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As a client do you feel like you could be missing out? Welcome to Zombie Advisor with James Knapp, the podcast that shows you how to take control of your future!
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 15, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
How Startups Can Forecast Cash Runway When Milestones Change with Sandi Klemann (Ep. 17) (opens the original)
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What happens when your startup’s milestones keep changing, and every change affects your cash runway and funding needs? Sometimes the answer starts with building something better for your own clients. In this episode, James Knapp speaks with Sandi Klemann, Founder and CEO of Fractional Finance Solutions, about leaving corporate finance, building a fractional CFO practice, and turning an Excel forecasting model into software. Sandi explains how startup milestones affect cash runway, funding needs
Why Client Trust Still Wins in the Age of AI with Dudley Ryan (Ep. 16) (opens the original)
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Technology can make communication easier, but it can’t replace the trust that grows through meaningful relationships and thoughtful guidance. What keeps clients engaged over the long term? How do experienced advisors avoid analysis paralysis while helping families make difficult planning decisions? In this episode, James Knapp sits down with attorney Dudley Ryan to discuss why personal relationships remain at the center of great financial and estate planning. They explore how trust is earned by
Building a More Connected Retirement Plan with Tenner Stoe, CFP®, CPWA® (Ep. 15) (opens the original)
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You’ve spent years saving, but knowing what you can afford to do in retirement may still feel unclear. A connected plan can help you see how your choices affect one another. In this episode, James Knapp speaks with Tenner Stoe, CFP®, CPWA®, and Wealth Architect at Boyum Wealth Architects, about his career across banks, broker-dealers, and registered investment advisory firms. Tenner explains how retirement planning brings together income, investments, taxes, insurance, and estate decisions. They
How AI-Native CRM Can Help Financial Advisors Serve Clients Better with Thomas Clawson (Ep. 14) (opens the original)
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Financial advisors want to give every client thoughtful, personal attention, but outdated systems often consume the time needed to provide it. What could change when your CRM starts helping you recognize needs, complete routine work, and stay connected? In this episode, James Knapp speaks with Thomas Clawson, Co-Founder of Slant CRM, about building an AI-native client relationship management platform for financial advisors. Thomas explains how advisor feedback shaped Slant, why useful AI needs a
Building Better Client Relationships Through Insurance and Customer Service with Ian Davy (Ep. 13) (opens the original)
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Insurance isn’t just about comparing prices. It’s about understanding what could happen when life doesn’t go as planned. How do you choose coverage that actually protects you? What kind of service matters when you’re dealing with a major claim instead of a routine question? In this episode, James Knapp welcomes Ian Davy, Agent at State Farm, to discuss how meaningful customer relationships are built through communication, education, and ongoing reviews instead of one-time transactions. Ian share
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