Psychology of Retirement

Movie Marketing for Prospecting

Credible Experts & Connecting with Audience

Audience Takeaways

Marketing Strategies: More Than Movie Premiere

Challenges & Learning Curves in New Approaches

Success Stories and Insights from Movie Events

Final Thoughts and How to Get Started

Discover how financial advisors are using film events to attract new prospects and spark meaningful conversations about retirement income planning. In this episode, Jonathan Musgrave, founder of Steep Digital and a veteran in advisor marketing, and Evan Ward, a practicing advisor and Impact Sales Coach, share how The Psychology of Retirement is transforming traditional seminar strategies. Learn how this film—featuring experts like Morgan Housel, David Walker, and Becky Swansberg—helps advisors build trust, educate audiences, and convert leads in a fresh, scalable way.

Discover how financial advisors are using film events to attract new prospects and spark meaningful conversations about retirement income planning. In this episode, Jonathan Musgrave, founder of Steep Digital and a veteran in advisor marketing, and Evan Ward, a practicing advisor and Impact Sales Coach, share how The Psychology of Retirement is transforming traditional seminar strategies. Learn how this film&mdash;featuring experts like Morgan Housel, David Walker, and Becky Swansberg&mdash;helps advisors build trust, educate audiences, and convert leads in a fresh, scalable way.

Seminar Fatigue? Try This Movie-Based Marketing Strategy

Bringing you real, unfiltered stories, battle-tested strategies, and insider insights from top financial advisors who’ve been there and done that. Twice a month, Impactful Conversations skips the jargon and get straight to practical, proven advice—so you can attract more clients, amplify your impact, and build a business that lasts.

Bringing you real, unfiltered stories, battle-tested strategies, and insider insights from top financial advisors who&rsquo;ve been there and done that. Twice a month, Impactful Conversations skips the jargon and get straight to practical, proven advice&mdash;so you can attract more clients, amplify your impact, and build a business that lasts.

Impactful Conversations brings you real, unfiltered stories, battle-tested strategies, and insider insights from top financial advisors who’ve been there and done that. Twice a month, we skip the jargon and get straight to practical, proven advice—so you can attract more clients, amplify your impact, and build a business that lasts.

Impactful Conversations | Stories and Lessons for Financial Advisors

Impactful Conversations | Stories and Lessons for Financial Advisors

Social links:

Follow the podcast:

32 clip(s)