Best Four Quadrants Advisory Podcasts (2025)

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Transform Yourself as a Financial Advisor: 10 Tips (2025) Part 2 21:17

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20h ago21:17

21:17

What if failure isn’t something to avoid—but the very thing that fuels your growth?This episode is the second part of my two-part series on the 10 strategies every advisor needs to transform themselves. If you haven’t had a chance to listen to Part 1 yet, I recommend starting there to hear strategies 1–5 before diving into the rest here. In this ep…

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The Dental Foundation: Building Your Practice from the Ground Up 13:28

6h ago13:28

13:28

Casey Hiers and Jarrod Bridgeman are laying it all on the line this week as they reveal a common mistake many dentists make: trying to expand their practice before they've built a solid financial foundation. Drawing on relatable analogies from home construction and even relationships, they explain why things like cash flow, overhead, insurance, and…

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Transform Yourself as a Financial Advisor: 10 Tips (2025) | Part 1 22:41

5d ago22:41

22:41

What if the biggest ceiling on your business isn’t the market—but you?In this episode, I share why your current results are a direct reflection of who you are right now—and how breaking through to the next level requires you to evolve into a new version of yourself. I’ll walk you through the process of defining that next version, being brutally hon…

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10 Best Advisor Partnerships Tips | Financial Advisor Coaching 2025 19:04

16d ago19:04

19:04

What if the success of your partnership has less to do with markets or money and everything to do with alignment and communication?In this episode, I share the strategies I’ve seen transform financial advisor partnerships, from building on shared vision and values (V²) to using behavioral assessments, role clarity, and smart agreements. I’ll walk y…

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Preparing for the Unexpected: Protecting Your Practice, Family, and Legacy 17:01

14d ago17:01

17:01

On this episode, hosts Casey Hiers and Jarrod Bridgeman tackle a topic many dentists would rather avoid: the unexpected death of a practice owner. They stress the critical need for proactive financial and estate planning, not just to protect your business but also to spare your loved ones from a complicated and stressful process. Jarrod and Casey e…

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10 Worst Mistakes in Financial Advisor Partnerships 23:21

23d ago23:21

23:21

What if the biggest threat to your partnership isn’t the market or competition—but the way you set it up from day one?In this episode, I walk you through the 10 worst practices in financial advisor partnerships—from skipping the discovery phase to avoiding conflict, neglecting legal protections, and failing to plan an exit strategy. I’ll also show …

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Financial Advisor Coaching 2025: Shift Your Business from Old Factory to New Factory 22:14

1M ago22:14

22:14

Most advisors fail at transitioning their practice because they try to fix the old model instead of building the new one.In this episode, I show you exactly how to move from a legacy transactional business to a modern advisory model—without blowing up what you already have. Using a client’s 36-month journey from 95% transactional to 95% advisory, I…

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The 4 Types of Dental Practice Owners: Which One Are You? 19:01

1M ago19:01

19:01

Are you a "winger" flying by the seat of your pants, a "dabbler" drowning in information, or a "know-it-all" resistant to growth? In this insightful episode, hosts Casey Hiers and Jarrod Bridgeman break down the four distinct profiles of dental practice owners. Discover the characteristics of each type – from those who "wing it" with business manag…

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Four Quadrants Every Financial Advisor Must Master in 2025 18:11

1M ago18:11

18:11

What if your success as an advisor has less to do with technical skills and everything to do with mastering yourself?In this episode, I reveal the four quadrants of advisor success and why mindset, habits, and rituals are “10 to 100 times more important” than designations. You’ll discover how understanding people, modern marketing, and workflow mas…

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Proactive vs. Reactive CPA: Finding the Right Partner for Your Practice 16:59

1M ago16:59

16:59

In this episode, host Jarrod Bridgeman sits down with financial experts Steve Levy and Brodie Hough to discuss a crucial distinction for any business owner: the difference between a proactive and a reactive CPA. They dive into what it means for a CPA to be proactive—actively monitoring your finances, staying ahead of tax law changes, and providing …

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2025 Advisor Growth Tips from The Science of Scaling 14:06

2M ago14:06

14:06

What if the key to faster growth isn’t doing more, but thinking differently?In this episode, I share insights from The Science of Scaling by Ben Hardy—a book I strongly recommend to every advisor looking to break out of the slow-growth cycle. It challenges the traditional, linear approach that so many advisors follow and replaces it with a smarter,…

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Set Impossible Goals: 3X Your Advisory Practice in 2025 18:08

2M ago18:08

18:08

What if the real problem isn’t that your goals are too big—but that they’re not big enough?After working with an advisor who wanted to triple revenue in 10 years, I challenged him to think bigger—and faster.In this episode, I’ll break down why setting impossible goals is the key to unlocking breakthrough growth, and how leveraging unconventional st…

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The Million-Dollar Cost of Inaction 21:14

2M ago21:14

21:14

Are you leaving millions on the table without even knowing it? In this can't-miss episode, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on the silent killer of dental practice profitability: inaction. They reveal how ignoring things like high overhead and poor tax planning isn't just a minor oversight—it's a massive financial blunde…

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The Future of Financial Advice: What Advisors Must Do Now 18:20

2M ago18:20

18:20

Curious what will set great advisors apart as AI takes over planning and portfolio work? After a powerful three-day training with a group of rising advisors, I’m more convinced than ever: your edge won’t be technical—it’ll be your ability to connect, coach, and lead. In this episode, I’ll show you why emotional intelligence is your biggest asset in…

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Beyond the Balance Sheet: Unmasking the Hidden Hurdles to Dental Millionairedom 12:41

2M ago12:41

12:41

Join Casey Hiers and Jarrod Bridgeman as they discuss the often-overlooked challenges that can derail a dental practice owner's journey to financial freedom. While common pain points like staff management, cash flow, and insurance adjustments are discussed, this episode unearths the hidden hurdles that can be far more detrimental, from personal and…

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Financial Advisor Coaching: Why Money Isn’t Enough (2025) 28:06

2M ago28:06

28:06

Let’s talk about something that doesn’t get discussed enough: why chasing more money isn’t the path to fulfillment, and why so many advisors still fall into that trap.This episode is about helping you shift your mindset—from the never-ending game of making more, to building a business and life that actually feels good. I share personal stories, cli…

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The "Big Beautiful Tax Bill": What Dental Owners Need to Know 18:54

2M ago18:54

18:54

Unpack the "Big Beautiful Tax Bill" with Steve Levy, CPA & JD, and Brodie Hough, CPA, and its profound impact on your dental practice. We'll simplify the tax cuts, the boosted State and Local Tax (SALT) deduction cap, the 100% permanent bonus depreciation for equipment, and more. Interested in more info on how to: Earn More, Save More, and Retire E…

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2025 Mid-Year Review: Boost Your Advisory Practice Now 22:43

3M ago22:43

22:43

In this episode, I break down why doing a mid-year business review isn’t just a good idea—it’s essential if you want to finish 2025 strong.I’ve worked with thousands of advisors over the years, and one thing is clear: the most successful ones take time to stop, assess, and adjust. That’s what this mid-year check-in is all about—figuring out what’s …

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How Expert Guidance Drilled Down to Early Retirement and Business Growth 33:35

3M ago33:35

33:35

Dental practice owners Dr. David Salomons and Dr. Adam Underwood share their transformative experiences partnering with Four Quadrants Advisory. Dr. Salomons, initially skeptical, credits the collaboration with accelerating his retirement. Dr. Underwood, a newer owner, valued comprehensive guidance from the start. Both dentists highlight how an ext…

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Advisor Coaching Tips to Regain Momentum in 2025 18:23

3M ago18:23

18:23

In this episode, I discuss why momentum is the real driver of long-term success for financial advisors.Working with thousands of advisors over the years, I’ve seen how easily momentum can be lost due to things like vacations, illness, or even celebrating big wins. That’s why I focus on helping advisors recognize when they’ve gone off course and tak…

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Cheerleaders VS Coaches: Proactive Finances for a Thriving Dental Practice 21:15

3M ago21:15

21:15

Many dentists unknowingly fall into the trap of passive financial oversight, often relying on external teams who might be more reactive than proactive. This leads us to a critical question: Is your external team a bunch of cheerleaders, or are they truly coaches? Tune in to learn why taking an active role, asking tough questions, and demanding a hi…

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2025 Financial Advisor Coaching: Integrate Business & Life 20:00

3M ago20:00

20:00

In this episode, I explain why integrating your business and personal life, rather than trying to balance them, is the key to building a sustainable and fulfilling advisory practice. After over 30 years of coaching financial advisors, I've seen that the traditional idea of balance often leads to burnout rather than breakthroughs. That's why I teach…

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Million-Dollar Blind Spot: Why Smart Dentists Are Still Missing Out 17:11

3M ago17:11

17:11

Join hosts Casey Hiers and Jarrod Bridgeman as they reveal the surprising reason so many dentists flock to their events: the massive, yet often overlooked, financial and business side of dentistry. Learn how a lack of strategic planning in these crucial areas can cost practitioners millions over their careers. Casey and Jarrod pull back the curtain…

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Blow Up Your Advisory Biz in 2025? Here’s Why You Must! 25:32

4M ago25:32

25:32

In this podcast, I share why “blowing up” your business model on paper is something every financial advisor needs to know about, breaking through growth ceilings and designing a scalable, fulfilling practice. As someone who has coached successful advisors for 31 years, I've seen time and again that when growth stalls, it’s not a matter of working h…

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Why AI is Not Going To Replace You - The Financial Advisor 20:29

4M ago20:29

20:29

Hi everyone and welcome to The Magellan Network Show. Everyone's talking about it—AI. From ChatGPT to niche tools, artificial intelligence is becoming increasingly visible in our industry. But here’s the question on many advisors’ minds: Will AI replace us?In this episode, I unpack why the answer is no. After spending the past year or two closely o…

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How Four Quadrants Transforms Dental Practices & Lives 17:07

4M ago17:07

17:07

Ever wondered what it really takes to elevate your dental practice to new heights? Hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on how Four Quadrants Advisory builds trust and delivers tangible results for dentists. Many dentists are wary of consultants, and for good reason. But Casey and Jarrod explain why Four Quadrants is differe…

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New Strategy vs. Better Execution 21:00

4M ago21:00

21:00

Hello and welcome to The Magellan Network Show. Today, I want to discuss the difference between needing a brand-new strategy versus simply executing better on what you're already doing. I recently spoke with a successful advisory team that was feeling stuck and eager to ignite growth, which sparked this discussion.They were quick to suggest new tac…

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Your Summer 2025 Game Plan 18:49

4M ago18:49

18:49

Hi everyone and welcome to The Magellan Network Show. It's Memorial Day weekend, which means we're entering "Period Two" here in the Magellan Network—Memorial Day to Labor Day. In this episode, I share why I love the summer and, from 30+ years of coaching advisors, why it can also be a trap without the right plan.Too often, summer turns into a blur…

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From Elementary to Existential: Navigating the Evolving Dental Landscape 25:54

4M ago25:54

25:54

Host Jarrod Bridgeman and Brogan Baxter, COO of Four Quadrants Advisory, explore how the dental industry has transformed over 20 years. Once "elementary," challenges now include fierce competition, tech demands, dwindling insurance, and staffing crises. They discuss the immense financial and emotional toll on dentists and how reducing overhead can …

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Grow Your Practice By Doing Less 19:56

4M ago19:56

19:56

Hello and welcome to The Magellan Network Show. Today, let's talk about what it takes to grow your business—what works, what doesn't, and how to cut through the noise. I've seen advisors try everything from seminars to social media, and while some crush it, others struggle with the same strategies.Here's the truth: if something works for someone, t…

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Unlock Your Practice's Potential: Ditching Ego & Doubt 13:38

5M ago13:38

13:38

Feeling stuck with practice finances? This episode reveals how mindset, not just external factors, is key to improving overhead, cash flow, and savings. Learn to overcome ego and limiting beliefs, avoid the comparison trap, and adopt a coachable, solution-oriented approach for real business and financial growth in your dental practice. Interested i…

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Why Every Financial Advisor Needs A Sabbatical 27:38

5M ago27:38

27:38

Hi everyone and welcome to The Magellan Network Show. If you’ve been following me over the years, you’ll notice I’m not in my usual office setup—because today, I’m coming to you from the heart of Liverpool, England, where I’m wrapping up my spring sabbatical.In this episode, I’m diving into a few short but powerful reflections—why I’ve decided I ne…

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Are Your Advisors Costing You Millions? The Power of Objective Relationships 16:27

5M ago16:27

16:27

Is your loyalty to your accountant or financial planner costing your practice serious money? In this episode, we discuss why focusing on objective results, not personal feelings, is crucial when it comes to your financial and business advisors. Learn how emotional connections can cloud judgment, hurt your bottom line, and when it's time to make tou…

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Are You Secretly Running a Non-Profit? 20:03

5M ago20:03

20:03

Hello and welcome to The Magellan Network Show. Today’s theme: To profit or not to profit?I was recently introduced to a veteran advisor—15 years in the business, independent, deeply committed to his clients. But when we looked under the hood, it became clear: he’s running a non-profit. Not by choice but by neglecting the business side of his pract…

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Riding the Waves: How Savvy Dentists Navigate Market Volatility 25:16

5M ago25:16

25:16

Is market volatility shaking up your investments? This episode of The Millionaire Dentist™ explores how recent market swings impact your portfolio and the essential strategies to navigate them. We emphasize building a custom investment approach tailored to your unique goals, highlighting diversification as key to managing risk. Learn why investing …

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The Four Musts of Any Client Relationship 17:27

5M ago17:27

17:27

Hi everyone and welcome to The Magellan Network Show. As someone who likes to keep things simple, I’ve often noticed how advisors tend to make things more complicated than they need to be, especially when it comes to client relationships.This all started when a new client asked me a powerful question: “How do you measure a relationship with a clien…

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Why It's A Great Time To Be A Financial Advisor 18:15

5M ago18:15

18:15

Hello and welcome to The Magellan Network Show. I recently traveled to Los Angeles to speak at a conference and attend an awards gala, where a younger advisor asked me, “When does this business get easy?” I told him the truth: it never really gets easy—there are just different levels of hard. But that’s exactly why it’s such a great time to be a fi…

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Life's Curveballs & Practice Pitfalls: Are You Prepared? 15:34

5M ago15:34

15:34

Hosts Casey and Jarrod relate life's surprises, like car accidents or seasonal allergies, to the unexpected challenges dental practices face—staff turnover, insurance shifts, tax issues, and more. Reactive management isn't enough, and they explain why proactive planning is essential for navigating these inevitable disruptions. Interested in more in…

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How To Thrive In The Current Business Environment As A Financial Advisor 20:57

6M ago20:57

20:57

Hi everyone, and welcome to this episode of The Magellan Network Show. With markets reacting to global tensions, economic uncertainty, and media-driven noise, many advisors find it challenging to stay grounded and focused. Today, I want to share the same advice I've been giving my personal clients and Magellan Network members. Whether you're new to…

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Tax Time Tactics: Extensions, Payments, & Contributions 17:02

6M ago17:02

17:02

Join Jarrod, Steve Levy (CPA, JD), and Brodie Hough (CPA) for essential tax strategies. They cover extensions and audit risk (file on time to avoid penalties!), handling large tax payments via IRS plans, hitting prior-year HSA/IRA contribution deadlines (usually April 15th), and why quarterly estimated payments are crucial to avoid big bills later.…

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Should You Develop a Niche As a Financial Advisor 25:04

6M ago25:04

25:04

Hello and welcome to The Magellan Network Show. Today, we're tackling a fundamental question for financial advisors: to niche or not to niche? Whenever a new advisor enters my world, one of the first questions they ask is, “Joe, should I develop a niche?” My answer? It depends.Every advisor’s journey is different, and the right path varies based on…

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Stop Avoiding, Start Succeeding: Essential Habits of Millionaire Dentists 17:16

6M ago17:16

17:16

Ready to elevate your dental practice? This episode dives into the actionable habits that consistently lead to millionaire status. Discover how to embrace coachability, make smart decisions with data, and finally master delegation. We'll also break down why patient education is your key to growth, not a source of fear. Interested in more info on ho…

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How To Fail As A Financial Advisor 23:48

6M ago23:48

23:48

Hi everyone, and welcome to The Magellan Network Show. With Q1 of 2025 coming to a close, I want to dedicate this episode to younger advisors who have been in the business for five years or less. However, even if you’ve been in the industry for decades like me, there’s still value in this discussion.I was recently asked in a podcast interview what …

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From Hinman to Your Practice: Mastering Overhead, Insurance, and Cash Flow 21:25

6M ago21:25

21:25

Fresh from the Thomas P. Hinman Meeting, Casey and Jarrod dive into the critical aspects of running a successful dental practice. They address the common struggles of managing overhead, navigating insurance adjustments, and optimizing cash flow. Discover why seeking experienced advisors and adopting a holistic approach are essential for building a …

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Why Financial Advisors Must Master Their Mental Diet 18:52

6M ago18:52

18:52

Hello and welcome to The Magellan Network Show. As we wrap up Q1 2025, I’ve been having a lot of conversations with my clients about navigating uncertainty. There’s a lot of market noise and news distractions, but this is simply the environment we’re operating in.Today, I want to share some strategies to help you put yourself in the most resourcefu…

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What Advisors Must Do In Volatile Markets 26:00

7M ago26:00

26:00

Hi everyone and welcome to The Magellan Network Show. Here we are, right in the middle of March, living through some interesting times. But don't worry, this conversation isn't about politics. I'm keeping things completely neutral.In this episode, I’ll share the advice I give my personal coaching clients on how to thrive in today’s environment. You…

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What I Learned Hosting Three Advisor Mastermind Meetings 27:48

7M ago27:48

27:48

Hello and welcome to The Magellan Network Show. I just returned from 12 days in Winter Park, Florida, where we hosted our winter mastermind event for all three of my mastermind groups. Today, I’ll share key insights from our discussions across Empire Mastermind, Empire X, and Elite.In this episode, I dive into the advisor shortage, the growing role…

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Create Your Own Cinderella Story: Building Your Dental Practice Beyond the Buzzer 14:24

7M ago14:24

14:24

From coaching kids' basketball (and a knocked-out tooth!) to building your dream dental practice, we explore the 'Cinderella story' of unexpected success. Learn why strategy beats talent, and how the right team can propel your practice to multi-millionaire status. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming To…

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How to Double Your Income As A Financial Advisor 40:31

7M ago40:31

40:31

Hi everyone and welcome to The Magellan Network Show. Many financial advisors wonder how to significantly increase their income, often assuming that working harder is the key. But what if the real answer lies elsewhere?In this episode, I sit down with Mark Elzweig, President of Mark Elzweig Company - Executive Recruiters, to explore a different app…

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Backwards Decisions: Why Your Dental Practice Growth Might Be Failing 14:00

7M ago14:00

14:00

Before hiring an associate or opening a new location, are you truly ready? In this episode of The Millionaire Dentist™, we dive into the critical importance of proper sequencing and planning in dental practice management. Learn how to get your core operations and financials in order, avoid costly "backwards" decisions, and leverage expert advice fr…