このポッドキャストについて 🔗
As a client do you feel like you could be missing out? Welcome to Zombie Advisor with James Knapp, the podcast that shows you how to take control of your future! Here, we focus on putting clients first, delivering top-tier customer service, and building powerful strategic partners. With education, real stories, and a bit of fun, each episode is designed to help you rise above the rest. If you’re ready to break free, take charge, and join a community of advisors who prioritize growth and service, Zombie Advisor is the place for you. Come for the lessons, stay for the stories – and let’s build a better future together!
ホスト:
更新頻度:
biweekly
平均音声長:
21 minutes
ゲストインタビュー
英語
アメリカ合衆国
19 エピソード
2025年10月9日から
episodic
最新エピソード 🔗
A financial plan can look thoughtful on paper, but what happens when you’re left trying to coordinate the paperwork, professionals, and follow-up yourself? The value of planning often depends on what happens after the recommendations are presented.
In this episode of Zombie Advisor, James Knapp sp…
以前のエピソード 🔗
What happens when your startup’s milestones keep changing, and every change affects your cash runway and funding needs?
Sometimes the answer starts with building something better for your own clients.
In this episode, James Knapp speaks with Sandi Klemann, Founder and CEO of Fractional Finance So…
Technology can make communication easier, but it can’t replace the trust that grows through meaningful relationships and thoughtful guidance.
What keeps clients engaged over the long term? How do experienced advisors avoid analysis paralysis while helping families make difficult planning dec…
You’ve spent years saving, but knowing what you can afford to do in retirement may still feel unclear.
A connected plan can help you see how your choices affect one another.
In this episode, James Knapp speaks with Tenner Stoe, CFP®, CPWA®, and Wealth Architect at Boyum Wealth Architects, about h…
Financial advisors want to give every client thoughtful, personal attention, but outdated systems often consume the time needed to provide it.
What could change when your CRM starts helping you recognize needs, complete routine work, and stay connected?
In this episode, James Knapp speaks with Th…
Insurance isn’t just about comparing prices. It’s about understanding what could happen when life doesn’t go as planned.
How do you choose coverage that actually protects you? What kind of service matters when you’re dealing with a major claim instead of a routine question?…
Taxes often get the spotlight in financial decisions, but they’re rarely the only factor that matters.
How do you balance tax efficiency with family goals, business transitions, lifestyle preferences, and long-term planning without letting one consideration dominate every decision?
In this …
Insurance is changing fast, and business owners can’t afford to treat it like just another expense line item anymore.
In this episode, James Knapp sits down with Jake Jeatran of Marsh McLennan Agency to talk about AI, cyber risk, underwriting, and why strong advisory relationships still matter in…
What happens when no one explains the rules, and everyone assumes someone else is handling it?
In this episode of Zombie Advisor, James Knapp sits down with Shawn Van Winkle, a retirement plan advisor whose path into financial services began with a personal mission to help others avoid the financi…
What happens when plans meet reality and reality changes everything?
How do you prepare for outcomes you cannot predict while still making confident decisions today?
In this episode, James Knapp interviews David Soczek, CLU, ChFC, Owner and Vice President of National Benefits Group, about buildin…
免責: このページに埋め込まれているポッドキャストとアートワークは James Knapp からのものであり、その所有者の所有物であり、Listen Notes, Inc. と提携または承認されていません。
ポッドキャスト検索エンジン
当社の Web サイトを使用して、人、場所、トピックごとに 3,824,406 ポッドキャストや 195,749,769 エピソードを検索できます。
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
このポッドキャストについてクレームする
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post クラシファイド広告 for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
ポッドキャスターインタビュー...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
公式 X（旧 Twitter）アカウント will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
