Marked Unread https://www.proxyfinancial.com/marked-unread-podcast/ en Marked Unread opens the conversations most advisors never hear out loud. CJ Davidson, Co-Founder and CEO of Proxy Financial, and Dom Henderson, Advisor Coaching Program Director at Proxy Financial, break down the real work and real decisions that define life inside a financial practice. For advisors who’ve outgrown business as usual and want a clearer read on what’s next. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. https://megaphone.imgix.net/podcasts/1122b552-0388-11f1-927d-cb881e42f0f6/image/49da4b885d962970c69c4d66023afbb9.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Marked Unread https://www.proxyfinancial.com/marked-unread-podcast/ episodic Powered by Proxy Financial CJ Davidson and Dom Henderson Marked Unread opens the conversations most advisors never hear out loud. CJ Davidson, Co-Founder and CEO of Proxy Financial, and Dom Henderson, Advisor Coaching Program Director at Proxy Financial, break down the real work and real decisions that define life inside a financial practice. For advisors who’ve outgrown business as usual and want a clearer read on what’s next. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. Marked Unread opens the conversations most advisors never hear out loud. CJ Davidson, Co-Founder and CEO of Proxy Financial, and Dom Henderson, Advisor Coaching Program Director at Proxy Financial, break down the real work and real decisions that define life inside a financial practice. For advisors who’ve outgrown business as usual and want a clearer read on what’s next.

Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode.


*This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations.


*Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

]]> CJ Davidson and Dom Henderson cjdavidson@proxyfinancial.com #7 Trust, Transitions, and the Clients Who Follow You https://www.proxyfinancial.com/podcast Transitions reveal everything. In this episode of Marked Unread, Brian Wininger and Dom Henderson break down what really happens when advisors change firms and why some clients follow while others don’t. They explore the emotional side of transitions, the role of trust in client decisions, and why most advisors misread what clients actually care about in these moments. It’s not about platforms, performance, or logistics. It’s about the relationship. If a client can’t clearly explain your value, they won’t follow you. If they trust you, they will. This episode is a real look at what makes relationships stick and what causes them to break when it matters most. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. Tue, 05 May 2026 19:45:00 -0000 full CJ Davidson and Dom Henderson Transitions reveal everything. In this episode of Marked Unread, Brian Wininger and Dom Henderson break down what really happens when advisors change firms and why some clients follow while others don’t. They explore the emotional side of transitions, the role of trust in client decisions, and why most advisors misread what clients actually care about in these moments. It’s not about platforms, performance, or logistics. It’s about the relationship. If a client can’t clearly explain your value, they won’t follow you. If they trust you, they will. This episode is a real look at what makes relationships stick and what causes them to break when it matters most. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. Transitions reveal everything.

In this episode of Marked Unread, Brian Wininger and Dom Henderson break down what really happens when advisors change firms and why some clients follow while others don’t.

They explore the emotional side of transitions, the role of trust in client decisions, and why most advisors misread what clients actually care about in these moments. It’s not about platforms, performance, or logistics. It’s about the relationship.

If a client can’t clearly explain your value, they won’t follow you. If they trust you, they will.

This episode is a real look at what makes relationships stick and what causes them to break when it matters most.

Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode.


*This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations.


*Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

]]> 2059 no This is Proxy: WHO WE ARE | Episode 1: Brian Wininger — Marketing Director, Proxy Financial What does it actually take to build a brand that advisors want to be a part of—and clients trust instantly? In the debut episode of “This is Proxy: WHO WE ARE,” we sit down with Brian Wininger, Marketing Director at Proxy Financial, to break down the mindset behind modern advisor growth. Brian shares why he chose Proxy, what stood out about the culture, and how the firm is redefining what it means to show up as a financial advisor in today’s content-driven world. Live on location at the Proxy Financial Miami, FL retreat. Tue, 21 Apr 2026 20:36:00 -0000 full CJ Davidson and Dom Henderson What does it actually take to build a brand that advisors want to be a part of—and clients trust instantly? In the debut episode of “This is Proxy: WHO WE ARE,” we sit down with Brian Wininger, Marketing Director at Proxy Financial, to break down the mindset behind modern advisor growth. Brian shares why he chose Proxy, what stood out about the culture, and how the firm is redefining what it means to show up as a financial advisor in today’s content-driven world. Live on location at the Proxy Financial Miami, FL retreat. What does it actually take to build a brand that advisors want to be a part of—and clients trust instantly?

In the debut episode of “This is Proxy: WHO WE ARE,” we sit down with Brian Wininger, Marketing Director at Proxy Financial, to break down the mindset behind modern advisor growth.

Brian shares why he chose Proxy, what stood out about the culture, and how the firm is redefining what it means to show up as a financial advisor in today’s content-driven world. Live on location at the Proxy Financial Miami, FL retreat.

]]> 967 #6 Why Clients Leave Advisors In this episode of Marked Unread, CJ Davidson and Dom Henderson unpack one of the most misunderstood questions in the profession: why do clients actually leave advisors? The conversation explores how trust, communication, perceived value, and coordination often matter far more than investment performance when it comes to long-term client relationships. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. Mon, 13 Apr 2026 18:02:00 -0000 full CJ Davidson and Dom Henderson In this episode of Marked Unread, CJ Davidson and Dom Henderson unpack one of the most misunderstood questions in the profession: why do clients actually leave advisors? The conversation explores how trust, communication, perceived value, and coordination often matter far more than investment performance when it comes to long-term client relationships. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. In this episode of Marked Unread, CJ Davidson and Dom Henderson unpack one of the most misunderstood questions in the profession: why do clients actually leave advisors? The conversation explores how trust, communication, perceived value, and coordination often matter far more than investment performance when it comes to long-term client relationships.

Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode.


*This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations.


*Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

]]> 1520 no #5 Are Advisors Actually Good Investment Managers? In this episode of Marked Unread, CJ Davidson and Dom Henderson discuss a question that sits at the center of financial advice: are advisors actually being hired for investment performance? The conversation explores why advisor value often extends far beyond returns and why behavior, planning, coordination, and trust are usually the real drivers of long-term outcomes. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. Mon, 06 Apr 2026 06:01:00 -0000 full CJ Davidson and Dom Henderson In this episode of Marked Unread, CJ Davidson and Dom Henderson discuss a question that sits at the center of financial advice: are advisors actually being hired for investment performance? The conversation explores why advisor value often extends far beyond returns and why behavior, planning, coordination, and trust are usually the real drivers of long-term outcomes. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. In this episode of Marked Unread, CJ Davidson and Dom Henderson discuss a question that sits at the center of financial advice: are advisors actually being hired for investment performance? The conversation explores why advisor value often extends far beyond returns and why behavior, planning, coordination, and trust are usually the real drivers of long-term outcomes.

Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode.


*This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations.


*Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

]]> 1530 no #4 Why Successful Advisors Still Feel Underserved In Episode 4 of Marked Unread, CJ Davidson and Dom Henderson discuss a growing issue in financial services: why advisors can reach meaningful levels of success and still feel unsupported by the institutions around them. The conversation explores the operational burden, leadership disconnect, and cultural misalignment that often emerge as practices grow, along with what meaningful advisor support should actually look like. This episode is about the difference between scale and service, and why growth often changes what advisors need most. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. Tue, 24 Mar 2026 02:16:00 -0000 full CJ Davidson and Dom Henderson In Episode 4 of Marked Unread, CJ Davidson and Dom Henderson discuss a growing issue in financial services: why advisors can reach meaningful levels of success and still feel unsupported by the institutions around them. The conversation explores the operational burden, leadership disconnect, and cultural misalignment that often emerge as practices grow, along with what meaningful advisor support should actually look like. This episode is about the difference between scale and service, and why growth often changes what advisors need most. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. In Episode 4 of Marked Unread, CJ Davidson and Dom Henderson discuss a growing issue in financial services: why advisors can reach meaningful levels of success and still feel unsupported by the institutions around them. The conversation explores the operational burden, leadership disconnect, and cultural misalignment that often emerge as practices grow, along with what meaningful advisor support should actually look like. This episode is about the difference between scale and service, and why growth often changes what advisors need most.

Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode.


*This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations.


*Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

]]> 1734 #3 AI, Attention, and Authenticity: Why Advisors Still Matter https://www.proxyfinancial.com/marked-unread-podcast/ CJ Davidson and Dom Henderson discuss how AI is changing financial advice, from automation and client workflows to content creation and advisor marketing — and why human relationships still matter most. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. Mon, 16 Mar 2026 04:00:00 -0000 full 1 3 CJ Davidson and Dom Henderson CJ Davidson and Dom Henderson discuss how AI is changing financial advice, from automation and client workflows to content creation and advisor marketing — and why human relationships still matter most. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. CJ Davidson and Dom Henderson discuss how AI is changing financial advice, from automation and client workflows to content creation and advisor marketing — and why human relationships still matter most.

Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode.


*This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations.


*Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.


]]> 2552 no #2 Trust, Succession, and the 3 C’s: Cash, Capability, and Culture CJ Davidson and Dom Henderson discuss what the word “fiduciary” really means in financial advice and why trust matters more than labels. The conversation then shifts to succession planning and what advisors should consider when thinking about the future of their practice. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. Mon, 09 Mar 2026 06:09:00 -0000 full 1 2 CJ Davidson and Dom Henderson CJ Davidson and Dom Henderson discuss what the word “fiduciary” really means in financial advice and why trust matters more than labels. The conversation then shifts to succession planning and what advisors should consider when thinking about the future of their practice. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. CJ Davidson and Dom Henderson discuss what the word “fiduciary” really means in financial advice and why trust matters more than labels. The conversation then shifts to succession planning and what advisors should consider when thinking about the future of their practice.

Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode.


*This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations.


*Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

]]> 1895 no #1 Renting vs. Owning: Advisor Perspectives on Practice Models CJ and Dom discuss industry structure and career-path considerations in financial services, including differences between working within a large institution and operating independently. They cover how firm affiliation can affect branding, client relationships, and the responsibilities advisors take on when running a business. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. Mon, 02 Mar 2026 09:11:00 -0000 full 1 1 CJ Davidson and Dom Henderson CJ and Dom discuss industry structure and career-path considerations in financial services, including differences between working within a large institution and operating independently. They cover how firm affiliation can affect branding, client relationships, and the responsibilities advisors take on when running a business. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites. CJ and Dom discuss industry structure and career-path considerations in financial services, including differences between working within a large institution and operating independently. They cover how firm affiliation can affect branding, client relationships, and the responsibilities advisors take on when running a business.

Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode.


*This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations.


*Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.

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