Better Planner

A tactical resource for financial planners to become better planners in all of the ways that means, planning, practice management, workflows, tech stack.

Better Planner is a general podcast hosted by Unknown Host, with 8 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Better Planner, a general show with 8 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #7

  #7 - Make Content That Sounds Like You | With Sean Trace

  Sep 10, 20261 hourS0

  <p>What makes someone want to keep listening to you?</p><p>Sean Trace joins Colin Page and me to talk about storytelling, showing your personality, and making content you can keep creating. We discuss how podcasts can build relationships, how one conversation can become several pieces of content, and why a small audience of prospective clients can matter more than a big download count.</p><p>In this episode:</p><p>- Finding stories in your own experiences</p><p>- Letting your personality help people decide whether you're a fit</p><p>- Using short videos, longer conversations...

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  Episode #6

  #6 - A Plan on One Page | Goals, Cash Flow & Client Conversations

  Sep 10, 202640 minS0

  <p>A financial plan should give clients something they can return to.</p><p>Colin Page joins me to walk through his approach to a one-page plan: what matters to a client, where their money goes, and what they should do next. We look at a sample in Kerdora Guides and discuss how a concise plan can support a conversation instead of becoming another report to file away.</p><p>In this episode:</p><p>- Starting with a client's purpose and goals</p><p>- Organizing income into spending, savings, debt payments and taxes</p><p>- Using a...

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  Episode #5

  #5 - Is AI Making You More Productive? | AI Tools, Costs & Advisor Value

  Sep 10, 202639 minS0

  <p>Building your own AI tools can be useful. It can also become another way to stay busy.</p><p>Colin Page and Taylor Stewart discuss AI subscriptions and API costs, how advisors and software companies price their work, and when building a tool yourself is worth your time.</p><p>In this episode:</p><p>• AI subscriptions versus usage-based API costs</p><p>• Pricing advice and software around value and costs</p><p>• Building your own tools versus buying working software</p><p>• Tinkering, productivity, and knowing what you don’t know</p><p>Recorded May 20, 2026. Product names and prices ref...

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  Episode #4

  #4 - Projections

  May 27, 202637 minS0

  <p>Projections can help clients see the future, but they can also trick advisors into building a prettier model instead of a better plan.</p><p></p><p>In this episode, Taylor Stewart and Colin Page talk about where projections actually fit in financial planning. They cover the difference between projections and calculations, why detailed models can create false confidence, and how to keep the focus on the only question that really matters: what should the client do today?</p><p></p><p>In this episode:</p>Why projections are helpful for visualization, but dangerous as the centerpieceThe difference between...

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  Episode #3

  #3 - Marketing

  May 20, 202646 minS0

  <p>Marketing gets a lot simpler when you stop trying to build a machine and start saying useful things clearly.</p><p></p><p>In this episode, Taylor and Colin talk through how they’ve both found clients without being “marketing people.” Colin shares how his blog became the foundation for his website, newsletter, lead magnet, and prospect follow-up. Taylor walks through what’s worked on his own site, including local SEO, transparent pricing, a simple intro video, and letting prospects self-select before they ever schedule a call.</p><p></p><p>They also talk about why advisor websites don’t need to...

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