FPA LIVE: 10 Conversation Mistakes Holding Back Your Success

Most financial planners are technically excellent. But the conversations that turn prospects into clients? That's a different skill set entirely, and most have never learned it. In this episode of FPA LIVE, we're joined by Derrick Kinney, best-selling author, client conversation expert, and LinkedIn Top Voice, to explore the ten most common mistakes financial planners make in prospect and client meetings, and how to fix them fast. The conversation will cover everything from why agitating a problem beats solving it too soon to the one question that can close a meeting more effectively than any pitch. If you've ever left a conversation wondering why a great prospect didn't convert, this episode has your answer.

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Season 4 Episode 10: Beyond the Financial Plan: Seth Streeter on Becoming the Advisor Clients Need

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FPA LIVE: The College Conversation Every Family Gets Wrong

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What Breaks When the Pressure's On: Leadership Under Pressure (with Ed Brzychcy)

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2026 State of FPA - Virtual Session

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Season 4 Episode 9 Trust Your Gut: How Nichole Graham Built a Career on Her Own Terms

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Scott Galloway: The Rich Are Quietly Preparing For The AI Collapse

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The Leadership Skills We’ll Need Most When Everything Is Changing: Me2We 2026

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Season 4 Episode 3: Why Most Advisers Feel Unprepared—and How to Fix It

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Season 4 Episode 5: Career Pivot Playbook: Breaking Into Financial Planning from Any Industry

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Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!

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7 Habits of Highly Effective Strategy | Leadership Lessons from Stephen Covey