The Complete Advisor

Publicly listed emails

cmconnect99@gmail.com

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Special Needs Planning: A Father-Son Team's Niche Playbook

October 06, 2026

Special needs planning is one of the most misunderstood corners of financial services — and few advisors do it well. On this episode of The Complete Advisor, we sit down with Michael and Chris, a father-son advisory team from outside Philadelphia who built a thriving practice almost entirely around serving families raising a child with special needs.They break down the hidden traps that can cost families their benefits overnight — like how a single joint bank account can push a child over Soc...

Buy Back Your Best Hours

September 21, 2026

Every advisor has more to do than hours in the day — but not all of those hours are worth the same amount. In this episode of The Complete Advisor, we sit down with advisor and coach Erik Bowman to talk about Praxis, his coaching program for financial advisors, and the "activity pyramid" framework that changes how advisors spend their time.Erik breaks down why an advisor doing a $25-an-hour task isn't just "saving" $25 — they're giving up whatever a high-value hour is actually worth, sometime...

Quick Takes: Inside the $100 Billion RILA Boom!

September 07, 2026

Registered index-linked annuities, or RILAs, have grown from a niche product into a market poised to top $100 billion — but many advisors still don't fully understand how they work. In this episode we sit down with Drew McDermitt, a wholesaling veteran with 13 years of experience helping broker-dealers and advisors build out RILA strategies, to break down exactly what these products are and when they belong in a client's portfolio. We'll unpack: The real differences between buffer and floor s...

The Magellan Network Podcast · Low booking difficulty · 100 - 1,000 listeners

How do I get in touch with The Complete Advisor?

Its publicly listed email is cmconnect99@gmail.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Complete Advisor?

The publicly listed email for The Complete Advisor: cmconnect99@gmail.com.

How many listeners does The Complete Advisor have?

Podseeker estimates The Complete Advisor reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Complete Advisor?

The Complete Advisor typically books working professionals with real expertise. Typical guest background: Direct experience as a practicing financial advisor, advisor coach, wealth-management professional, product specialist, or tax and policy expert with actionable knowledge for financial-advisor audiences. Common among recent guests: Running or scaling a financial-advisory practice; Developing expertise in advisor products or practice operations; Coaching or training financial advisors. Recent guests include Erik Bowman, Drew McDermitt, and Becky Swansberg.

How hard is it to get booked on The Complete Advisor?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does The Complete Advisor cover?

Recent episodes cover Business, Financial Advising, Practice Management, Wealth Management, and Client Communication. Pitch an idea tied to one of these topics and mention a recent episode.