The Role of Empathy in Client Relationships (w/ Dr. Michael Thomas)
This week Jerry and Adam sit down with Dr. Michael Thomas of Modom Solutions and the University of Georgia to discuss Financial...
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The BIF Bites weekly podcast covers topics that are important to those seeking CFP certification and really anyone who wants to better understand the financial services industry in general.
September 29, 2023
This week Jerry and Adam sit down with Dr. Michael Thomas of Modom Solutions and the University of Georgia to discuss Financial...
September 07, 2023
Olivia Luper stops by to talk marketing for Financial Advisors. We truly learn a lot in this episode. What strategies work best?...
August 11, 2023
It's draft week! Who gets the best sleeper pick? Which BIF Crew member needs a Draft Pick Insurance Policy? Listen in to find out....
July 28, 2023
Fantasy Draft + CFP Topic List. Does it make sense? No, not really. Was it fun? Yes, absolutely. Listen in as Mike, Adam and Jerry...
May 19, 2023
A listener recently requested we cover the business tax gauntlet that is IRC Sections 1231, 1245, and 1250. Adam steps up to help....
March 21, 2023
In this episode, Adam takes a deep dive into the world of Enrolled Agents. He explains why the designation is important, who its...
December 15, 2022
In this episode, Mike and Adam sit down to talk about inherited IRA’s. Receiving large piles of cash from distant relatives is not...
November 28, 2022
Adam and Cody Garrett discuss the critical information gathering stage. We explain how a well-informed question can strengthen...
November 15, 2022
Adam and Jerry sit down to chat about the annual inflation adjustments to the IRS tax code. How these changes impact clients and...
October 01, 2022
Jerry and Adam welcome a new friend! Dominique Henderson, CFP® of Jumpstart Coaching Lab and DHJ Capital Management fame joins the...