About Michael DeLon: Michael DeLon is the President of Paperback Expert and a leading authority on credibility marketing. He helps business owners create books without writing a word, positioning them as trusted experts in their field. As a #1 Amazon Best-Selling Author and creator of The Credibility Game Plan, he equips professionals with strategies to attract clients, generate referrals, and grow their business. Since 2013, Michael has worked with entrepreneurs across the U.S. and internationally to strengthen their brand and credibility. He is also a devoted family man, committed Christian, and active member of his church community.

In this episode, Gary and Michael DeLon discuss:

• The importance of credibility in professional-client relationships
• Leveraging personal stories and experiences for marketing impact
• The intersection of publishing, trust, and client acquisition
• Strategies for professionals to stand out in saturated markets

Key Takeaways:

• Publishing a book immediately elevated the perceived credibility of professionals like financial advisors by allowing potential clients to spend meaningful, private time with their ideas, which significantly increased trust and dramatically shortened the sales cycle.
• By using a structured “speak-to-write” method involving recorded interviews and professional ghostwriters, busy service-based professionals can become published authors without writing a single word, making book creation both accessible and authentic.
• Clients who implement targeted book-based marketing strategies — such as offering free books to curated lists — can see impressive, measurable ROI, like one advisor who secured 10 new clients and $75,000 in revenue from a single email campaign.
• The full publishing process, from concept discovery to Amazon bestseller promotion, is paired with a credibility-focused marketing coaching program that teaches clients exactly how to use their book to generate leads, build referral networks, and close more business.

"I always tell people: don't write a book, speak to write a book." — Michael DeLon

Connect with Michael DeLon:

Website: https://paperbackexpert.com/

Email: Michael@PaperbackExpert.com

LinkedIn: https://www.linkedin.com/in/michaeldelon/

Books: https://www.amazon.com/stores/Michael-DeLon/author/B00J2794ZY

For more great content, sign up for Gary’s free Patreon channel- https://www.patreon.com/FA_Masterclass/home

Or his LinkedIn Newsletter: https://www.linkedin.com/newsletters/7206743428141895681/

To get in touch with Gary:

Website: https://betterpathtraining.com/

LinkedIn: https://www.linkedin.com/in/gsinderbrand/

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

About George Grombacher: George “George G” Grombacher is a financial advisor with over 20 years of experience and a five-time Investopedia Top 100 honoree. He’s the founder of a 401(k) consulting firm and a financial wellness company, host of the LifeBlood and Aligned Money podcasts, and author of five books. A former Division 1 athlete and award-winning agency manager, he’s recorded over 2,300 podcast episodes. George helps people align their money with their values so they can live life on their terms.

In this episode, Gary and George Grombacher discuss:

• How personal beliefs and early experiences shape lifelong financial behavior
• The challenges of emotional bias and short-term thinking in modern investing
• The power of simplifying financial decisions for long-term clarity and success
• Why connecting your finances to deeper values creates lasting motivation

Key Takeaways:

• Deeply rooted money beliefs, often formed through early childhood experiences like scarcity or financial stress, can unconsciously shape spending, saving, and investing behaviors throughout adulthood, regardless of how much someone earns or how financially educated they are.
• People are far more likely to stick with budgeting, saving, or investing when their financial habits are directly connected to a meaningful personal vision or emotionally driven goal, such as securing their children’s future or achieving long-term independence.
• When employers offer accessible, low-friction financial education, like on-site or virtual 401(k) workshops, it removes intimidation, builds engagement, and empowers employees to make smarter choices they might otherwise delay or avoid altogether.
• True and lasting financial progress doesn’t come from blaming external systems like the economy or education—it comes from owning your current situation, recognizing your power to change it, and consistently aligning your daily behaviors with long-term intentions.

"I believe that every single person is worthy of financial success and security. I believe that they are deserving of financial success and security, but none of them—none of us—is entitled to it." — George Grombacher

Connect with George Grombacher:

Website: https://moneyalignmentacademy.com/

LifeBlood Podcast: https://podcasts.apple.com/us/podcast/lifeblood/id1312646351

Aligned Money Show: https://podcasts.apple.com/us/podcast/aligned-money-show/id1719350797

LinkedIn: https://www.linkedin.com/in/georgegrombacher

For more great content, sign up for Gary’s free Patreon channel- https://www.patreon.com/FA_Masterclass/home

Or his LinkedIn Newsletter: https://www.linkedin.com/newsletters/7206743428141895681/

To get in touch with Gary:

Website: https://betterpathtraining.com/

LinkedIn: https://www.linkedin.com/in/gsinderbrand/

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

About Nina Cooke: Nina Cooke is a mindset coach and creator of the Millionaire Mindset Mastery Scorecard, helping successful yet stuck financial advisors and entrepreneurs dismantle the deep-seated beliefs sabotaging their business growth. After transforming her own life from fear-driven invisibility to leading high-impact corporate work with clients like Goldman Sachs, she uncovered a direct link between mindset and profitability. Nina now teaches professionals how to rewire their self-image, dissolve resistance, and align their habits with bold, compelling goals—without relying on willpower or endless strategies. Her work is rooted in the belief that real wealth begins with mastering the inner game.

In this episode, Gary and Nina Cooke discuss:

• How mindset and self-image shape professional outcomes
• The hidden impact of limiting beliefs on performance and decision-making
• The psychological habits that separate high performers from those who plateau
• Why is a consistent focus on goals able to override external setbacks

Key Takeaways:

• Long-held beliefs such as "I'm not good enough" or "success isn't for me" can be permanently dissolved through targeted mindset techniques, instantly removing internal barriers that have shaped decisions for decades.
• Many financial advisors unknowingly sabotage growth by maintaining habits and behaviors, like procrastination and poor time focus that contradict their stated goals, allowing comfort and fear to override strategic action.
• Setting a bold, emotionally resonant goal and engaging with it daily through consistent visualization, writing, and reflection transforms it from a distant idea into a lived internal reality, activating new behaviors and unexpected opportunities.
• The biggest differentiator between those who reach breakthrough success and those who plateau is a daily, disciplined focus on goals despite external setbacks or lack of visible progress, which eventually aligns mindset, behavior, and outcomes.

"Repetition creates a habit, and if you want to internalize your goal and make it part of who you are and have an emotional connection with it, you have to look at it every single day. You've got to think about it every single day—repeatedly, persistently, consistently" — Nina Cooke

Connect with Nina Cooke:

Website: https://www.ninacooke.co.uk/

Book: Renegade Mindset: https://www.ninacooke.co.uk/renegade-book/

LinkedIn: https://www.linkedin.com/in/ninacooke/

Instagram: https://www.instagram.com/yourinnergame/

For more great content, sign up for Gary’s free Patreon channel- https://www.patreon.com/FA_Masterclass/home

Or his LinkedIn Newsletter: https://www.linkedin.com/newsletters/7206743428141895681/

To get in touch with Gary:

Website: https://betterpathtraining.com/

LinkedIn: https://www.linkedin.com/in/gsinderbrand/

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Brace yourself — the market’s not just rattling, it’s recalibrating.

In today's episode, Gary cuts through the noise and lays out exactly why the world around you feels like it’s teetering on the edge — and what you need to think about before it tips even further. If you're feeling lost between headlines, political theater, and financial jargon, this is your compass. Learn how to stay calm, make sharp decisions, and protect your future when the economic storm clouds aren't just gathering — they're already pouring. You can't afford to miss this no-nonsense breakdown.

In this episode, Gary discusses:

• Economic turmoil fueled by inflation, tariffs, and weakened global confidence
• Political instability's growing impact on financial markets and investor behavior
• Proactive portfolio management and disciplined asset reallocation during volatility
• Rational financial decision-making is the foundation for long-term survival in uncertain times

Key Takeaways:

• Tariff-driven inflation, executive policy missteps, and a collapsing U.S. dollar are combining to squeeze consumer spending and destabilize global market trust faster than traditional safeguards can react.
• Investors anchored in heavily U.S.-centric growth portfolios must urgently reevaluate their positions, as peak earnings appear to be behind us and future returns are likely to shift toward different sectors or geographies.
• Financial advisors and investors alike must immediately rebalance portfolios, reforecast client cash flows, and recalibrate investment strategies to reflect today's harsher economic realities, not yesterday’s optimistic assumptions.
• Despite political demands for rate cuts, structural inflation and exploding government debt make meaningful monetary stimulus unlikely, leaving investors vulnerable if they rely on old playbooks instead of adapting to new market conditions.

"Prepare for turbulence. Have a plan in place. Set your asset allocation based on your outcome. Allocate every dollar you have to a specific goal and target." — Gary Sinderbrand

For more great content, sign up for Gary’s free Patreon channel- https://www.patreon.com/FA_Masterclass/home

Or his LinkedIn Newsletter: https://www.linkedin.com/newsletters/7206743428141895681/

To get in touch with Gary:

Website: https://betterpathtraining.com/

LinkedIn: https://www.linkedin.com/in/gsinderbrand/

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Ever feel like the market is gaslighting you? You're not alone—and you're definitely not crazy.

In this episode, Gary steps off the polished stage of typical financial advice and brings you into the gritty backstage of what really shapes your financial outcomes. No scripts, no sugarcoating—just hard-earned insights about the emotional traps, media manipulation, and blind loyalty that can quietly sabotage your wealth.

This isn’t about hot tips or market predictions; it’s about sharpening your mindset and challenging the stories you’ve been sold. If you're ready to stop being a passive player in your own financial life, this one’s for you.

In this episode, Gary discusses:

• The psychological impact of volatility on investor behavior
• The role of financial advisors in navigating emotional decision-making
• How media-driven narratives and algorithms distort financial thinking
• Long-term investing discipline versus short-term emotional reactions

Key Takeaways:

• Emotional biases like confirmation and recency bias hijack rational thinking, leading investors to abandon well-thought-out strategies just when discipline matters most.
• Self-directed investors routinely underperform—losing 2–3% annually in equities and as much as 90% of potential returns in bonds—simply because they react emotionally and lack a structured framework.
• A resilient investment strategy, built on clearly defined goals and regularly revisited, can serve as an anchor through volatility and prevent panic-based decisions.
• Many investors stay stuck with underperforming portfolios or advisors due to comfort, loyalty, or fear of change, even when clear evidence shows they’re on the path to financial shortfall.

"Long-term trends don’t change based on a tweet or a TikTok video." — Gary Sinderbrand

For more great content, sign up for Gary’s free Patreon channel- https://www.patreon.com/FA_Masterclass/home

Or his LinkedIn Newsletter: https://www.linkedin.com/newsletters/7206743428141895681/

To get in touch with Gary:

Website: https://betterpathtraining.com/

LinkedIn: https://www.linkedin.com/in/gsinderbrand/

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Markets are wobbling, headlines are screaming, and everyone seems to have an opinion—but where does that leave you and your money?

In this episode, Gary cuts through the noise of tariffs, volatility, and economic guesswork to help you focus on what actually matters: the math, the planning, and the discipline. Whether you're an investor unsure about your next move or an advisor staring at a panicked inbox, this episode gives you the clarity to reset.

You’ll walk away with a sharper lens on risk, return, and how small missed steps—like failing to rebalance—can quietly undo years of gains. It’s not about timing the market, it’s about mastering the process.

In this episode, Gary discusses:

• The importance of disciplined asset allocation over time, regardless of market noise
• Misconceptions around risk, returns, and equity performance in financial planning
• The behavioral mistakes clients and advisors make during market extremes
• Succession planning challenges and advisor-client communication breakdowns

Key Takeaways:

• Failing to rebalance after significant equity outperformance not only skews the risk profile of a portfolio but can also expose investors to avoidable losses when markets inevitably correct.
• What begins as a reasonable 50/50 equity-to-fixed-income allocation should be actively recalibrated over time, as early investment success may reduce the required return and justify a more conservative approach.
• Ignoring disciplined rebalancing in favor of emotional decisions—such as chasing gains or resisting pullbacks—often leads to “whipsaw” scenarios where investors give back much of their progress during downturns.
• A strong advisor-client relationship must be built on education, process, and clear expectations from the start—especially around what actions will be taken when markets overperform or underperform expectations.

"You hire a financial advisor for their guidance, their judgment and their ability to keep you on track when all you want to do is go into a closet and hide." — Gary Sinderbrand

For more great content, sign up for Gary’s free Patreon channel- https://www.patreon.com/FA_Masterclass/home

Or his LinkedIn Newsletter: https://www.linkedin.com/newsletters/7206743428141895681/

To get in touch with Gary:

Website: https://betterpathtraining.com/

LinkedIn: https://www.linkedin.com/in/gsinderbrand/

If you’ve ever felt unsure about your financial advisor—or if you are one—it’s time to stop guessing and start getting real answers.

In this episode, Gary pulls back the curtain on what’s really happening in the world of financial advisory , and why so many clients (and even advisors) are misaligned with their goals. He’s not here to hype stocks or sell you products—he’s here to give you the hard truths that most won’t. Whether you’re managing wealth or managing those who do, this is your chance to finally hear what matters, when it matters most. If you care about your money, your clients, or the future of the industry—you need to hear this.

In this episode, Gary discusses:

• The challenges facing the financial advisory industry today
• Why traditional advisor training often fails
• The emotional and behavioral aspects of investing
• What both advisors and clients get wrong about financial goals

Key Takeaways:

• Most financial advisors fail to create intentional portfolios by not directly linking each investment to a client’s specific goals, which results in confusion, emotional decision-making, and poor long-term outcomes, especially during volatile markets.
• The groundbreaking Payne Sinderbrand Program succeeded because it focused on listening to clients, solving real problems, and implementing multi-layered follow-up and accountability—key elements that traditional, one-size-fits-all training programs completely overlooked.
• An alarming number of junior advisors entering the field over the past 10 years remain unprepared to build practices from scratch, relying instead on potentially inheriting books of business without having developed the essential skills of empathy, trust-building, and client communication.
• Without the emotional discipline to stick to a well-defined, goals-based investment strategy, both advisors and clients risk making reactive decisions that derail long-term financial plans, and it’s the advisor’s responsibility to provide clear, confident leadership even when it’s uncomfortable.

"Unfortunately, a lot of financial advisors don't want to take the initiative and stand up to their own clients, telling them what they need to do. They'll tell them what they want to hear, but that's not often the same as what they need to hear." — Gary Sinderbrand

For more great content, sign up for Gary’s free Patreon channel - https://www.patreon.com/FA_Masterclass/home

Or his LinkedIn Newsletter: https://www.linkedin.com/newsletters/7206743428141895681/

To get in touch with Gary:

Website: https://betterpathtraining.com/

LinkedIn: https://www.linkedin.com/in/gsinderbrand/

In this conversation, Gary Sinderbrand discusses the profound impact of fear on investment decisions and the importance of understanding behavioral finance. He emphasizes how emotional biases can lead to poor investment choices and the role of financial advisors in guiding clients through these challenges. Sinderbrand advocates for a proactive approach to managing clients' emotional responses by adhering to an asset allocation strategy that has withstood the test of time to achieve investment goals.

• Fear can be both rational and healthy, influencing daily decisions.
• Behavioral finance highlights the emotional triggers in investing.
• Investors often hold onto losing stocks due to loss aversion.
• Confirmation bias leads investors to seek information that supports their views.
• Negative experiences are more memorable than positive ones, affecting decisions.
• Financial advisors must prepare clients for emotional responses to market changes.
• Investors often engage in self-abuse by ignoring logical advice.
• It's crucial for advisors to maintain a consistent approach with clients.
• Managing volatility involves balancing asset allocations effectively.
• Successful investing requires guiding clients through emotional turmoil.