Best Life Changing Financial Enterprise Podcasts (2024)

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220: Ideas to Implement - When Part of Your Business is a Mess 10:07

3h ago10:07

10:07

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: When Part of Your Business is a Mess Join the Group Coaching Waitlist Here Download the Family Tree Template Here Enroll in The Perfect RIA Mast…

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Mindset Mastery: Overcoming Barriers to Charging Premium Fees 37:43

1h ago37:43

37:43

Are you battling the value and fee demons? In this episode, Jamie Shilanski dives into head trash—those nagging doubts and fears that keep advisors from showcasing their true worth. Jamie shares how delivering knock-your-socks-off client experiences isn't just good service—it's a marketing tactic. Jamie discusses the stages of an advisor's career—f…

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219: When Part of Your Business is a Mess 30:14

2d ago30:14

30:14

Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love. In this episode we'…

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Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272] 27:55

3d ago27:55

27:55

In this episode, Matthew Jarvis sits down with Dan Murphy, Head of Wealth Strategies at Commonwealth, to explore the evolving landscape in financial planning. Gone are the days of product-pushing and binder-heavy financial plans; welcome to the era of experience-driven advisory! Dan walks through the "Experience Economy," revealing how advisors can…

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What To Expect During Peripheral Artery Disease Awareness Month In September 46:01

6h ago46:01

46:01

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Navigating Financial Advisory in a Changing World with Andrew Nemes 51:09

7h ago51:09

51:09

Andrew Nemes, a financial advisor in Novi, Michigan, shares his unique background and how he got into financial advisory services. He comes from a family of CPAs, with his father also being a financial advisor. Andrew emphasizes the importance of learning about business operations and laws before entering the financial world. He discusses the chall…

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EP 116: John Fieldly (CEO, Celsius) How He Saved Celsius From Near Bankruptcy to a $10B Company 1:06:53

6m ago1:06:53

1:06:53

Many know Celsius as a top energy drink brand today, but few are aware of the tumultuous journey CEO John Fieldly took to get it here. In the episode, John shared how the company nearly went bankrupt multiple times, lost 50% of its revenue overnight and even got delisted from the NASDAQ. Despite these challenges, John stepped up to rebuild the bran…

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Your True North and Building a Legacy Practice 7:36

26m ago7:36

7:36

In this episode, Amber recaps two insightful discussions into the heart of success for financial advisors. Monday's conversation featured Dr. Andy Garrett, a licensed clinical psychologist, who joined Matt to explore the often-overlooked internal aspects of achievement. Dr. Andy shared his expertise on reconnecting individuals with their core value…

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218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA 12:27

20m ago12:27

12:27

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Create a Laser-Focused Marketing Message that Speaks to Your ICA LINKS: Download Your “Laser Focused Marketing Message and ICA” Worksheet Here J…

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Building an Enterprise Office 26:19

6d ago26:19

26:19

In this episode, Jamie Shilanski unveils a roadmap to success for financial advisors aiming to scale their practices. She outlines three crucial stages every advisor must navigate to achieve long-term growth and build a lasting legacy in the financial services industry. The journey begins with the growth stage, where advisors focus on turbocharging…

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217: FREE DOWNLOAD Create a Laser-Focused Marketing Message that Speaks to Your ICA 31:21

9d ago31:21

31:21

Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking for Understanding these important things about your clients allows you to craft a message that helps you stand out fro…

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True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271] 35:10

3h ago35:10

35:10

Matt sits down with Dr. Andy Garrett, a licensed clinical psychologist, in a profound discussion about the transformative power of aligning actions with core values. Together, they unpack the psychology behind success, offering financial advisors a fresh perspective on achieving sustainable growth. Central to their conversation is the concept of di…

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A Candid Convo Between the Doc and Advocate 48:36

12h ago48:36

48:36

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The Benefits of Tax-Free Municipal Bonds with Chris Murray 51:09

3h ago51:09

51:09

In this conversation, hosts Tim and Carter welcome guest Chris Murray. They discuss various topics including golf, personal experiences, and the financial services industry. Chris Murray, shares his journey from being a stay-at-home dad to becoming a financial advisor. He emphasizes the importance of building trust and relationships with clients an…

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Getting More Out Of Non-Traditional Investments With Michael Poggi 44:35

7d ago44:35

44:35

Michael Poggi shares invaluable insight into tax-free land investing and encourages you to think outside the box. From his personal experiences from the trenches of the traditional investment model, through a tremendous personal and professional realization, to then create a model that works for himself, Michael has replicated his proven tax-free l…

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EP 115: Josh Wolfe (Co-Founder, Lux Capital) On Uncovering Hidden Opportunities 1:54:27

7d ago1:54:27

1:54:27

Josh Wolfe, co-founder and managing partner at Lux Capital, is a master at quickly understanding complex, emerging technologies. In our conversation, Josh shared how he identifies the next big thing, his contrarian views on nuclear energy, biotech, and robotics, as well as his thoughts on the state of the venture capital market today. (00:00) Intro…

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The Power of Personal Growth,Value Adds and Freedom in Your Practice 7:10

8h ago7:10

7:10

In this week's recap of The Perfect RIA podcast, Amber highlights key insights for financial advisors focusing on growth and success. Monday's episode features Matt and guest Aaron Palmer discussing impactful value-add strategies, including conducting unclaimed property searches during client meetings and using unique communication methods. Aaron a…

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216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick 11:28

1h ago11:28

11:28

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick LINKS FROM THIS EPISODE: Connect with Josh Here Follow Josh on Instag…

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Will I Ever Experience Freedom as a Business Owner? 29:41

3h ago29:41

29:41

In this episode, Jamie Shilanski discusses the coveted "Freedom Stage" of a financial advisor's career—a pivotal phase achieved through strategic growth and measurable success. Jamie explores how top-performing advisors leverage their achievements to revolutionize their practices, focusing on three key areas: cultivating discerning client relations…

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215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick 51:16

16d ago51:16

51:16

It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔 In today’s podcast episode, The Efficient Advisor, Libby Greiwe, sits down with Josh Kosnick to discuss a great starting place—implementing an entrepreneurial operating system (EOS). Kosnick is an EOS pro who explores the transformative…

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The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270] 31:24

10d ago31:24

31:24

In this episode, Matthew Jarvis is joined by Aaron Palmer, a financial advisor whose journey intertwines professional success with personal growth. Aaron shares a deceptively simple yet powerful strategy for adding exceptional value to client relationships, demonstrating how uncomplicated approaches can dramatically enhance client satisfaction and …

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Don't Eat Fruit Until You Listen To This 46:13

6d ago46:13

46:13

Fruit has incredible benefits but for some sensitive to sugar, fruit can be dangerous. Nurse Practitioner Deidre Arms with Desire Wellness addresses attacks on the value of fruit, especially when it comes to diabetes. Host Kym McNicholas talks to NP Arms about fruit, its benefits, drawbacks, and how to maximize the antioxidant benefits.…

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The Biological Elements To Your Mindset 9:49

5d ago9:49

9:49

Looking to build an unshakeable mindset. Then tune into this episode... Use this link to get 75% OFF forever for my new private podcast https://purdeep.substack.com/0b2eb704

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EP 114: Emery Wells (CEO, Frame.io) on Selling to Adobe for $1.3B, Working with SNL and High Pain Tolerance 1:41:57

10m ago1:41:57

1:41:57

Emery Wells is the co-founder and CEO of Frame.io, which he sold to Adobe in 2021 for nearly $1.3 billion. In our conversation, Emery shares his journey from NYC bartender to startup founder, including his agency work with Saturday Night Live that highlighted the pain points that led to Frame.io. We dive deep into his rejection of the lean startup …

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From Invisible to Invaluable: Your Marketing Efforts and Growth Strategies 8:22

2h ago8:22

8:22

In this recap, Amber’s highlighting this week’s focus on marketing and growth. On Monday, Matt and Micah challenged the notion that flashy websites and graphics are the key to success. Instead, they emphasized the importance of substance and authenticity in marketing efforts. Learn why committing to a well-thought-out strategy for at least a year c…

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Resolving Tax Disputes and Saving Money through Tax Planning with Blake Pinyan 55:53

12d ago55:53

55:53

In this conversation, Blake Pinyan, a financial planner at Anchor Bay Capital, shares his journey into the financial services industry and his passion for helping clients. He discusses his focus on young professionals and pre-retirees, offering comprehensive financial planning, customized investment management, tax preparation, and estate planning …

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214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith 12:05

2h ago12:05

12:05

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith LINKS FROM THIS EPISODE: Connect with Jo Faith on LinkedIn Here…

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How to Grow Your Practice 30:12

2h ago30:12

30:12

In this conversation, Jamie Shilanski breaks down the advisor journey into three pivotal stages: growth, freedom, and enterprise, offering invaluable insights for advisors at every level. Jamie emphasizes that the foundation of a thriving practice lies in the growth stage, where effective communication and strategic marketing take center stage. Fin…

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213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith 51:39

23d ago51:39

51:39

You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter. And if your words are not spot on, you can lose a client before you even have a chance to meet them! In this week’s episode, host Libby Greiwe sits down with copyright guru, Jo Faith, to chat about th…

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Calling All Entrepreneurs: Access Your Financial, Personal & Spiritual Freedom Today With Marta Skik Harich 21:01

1d ago21:01

21:01

Marta Skik Harich shares her passion and drive for the Live L.I.F.E. Wealthier movement. She emphasizes that you are not a victim. You have the power and ability within you to change your circumstances so that you too can live a life of financial, personal, and spiritual freedom. Creating an environment where money grows on trees and streets are pa…

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Not Bringing on New Clients? It’s Because You’re Playing Office [Episode 269] 24:06

12d ago24:06

24:06

In this episode, Micah and Matt are digging into the world of marketing for financial advisors. They reveal why flashy graphics and social media likes aren't enough to grow your practice – it's all about delivering real value and mastering the art of communication with prospects. They emphasize the importance of answering prospects' burning questio…

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Why A Cardiologist Joins The Offensive Line In Fighting For Life And Limb 46:20

3d ago46:20

46:20

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EP 113: Dara Khosrowshahi (CEO, Uber) Lays Out the Path to Autonomous Vehicles 1:09:15

24d ago1:09:15

1:09:15

Dara Khosrowshahi runs one of the most complicated businesses in the world, Uber. Since taking over in 2017 Dara has led the company to profitability against all odds. In this episode, we touch on a number of things including Uber’s position on the future of Autonomous Vehicles (AVs), the challenges that were overcome in making Uber profitable, and…

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Seamlessly Integrating Estate Planning and Building Client Trust 5:31

18d ago5:31

5:31

In this recap episode of The Perfect RIA podcast, Amber Kuhn highlights key insights from this week. On Monday, Danny Lorfink, co-founder of Wealth.com, joined Matt to discuss how their estate planning tool can help advisors provide more value to clients. The platform allows advisors to maintain a "quarterback" position in estate planning discussio…

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The Importance of Food Quality and Buying Local with Kyle Ryan 1:13:22

23d ago1:13:22

1:13:22

In this episode of Health and Wealth Podcast, financial advisor Kyle Ryan discusses his journey into the industry and his passion for helping people with their finances. He shares how his parents' influence and his own experiences shaped his interest in financial planning. Kyle also talks about his podcast, Fresh Finance, and how it helps establish…

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The Power of Authority - Why We Follow Experts 18:48

8d ago18:48

18:48

Jamie Shilanski is exploring the critical intersection of professionalism and likability in the world of financial planning. With a spotlight on estate planning, she offers expert insights that every financial advisor should consider. The episode unpacks the powerful 'authority principle,' revealing how perceived authority and trust can make or bre…

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212: The Meeting Notes Hack That Will Change Your Life 55:30

1M ago55:30

55:30

Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage the power of AI to transform your workflows? If so, this episode is for you! 🫵 In today’s podcast, The Efficient Advisor host, Libby Greiwe, is joined by Daniel Yoo, founder of FinMate AI, an a…

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The Secret Knock To Success: Cultivate A Limitless Mindset With Greg Reid 38:53

29d ago38:53

38:53

Get ready to be inspired as we dive deep into the mind of the entrepreneurial visionary Greg Reid, the Founder of Secret Knock and Author of Stickability. Greg challenges the status quo with raw honesty and unparalleled wisdom to inspire listeners to unlock their full potential and redefine what’s possible. He shares his no-nonsense approach to suc…

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Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268] 25:38

23d ago25:38

25:38

In this episode, Matthew Jarvis sits down with Danny Lohrfink, the innovative co-founder of Wealth.com, to explore how financial advisors can improve their practice through estate planning. Matt and Danny dive into estate planning as a crucial yet often overlooked area where financial advisors can provide immense value to their clients. They discus…

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New Approaches To Treating Small Arteries 45:46

19d ago45:46

45:46

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EP 112: Mike Maples (Founding Partner, Floodgate): What Makes Startups Win & The Future of Venture Capital 2:03:48

27d ago2:03:48

2:03:48

Mike Maples is an 8x Midas List investor and founding partner at Floodgate Fund. In our conversation, we dive into his latest book, "Pattern Breakers: Why Some Startups Change The Future." Mike shares his frameworks on how top startups beat incumbents by redefining categories, and he reflects on his worst and best decisions. We also discuss what th…

1
What Makes a Portfolio Successful and the Rule of Two 8:15

1M ago8:15

8:15

In this week's insightful recap, Amber shares key takeaways. Monday's episode features Matt and Micah tackling an intriguing question: Are financial advisors overly focused on investments due to difficulties providing value in other areas? They challenge the traditional mindset, suggesting that true success lies not in beating the market, but in cr…

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Why Advisors Lose Clients 35:08

13d ago35:08

35:08

In this episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote about a fishing lodge, where strict management led to staff discontent. She cleverly ties this to the financial advisory world, illustrating how inflexibility c…

1
The Secret To Building A Lasting Business With Aaron Scott Young 52:34

1M ago52:34

52:34

Operating a business is not for the faint of heart. In fact, it is the failures that provide valuable insights to get back in the saddle and build a lasting business. The key is to be tenacious, creative, and focused. You have to follow what works and quickly let go of what does not. Marta Skik Harich chats with Aaron Scott Young who explores what …

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211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van Nest 1:06:55

1M ago1:06:55

1:06:55

Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during…

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All Investment Management is Playing Office [Episode 267] 30:16

16d ago30:16

30:16

Micah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from pure investment management to holistic financial guidance. They emphasize the crucial role of effective communication between advisors and clients and they introduce innovative frameworks like the f…

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Why Some Olympians May Be At Risk Of Heart Attack 46:12

25d ago46:12

46:12

Electrophysiologist and Cardiologist Dr. Joseph Bumgarner with UNC REX Healthcare in North Carolina joins hosts Kym McNicholas and Dr. John Phillips to kick off the Olympics with a discussion about the importance of staying fit but keeping in mind the idea that there is the possibility of too much of a good thing and how to mitigate risk for a hear…

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EP 111: How Josh Reeves (CEO, Gusto) Built a $10B Company Serving Small Businesses 1:34:05

18d ago1:34:05

1:34:05

Josh Reeves has built Gusto into a nearly $10B company with over $500M in ARR, serving small businesses. In our conversation, Josh delves into Gusto’s 13-year journey, sharing insights on how they achieved product-market fit by initially targeting a very narrow niche. He also highlights the tactics they’ve used to build an intentional culture of hu…

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Dodging IRA Disasters and Fostering Team Synergy 8:29

22d ago8:29

8:29

In this recap episode, Amber shares the highlights and action items from this week. On Monday, Matt and Steven Jarvis, CPA discussed common IRA mistakes and tax planning strategies. They emphasized the importance of careful handling of rollovers, understanding the 60-day rule, and annual review of clients' tax returns. On Thursday, Jamie focused on…

1
The Philosophical Elements To Your Mindset 9:18

1M ago9:18

9:18

If you want to upgrade your mindset, you have to shift the philosophy of how you think. Use this link to get 75% OFF forever for my new private podcast https://purdeep.substack.com/0b2eb704

Podcasts Worth a Listen

Life Changing Financial Enterprise Podcasts

Podcasts Worth a Listen

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