The Outstanding Shift
Duración total:
9 h 05 min
Why Client Experience Breaks Down with Zach Conway & Kelsey McKenna (Part 2) (Ep. 16)
The Outstanding Shift
34:20
How Visual Planning Completely Transforms Client Conversations with H. Adam Holt, CFP®, ChFC® (Ep. 15)
The Outstanding Shift
31:00
Why Advisors Struggle with Video (and How to Fix It) with Laura Garfield (Ep. 14)
The Outstanding Shift
31:31
Fixing the Broken Advisor Experience with Zach Conway and Kelsey McKenna (Part 1) (Ep. 13)
The Outstanding Shift
36:00
Building Smarter Marketing Systems with Cassia Watts (Ep. 12)
The Outstanding Shift
33:37
Building a Career with Purpose: Leslie Lipscomb on Women in Financial Services (Ep. 11)
The Outstanding Shift
34:08
Understanding E&O Insurance: What Financial Advisors Need to Know with Chad Ramberg (Ep. 10)
The Outstanding Shift
36:03
Staying Relevant in the Age of AI with David Evans and RJ Malyk (Ep. 9)
The Outstanding Shift
36:37
Building Trust and Flexibility in Business Development with Pamela Mule (Ep. 8)
The Outstanding Shift
33:33
Building Representation and Openness in Financial Services with Melissa Reaktenwalt (Ep. 7)
The Outstanding Shift
35:08
From WealthTech Chaos to Clarity with Larry Shumbres (Ep. 6)
The Outstanding Shift
31:56
Practical AI for Real-World Use with David Evans (Ep. 5)
The Outstanding Shift
35:54
Why Gen Z Thinks Finance Needs a Makeover with Caileigh Carfang & Drew Keesee (Ep. 4)
The Outstanding Shift
30:27
Building a Future-Ready Firm and Living with Curiosity with Frances Toler (Ep. 3)
The Outstanding Shift
33:49
Lindsay Evans on Building Products People Actually Want (Ep. 2)
The Outstanding Shift
35:48
Redefining Financial Services with Andrew Evans (Ep. 1)
The Outstanding Shift
35:20
The Outstanding Shift Coming Soon
The Outstanding Shift
00:42