What happens when your startup’s milestones keep changing, and every change affects your cash runway and funding needs? Sometimes the answer starts with building something better for your own clients. In this episode, James Knapp speaks with Sandi Klemann, Founder and CEO of Fractional Finance Solutions, about leaving corporate finance, building a fractional CFO practice, …
Technology can make communication easier, but it can’t replace the trust that grows through meaningful relationships and thoughtful guidance. What keeps clients engaged over the long term? How do experienced advisors avoid analysis paralysis while helping families make difficult planning decisions? In this episode, James Knapp sits down with attorney Dudley Ryan to discuss why …
You’ve spent years saving, but knowing what you can afford to do in retirement may still feel unclear. A connected plan can help you see how your choices affect one another. In this episode, James Knapp speaks with Tenner Stoe, CFP®, CPWA®, and Wealth Architect at Boyum Wealth Architects, about his career across banks, broker-dealers, …
Financial advisors want to give every client thoughtful, personal attention, but outdated systems often consume the time needed to provide it. What could change when your CRM starts helping you recognize needs, complete routine work, and stay connected? In this episode, James Knapp speaks with Thomas Clawson, Co-Founder of Slant CRM, about building an AI-native …
Insurance isn’t just about comparing prices. It’s about understanding what could happen when life doesn’t go as planned. How do you choose coverage that actually protects you? What kind of service matters when you’re dealing with a major claim instead of a routine question? In this episode, James Knapp welcomes Ian Davy, Agent at State …
Taxes often get the spotlight in financial decisions, but they’re rarely the only factor that matters. How do you balance tax efficiency with family goals, business transitions, lifestyle preferences, and long-term planning without letting one consideration dominate every decision? In this episode, James Knapp sits down with Greg Carlson, Tax Partner with Boyum Barenscheer, for …
Insurance is changing fast, and business owners can’t afford to treat it like just another expense line item anymore. In this episode, James Knapp sits down with Jake Jeatran of Marsh McLennan Agency to talk about AI, cyber risk, underwriting, and why strong advisory relationships still matter in a tech-driven world. James and Jake explore …
What happens when no one explains the rules, and everyone assumes someone else is handling it? In this episode of Zombie Advisor, James Knapp sits down with Shawn Van Winkle, a retirement plan advisor whose path into financial services began with a personal mission to help others avoid the financial struggles he faced growing up. …
What happens when plans meet reality and reality changes everything? How do you prepare for outcomes you cannot predict while still making confident decisions today? In this episode, James Knapp interviews David Soczek, CLU, ChFC, Owner and Vice President of National Benefits Group, about building flexible strategies for business owners. They explore how planning for …
Great advisors do more than present information. They listen closely, stay steady when conditions shift, and build relationships that last. What separates a responsive advisor from one who simply goes through the motions? In this episode of Zombie Advisor, James Knapp talks with Stewart Rallis, Managing Principal at Stairway Partners, about his path from studying …