Publishing Details
Contact & Outreach
About This Podcast
Podcasting 2.0 Features
Social Media
Explore Statistics
Recent Episodes
What a Good Retirement Plan Service Actually Looks Like with Shawn Van Winkle (Ep. 10)
What happens when no one explains the rules, and everyone assumes someone else is handling it? In this episode of Zombie Advisor, James Knapp sits down with Shawn Van Winkle, a retirement plan…
Planning Beyond the Sale: Flexible Strategies with David Soczek, CLU, ChFC (Ep. 9)
What happens when plans meet reality and reality changes everything? How do you prepare for outcomes you cannot predict while still making confident decisions today? In this episode, James Knapp…
From CPA Track to Client-First Advice with Stewart Rallis (Ep. 8)
Great advisors do more than present information. They listen closely, stay steady when conditions shift, and build relationships that last. What separates a responsive advisor from one who simply…
Building a Client-First Practice in the RIA Space with Haris Kopic (Ep. 7)
Choosing the right business model can shape your entire career as a financial advisor. But what drives someone to leave commissions behind and embrace independence? In this episode, James Knapp sits…
Dead Wrong Tax Decisions Business Owners Keep Making with Chris Wittich (CPA Perspective) (Ep. 6)
What if better tax planning started long before April, or even before you decide to sell your business? This episode pulls back the curtain on how small business owners and advisors can think…
When Experience Still Leads to the Wrong Advice with Andrew Kronschnabel (Ep. 5)
Even experienced professionals can end up with the wrong advice when planning is driven by products instead of perspective. In this episode, we unpack how “zombie advisors” quietly undermine good…
Investing With Tyler Rudek, The Planning Gaps Advisors Overlook (Ep. 4)
Long-term investing is rarely about finding the perfect investment. It is about managing risk, staying disciplined, and making thoughtful decisions when markets test your patience. This conversation…
The One Call Service Model, Why Clients Are Tired of Managing Their Advisors (Ep 3)
In this episode of Zombie Advisor, James Knapp sits down with longtime colleague and strategic partner Charlie Metzig, Managing Partner at Boyum Barenscheer, to unpack why so many professionals…
Undead Advice: Why Financial Service Needs a Wake Up Call (Ep. 2)
Most people assume financial advisors are always proactive, organized, and well coordinated, but the reality is far more human. In this episode, James Knapp and Gregg Sainsbury dig into why so many…
Welcome to the Apocalypse: Meet Your Zombie Advisor Host (Ep. 1)
In this inaugural episode of Zombie Advisor, James Knapp sits down with veteran broadcaster Patrice Sikora for a candid conversation about why so many professionals in financial services lose their…
Zombie Advisor Coming Soon
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! Here, we focus on putting clients…
Frequently Asked Questions
Zombie Advisor has published 11 episodes since October 2025, covering topics in Business.
Zombie Advisor is currently highly active with new episodes every 2 weeks. Average episode length is 22m.
Sign up on Grep.FM to access contact details for Zombie Advisor, including email and social media links.
