
Thrilled to have interviewed Derek Coburn on the latest episode of the Top Advisor Podcast! Derek built and sold a thriving financial practice, created the renowned networking community Cadre, and is a bestselling author challenging the conventional views on retirement. Whether you’re a financial advisor or a growth-minded professional, his journey and perspectives are a must-listen. Here are 3 key takeaways for you: Curated Networking Beats Cold Outreach: Derek found greater success – and deeper relationships – by moving away from mass networking events and instead hosting highly curated, small-group gatherings that create meaningful connections.Tired of large, impersonal networking events? Derek shares how hosting smaller, curated roundtable lunches led to deeper connections and eventually grew into Cadre, a thriving community for entrepreneurs and business leaders Redefining Retirement: Question the traditional model of retirement. The story of Derek’s Dad and his book Let’s Retire Retirement shows that maintaining purpose beyond 65 can not only improve well-being but also offer financial flexibility.Derek challenges traditional thinking about retirement, asking: Should we be steering clients toward a destination they may not truly want? It’s About Being Present, Not Just Planning:True wealth is about maximizing meaningful moments with family and friends throughout life—not deferring them until “someday.” Don’t underestimate the value of $50,000 moments.Check out this episode for practical ideas on building your network, challenging outdated industry advice, and living life more fully now and later! Episode Sponsors: Nexruto The Cates Academy for Relationship Marketing . Connect with Derek Coburn: www.DerekCoburn.com https://www.cadredc.com/ linkedin.com/in/derekcoburn Book: Let’s Retire Retirement Resources: RapidFire Referrals Get a copy of “The Langu
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Ep. 112 – Referrals Aren’t Dead But Are They Enough? A Marketing Conversation with Molly McClure

#111 – The Ideal Week for Financial Advisors with Brian Margolis

#109 – How Financial Advisors Win & Keep Business Owner Assets with Scott Bushkie

#108 – Maximizing Client & Advisor Outcomes Through Cash Flow Management with David Mozeika
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