In the debut of Advisors Rising, host Ranvir Grewal sits down with veteran advisor Ian Muir for real, no-fluff tactics to build a sustainable practice. They break down the four-step sales process (establish the need, create desire, explore solutions, ask for the business), why “winning the transaction” can lose the relationship, and how to communicate in language clients actually understand.

Ian shares his “Triumphs & Tragedies” training format, his PPSP—Personal Prioritized Spending Program (a friendlier, stickier take on budgeting), and hard-won lessons on referrals, hiring help early, and planning succession without abandoning long-term clients.

If you’re a financial advisor, insurance pro, or banker who’s tired of chasing leads and wants a repeatable system—scripts, mindset, and field-tested frameworks—this episode gives you the playbook to stop grinding and start growing.