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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!
진행자:
업데이트 빈도:
biweekly
평균 오디오 길이:
21 minutes
게스트 인터뷰
영어
미국
에피소드 19 개
2025년 10월 9일부터
episodic
최신 에피소드 🔗
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…
이전 에피소드 🔗
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Financial advisors want to give every client thoughtful, personal attention, but outdated systems often consume the time needed to provide it.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…
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