Hosted by Unknown Host · 🇺🇸 US · EN · 27 episodes
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What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
Unknown Host hosts The Next Level Advisor, a business show with 27 episodes published.
On this episode of the Next Level Advisor Podcast, we connect with Michael Hardin, AVP & Head of Brokerage Sales at American National Insurance Co (ANICO). He shares his wealth of knowledge on the current state of the an
In this episode of The Next Level Advisor, Ed brings together expert guests Steve Sussel, Managing Director at Marshall Stevens, and Mike Sorenson, Director of Institutional Relationships, to discuss the imminent 2026 ta
Curious about the future of life insurance policy reviews? In the latest episode of The Next Level Advisor, Ed sits down with Barry Flagg, the inventor and founder of Veralytic, to discuss how his groundbreaking approach
On this episode of The Next Level Advisor Podcast, Ed Morales is joined by the team at NextPoint Financial to discuss how advisors can use leverage to maximize their clients' opportunities. Through their unique approach
The way your clients approach long-term care coverage could mean the difference between a life of security, and one of uncertainty and risk. In our latest episode of the Next Level Advisor Podcast, we sit down with long-
Tom Worthington has worked with countless advisors and business owners to help them save on taxes. Today, he shares some key insights into one of the most valuable strategies he employs: cash balance plans. Both advisors
Why do business owners need estate planning? What's at stake, and what are the opportunities? We're joined again by Andrew Weinhaus on The Next Level Advisor Podcast as he shares about the value of estate planning for bu
How does an organization disrupt an industry? Today on The Next Level Advisor Podcast, we're joined by Jason Borek, Chief Growth Officer of The Pinnacle Group. Hear him share how Pinnacle's unique approach to the industr
Today we're joined by Scott McHenry, President and Chief Actuary of McHenry Advisors, as he shares about the power of cash balance plans. If you're an advisor with business owners who are looking for tax savings, this is
On today's episode of The Next Level Advisor, we're joined by Morgan Christiansen, VP of Distribution at The Pinnacle Group. Morgan has worked with countless advisors to provide them with invaluable insight into the annu
What should advisors know about family limited partnerships? Andy Weinhaus, a leading estate planning attorney, joins us to answer that question and many more. Learn how he works with Pinnacle's advanced planning team to
Change is on the horizon -- are business owners ready? Today on the Next Level Advisor Podcast, we're joined by Steven Susel, Managing Partner of Marshall & Stevens Incorporated, a leading business valuation firm, as he
On today's episode, hosted by Edgar Morales, we hear from Andrew Weinhaus, who is counsel to NextPoint Solutions and the managing member of The Law Office of Andrew Weinhaus. Andrew brings over three decades of expertise
On this week's episode of The Next Level Advisor, we hear firsthand how a simple annuity appraisal from the Pinnacle team can uncover some incredible opportunities. Our host, Morgan Christiansen, is joined by Dave Fasten
With harsher quarantine measures upon us once more, now is a good time to revisit strategies for keeping connected with clients and coworkers alike. Morgan Christiansen, Pinnacle's VP of Retirement Services, joins James
When you're dealing with something as sensitive as estate planning, it's crucial that all parties involved are on the same page. On this week's episode, estate planning attorney Stephanie Prestridge emphasizes the import
The term "genuine connection" is thrown around a lot in the financial services industry, but what does it mean to actually have one with your clients? Jennifer Lee, founder of Modern-Wealth, discusses the personal motiva
What's the purpose behind the work we do as advisors? For Greg Hammond, author, financial coach, and co-founder of Hammond Iles Wealth Advisors, the notion of a "purpose" goes far beyond just establishing a goal; instead
What are the benefits of starting an independent firm? On this week's episode, Jason sits down with the founders of Insurance Planning Advisors to discuss the factors that influenced the four of them to form an independe
George Thompson's virtual prospecting strategies go far beyond typical advice. In this week's episode, he walks us through his holistic methods for growing your business and creating an environment designed for success.
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The Next Level Advisor is hosted by Unknown Host. The show is categorised under business and has published 27 episodes.
The Next Level Advisor has published 27 episodes.
The Next Level Advisor regularly covers business. It sits in the business category.
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Episodes of The Next Level Advisor average 25 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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