The Advisor Delta™

A solid segmentation strategy doesn’t just organize your clients—it transforms your business. In this episode, we unpack how segmenting with purpose creates capacity, improves client experiences, and aligns your efforts with your business goals. You’ll also learn how to regularly evaluate and evolve your segmentation to keep your practice efficient, profitable, and client-centric.

The financial world is changing and women are taking charge of their wealth like never before. But are advisors keeping up? In this episode of The Advisor DeltaTM, we delve into the latest insights on behavioral investing, financial strategies for women and the role of advisors in shaping a more inclusive wealth management industry. Tune in to discover how language, education and tailored investment strategies can bridge the gender wealth gap and create a more inclusive financial future.

What does it take to build an advisory practice that scales with purpose? We join guest speaker Aaron Fransen, Certified Financial Planner®, as he unpacks the journey behind Fransen Financial—from leaving his full-time employment the same week he became a new dad, to building a tech-forward, capacity-conscious business model. You’ll hear how Aaron made strategic shifts, leveraged tools to create capacity, and aligned his practice with a vision for sustainable growth.

In our first episode, seasoned advisor Angel shares the challenges and triumphs in her career. From establishing credibility as a female advisor to championing collaboration and mentorship, Angel offers practical tips on building an inclusive network, fostering client confidence and driving long-term success. Tune-in to hear her experiences and learn how empowering others—especially women—can lead to long-term success in your advisory career.

In this episode, we speak with Chad Dawson, an investment advisor, about how to create a differentiated offering in your practice. Chad shares why “simple doesn’t mean unsophisticated”— and how trust, communication, and consistency are still the real differentiators in advisory. He explains why he only needs 100 clients, the value of speaking your client's language, and why standing still—like a goalie during a penalty kick—can sometimes be the smartest move.