What Works

Tune in to “What Works: Over 2500+ Years Experience in Financial Planning” hosted by Don Patrick. In each episode, Don sits down with an experienced financial planner, uncovering the unique insights and experiences that have shaped their careers. From navigating market fluctuations to building successful client relationships, Don and his guests share invaluable business tips and strategies for financial planners looking to thrive in the industry. 

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Latest Episodes

EPISODE 12

Ep 12: Persistence, Planning, and Networking with Mike Irvin

Discover how adopting a disciplined, transparent financial planning process and leveraging authentic personal motivation are key to sustaining a successful practice.
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EPISODE 15

Ep 15: From Financial Struggles to Financial Success with Cindy Skaggs

Discover how leveraging warm referral sources and meticulous systematization enables an independent advisor to scale successfully and plan for a seamless exit.
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EPISODE 10

Ep 10: Leadership, Coaching, and Client Engagement with David Gaynes

Discover how to build a systematized, successful practice by prioritizing coaching, strategically hiring ahead of need, and leveraging business networking to secure both growth and work-life balance.
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EPISODE 9

Ep 09: Simplifying Wealth Management Through Trust and Transparency with Bain Nickels

Discover how transitioning from a product-driven model to a client-centric, simplified planning approach unlocks long-term success and freedom.
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EPISODE 8

Ep 08: Building a Successful Niche Marketing Financial Planning Practice with Mike Tarrant

Discover how persistence, structured client engagement, and a deep commitment to serving a specialized niche can transform an advisory practice into a confident, profitable, and enduring business.
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EPISODE 7

Ep 07: Strategic Client Engagement with Rich Lombardi

Discover how strategic niche development and resilient adaptation to change drive long-term success in financial planning.
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EPISODE 6

Ep 06: Building Trust and Business with Mark Cross

Discover how systematic processes and niche specialization can augment growth while building a supportive, client-first culture.
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EPISODE 4

Ep 04: Partnerships, Lifestyle, and Client-Centricity with Dan Miller and Jerrí Hewett Miller

Discover how strategic partnership, a virtual model, and specialized investment expertise can create a highly fulfilling and sustainable lifestyle practice.
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EPISODE 3

Ep 03: Outsourcing Operations, Client-Centric Planning, and Workflow Systems with Paul Peeler

Discover how leveraging extensive strategic outsourcing (90% of operations) allows an advisor to focus entirely on life-centered client engagement.
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EPISODE 22

Ep 22: The Art of Client Engagement in Financial Services with Darrin Bearden

Discover how embracing a fiduciary, fee-only model and leveraging comprehensive financial planning can offer holistic guidance toward retirement.
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EPISODE 21

Ep 21: Growing a Business Through Authentic Relationships with Karen Lee

Discover how independent advisors achieve success by prioritizing the psychological basis of client wealth over product sales, leading to deep trust and financially fulfilled retirements.
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EPISODE 19

Ep 19: Client Engagement, Niche Markets, and Personal Growth with Josh Donley

Discover how a commitment to deep, personalized financial planning drives organic referrals and builds resilient, long-term practices.
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EPISODE 23

Ep 23: What It’s Really Like to Sell Your Advisory Business with Cindy Skaggs

Discover how to leverage a trusted partnership and professional support to create a long-term succession plan, offering seamless client service and maximum financial security.
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EPISODE 25

Ep 24: Building Legacy Through Intentional Succession with John Collins and Tim Fail

Discover how to secure the future of an advisory practice by establishing a clear, five-year buy-in plan with a trusted partner, intentionally focusing on serving the next generation and maintaining a highly efficient, process-driven business model
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EPISODE 25

Ep 25: Strategies for Successful Client Transitions with Robert Day and Justin Burgess

Discover how to transition successfully from a captive firm to full independence, build a highly balanced partnership based on complementary skills, and implement a strategic acquisition plan for exponential growth and multi-generational security.
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EPISODE 29

Ep 29: Referrals, Boundaries, and Impact with John Franklin

Discover how an early start in operations, a strategic partnership, and a flexible service model can drive sustainable growth and provide clients with profound financial clarity.
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EPISODE 30

Ep 30: The Psychology of Money and Growing a Financial Practice with Rebekah Fero

Learn how financial advisor Rebekah Fero scaled her practice to $950K+ by mastering money psychology, niching down, coaching, and smart tech.
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EPISODE 31

Ep 31: From Turbulence to Trust: Financial Lessons with Alan Bratic

Learn how operational expertise, consistent client communication, and calm leadership during market turbulence build lasting trust in financial planning.
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EPISODE 32

Ep 32: Finding Purpose Through Change with Temp Davis

Discover how leveraging diverse life experiences, building an extreme discipline, and investing in high-quality educational marketing are essential for sustaining and growing an enduring financial advisory practice.
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EPISODE 33

Ep 33: Planning for the Next Generation of Advisors with Chris and Nicholas Rios

Discover the power of structured G2 onboarding, the critical five-year progression timeline, and how defined team roles lead to a sustainable, next-generation-ready financial practice.
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EPISODE 34

Ep 34: Building a Planning-First, People-Focused Firm with Kelly Lee & Shane Gaddy

Discover how establishing a clear niche, investing in specialized team expertise, and transitioning to an independent model are essential steps for maximizing revenue.
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EPISODE 2

Ep 02: Connection, Empathy and Owning Your Own Office Space with Matt Carpinelli

Discover how designing the client environment for comfort and personalization can deliver true holistic financial planning.
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