TACTICAL INSIGHTS FOR ADVISORS SERVING THE ULTRA-AFFLUENT

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Tactical Insights For Advisors Serving The Ultra-Affluent

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tactical insights for the advisors serving the ultra-affluent

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About the Show:

Financial Caffeine: Advisors Only delivers the clarity, conviction, and real-world tactics elite advisors crave. Hosted by Kelly O’Connor, this show cuts through the noise with practical conversations and sharp solo breakdowns built for RIAs, estate attorneys, CPAs, and insurance pros who serve high-achieving clients. Each week, you’ll hear from top experts in premium finance, trust-funded life insurance, and advanced tax strategies — plus bite-size tactical episodes that translate complexity into confidence.

No jargon. No product pitches.

Just high-value insights you can use immediately to win cases, deepen relationships, and grow your practice. Because your clients deserve better — and so do you.

About the Host:

Kelly O’Connor has spent over two decades in the trenches of financial planning, insurance, and advisor development. He’s coached everyone from brand-new agents to $100M RIAs and built advisor-training platforms that get results.

Frustrated by jargon and ego that bury powerful ideas, Kelly fights for a new kind of advisor — one who thinks clearly, acts boldly, and serves clients at the highest level

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Schedule A Call

About the Show:

Financial Caffeine: Advisors Only delivers the clarity, conviction, and real-world tactics elite advisors crave. Hosted by Kelly O’Connor, this show cuts through the noise with practical conversations and sharp solo breakdowns built for RIAs, estate attorneys, CPAs, and insurance pros who serve high-achieving clients. Each week, you’ll hear from top experts in premium finance, trust-funded life insurance, and advanced tax strategies — plus bite-size tactical episodes that translate complexity into confidence.

No jargon. No product pitches.

Just high-value insights you can use immediately to win cases, deepen relationships, and grow your practice. Because your clients deserve better — and so do you.

About the Host:

Kelly O’Connor has spent over two decades in the trenches of financial planning, insurance, and advisor development. He’s coached everyone from brand-new agents to $100M RIAs and built advisor-training platforms that get results.

Frustrated by jargon and ego that bury powerful ideas, Kelly fights for a new kind of advisor — one who thinks clearly, acts boldly, and serves clients at the highest level

Schedule Call

Subscribe

View Episodes On

TOPICS WE COVER

Advanced Insurance & Wealth Strategies

From advanced premium-financed policies to estate liquidity planning, we break down what’s working for ultra-high-net-worth families. Learn how to position life insurance as an asset, not an afterthought..

Tax-Advantaged Planning for High Achievers

Advisors don’t need fluff — they need clarity. We dive into how Cash Balance Plans, life insurance, and other vehicles reduce tax liability without killing cash flow or complexity.

Advisor Positioning & Real Talk

Licensing school taught you compliance. We’ll teach you confidence. From advisor-CPA collaborations to client conversations that close, we talk about what actually works in the field — and what to stop doing.

How We Handle Compliance

Subscribe

Schedule A Call

TOPICS WE COVER

Advanced Insurance & Wealth Strategies

From premium-financed policies to estate liquidity planning, we break down what’s working for ultra-high-net-worth families. Learn how to position life insurance as an asset, not an afterthought.

Tax-Advantaged Planning for High Achievers

Advisors don’t need fluff — they need clarity. We dive into how Cash Balance Plans, life insurance, and other vehicles reduce tax liability without killing cash flow or complexity.

Advisor Positioning
& Real Talk

Licensing school taught you compliance. We’ll teach you confidence. From advisor-CPA collaborations to client conversations that close, we talk about what actually works in the field — and what to stop doing..