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Where you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth. #BeYourOwnLoud 286290
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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Economics, Finance, Crypto and Retirement podcast interested in exposing: the false left-right paradigm, central bank manipulation, media double standards, lying politicians and Fake News.
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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Dr. Scott Atlas is a world-renowned expert in health care policy and frequent policy advisor to policymakers and government officials. He investigates the role of government and the private sector in health care quality and access, global trends in health care innovation, and the key economic and civil liberty issues related to health policy. Sponsored by the Independent Institute, the show features Dr. Atlas in conversation with high profile, news-making guests around public health policy, ...
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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This podcast is dedicated to sharing ideas that you can use to take ownership of your financial future. Most Americans have little or no net worth. By being purposeful with what we earn, I believe we can change that.
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Independent investment advisor Bob Landaas makes sense of the latest financial developments and how they matter to individual investors. After nearly 20 years with his own popular radio show and almost a decade on public television across the country, Bob shares his plain-spoken insight via podcasts updated each Friday.
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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Ric Edelman is the nation’s most acclaimed financial advisor, the #1 New York Times bestselling author of 11 books on personal finance with more than one million copies in print in seven languages, and founder of the nation’s largest financial planning firm, ranked #1 for quality by Consumer Reports. Every weekday, Ric gives you the information you need about the five personal finance topics that matter most today: longevity, retirement security, exponential technologies, digital assets, and ...
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Candid Conversations with Ryan Cravitz is a show specifically about retirement planning for people over 50. If you're wanting to invest better, maximize your income, reduce taxes, and learn how to successfully retire then this is the perfect show for you. Ryan has operated an independent financial planning firm since 2011 and is in his second decade of helping people grow and protect their wealth. Join him each episode for conversations about income, retirement, insurance, 401(k)s, IRAs, inv ...
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Fun With Annuities® Podcast is hosted by America’s Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle. Listen in on how you can be livin’ the reality, not the dream.
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Get inspired to do the best work of your life with real, unvarnished stories by and for independent financial advisors. Only on The Human Advisor, hosted by Altruist.
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. Weiss, Hale & Zahansky (WHZ) Strategic Wealth ...
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The show where we talk with successful independent financial advisors about how they approach their businesses, client relationships, and the underlying behaviors that have helped them achieve success.
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Muriel Siebert, the first woman member of the NYSE, said "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open." Wealth management is at a critical inflection point. Changing demographics are hitting up against traditional, stodgy attitudes and methods, and under-representation by women and people of color. We believe the industry can do better, and that it’s ready to. If you’re seeking hyper-growth, personal success and more fun in your w ...
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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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The podcast for independent insurance agency leaders and their teams to learn practical strategies and behaviors to become their best version possible. Hosted by Sitkins Group President, Brent Kelly, The Agent Leader Podcast provides agencies with leadership, sales, and self-development methods that actually get results. With our focus on a total-team approach to improving independent insurance agencies, we dive into sales, service, and leadership teams. Leadership is not a title. Leadership ...
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Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
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The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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Optimal Finance Daily - Financial Independence & Money Advice
Optimal Living Daily | Diania Merriam
Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Grow Your Wealth ♾️ Your Independent Source for Money & Mindset! We go beyond the headlines and narratives to uncover the truth and what is really going on so you can Free Your Mind and Think Different. You have the power to change your story and live your best life! I'm Rosanna Prestia, MBA, an independent thinker, serial entrepreneur, business builder, investor, advisor, economist, CEO for 25+ years. On this show, we share secrets and insights from my experiences and other peak-performing ...
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The Digital Advisor is a marketing podcast where independent insurance agents and financial advisors come for marketing, branding, and SEO strategies that help them build a better business both online, and off. Our parent company, Advisor Evolved provides agents and advisors with insurance agency websites and marketing coaching that helps them build the brand authority they need to maintain a stable, long lasting business in a highly competitive space. For more information, check our website ...
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Inspired Money is a weekly livestream podcast where a panel of experts inspire listeners to make more, give more, and live more. Host Andy Wang, named an Investopedia 100 Top Financial Advisor, explores positive money stories with everyone from entrepreneurs, non-profit leaders, creatives, and even a former WWE wrestler to help you get inspired, shift your perspectives on money, and achieve incredible things. Whether you want to launch a side hustle, pay down debt, or give money to charity, ...
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The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems that have helped them build 100+ million dollar practices. Tune in weekly to learn how to build the financial planning practice you’ve always wanted.
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Financial advisor technology news and information
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The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
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If we're learned anything in the past few years, it's that the pace of change is only accelerating and the difference between the winners and losers often centers on those that understand the fierce urgency of now and choose to aim much, much higher and move, much much faster. Remarkable brands know that speed is essential. But what exactly separates those that successfully transform for a new era, that consistently move to where consumers and technology is headed, that leap ahead of the com ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Take control of your money. Join Kim D. H. Butler, best-selling financial author, and Spencer Shaw, as they use their prosperity mindset to utilize wealth-building tactics. Learn about the 7 Principles of Prosperity and how to make your money work as hard as you do. The Prosperity Podcast is the personal finance show for independent thinkers, investors, and business owners, who want off of Wall Street and out of the big banks. We teach listeners how to take control of their money and start l ...
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Podcast by Citywire
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ABOUT: Entrepreneurs are born out of a desire to fix, to innovate, to act. Conor Delaney, founder and CEO of Good Life Companies, a financial services company supporting independent financial advisors, is entrepreneurial in all he does. Bold, authentic, and unabashed in his beliefs, he has persevered in health, family, and business by thinking independently. In this series, Conor is joined by guests from the financial services industry as well as entrepreneurs, wellness gurus, community lead ...
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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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Do you want to be a $50 million producer by this time next year?! Look no further than The Elevated Advisor Podcast, your ultimate resource for taking your financial advisory business to new heights! This dynamic podcast is packed with expert insights and proven strategies to help you boost your success, expand your client base, and stay ahead of the game in the fast-paced world of wealth management. Each episode delivers cutting-edge ideas and practical tips on topics like sales and marketi ...
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Welcome to the SWAT Roofing Money Investing and Financial Education Podcast! This platform is designed for advisors and entrepreneurs looking to enhance their financial literacy, acquire practical business skills, network with like-minded individuals, and strive for top 1% earnings. Join us as we delve into the world of investing, money management strategies, and business growth tactics. Our podcast offers valuable insights, expert recommendations, and real-life experiences to help you navig ...
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Issues, interviews, and insights into the U.S. housing market. Monthly takes on what’s happening in the housing market today, and what might be happening tomorrow. From the John Burns Research and Consulting (JBREC) team. The podcast is hosted by Dean Wehrli, Principal at JBREC. Dean manages residential and commercial real estate consulting assignments across the country and has deep knowledge of California’s Bay Area, Sacramento, and Central Valley markets as well as Northern Nevada. John B ...
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The Advisor Internet Marketing Podcast
Jovan Will and Fernando Godinez bring you expert marketers, top advisors an
The Advisor Internet Marketing Podcast is for financial advisors who want to grow their business to provide more time, more profits, and more freedom while creating a lasting impact in the lives of their clients. In order to survive and prosper in the Internet Age, you must abandon the traditional “old school” marketing approaches being perpetuated by our industry. If you want to learn modern approaches to get more leads, more clients and become established as the pre-eminent authority in yo ...
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A podcast helping independent marketers how to build a leveraged and profitable practice. (This podcast was formerly named Mindshare Radio)
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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The Independent Advisors Podcast Episode 271: There's No Playbook for Markets
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Tweet from Compounding Quality on 8.28.24 - https://x.com/qcompounding/status/1828734560659497205?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Seth Golden on 8.18.24 - https://x.com/sethcl/status/1825185437452828877?s=12&t=Godkt5FzuqWcmpmvo2G5JgBy Mark McEvily
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2887: The Day I Failed as a Financial Advisor by Jeff Rose of Good Financial Cents on Investing Advice
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2887: Jeff Rose candidly shares his experience of failing as a financial advisor during the 2008 market crash, highlighting the emotional toll of watching a client make a detrimental decision. …
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2889: How to Find Contentment When You’re Deep in Debt by Jen Hayes on Financial & Mental Freedom
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2889: Jen Hayes explores the emotional toll of debt and offers practical strategies to maintain contentment despite financial burdens. By reshaping your thoughts, focusing on progress, and find…
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Mapping Your Personal Development Journey
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Send us a text In this special episode of PROpulsion LIVE, we dive deep into the crucial topic of personal development for financial professionals and business owners. Whether you're a financial planner, adviser, firm owner, or part of the broader financial services industry, this episode is designed to help you map out your own personal developmen…
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Advisors on This Week’s Show Kyle Tetting Steve Giles Tom Pappenfus (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (Sept. 30-Oct. 4, 2024) Significant Economic Indicators & Reports Monday No significant releases Tuesday Manufacturing continued its slump in September, according to the Institute for Supply Management’s ma…
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Portfolio Perspectives: Balancing Watch, Wine, and Car Investments
1:37:39
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In this episode of the Inspired Money Live Stream Podcast, we dive into alternative investments, focusing on luxury watches, rare wines, and classic cars. Our panel of experts, including Dan Spitz, master watchmaker and former Anthrax guitarist, Jasem Al Zeraei, a Patek Philippe enthusiast, Nick Baldelli-Boni, founder of "Cars in Tuscany," and Bria…
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10/4/24: Caring for Caregivers: How to Avoid Becoming a Financial Burden to Your Loved Ones
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Ric highlights the importance of planning for long-term care, emphasizing that many people wish to remain in their own homes as they age, yet require significant support that can be costly. Plus, Ric reflects on his indecision regarding the upcoming presidential election, sharing insights from listener emails that highlight diverse perspectives on …
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Did you know that anyone can say they’re a financial advisor? They may not be licensed or experienced. So how do you know who to trust? In this episode of Best in Wealth, I’ll break down the three types of people who put “financial advisor” on their business cards, what the letters after a financial advisor's name mean, and how a fee-only financial…
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2888: How to Stop Being Broke With a High Salary by Lisa Harrison of Mad Money Monster on Intentional Living
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2888: Lisa Harrison challenges the common habit of living paycheck to paycheck, even with a high salary, by advocating for a lifestyle that prioritizes living below one's means. She offers prac…
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"Don't Fight The Fed"?! Our Current Thoughts and Historical Context on Fed Rate Cuts
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When the Fed cuts rates, what does it say about the economy? Does it mean we are on the cusp of a recession, or might it be a bullish signal? Nate, Clint, and Syl sit down to speak about the most recent Fed rate cut in September 2024 and also what it means in the context of prior rate cuts.
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10/3/24: Why Merely Signing a DNR isn’t Enough
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Ric explores the personal decision of whether to pursue heroic medical interventions at the end of life, highlighting contrasting views on resuscitation from a patient's perspective. It emphasizes the importance of clear communication about Do Not Resuscitate (DNR) wishes and understanding the realities of medical interventions. Plus, the tax impli…
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The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess His Firm and Business Life
55:18
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With Nate Harris, Founder, Covenant Capital Overview Nate Harris recognized that the firm he first built his business at no longer aligned with what he deemed as his North Star. After extensive soul searching and due diligence, he decided to leave his team at Merrill and opted for the independent broker dealer model, which he felt would allow him t…
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For Couples, Retirement Planning Is A Team Sport
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Are you and your spouse on the same page when it comes to what you want in your retirement? If not, it’s time to talk. Retirement planning is a significant milestone that requires careful consideration and, more importantly, collaboration. Many couples don’t communicate enough when it comes to money, but preparing for retirement is best done with b…
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The ERP Minute Episode 157 - October 1st, 2024
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Microsoft announced it is expanding its Global Engineering Development Center footprint to the UAE. One of Microsoft’s first engineering centers to be launched in the Arab world will be established in Abu Dhabi. KT Corporation and Microsoft Corp. unveiled a five-year, multibillion-dollar partnership which includes an investment from KT in the areas…
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What Businesses Get Wrong During Their ERP Implementation - The ERP Advisor Podcast Episode 104
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ERP implementation is all too easy to get wrong, even when the solution is right. Unfortunately, traps are hidden along the road to a successful go-live and even the most well-intentioned projects can fall victim to major ERP mistakes. In this episode of The ERP Advisor, Shawn Windle uncovers what businesses get wrong during their ERP implementatio…
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10/2/24: New Study Shows that Forgiving Student Loans Isn’t Helping Students
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President Biden's student loan forgiveness program has relieved five million borrowers, yet many still face significant financial stress, often replacing student debt with other burdens like credit card debt. The relief, while appreciated, is deemed insufficient to change lives fundamentally, highlighting that financial struggles persist beyond the…
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084: Triad Member - The Story Behind 20% Growth in Less Than 7 Months with John McNeil and Virginia O’Brien
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Today, I’m sitting down with Triad members John McNeil and Virginia O’Brien, the father-daughter team behind a 103-year-old family firm, to learn how they grew their net AUM by 20% in just 7 months by combining legacy with innovation. Mobile Bay Financial Solutions has had four generations of family leadership, and in this conversation, we dive int…
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2886: Make a Wish List of Financial Goals by JD Roth of Get Rich Slowly on Personal Finance Planning
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2886: JD Roth from GetRichSlowly.org emphasizes the importance of aligning financial decisions with long-term personal goals. He guides readers through a structured approach to goal-setting, st…
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Annuity Strategies Across the Political Spectrum: Shootin’ It Straight With Stan
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In this episode, The Annuity Man discussed: Pragmatic approach to financial planning How annuities are primarily priced Four primary benefits of annuities Closing the gap with annuities Key Takeaways: Prepare for either party leadership scenarios to ensure financial stability. Approach financial planning with a pragmatic mindset, always employing t…
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10/1/24: Knee, Hip, Kidney and Lung Transplants - Next: Heads
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A biomedical engineering company is developing head transplants using robotics and AI to help patients with severe conditions retain their consciousness while receiving a new body, with potential surgeries starting within eight years. Meanwhile, studies show psychedelics can improve emotional states in rats, and non-surgical techniques using ultras…
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The Integrated Financial Advantage with Jason Archambault & Matthew Neyland
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth. Join them as they discuss: Leading with financial planning and goals Adding value for clients with direct CIO access Constructing all-weather portfolios using alternatives Calming client’s nerves b…
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From Best-Kept Secret to Industry Authority: Grow Your Influence with Proven Strategies With Kirk Lowe (Ep. 487)
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Are you ready to stop being the best-kept secret? In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share how financial advisors can accelerate their influence – which they define as the ability to get people to like, know, and trust you – in order to grow your business and spend less time chasing pros…
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The Journey from $6 Million to $33 Million: Insights from Ed McGrath
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How did Ed McGrath lead BancFirst Insurance Services from $6 million to an astounding $33 million in revenue? Discover the secrets behind this monumental growth as Ed, the President and CEO, sits down with us to discuss the pivotal strategies and leadership decisions that made this transformation possible. You'll hear about the importance of an ind…
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Creating Your Ceiling and Floor with Life Insurance - Episode 587
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On this episode of the Prosperity Podcast, special guest Teresa Sheridan, an expert from Prosperity Thinkers, breaks down the complexities of life insurance. With nearly 20 years in the field, Teresa shares a step-by-step guide, from policy inception to usage and renewals. If you’re confused about whole life insurance, this episode is a must-listen…
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Warby Parker's Remarkable Vision with Neil Blumenthal, co-CEO and Co-Founder
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Joining us for a fascinating interview is Neil Blumenthal, co-founder and co-CEO of Warby Parker, one of the most successful and innovative "disruptor brands" to emerge in the past two decades. Neil shares the brand's origin story, what makes Warby Parker remarkable, why they've aggressively invested in brick-and-mortar locations, the critical inte…
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2885: How to Create an Owner Mindset by Paula Pant of Afford Anything on Financial Advice
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2885: Paula Pant challenges the traditional freelancer's mindset, emphasizing that true freedom comes from owning assets rather than merely being self-employed. Drawing inspiration from Robert …
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