Executive Life Coaching for Women of Wealth, Business Leaders, and Financial Planning Professionals

The Salty Advisor Podcast

The Salty Advisor Podcast

Welcome to SaltyAdvisors.com, the home of The Salty Advisor Podcast hosted by Jim Munchbach, CERTIFIED FINANCIAL PLANNER™ Professional. The Salty Advisor Podcast is a weekly show for Independent Fiduciary Advisors and those aspiring to become Independent Fiduciary Advisors.

Skills Training for Financial Advisors

Advisor Training

Each episode includes valuable tools, timely tips, and innovative resources for building your business and making a meaningful impact through Holistic Financial Planning.

Join Jim as he brings you insightful guest interviews from the world of wealth management, featuring WealthCare practitioners, family office advisors, executive coaching professionals, and digital marketing specialists. Each episode includes tools, tips, and resources to help Financial Advisors grow their businesses through a Holistic approach to Financial Planning.

Training for Financial Advisors

The Salty Advisor Podcast is much more than a platform to stay informed, inspired, and connected. Yes, we believe in the transformative power of collaboration, education, and strategic planning. And whether you’re seeking to enhance your practice, refine your client-centered approach, or explore innovative marketing techniques, we have a lot to offer.

Advisor WealthCare Academy-SA

What’s different about The Salty Advisor Podcast is our Live Financial Planning Portal designed to help Financial Advisors take their Financial Planning skills to the next level.

Tune in, dive deep, and unlock the secrets to thriving in your profession. The Salty Advisor Podcast is your trusted companion on the path to becoming an influential Independent Fiduciary Advisor, all while making a making a genuine difference in the lives of your clients.

Three Small Steps

Subscribe to The Salty Advisor Podcast in iTunes or wherever you like to listen to podcasts.

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Check out What Matters Most for Financial Advisors featuring The Blueprint for Financial Success™

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IMPORTANT DISCLOSURE:

IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that material on SaltyAdvisors.com concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes only. The content provided on SaltyAdvisors.com is generally based on publicly available information from sources believed to be reliable. SaltyAdvisors.com cannot assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).

The Salty Advisor Podcast is Sponsored by BayRock Financial

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Executive Life Coaching Library

Executive Life Coaching Library for Women of Wealth, Business Leaders, and Financial Planning Professionals featuring the Doug Carter Summit and our 20 years of authentic community.

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Executive Life Coaching Podcast

Executive Life Coaching Podcast for Women of Wealth, Business Leaders, and Financial Planning Professionals because Financial planning should be about more than just charts, graphs, and sales material.

Fiduciary Financial Advisors
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Fiduciary Financial Advisors

Fiduciary Financial Advisors who serve Women of Wealth, Business Leaders, and want to train the next generation of Financial Planning Professionals, this season of The Salty Advisor Podcast is for you

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