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 4 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Better Planner, a general show with 4 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 #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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  Episode #2

  #2 - Prospecting Process

  May 13, 202645 minS0

  <p>The first call has 1 job: figure out whether both sides should keep talking.</p><p></p><p>In this episode, Taylor Stewart and Colin Page walk through their prospecting processes from first website click to signed client. Colin shares how he uses a short form, a 15-minute intro call, document collection, and a one-page plan to qualify serious prospects before proposing a fee. Taylor shares his Ataroke flow, including how he uses a quick plan, hourly conversations, and ongoing planning options depending on what the person actually needs.</p><p></p><p>In this episode:</p>Why your prospect...

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  Episode #1

  #1 - What do you actually do for your clients

  Apr 28, 202631 minS0

  <p>Advisors can drown in tech, meetings, deliverables, and service calendars before answering the real question: what do clients actually want from me?</p><p></p><p>In this first episode of Better Planner, Taylor Stewart and Colin Page talk about defining the job clients are actually hiring you to do. Taylor shares how asking clients one uncomfortable question helped him cut back a $30,000 tech stack, simplify his planning process, and build around a clearer promise: help clients understand their financial life and know what to do next.</p><p></p><p>In this episode:</p>Why “I just want to...

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