Unlock the Power of Words in Finance!

In this episode of Ready, Set, Grow, Jeannie Underwood reveals how the right language can transform investor engagement. Discover the secrets of effective communication for financial advisors—simple, positive, and impactful strategies that truly connect. Learn the psychology behind word choices, pr…

Words That Work: Decoding Consumer Psychology

Join Jeannie Underwood in this Ready, Set, Grow episode as we dive into how the right words—like "cost" vs. "fee"—can build trust, win clients, and transform your business. Whether you're a financial advisor or just curious about the psychology of money, this show is packed with insights, stories, …

Trump’s Tax Plan: What Advisors Need to Know

On this episode of Ready, Set, Grow, host Dave Edgecomb teams up with financial advisor Mike Canet to break down the post-election tax implications you need to prepare for. From potential Social Security reforms to SALT deductions and Trump’s tax policies, we’re covering everything that could impac…

Market Movers: What the Experts Predict

In this special episode of Ready, Set, Grow, financial heavyweights Jeremy Siegel (Wharton School of Business), Robert Shiller (Yale University), and Thomas Haynes (Anexis) join host Randy Cook to dive into the most pressing financial topics of 2024. From the Federal Reserve’s decisions and interes…

Want More Time Freedom? Here’s How Financial Advisors Can Scale Successfully

In this episode of Ready, Set, Grow, we dive into key strategies for financial advisors looking to grow and scale their practices effectively. We break down the difference between growth and scaling, and why building a strong, cohesive team is essential to achieving time freedom. From hiring for cu…

Q1 Marketing Strategies for Financial Advisors: How to Start the Year Strong

In this episode of Ready, Set, Grow, we discuss powerful marketing strategies for financial advisors to help you stand out and grow your practice. From planning for Q1 to leveraging tax season and political changes, we cover diverse approaches that will keep you ahead of the curve. We also share in…

Planning for 2024? Maintain Momentum with Data-Driven Decisions

In this episode of Ready, Set, Grow Podcast, we encourage financial advisors to take a step back and reflect on the past year to fuel their planning for the upcoming one. We discuss how maintaining momentum during the holiday season is crucial and offer creative event ideas to engage clients as the…

Election Season Survival Guide for Financial Advisors: Retain Clients & Grow!

In this episode of Ready Set Grow, we dive into why financial advisors need to stay adaptable, especially with election season around the corner. We talk about how proactive marketing and clear communication can help you stand out and keep your clients engaged. We’ll also break down why thought lea…

Financial Advisors: How Year-End Policy Reviews Can Save Client Relationships!

In this episode of the Ready, Set, Grow podcast, Drew and Chris dive into why year-end policy reviews are a must for financial advisors. They focus on the importance of engaging with clients, especially when it comes to older life insurance policies that might no longer fit their needs. With surpr…

Proactive Planning & Marketing Tips for Financial Advisors

In this episode, Certified Financial Planner Mike Douglas delves into the importance for financial advisors to develop a robust annual strategy that integrates team dynamics and innovative marketing approaches. Douglas offers valuable insights on the pivotal role of analyzing past events to inform …