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Marked Unread

C Suite Radio

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.

C-Suite Radio™ Podcast

Marked Unread

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.

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Episodes

Jul 30, 2026

#9 The Advisor Clients Actually Want to Work With (PART 2)

In Part 2 of this conversation, CJ Davidson and Dom Henderson explore the emotional weight that comes with being a trusted financial advisor. The discussion begins with a personal story about CJ helping his parents prepare for retirement, leading into…
Jul 29, 2026

#8 The Advisor Clients Actually Want to Work With (PART 1)

In this episode of Marked Unread, CJ Davidson and Dom Henderson explore what truly separates exceptional advisors from everyone else. The conversation goes beyond investment strategies and technical expertise to examine the role of trust, authenticity, and genuine relationships in…
May 5, 2026

#7 Trust, Transitions, and the Clients Who Follow You

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…
Apr 21, 2026

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…
Apr 13, 2026

#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…
Apr 6, 2026

#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…
Mar 24, 2026

#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…
Mar 16, 2026

#3 AI, Attention, and Authenticity: Why Advisors Still Matter

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?…
Mar 9, 2026

#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…
Mar 2, 2026

#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…
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