show episodes
 
Drawing on years of experience as communications chief for President George W. Bush and senior advisor for the McCain-Palin campaign, Nicolle Wallace provides political insight and clarity on where the decision-makers stand on complex issues. Join her for analysis and discussion with the key newsmakers every weekday.
 
The Ultimate Advisor podcast is a business podcast for financial advisors who are looking to grow their advising practices with greater ease and effectiveness. Ultimate Advisor was developed to help financial advisors master their marketing, sell their services with greater authority, generate repeat clients, and additional revenue in their business. Each week, your hosts Draye Redfern, Bryan Sweet, and Brittany Anderson will share some of the closest guarded secrets from successful financia ...
 
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
 
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
 
Get cutting-edge news, tips, tricks, and trends from the biggest, brightest, and most innovative people in business. The Strategic Advisor Board Podcast will take you around the world to gain different perspectives from industry leaders in all niches. They will share their stories, struggles, and wins in business. Tune in today and grab the golden nuggets that are here for you to implement in your life and business.
 
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The Financial Advisor’s Edge Podcast

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The Financial Advisor’s Edge Podcast

Jim Martin, Gregg Gonzalez, Jeff Coplan & Brad Warhurst - Rainmakers

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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.
 
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
 
Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
 
Every day, the world seems on the brink of crisis. Join Andy Slavitt and experts, policymakers, journalists and thought leaders Monday, Wednesday and Friday to stay informed, safe and … entertained. As a White House advisor, author, crisis response leader, non-partisan counselor to policymakers here and abroad, Andy has been called the ultimate outsider’s insider for a reason. Now, when overlapping crises and a relentless news cycle overwhelm Americans, Andy finds the right helpers to help u ...
 
Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
 
Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it’s quite possible I’ve experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failur ...
 
The Anywhere Advisor Podcast is the perfect solution for financial advisors that want to achieve true location independence and attract their ideal clients online like clockwork. This show will focus on insider tricks, techniques, and tips to help grow your business online so that you can experience more freedom of time and greater income. It'll teach any financial advisor how to get clients online so they will have the opportunity to spend less time looking for clients and more time working ...
 
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!
 
Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spi ...
 
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
 
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The Flexible Advisor

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The Flexible Advisor

Laura Gregg and David Partain

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Welcome to The Flexible Advisor podcast with Laura Gregg and David Partain from FlexShares Exchange Traded Funds. In this podcast we attempt to help financial advisors overcome the ever-increasing wave of information that comes their way. We break down overwhelming amounts of research and solutions into absorbable information so advisors can apply what they are learning to grow their practice. Join us as we strike up thought-provoking conversations with a variety of experts within the financ ...
 
As a constitutional law attorney, former senior legal advisor and personal counsel to President Donald J. Trump, Jenna Ellis believes in the rule of law and the importance of integrity in our elections. In each episode of the Jenna Ellis Show, she will tackle the critical cultural and legal issues our country faces.
 
There’s a lot of work and responsibility that goes into producing a festival. Join industry experts on FestForward Advisor Talks, a podcast series where we break down the different strategic or operational areas that are essential to successful festival and event organizations. Add experts to your team and learn industry best practices to help you solve problems, make decisions and realize your creative visions as a festival producer. FestForward Advisor Talks is brought to you by the Ottawa ...
 
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 ...
 
David Plouffe, former President Barack Obama’s campaign manager and White House Senior Advisor, takes a deep dive into key states in the crucial midterm elections - and what it will take to win them. Plouffe’s guests are key operatives, local political reporters and independent pollsters, who don’t just have opinions about what is happening–they know what is happening, because they are the ones in the arena.
 
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Footnotes

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Footnotes

Pendleton Street Business Advisors

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Highlighting stories that need to be told to encourage entrepreneurs, business owners and leaders who are making a difference. It's not about the glam and glitz in these processes, but more about the "footnote"...
 
Distribution of goodies in our society is determined by families, firms, and governments. Attempts to change how rewards and punishments, benefits and costs, are spread through the population cause conflict. The hosts are an economist, Morton Marcus, and a financial advisor, John Guy. Expect whimsy.
 
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show series
 
Purpose-driven women hire Megan so they can get out of self-care overwhelm by creating empowering morning routines that leave them feeling AH-mazing and set them up for massive success. She is the creator of the Warrior’s Journey which is her unique combo of Yoga, toning exercises, and mental fitness that gives you the tools you need for holistic h…
 
A conversation with Larry Boggs, the Founder and President of Boggs & Company Wealth Management Overview After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes 3 of his daughters. Larry discusses the value of family, legacy, business ownership, autonom…
 
Listen as Advisor Talk host and Elite Consulting Partners CEO Frank LaRosa and Jon Kuttin, Founder & CEO of Kuttin Wealth Management and Quantum Growth host, share a deep-dive discussion that will provide advisors the tools necessary to transform the down market into a decisive period of advantage for the career and practice. Key points covered in …
 
Yohance Harrison, CEO of Money Script Wealth Management, has built a successful firm with over 300 households. Over 2/3 of his current book of business can be traced back to just one person. In this episode, Yohance will teach us the fundamentals of building a referrable practice and how to create an automated system that will keep clients engaged …
 
In this episode, we speak with Jillian Altamura, Managing Director at iCapital. Jillian goes over her career, starting as an intern with Goldman Sachs and climbing up the investment banking ladder to becoming Head of Growth at Simon Markets which was acquired by iCapital in August 2022. Jillian talks about how the spinoff happened, how Simon grew t…
 
Last week, a number of vendors announced financial results for the fiscal third quarter of 2023 and end-of-year results for 2022. Workday announced results for the fiscal 2023 third quarter, which ended October 31, 2022. Salesforce released results for its third quarter fiscal 2023, ending October 31, 2022. Intuit Inc., the global financial technol…
 
Natalie Taylor is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth. While working for a FinTech company, Natalie realized that the way to provide the greatest amount of impact a…
 
Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love. Summary: Do you want to create long-form content that catches and holds your niche’s attention? How about getting your expertise in front of…
 
Last chance! The Kitces Financial Planning Value Summit (100% virtual) is this Thursday. 👉 Learn more and join 900+ financial advisors at the Summit. No boring PPT presentations. No vendors. No sponsors. Just successful practicing advisors opening their playbook and SHOWING you how they demonstrate the ongoing value of financial planning. Check out…
 
In this episode of Anderson Business Advisors, Toby Mathis speaks with attorney Jonathan Evans from Anderson Advisors. You’ll hear Toby and Jonathan discuss all the pros and cons of LLCs – they are expensive in some states, more affordable in places like Wyoming and Delaware, they don’t provide the stock tax breaks that other entities do, and there…
 
Are you leaving some of your money on the table simply because... 1) you didn't take the time to plan or 2) didn't educate yourself on how all this stuff works? In this episode, host Josh Nelson let's you how important it is to be proactive when it comes to preparing your end of year taxes. Don't just assume you know what's going on because tax cod…
 
"It’s the most wonderful time of the year..." again and so most of us are starting to gear up for gift-giving season. What is your plan of attack: Do you put a list together in advance, are you freestyling it, or do you wait to the last minute and let the spirit move you? Whatever your plan is we can make it a lot better by sharing top strategies f…
 
How do you launch an ETF? What is the process? What are the compliance considerations? How do you market your own fund? What are the costs involved with launching your own fund? Wes Gray of Alpha Architect joins Jay Coulter on this episode of The Resilient Advisor to breakdown all of these questions. If you have ever considered launch an ETF, this …
 
We are back with another episode of Quantum Growth for Financial Advisors! Tune in today for Part 3 of our in-depth discussion with Jon Randall to continue down the path on our current theme of “Creating Advisor Capacity” within your business. In Part 2 of the series, we reviewed these concepts: When to Bring on The post Creating Advisor Capacity P…
 
In this interview, Oncology Data Advisor speaks with Dr. Christopher Iannuzzi of Hartford Healthcare about an ongoing clinical trial investigating the personalization of prostate cancer treatment through genomic tumor testing. In addition, Dr. Iannuzzi shares the advantages of delivering stereotactic body radiation therapy and the importance of und…
 
On this episode of the Apex Business Advisors Podcast, Andy and Doug are joined by 15+ year Business Coach Shawn Kinkade. Shawn is a full-time licensed Professional Business Coach and the President of Aspire Business Development, a business strategy, consulting, and coaching company. He joins us to talk about business planning and the purpose and v…
 
As financial advisors, a lot of us don’t like to think of ourselves as someone who works in sales. But if you own any business, then you are in sales because without customers, you don’t get to do what you do. What we’ve learned through the years about sales is that what makes it work well is having a system, and we’ve tried many different types. M…
 
Are you interested in joining joint work? Are there any benefits to joining one? In this episode, Kim Butler and Janet Sims discuss the importance of joint work in the financial industry. They explain how joint work can be beneficial for both mentors and mentees, and how it can lead to exponential growth. Kim and Janet also talk about the importanc…
 
Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor… Show Notes & Info: Retire Pilots Website - https://retir…
 
Most of us will have made a financial mistake or two in our lifetime, some small, and some big. It’s much easier to make a big mistake when major life changes occur and emotions are at a high. Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in you…
 
This week on “Inside the Economy”, we discuss consumer spending and the progress in the inflation battle. Inflation data, represented by the CPI index, has trended down. However, unemployment remains low lending it’s way to sustained strength in consumer spending. Will the conflicting data keep the Federal Reserve on their rate hike campaign, or wi…
 
In this episode of the Ultimate Advisor Podcast, you will hear from Gene Naftulyev as he shares some of the highlights of his book, Beyond Sales: 50 Business Problems Every CEO Needs to Solve. In this episode, Gene discusses a variety of topics including ownership percentages, succession, hiring employees, and selling a business. He also talks abou…
 
FHFA raises 2023 conforming loan limits on Fannie Mae, Freddie Mac mortgages The Federal Housing Finance Agency (FHFA) today announced the conforming loan limit values (CLLs) for mortgages to be acquired by Fannie Mae and Freddie Mac (the Enterprises) in 2023. In most of the United States, the 2023 CLL value for one-unit properties will be $726,200…
 
Watch on YouTube Discover more on our network ► https://grow.altruist.com/ ABOUT THE HUMAN ADVISOR: This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference a…
 
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim and Gregg discuss the best way to hold annual reviews and how to add value to your clients while doing them. Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge Visit our website at: www.thef…
 
How can your favorite pastime — running, cooking, travel… whatever — boost your performance, increase job satisfaction, build a stronger team culture? In this episode, Laura Gregg and David Partain speak with Regina Huber, the CEO and founder of Transform Your Performance, about the powerful connection between our hobbies and our professional lives…
 
In this episode, Janet provides us with a fantastic run-through of the fundamental health and safety considerations festivals and events need to incorporate into their operations. She also speaks to what we’ve learned from the pandemic and how we can ensure proper health and safety protocols carry forward and continue to evolve. About Janet Janet S…
 
In this episode I speak with the FI Tax Guy, Sean Mullaney, author of the book Solo 401(k): The Solopreneurs Retirement Account. We talk: - The Tax Planning mentality - Writing a book to standout as an expert - Is Bitcoin in a 401(k) even a good idea? - What Romney SHOULD have done with his huge IRA Outro: https://www.youtube.com/watch?v=ZOaj1TCMow…
 
Over more than two decades, Vanguard Advisor's Alpha® has shown how advisors can add value, or alpha, through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market. Vanguard’s Investment Advisory Research Center, led by Fran Kinniry, is charged with exploring how advisors pr…
 
Brad Rice is the CEO of Amerifund and the Founder and CEO of Homepie. Brad started in the mortgage world in 1993 as a loan originator, then became an owner in 1996 and that lead to the creation of Mortgage Corporation of America, grew it into a 43 state operation. Brad has owned an escrow firm, real estate investment firm, and retail brokerage. The…
 
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