Latest / Between Now and Success

Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity
Guest: Benjamin Brandt, a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast.
In a Nutshell: Many advisors think about tech and marketing in terms of "more": more reach, more productivity, more clients, more AUM. But lately I've been asking myself and my coaching clients: Isn't part of the promise of our all-digital, AI-driven future supposed to be "less" time grinding away at the office and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.