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10/16/2026

How much of my financial planning work should I actually give to AI?

Richie Holle’s answer is measured. He prefers doing the financial work himself first, then using AI as another checkpoint to review and support what he’s already calculated.

That keeps the advisor involved in the analysis while still gaining another layer of review and communication support.

Vincent Munno and Richie also explore the information that needs to go into these systems before the output can become useful for a client.

How are you currently using AI in your own advisory process?

See Richie’s approach and share the episode with an advisor evaluating these tools: https://bit.ly/47cDXON

10/07/2026

When someone says they're planning to sell their business, the first question shouldn't always be about numbers.

Vincent Munno and David Foster explain that conversations about employees, family, ownership structure, and future goals often reveal planning opportunities that might otherwise be missed.

What question would you ask first?

Watch the full episode and share it with someone who works with business owners every day. https://youtu.be/5Wi1T3vuGfs

10/01/2026

Business owners are receiving acquisition offers more often than many people realize.

During this conversation, Vincent Munno and David Foster explain how private equity activity is creating planning opportunities across industries that aren't traditionally associated with technology.

If you work with business owners, are they ready if an offer arrives tomorrow?

Play the episode and share it with someone helping business owners prepare for what's next. https://bit.ly/4rx4SOo

09/22/2026

Trying to grow your advisory firm while using outdated partners is like trying to win a race with the brakes on.

When Michael Riley began thinking beyond incremental growth, he reviewed every outside partner supporting the business.

He looked at their technology, expertise, service model, and ability to keep pace with a larger volume of work. Then both sides made adjustments so their processes could work together.

That evaluation gave his firm a platform capable of supporting a much larger vision.

Hiring more people is not always the first answer. Sometimes the better starting point is asking whether the existing structure is creating unnecessary delays.

Catch the full conversation on the Premium Life Podcast: https://youtu.be/zl585ny0IRY

09/16/2026

Many advisors assume keeping marketing costs low is the safest decision.

Michael Riley discovered that sometimes the opposite is true.

The less expensive option could hold about 24 people. The country club could accommodate 50 or more and create an experience that felt different from what other advisors were offering.

He chose the larger venue.

This wasn’t about paying more simply to appear impressive. It was about looking at capacity, audience experience, and whether the investment supported the kind of advisory practice he wanted to create.

Sometimes the lowest-cost option is not the one that creates the most opportunity.

Listen to the full episode of the Premium Life Podcast for more on seminar marketing, practice growth, and investing back into your business: https://bit.ly/4rjlFog

09/08/2026

What would you do if your practice gave you more freedom?

Nathan Medin shares the story of an advisor who left his IRS career after several larger cases helped him build enough momentum to focus on his own business. Just weeks later, he was exploring Kenya.

It's a reminder that growth isn't only about numbers. Sometimes it's about creating more choices.

Watch the full Premium Life episode to hear how advisors are building businesses that support the lives they want. https://youtu.be/3AsY41DY4to

09/02/2026

Can one case change someone's life?

Nathan Medin shares the story of a young advisor who used the revenue from a larger case to help pay for IVF after having difficulty starting a family. Today, he and his wife have two sons.

It's a reminder that the impact of meaningful planning often reaches far beyond the transaction itself.

Listen to the full Premium Life conversation to hear more stories about the opportunities thoughtful planning can create. https://apple.co/4clq43K

09/01/2026

Do dinner seminars still work for financial advisors?

The better question may be, do they still help advisors create qualified appointments and meaningful conversations?

Vincent Munno and Jorge Villar explain why seminars have remained part of advisor marketing for decades. It's not simply about filling a room. It's about creating an environment where trust can begin and prospective clients can decide whether to continue the conversation.

Whether your approach includes seminars, educational events, or community presentations, the bigger lesson is that consistent outreach creates consistent opportunities.

Have seminars worked for your practice? We'd love to hear what's worked best for you.

08/26/2026

Why do some financial advisors seem to book more client appointments than others?

It isn't always because they know more. Often, it's because they're consistently meeting new people and building momentum.

Vincent Munno and Jorge Villar explain how staying active creates confidence. When your calendar includes regular conversations with qualified prospects, you're no longer focused on finding the next opportunity. You're focused on helping the person sitting across from you.

That shift can improve your mindset, strengthen your presentations, and lead to better client conversations over time.

Watch the full episode to hear why consistent activity is one of the biggest drivers of long-term practice growth. https://bit.ly/3UjQo88

08/04/2026

Why are some professionals quick to invest in marketing while others hesitate?

Jorge Villar shares an interesting comparison between real estate agents and financial advisors, and why confidence in marketing often comes down to trust.

The conversation isn't really about spending money. It's about investing in opportunities to build meaningful relationships with the right people.

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