Long-term investing is rarely about finding the perfect investment. It is about managing risk, staying disciplined, and making thoughtful decisions when markets test your patience. This conversation focuses on what actually drives durable outcomes over time. In this episode of Zombie Advisor, James Knapp is joined by Boyum Wealth Architects’ Chief Investment Officer, Tyler Rudek, …
In this episode of Zombie Advisor, James Knapp sits down with longtime colleague and strategic partner Charlie Metzig, Managing Partner at Boyum Barenscheer, to unpack why so many professionals unintentionally become “zombie advisors” and how a one-call service model can change the client experience entirely. Charlie shares his journey from growing up above a family …
Most people assume financial advisors are always proactive, organized, and well coordinated, but the reality is far more human. In this episode, James Knapp and Gregg Sainsbury dig into why so many professionals fall into “zombie mode” without ever noticing it. They explore the habits, incentives, and gaps that quietly undermine planning while sharing the …
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 …
As a client do you feel like you could be missing out? Welcome to Zombie Advisor with James Knapp, the podcast that shows you how to take control of your future! Here, we focus on putting clients first, delivering top-tier customer service, and building powerful strategic partners. With education, real stories, and a bit of …