Business of Advice

Author: Cody Foster

If there's a topic that can help you become a better business owner, we'll tackle it on The Business of Advice podcast. Join innovative thought leaders, bestselling authors and revolutionary executives for chats that will inspire, challenge and stretch you.
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Genres: Business, Education

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Ep. 122 Ben Sullivan: Turn Market Volatility into Opportunity
Episode 122
Wednesday, 6 May, 2026

Market swings aren't a sign of a failing plan — they're your greatest opportunity to prove your value and grow your firm. In this episode of The Business of Advice with Cody Foster podcast, AE Wealth Management Chief Investment Officer Ben Sullivan reveals how top advisors use market uncertainty as an advantage. If you want to elevate your service model and start attracting more high net worth clients, this episode can help. You'll learn how to: · Use the Three P's: Align your people, process and product to attract and serve high net worth families. · "Own the Bus": Use this powerful analogy to explain the massive tax and control benefits of direct indexing. · Leverage Needs vs. Wants: Navigate the mindset shift to move toward managing more wealth and delivering on complex expectations. Connect with the AE Wealth Management team: AEWealthManagement.com — Get in contact with a team that can help you turn market volatility into client confidence and build enduring relationships with high net worth families.