Zombie Advisor

Financial advisors want to give every client thoughtful, personal attention, but outdated systems often consume the time needed to provide it.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...

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...

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...

<p>Insurance is changing fast, and business owners can’t afford to treat it like just another expense line item anymore. </p> <p>In this episode, James Knapp sits down with Jake Jeatran of Marsh McLennan Agency to talk...

<p>What happens when no one explains the rules, and everyone assumes someone else is handling it?</p> <p>In this episode of Zombie Advisor, James Knapp sits down with Shawn Van Winkle, a retirement plan advisor whose...

<p>What happens when plans meet reality and reality changes everything?</p> <p>How do you prepare for outcomes you cannot predict while still making confident decisions today?</p> <p>In this episode, James Knapp...

<p>Great advisors do more than present information. They listen closely, stay steady when conditions shift, and build relationships that last.</p> <p>What separates a responsive advisor from one who simply goes through...

<p>Choosing the right business model can shape your entire career as a financial advisor. But what drives someone to leave commissions behind and embrace independence?</p> <p>In this episode, James Knapp sits down with...

<p>What if better tax planning started long before April, or even before you decide to sell your business? This episode pulls back the curtain on how small business owners and advisors can think differently about taxes...

<p>Even experienced professionals can end up with the wrong advice when planning is driven by products instead of perspective. In this episode, we unpack how “zombie advisors” quietly undermine good decision-making...

<p>Long-term investing is rarely about finding the perfect investment. It is about managing risk, staying disciplined, and making thoughtful decisions when markets test your patience. This conversation focuses on what...

<p>In this episode of Zombie Advisor, James Knapp sits down with longtime colleague and strategic partner Charlie Metzig, Managing Partner at Boyum Barenscheer, to unpack why so many professionals unintentionally become...

<p>Most people assume financial advisors are always proactive, organized, and well coordinated, but the reality is far more human. </p> <p>In this episode, James Knapp and Gregg Sainsbury dig into why so many...

<p>In this inaugural episode of Zombie Advisor, James Knapp sits down with veteran broadcaster Patrice Sikora for a candid conversation about why so many professionals in financial services lose their curiosity, their...

<p>As a client do you feel like you could be missing out?</p> <p>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...