
Tim White
American football player
7
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Sep 4, 2026
249 Tim White / Estate & Tax Planning: The Biggest Untapped Growth Opportunity
12:31
21:10

Sten MorganHOST
What feedback are you getting from advisors and like, why are they using it? Are clients telling them they have to offer it in order to maintain that as an advisor or are advisors truly saying this is where I need to be to be great in the future?
T
12:44Tim WhiteGUEST
You know, I think with any technology, especially a category like estate planning, there's a moment where it's like, that's really interesting.
T
12:53Tim WhiteGUEST
And then it becomes like, it's something that's like demanded to be in that tech stack.
T
12:59Tim WhiteGUEST
Um, I think right now we are that nice to have and in that moment of saying, you know, when you think about advisor tech stack, whether it's a note taker, the CRM, you know, the financial planning tool, estate planning now is becoming a requirement because the person down the street is offering it, right? And, you know, clients aren't just asking, how's my portfolio doing? Their expectations are higher.
8 MINS LATER

Sten MorganHOST
I know that's an oversimplification of all you've built, but like what is wealth.com and what are the offerings that it has?
Tim White, Trevor White and Demi Singleton on The Underdog Mentality That Won King Richard
5:45

Tim WhiteGUEST
I think Trevor and I were really looking for stories that I think we thought could really inspire people.
10 MINS LATER
Blue Bomber Post-Game Show - July 30th, 2026
23:07
23:23
D
22:45Derek TaylorHOST
I'm not going to sit here and ask you to spell out the changes you think need to be made, but do you think you guys can make those changes fast, as you say?

Tim WhiteGUEST
We have to continue to be aggressive in our approach every single day in how we approach the game and how we approach our offense.

Doug BrownHOST
Is that something that came back to bite you in this game, letting what we felt was a subpar team hang around, and then everything just went awry?
Blue Bomber Pre-Game Show - July 24th, 2026
80:01
80:09
80:13

Tim WhiteGUEST
Every single day you gotta go through the playbook, you know, like you're learning it for the first time.

Tim WhiteGUEST
For me, it's like every single time I have the opportunity to write down the play, I'm gonna write it down.

Tim WhiteGUEST
You know, so as many times, if I hear it, I'm gonna write it down and see if I know exactly what everybody's doing, where they're aligned.
D
80:30Derek TaylorHOST
And I presume you not only have to remember what you're doing, but you have to remember what the other guys are doing, too.
Rodriguez drops out, Businesses benefitting from data centers, World Horseshoe Championships
T
42:46Tim WhiteGUEST
And so, you know, obviously we have to meet any kind of event coordinators years ahead of time.
T
43:02Tim WhiteGUEST
But I think that the main thing that we have to sell anybody on is our hospitality, right? Like, Our ability to be able to take care of them while they're here to provide not only their staff and volunteers, but the participants, of course, just a great experience.
T
43:20Tim WhiteGUEST
And so, you know, we package those things together in advance so that when we meet with them, we can really kind of showcase exactly what we have.
Blue Bomber Pre-Game Show - July 19th, 2026
26:49

Tim WhiteGUEST
It's something that you, you try to, like, strive for every day, you know? Like, you don't get a lot of guys who can anticipate the ball that much, and it's funny 'cause, like, Zach and, and Drew are, like, one of the best at it.
How To Sell Without Selling (Service Business Blueprint)
1:16
11:28

Evan CarmichaelHOST
Why don't you give the audience a little bit of context, who you are, what you do, and then we'll dive into how it can help.
T
1:25Tim WhiteGUEST
I started it in 2009 with a very simple mission in mind, and that's to serve the community of Massachusetts.
T
1:35Tim WhiteGUEST
Some roots there where I say that I would want to go to warm weather, but the odds are I won't.
10 MINS LATER

Evan CarmichaelHOST
So what's been the biggest impediment to telling that what you just did and put it into a video video? on your channel, on your website, on the landing pages?


