Shows / Better Planner
Better Planner
A tactical resource for financial planners to become better planners in all of the ways that means, planning, practice management, workflows, tech stack.
Episodes
- Better Planner
#11 - Surge Meetings Without Burning Out
Colin went from 4 scheduled client meetings a year to 2. He caps his calendar at 3 meetings a day, 4 days a week, and still makes time for a podcast during…
- Better Planner
#10 - Think Beyond Software | With Sam Flaten
A financial plan should help a client decide what to do next. Sam Flaten of LEVR Planning joins Colin Page and me to talk about what makes planning useful, how…
- Better Planner
#9 - How to Actually Use a CRM | Workflows That Fit Your Firm
A CRM can eat hours before it saves you a minute. Colin Page joins me to talk about CRM setups that fit how advisors actually work. I share why keeping up with…
- Better Planner
#8 - Making Sense of Compliance | Systems, Documentation & RIA Exams
How do you keep compliance work organized while running an advisory firm? Colin Page joins me to compare our experiences with exams, compliance support and…
- Better Planner
#7 - Make Content That Sounds Like You | With Sean Trace
What makes someone want to keep listening to you? Sean Trace joins Colin Page and me to talk about storytelling, showing your personality, and making content…
- Better Planner
#6 - A Plan on One Page | Goals, Cash Flow & Client Conversations
A financial plan should give clients something they can return to. Colin Page joins me to walk through his approach to a one-page plan: what matters to a…
- Better Planner
#5 - Is AI Making You More Productive? | AI Tools, Costs & Advisor Value
Building your own AI tools can be useful. It can also become another way to stay busy. Colin Page and Taylor Stewart discuss AI subscriptions and API costs…
- Better Planner
#4 - Projections
Projections can help clients see the future, but they can also trick advisors into building a prettier model instead of a better plan. In this episode, Taylor…
- Better Planner
#3 - Marketing
Marketing gets a lot simpler when you stop trying to build a machine and start saying useful things clearly. In this episode, Taylor and Colin talk through how…
- Better Planner
#2 - Prospecting Process
The first call has 1 job: figure out whether both sides should keep talking. In this episode, Taylor Stewart and Colin Page walk through their prospecting…
- Better Planner
#1 - What do you actually do for your clients
Advisors can drown in tech, meetings, deliverables, and service calendars before answering the real question: what do clients actually want from me? In this…