Welcome to the Apocalypse: Meet Your Zombie Advisor Host (Ep. 1)
In this inaugural episode of Zombie Advisor, James Knapp sits down with veteran broadcaster Patrice Sikora for a candid conversation about why so many professionals in financial services lose their curiosity, their humanity, and their commitment to real service. James shares the personal experiences that shaped his client-first philosophy, from an early encounter with transactional advice to his decision to leave the broker-dealer world and build a fiduciary firm focused on people, not products.
Using a memorable restaurant analogy, James explains how effective financial planning should work behind the scenes, with specialists supporting the process and an advisor serving as the front-of-the-house guide who listens, translates needs, and delivers a personalized experience. Throughout the conversation, James defines what he calls “Zombie Advisors”, professionals operating inside outdated systems that reward routines and sales over engagement and care.
The discussion draws a clear distinction between selling products and delivering real planning value. James explains why fiduciary responsibility matters for both advisors and clients, and how it changes the tone, trust, and long-term outcomes of the relationship. Rather than chasing assets or commissions, the focus shifts to understanding goals, emotions, and real-life decisions.
Key Takeaways
- Why “Zombie Advisors” exist and how outdated systems create disengaged service
- The restaurant analogy for modern financial planning roles
- The difference between selling products and delivering real planning value
- Why fiduciary responsibility matters for both advisors and clients
This episode is for advisors who feel stuck in legacy models and for clients who want more thoughtful, human guidance. It is a reminder that client-first service starts with curiosity, accountability, and the willingness to do things differently.
Connect with us!
- Boyum Wealth Architects
- LinkedIn: James Knapp, CFP®
- LinkedIn: Boyum Wealth Architects
- info@boyumwa.com
- Subscribe to the podcast here!
Podcast: Play in new window | Download | Embed