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Dean Thurman & Candace Byrnes
FAST Podcast - Financial Advisor Strategy TalksEpisodes
Dean Thurman & Candace Byrnes
FAST Podcast - Financial Advisor Strategy Talks
A Business podcast
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Episodes of FAST Podcast
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In this episode of the FAST Podcast, we dive into the art of making a stellar first impression with our guest, Patrick Durst. Patrick shares insights on mastering the first-time appointment, emphasizing how crucial it is to decide on your
Guiding Lights & Rising Stars: How Mentorship Shapes the Financial Industry with David Wood (Ep. 40)
This episode of the FAST Podcast Candace and Dean welcome David Wood, the Founder of Gateway Financial Partners. David’s experience spans across several decades, marking him as a leader, and accomplished entrepreneur, and an influential figure
Diana Cabrices, Founder of Diana Cabrices Consulting, joins this episode of the FAST Podcast to reveal the secrets of being a Financial Brand Evangelist. Learn how Diana uses education and problem-solving to not only boost advisor awaren
This episode Candace and Dean welcome Alex Hug, the CEO of Acquire Direct and Co-Founder of Leadjig. They discussed the strategic merger between Leadjig and White Glove and how the two companies are aligned in terms of vision, culture an
This episode marks a fresh start for the FAST Podcast as we welcome new co-hosts, Dean and Candace! Tune in to get acquainted and hear their exciting vision for the show moving forward. Dean, a seasoned financial advisor, brings real-world
In a heartfelt solo episode, our podcast host announces her departure from White Glove after six wonderful years. She reflects on her journey, the challenges that shaped her and the most impactful moments. But this isn’t the end, it’s a new ch
New to the town and lacking established connections, our guest craved a space filled with people genuinely interested in learning about financial planning. Seminars became his platform for connection, and he emphasizes that anyone can master
Estate planning isn’t just about money; it’s about protecting assets, ensuring a smooth wealth transfer and shaping your legacy for future generations. Our guest on today’s episode challenges the status quo of estate planning, highlighting it
Are you tired of the same old “holistic” and “fiduciary” buzzwords in financial services branding? Our guest on today’s episode urges you to break free from industry cliches and find inspiration for your brand in unexpected places. Think beyon
Today, we delve into the heart of financial planning with our guest, who advocates for an approach beyond numbers and charts. Our conversation revolves around aligning life and money, creating personalized and value-driven advice for clients,
The harsh reality of the industry is that 90% of financial advisors throw in the towel within five years. Our guest sheds light on the power of seminars as a key marketing strategy for building a business that booms, not busts. Joining us tod
This episode is tailored for financial advisors seeking to build their team with the right sub reps. The biggest mistake? Relying solely on personality when hiring, rather than digging into long-term goals, knowledge and cultural compatibility.
Feeling overwhelmed and on the verge of burnout? You’re not alone, especially in the demanding world of financial advising. In this episode, our guest shares her top hacks and efficiencies that contribute to thriving in the industry. First th
Today, we unravel the essence of social proof and its pivotal role for financial advisors. The key takeaway — is a stellar website, compelling brand messaging and content that establishes credibility. The goal? Move people from skeptics to fans
Today, we highlight a parallel between the past and the present, where financial advisors initially hesitated to delve into tax matters because they weren’t accountants, just as they are now hesitant to venture into estate planning due to the m
Today, we dive into the art of personal branding and effective communication in the financial advisory business. In the saturated landscape of financial services, standing out requires more than a typical sales pitch. Our guest, Deirdre Van Ne
Today, we discuss the dynamic role that sub-reps and lead generation strategies, such as educational workshops, play in helping advisors scale their firms. Central to this growth strategy is empowering sub-reps through comprehensive training sp
Financial advisors often follow traditional methods and teachings in their profession. However, it’s crucial to recognize that the conventional approach may not always prioritize the most effective communication with clients. It’s time to shift
Healthcare and finance are two essential pillars of our society that are inextricably linked, often in ways we may not fully understand. Today, we explore the intersection of these two vital sectors. It’s not news that healthcare ranks high a
Estate planning can be a difficult conversation to have, but it’s important to start the conversation early. Commendably, your clients have taken the step to address the inevitable topic of mortality. Recognizing the emotional weight of this di
Establishing trust and fostering meaningful connections lie at the core of every successful financial advisor’s practice. Younger generations and women seek reassurance about their financial future, particularly regarding a secure retirement. A
Advisors strive to provide their clients with valuable and accurate financial guidance, but occasionally, the information they present fails to strike a chord with the end client. While financial advisors may find themselves enthusiastic about
It’s vital not to lose sight of the importance of human interaction and personalized guidance in the financial industry. Human-first financial guidance emphasizes the significance of building relationships, understanding individual needs and ta
Overcoming hesitation when it comes to estate planning is completely understandable. Given its intricate and legal nature, it is common for advisors to approach the topic tentatively, which is exactly why you should incorporate it into your sem
In this episode, we are joined by Brad Gotto, the owner of Fiat Wealth Management, a reputable fiduciary and holistic financial planning firm with a special focus on tax planning based in Wayzata, Minnesota. With his unwavering commitment to me
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