Betterpath Training
008: Decoding the “R” Word: The Math Behind Goals Based Investing
In this episode of Financial Advisor Masterclass, Gary Sinderbrand shares his extensive experience as a...
007: Pitch, Please: Why Your Elevator Speech Is Failing
Constructive Doubt: A Financial Advisor's Secret Weapon In this episode, I reveal why my carefully...
005: The Wealth Transfer: Bridging the Advisor Gap with Gary Sinderbrand
Summary In this conversation, Gary Sinderbrand discusses the impending advisor shortage in the wealth management...
006: Defusing Mental Hand-Grenades
The most dangerous words an investor can believe are, 'It's different this time.' Think about...
004: Underpromise and Overperform: Set the Bar Rationally and Look Like a Hero
Ever wonder how to get clients to actually love you? Try setting their performance expectations using long...
003: Investment Introductions Will Set You Apart
A simple concept that takes 10-15 minutes that will work with prospects or clients that...
002: Taxing Equity Returns Annually as Ordinary Income is JUST PLAIN NUTZ
In this episode of Advisor Masterclass: Timeless Wisdom For Financial Advisors, we dig into a...
When Words Become More Than Just Words: A Lesson in Client-First Ethics
Words matter. As FAs, expressing ourselves with concission and brevity should always be our goal....
