The What If Show
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About this listen
What if your next client appointment was your best one yet?
The What If Show is the podcast for financial advisors and financial planners who want to show up to every client meeting with confidence, clarity, and a plan that actually answers the hard questions. Hosted by Brooke Thomas and Steve Goldstein and powered by the team at Thomas Gold Solutions the company behind Retirement Analyzer... each episode explores the strategies, tools, and mindset shifts that help advisors deliver better retirement planning outcomes for their clients.
Because in retirement planning, every client walks in with the same unspoken question: Am I going to be okay? The best advisors don't just answer that question — they answer every "what if" that comes with it.
From debunking retirement planning myths in the Retirement BS segment to deep dives with industry experts, practitioners, and the people behind one of the most advisor-trusted planning platforms in the country, The What If Show gives you the insights and inspiration to become the advisor your clients can't stop referring.
New episodes drop regularly. Subscribe now and start answering the what ifs with confidence.
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