Episodes

  • Ep. 26 | The 15-Hour Problem

    Ep. 26 | The 15-Hour Problem
    10 Oct 2026
    What could you accomplish with 15 extra hours every week? Brad Zinda and Kalen Sigecan break down “The 15-Hour Problem” and explain how delegation, automation, better workflows and more intentional use of staff can help financial advisors reclaim valuable time. They also share a simple five-day audit that puts every task into one of three categories: keep it, delegate it or automate it. Because sometimes the next stage of growth does not come from doing more. It comes from deciding what you need to stop doing.
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    Less than a minute
  • Ep. 25 | The 90-Day Sprint

    Ep. 25 | The 90-Day Sprint
    3 Oct 2026
    There are roughly 90 days left in 2026. What can financial advisors realistically do now to finish the year strong? Brad Zinda and Kalen Sigecan break the final stretch into three focused goals: production, marketing, and operations. Learn how to reverse engineer your production target, commit to one marketing initiative, eliminate an operational bottleneck and use a simple weekly scorecard to stay accountable through the end of the year.
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    Less than a minute
  • Ep. 24 | Why AI Can’t Replace Financial Advisors

    Ep. 24 | Why AI Can’t Replace Financial Advisors
    26 Sep 2026
    Will AI eventually replace financial advisors, or will it make good advisors even more valuable? In Episode 24 of STATS CHAT, Brad Zinda and Kalen Sigecan discuss how artificial intelligence is changing financial advice and why advisors should embrace it rather than fear it. They explore where AI can improve efficiency, analyze information and give advisors valuable time back while also examining what technology cannot replace: judgment, trust, accountability, emotional connection and strong client relationships. Brad and Kalen explain why the opportunity is not to let AI take over the advisor relationship, but to use it behind the scenes so advisors can spend more time doing the work that matters most.
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    Less than a minute
  • Ep. 23 | New Life Insurance Setup

    Ep. 23 | New Life Insurance Setup
    19 Sep 2026
    Life insurance can be a valuable part of an advisor’s practice, but underwriting, case design and the time involved can make it something financial services professionals dismiss. In Episode 23 of STATS CHAT, Brad Zinda and Kalen Sigecan explain how the GLB Partner Advantage gives advisors a turnkey way to bring in a life insurance specialist while maintaining the client relationship. They walk through the process from identifying an opportunity and making the introduction to illustrations, underwriting, carrier communication and getting the case across the finish line. They also discuss the 75/25 compensation structure, the opportunities advisors can uncover and how working alongside a specialist can help advisors become more comfortable incorporating life insurance into their practice.
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    Less than a minute
  • Ep. 22 | Power of Google Reviews

    Ep. 22 | Power of Google Reviews
    12 Sep 2026
    Google reviews can do more than improve your online reputation. They can become a powerful source of new business. In Episode 22 of STATS CHAT, Brad Zinda and Kalen Sigecan break down how one advisor created a repeatable process for generating reviews and turned his Google presence into what they call a “digital referral.” They discuss when to ask for reviews, how to follow up, why your Google Business Profile matters, compliance considerations and how a stronger online presence can complement the marketing you are already doing.
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    Less than a minute
  • Ep. 21 | 2 Questions to Help You Close

    Ep. 21 | 2 Questions to Help You Close
    5 Sep 2026
    What separates a productive first appointment from one that feels like a sales pitch? In Episode 21 of STATS CHAT, Brad Zinda and Kalen Sigecan share two questions financial advisors can use to better understand prospective clients before presenting a solution. Through real-world role play, they explore how asking about a client’s ideal retirement and biggest concerns can uncover the goals, fears and motivations that actually drive financial decisions. They also discuss why advisors should resist the urge to immediately analyze statements or recommend products, how better listening can strengthen client relationships and why a few small changes to the first appointment can make a major difference.
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    Less than a minute
  • Ep. 20 | Market Update with Keith Gangl

    Ep. 20 | Market Update with Keith Gangl
    29 Aug 2026
    Brad Zinda and Kalen Sigecan are joined by Keith Gangl, Senior Portfolio Manager at Gradient Investments, for a market update covering the S&P 500, corporate earnings, oil prices, AI and retirement investing. Keith breaks down what is driving market performance, why broader participation beyond the market’s largest stocks matters and how investors can think about diversification and risk as they approach retirement. The conversation also covers Gradient Investments’ 13-month structured income note and why staying consistent can matter more than chasing recent performance.
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    Less than a minute
  • Ep. 19 | Trump Accounts

    Ep. 19 | Trump Accounts
    22 Aug 2026
    What are Trump Accounts, and how can financial advisors use them to create more meaningful planning conversations? In Episode 19 of STATS CHAT, Brad Zinda and Kalen Sigecan are joined by Brian Lucius, Chief Distribution Officer at Gradient Financial Group, to discuss eligibility, contributions, compound growth and the $1,000 federal pilot contribution. They also explain how Trump Accounts can open the door to broader conversations about generational wealth, estate planning, gifting, retirement savings and building relationships with clients’ children and grandchildren.
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    Less than a minute