Tag: Client First Planning
The One Call Service Model, Why Clients Are Tired of Managing Their Advisors (Ep 3)

The One Call Service Model, Why Clients Are Tired of Managing Their Advisors (Ep 3)

By |

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 cheese factory in Wisconsin to becoming a CPA and business advisor working alongside financial planners, attorneys, and business owners. Together, James and Charlie walk through real client stories that highlight where traditional advisory models break down, especially when busy, successful clients are handed long to-do lists instead of real help.

The conversation digs into proactive coordination, timely data, and why bringing the full advisory team into the same room leads to better decisions. From tax planning and business growth to succession, estate considerations, and rapid regulatory change, this episode makes the case for collaboration over silos.

If you are an advisor looking to deliver better service or a business owner tired of managing disconnected professionals, this episode offers a clear look at what client-first planning can actually look like in practice.

Connect with us!

Connect with Charles Metzig:

About Our Guest:

Charlie Metzig is the Managing Partner at Boyum Barenscheer, a Minnesota-based accounting and advisory firm serving business owners and executives. With a background in accounting, information systems, and business operations, Charlie specializes in helping clients navigate complex tax planning, business growth, and strategic decision-making through a highly collaborative, proactive approach.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Undead Advice: Why Financial Service Needs a Wake Up Call (Ep. 2)

Undead Advice: Why Financial Service Needs a Wake Up Call (Ep. 2)

By |

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 lessons Gregg learned early in his career from a mentor who believed service mattered more than products. The stories are real, relatable, and eye-opening for anyone who works with an advisor or is trying to be a better one.

What to expect:

  • Real examples of planning oversights and why they happen
  • How the industry’s incentives created generations of “zombie advisors”
  • Why estate planning and beneficiary checks get ignored year after year
  • A candid look at what true client-first service requires
  • And so much more!

Connect with us!

Connect with Gregg Sainsbury:

About Our Guest:

Gregg Sainsbury, CFP®, joined Boyum Wealth Architects as Chief Operating Officer in May 2025. He oversees operational excellence across all departments, prioritizing exceptional client service and experience. With 29 years in wealth management, Gregg has held diverse roles, including investment manager, financial advisor, financial planner, trainer, director of central planning, and public speaker. He holds a BA in Economics from Gustavus Adolphus College and an MBA in Entrepreneurship from the University of St. Thomas. Gregg earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2001.

In his free time, he enjoys family moments, learning, reading, and golf.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More