Zombie Advisor

About Zombie Advisor

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 first, delivering top-tier customer service, and building powerful strategic partners. With education, real stories, and a bit of fun, each episode is designed to help you rise above the rest. If you’re ready to break free, take charge, and join a community of advisors who prioritize growth and service, Zombie Advisor is the place for you. Come for the lessons, stay for the stories – and let’s build a better future together!

Publisher

James Knapp

Category

business

Language

en

Explicit

No

First episode

9 Oct 2025

Latest episode

13 Oct 2026

Latest episodes

14 of 19 episodes have a transcript.

1. 

   13 Oct 2026TRANSCRIPT

   Reducing Friction in Financial Planning with Sam Johnson, CFP® (Ep. 18)

   James Knapp, CFP® interviews Sam Johnson, CFP®, Senior Integrated Wealth Manager at Boyum Wealth Architects, about how reducing friction in financial planning improves client outcomes and advisor efficiency.

2. 

   15 Sept 2026TRANSCRIPT

   How Startups Can Forecast Cash Runway When Milestones Change with Sandi Klemann (Ep. 17)

   James Knapp interviews Sandi Klemann, Founder and CEO of Fractional Finance Solutions, about forecasting startup cash runway amidst changing milestones and building financial software.

3. 

   1 Sept 2026TRANSCRIPT

   Why Client Trust Still Wins in the Age of AI with Dudley Ryan (Ep. 16)

   Host James Knapp, CFP® interviews attorney Dudley Ryan about how genuine client trust and personal relationships remain paramount in financial planning, even with AI advancements.

4. 

   18 Aug 2026TRANSCRIPT

   Building a More Connected Retirement Plan with Tenner Stoe, CFP®, CPWA® (Ep. 15)

   James Knapp, CFP® interviews Tenner Stoe, CFP®, CPWA®, Wealth Architect, about integrating income, investments, taxes, and estate decisions for a connected retirement plan.

5. 

   4 Aug 2026TRANSCRIPT

   How AI-Native CRM Can Help Financial Advisors Serve Clients Better with Thomas Clawson (Ep. 14)

   James Knapp, CFP® interviews Thomas Clawson, Co-Founder of Slant CRM, about how AI-native platforms empower financial advisors to enhance client service and streamline operations.

6. 

   21 Jul 2026TRANSCRIPT

   Building Better Client Relationships Through Insurance and Customer Service with Ian Davy (Ep. 13)

   Host James Knapp interviews State Farm Agent Ian Davy about building lasting client relationships through proactive communication and comprehensive risk management in insurance.

7. 

   7 Jul 2026TRANSCRIPT

   Tax Planning Beyond the Numbers with Greg Carlson (Ep. 12)

   Host James Knapp, CFP® interviews Greg Carlson, CPA, about balancing tax efficiency with personal and business goals for lasting legacy planning.

8. 

   16 Jun 2026TRANSCRIPT

   Insurance Is Changing, Is Your Business Ready? With Jake Jeatran (Ep. 11)

   Host James Knapp, CFP® interviews Jake Jeatran of Marsh McLennan Agency about how evolving insurance strategies, AI, and cyber risks impact business growth and M&A planning.

9. 

   2 Jun 2026TRANSCRIPT

   What a Good Retirement Plan Service Actually Looks Like with Shawn Van Winkle (Ep. 10)

   Host James Knapp, CFP® interviews retirement plan advisor Shawn Van Winkle about how clear communication and education transform retirement plan services for employees and employers.

10. 

    19 May 2026TRANSCRIPT

    Planning Beyond the Sale: Flexible Strategies with David Soczek, CLU, ChFC (Ep. 9)

    James Knapp, CFP® interviews David Soczek, CLU, ChFC, Owner and Vice President of National Benefits Group, about building flexible business owner strategies that account for unpredictable outcomes.

11. 

    5 May 2026TRANSCRIPT

    From CPA Track to Client-First Advice with Stewart Rallis (Ep. 8)

    Host James Knapp, CFP® interviews Stewart Rallis, Managing Principal at Stairway Partners, about building client-first financial advice through discipline and genuine connection.

12. 

    21 Apr 2026TRANSCRIPT

    Building a Client-First Practice in the RIA Space with Haris Kopic (Ep. 7)

    James Knapp, CFP®, interviews Haris Kopic, CFP®, about building a client-first RIA practice and the importance of fiduciary duty.

13. 

    7 Apr 2026TRANSCRIPT

    Dead Wrong Tax Decisions Business Owners Keep Making with Chris Wittich (CPA Perspective) (Ep. 6)

    Host James Knapp interviews CPA Chris Wittich about common tax planning mistakes business owners make, offering insights on compensation, retirement, and sale strategies.

14. 

    24 Mar 2026TRANSCRIPT

    When Experience Still Leads to the Wrong Advice with Andrew Kronschnabel (Ep. 5)

    Host James Knapp interviews Andrew Kronschnabel, SVP / Head of Investment & Marketing Strategy at Seaport Global, about how product-driven advice can mislead even experienced investors.

15. 

    10 Mar 2026

    Investing With Tyler Rudek, The Planning Gaps Advisors Overlook (Ep. 4)

    Host James Knapp, CFP® interviews Tyler Rudek, Chief Investment Officer at Boyum Wealth Architects, about overlooked planning gaps and building resilient investment portfolios.

16. 

    24 Feb 2026

    The One Call Service Model, Why Clients Are Tired of Managing Their Advisors (Ep 3)

    James Knapp, CFP® interviews Charlie Metzig, Managing Partner at Boyum Barenscheer, about how a one-call service model transforms client experience by ending advisor silos.

17. 

    10 Feb 2026

    Undead Advice: Why Financial Service Needs a Wake Up Call (Ep. 2)

    Host James Knapp, CFP® interviews Gregg Sainsbury, CFP®, COO of Boyum Wealth Architects, exploring why financial advisors fall into "zombie mode" and how to achieve true client-first service.

18. 

    10 Feb 2026

    Welcome to the Apocalypse: Meet Your Zombie Advisor Host (Ep. 1)

    Host James Knapp, CFP® interviews veteran broadcaster Patrice Sikora about why financial professionals become "Zombie Advisors" and how to embrace a client-first fiduciary approach.

19. 

    9 Oct 2025

    Zombie Advisor Coming Soon

    James Knapp introduces Zombie Advisor, a podcast dedicated to empowering clients and advisors through education and strategic partnerships.

Inside a recent episode

Reducing Friction in Financial Planning with Sam Johnson, CFP® (Ep. 18)

Published 13 Oct 2026 · Transcript excerpt

[…] Yeah, getting data. Getting data. Getting the data. Yep, homework. Homework. Friction for me means two different things. One is gathering information from the client so you can make an educated, wise decision with them, right? In order to get all of the information, that's the homework piece that you're talking about. Our technology enables us to gather more homework faster, which means we can get more information from the client in a more rapid way. Very easy way today. Easier way. A lot less friction. We don't have to fill out a PDF form anymore or an Excel spreadsheet. Technology has allowed us to reduce friction there. […]

Who has been a guest on Zombie Advisor

Names identified in recent episode analyses. Showing up to five guests.

• Sam Johnson
• Sandi Klemann
• Dudley Ryan
• Tenner Stoe
• Thomas Clawson

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

6 ratings

Contact Zombie Advisor

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Zombie Advisor