Top One Percent Advisor
Top One Percent Advisor
Episodes
Join Jerry Corless and Chas Emerson on the Top 1 Podcast as they explore the five phases of an advisor's lifecycle. In this episode, "Navigating the Advisor Lifecycle," they discuss:
- Inception
- Sustainability
- Capacity
- Expansion,
- and owner-not-operator.
CRN202807-8986873
Access our website here: https://www.axiomplanningresources.com/
C...
On this episode of the Top 1% podcast, Chas Emerson, Jesse Holman, and Bill Conroy discuss the progression of a financial advisory practice from solo to ensemble to an enterprise model. They delve into the challenges and opportunities at each stage, emphasizing the shift from an individualistic "eat what you kill" mentality to a collaborative, company-first approach. Jesse and Bill share their experiences building HCP companies, hi...
This podcast episode of "The Top One" features Abby Spalding, an owner of Continuum Planning Partners, who discusses the world of fee-based financial planning. Abby shares her journey into the financial industry, explaining her transition from commission-based work to a fee-based model.
She emphasizes the importance of clients paying for advice to establish an equitable relationship with their advisor, highlighting how this appr...
Jerry and Chas walk through the full lifecycle of an advisor—from those first scrappy years of survival all the way to building an owner-not-operator firm. If you’ve ever felt stuck, burned out, or unsure what’s next in your practice, this framework brings clarity and direction.
CRN202809-9421900
Access our website here: https://www.axiomplanningresources.com/
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Chas details the intentional systems he uses to build trust, deepen retention, and create a practice that grows organically without ever asking for referrals. From CRM checklists to birthday calls, this is a roadmap for scaling relationships with heart.
CRN202803-8251525
Access our website here: https://www.axiomplanningresources.com/
Connect with us on LinkedIn: https://www.link...
Guest Bryan Byrd shares his journey from a large mutual firm to a fee-based model rooted in client-first principles. Hear how he tripled his income, grew his confidence, and built a more peaceful life through faith, mentorship, and a willingness to change.
CRN202803-8251525
Access our website here: https://www.axiomplanningresources.com/
Connect with us on LinkedIn: https://www.l...
Chas and Jerry tackle the revenue plateau most advisors hit. They unpack the core reasons advisors get stuck and lay out a pathway toward building a scalable, values-driven practice with systems that support long-term freedom.
CRN202803-8251525
Access our website here: https://www.axiomplanningresources.com/
Connect with us on LinkedIn: https://www.linkedin.com/company/axiom-plan...
In the very first episode of The Top One, Chas and Jerry lay the foundation for what’s to come. They share their journey from insurance-based broker-dealers to building one of the most values-aligned, scalable advisory models in the business. Expect laughs, lessons, and a peek behind the scenes of how they’re bringing the habits of the top 1% to the mainstream.
CRN202803-825152...
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