Is Your CPA Missing THIS? $20,000 Tax Refund Uncovered | AFG Update Ep. 7

Brian’s Secret to Saving Thousands Without Changing Your Lifestyle | AFG Update Ep. 6

Brian Simon went from covering touchdowns on TV to helping clients score financial wins. In this episode of AFG Update, Brian shares how his experience as a sports anchor unexpectedly prepared him for a successful career in financial advising. With an emphasis on communication, curiosity, and genuine relationships, he offers fresh perspective on how to save more, stay calm in volatile markets, and plan for the unknown.Produced & Edited by Troy Davis.

Is Your CPA Missing THIS? $20,000 Tax Refund Uncovered | AFG Update Ep. 7

Chelsea Davis returns to the AFG Update podcast to share her journey over the past few months—transitioning into her new role while staying connected to her family’s tax firm. In this candid conversation, Chelsea opens up about:- The excitement of working in both Naples and Fort Myers offices and building new professional relationships.- Her initial fears about clients questioning her ties to the tax firm—and how those ties remain stronger than ever.- The game-changing impact of delegating paperwork to her new assistant, freeing her to focus on client relationships and new business.- A powerful client success story where she uncovered a $20,000 tax discrepancy in just one meeting.- How learning from fresh perspectives and collaborative colleagues has fueled her personal and professional growth.- Chelsea’s story is about more than a career shift—it’s about embracing change, empowering clients, and proving the value of collaboration across financial and tax planning.- Watch until the end to hear her biggest takeaway after 90 days of this new chapter.

HE QUIT HIS JOB AND MADE $50K OVERNIGHT | AFG Update Ep. 8

What happens when a TV meteorologist leaves the news desk and dives headfirst into financial services?In this episode of AFG Update, Mike Longo sits down with Scott Zediker, who shares his fascinating journey from forecasting sunny skies in Santa Barbara to building a thriving financial services career in Fort Myers.Scott opens up about:- Why he walked away from a 17-year television career at WINK News- How his option trading hobby and his wife Julie’s hair salon gave him the confidence to pivot into finance- The moment he realized he could earn a $50,000 paycheck in a single month- His rapid rise to the Million Dollar Round Table, Leaders Club, and industry recognition- Mentorship lessons from guiding new advisors through their first client meetings- How his own financial planning made it possible to launch a brand-new coffee shop in downtown Fort MyersScott’s story is about more than money—it’s about freedom, relationships, and taking control of your future.If you’ve ever thought about changing careers, building wealth, or starting a side business, this episode will inspire you to take that first step.Produced & Edited by Troy DavisExplore more:Want to talk with a financial professional? Visit www.afgfl.com and click Talk to a ProfessionalInterested in joining our team? Visit www.afgfl.com/career to apply onlineTimestamp00:00 - Scott’s Career Background & Leaving TV01:21 - Joining AFG & Early Impressions06:12 - Transitioning Careers & Industry Differences08:14 - Achievements & Financial Growth at AFG14:06 - Client Relationships & Residual Income17:36 - Mentoring New Advisors & Leadership Role21:30 - Teamwork & Firm Culture24:17 - Entrepreneurship: Coffee Shop Project27:45 - Personal Planning & Final Reflections

We Tested Every AI Tool… Only 1 Actually Worked | AFG Update Ep. 9

AFG is evolving our podcast to be warmer, more relatable, and more useful. Chelsea Davis and Mike sit down to unpack what worked, what did not, and why viewer feedback will drive the next phase. We cover real stories from the office, the realities of Zoom culture, and how we use AI for meeting summaries, follow ups, and workflow efficiency that frees advisors to spend more time with people. We are averaging 40,000 to 50,000 monthly views across platforms. That traction came from consistency, real conversations, and listening to you. Tell us what topics you want next. Business growth. Financial planning. Hiring and leading. AI in a small firm. We will build episodes from your comments.

The #1 Mistake Advisors Make (And How to Avoid It) | AFG Update Ep. 10

Keith Smith just wrapped his first year as a financial advisor at AFG, and he is doubling down on what actually moves the needle for clients: protection from catastrophic events, disciplined saving, and investing with a plan. In this episode we get practical about building authentic relationships in the community, why many high earners still miss their goals, and how small habits compound into real freedom. Key takeaways: - Year One lessons and what changes in Year Two-Protecting against events that can derail everything-Why saving “something” is not a plan and how to fix it-Building a network through UCF alumni, sports, and real community engagement-Technology that speeds up service without replacing human advice-Entry points that finally get people serious about money-The mindset that helps younger clients win early. Produced & Edited by Troy Davis