Undead Advice: Why Financial Service Needs a Wake Up Call

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 professionals fall into “zombie mode” without ever noticing it. They explore the habits, incentives, and gaps that quietly undermine planning while sharing the lessons Gregg learned early in his career from a mentor who believed service mattered more than products. The stories are real, relatable, and eye-opening for anyone who works with an advisor or is trying to be a better one.