Insights
Conversations, walkthroughs, and ideas from the Fiduciary Alliance YouTube channel.
In this session, Alex Underwood from Zocks walks through how to connect Zocks to Claude using the MCP (Model Context Protocol) integration — turning your meeting notes into a queryable client intel…
How One COI Connection Led to a $4.5M Referral (And the AI System Tracking It All)
In Part 2 of our deep dive into Chris Holman's Discovery Shift: Why Talking Less and Listening More Wins Business, we move past the foundations and into the mechanics of running a discovery meeting…
In this session, Brian Boughner and Chris Wilbratte unpack why the discovery meeting is the single most important conversation you'll have with a prospect — and why most advisors are doing it wrong…
Your client calls Monday needing $500K by Friday for a real estate deal. Sell assets and trigger a tax bill? Send them to the bank? Or is there a better option?
In this month's call, two financial advisors share their real-world results and lessons learned from implementing a COI (Center of Influence) referral strategy in their practice.
In this month's call, we dive into how AI is transforming the way financial advisors manage client relationships and daily workflows. Jordan Roberts gives a live demo of Slant, an AI-powered CRM th…
In this video, Ted and Dylan from Fiduciary Alliance talk about their YouTube success and share what's actually worked for them in growing their practices online.
There's been a lot of noise lately about AI taking over knowledge-based jobs. In this video, Brian Boughner cuts through the fear and shares what AI actually means for financial advisors and more i…
The 4th annual Advisor Summit brought together financial professionals, technology leaders, and industry experts to discuss the evolving landscape of financial advisory services.
Go behind the scenes of the 4th Annual Advisor Summit in Greenville, SC. We brought together financial advisors, industry leaders, and key partners for three days of strategic sessions, networking,…
Join our monthly Fiduciary Alliance meeting where financial advisors from across the country share their biggest takeaways from our recent Advisor Summit and discuss actionable strategies they're i…
Discover why some financial advisors consistently outperform while others plateau, even with the same tools and market conditions. In this powerful presentation, Brian Boughner reveals the psycholo…
In this compelling 25-minute presentation, financial advisor Jordan Roberts shares the proven accountability framework that transformed his emerging practice into a million-dollar business, achievi…
The 5th Annual Advisor Summit brought together forward-thinking financial advisors, industry leaders, and powerhouse partners for three days of learning, collaboration, inspiration — and a whole lo…