The Financial Planner's Desk

Your branding should be unique. A valuable marketing strategy should connect your story to your prospect's story. But crafting a message ...

Technology can help us advisors scale our business...but it can also be a time suck if we don't choose the right solution for our practic...

For many financial advisors, tax planning can be intimidating. But we need to be conversant and competent to discuss taxes as taxes since they...

In this episode, Rich Introduces Erik Garcia CFP®, BFA™ as the new co-host of The Financial Planner’s Desk Podcast. Erik shares a few of his e...

In this episode, we are speaking about Pulse360 the newest and probably the best note-taking software application for our industry. Learn abou...

In this episode, you will hear the conversation I had years ago that sparked the creation of The Financial Planner's Desk. Our guest is D...

As our clients are aging they are more prone to being taken advantage of financially from loved ones, strangers, scams, and even from their di...

This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. ...