Best BELAY Podcasts (2024)

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Mastering "The Language of Referrals" to Drive Organic Growth with Bill Cates 1:03:44

17d ago1:03:44

1:03:44

Guest: Bill Cates, a Hall of Fame speaker, author, and referral coach. Bill's latest book is The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients. In a Nutshell: When it comes to creating and sustaining organic growth, clicks and "likes" are important. But turning your existing clients into superfans…

1
How Concierge Wealth Management Services Can Improve Your Clients' Return on Life with Alex Miele 58:40

1M ago58:40

58:40

Guest: Alex Miele, CFP®, a Managing Director and Partner with Hierax Wealth Partners. Alex’s fifteen years of service in the wealth management industry has focused on advocating for her clients throughout every permutation of their financial lives. Alex prides herself in finding solutions for her clients’ seemingly unsolvable problems, while provid…

1
Using an Outsourced Chief Investment Officer (OCIO) to Deliver Enhanced Investment Services and Free Your Time for Other High-Value Pursuits with Mario Nardone 50:01

2M ago50:01

50:01

Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning and relationship-focused financial advisors. In a Nutshell: The human side of financial planning is, increasingly, where financial planners are delivering the most value to clients. Building th…

1
Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity 52:03

2M ago52:03

52:03

Guest: Benjamin Brandt, a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast. In a Nutshell: Many advisors think about tech and marketing in terms o…

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Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm 1:06:08

3M ago1:06:08

1:06:08

Guest: Matt Reiner, a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. In a Nutshell: Nobody likes to fail, nobody likes to admit they failed,…

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Welcome to the Jungle: Mark Hurley on Thriving During the Next Evolution of the Wealth Management Industry 1:19:36

3M ago1:19:36

1:19:36

Guest: Mark Hurley, founder of Fiduciary Network and now CEO of Digital Privacy & Protection LLC, a cybersecurity company. In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs woul…

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My 3 Words for 2024 27:34

4M ago27:34

27:34

For the ninth time, I begin the New year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my best year yet. It’s the My 3 Words exercise. My 3 words are printed at the top of my Daily Outcomes sheet (my prioritized to-do list) so I see them multiple times a day. By being thoughtful when I ident…

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Ep 46: Megan Taylor on Belay Expeditions & Ecopsychology 1:43:21

4M ago1:43:21

1:43:21

Megan "Belay" Taylor is the owner of Belay Expeditions . She is a mountain climber, long-distance expeditionist, and extreme minimalist. Once entirely nomadic living only on the open road with her bicycle, She now calls Lake City, Colorado home. Belay turned full-time entrepreneur at the age of 35 even though her love for the great outdoors has bee…

1
Connor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client Experience 52:52

4M ago52:52

52:52

Guest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor. In a Nutshell: It's been about seven months since I asked ChatGPT if I could retire without running out of money. Since then, the intersection of financial psychology and technology continues to advance rapidly -- not just in how advisors use AI, but in how they're improving …

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Explosive YouTube Growth Strategy: How James Conole Added $120 Million in AUM From YouTube in Just 12 Months 1:09:06

5M ago1:09:06

1:09:06

Guest: James Conole, CFP®, Founder of Root Financial Partners and star of a very successful YouTube channel with over 61,000 subscribers. In a Nutshell: When prospects watch your YouTube videos, read your newsletters, listen to your podcasts, and click on your website, within seconds they should think, "These guys are reading my mind!" Understandin…

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Ep 45: Paul Lewis on Starting FHF Gear & Joining Meat Eater 1:19:54

5M ago1:19:54

1:19:54

Paul Lewis is the founder of FHF Gear, a high quality brand of hunting, fishing, and tactical outdoor gear. He is an avid fly fisherman, bow hunter, and retired law enforcement officer and SWAT Team Leader from Bozeman, MT. He has a bachelor of science degree in wildlife management from Montana State University. He started FHF Gear as a side gig by…

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Marketing Expert John Wernz On Digital Marketing, SEO, Media Efficiency Ratio, and a ChatGPT-4 Marketing Plan 1:09:41

5M ago1:09:41

1:09:41

Guest: John Wernz, one of the top marketers on the planet. John was the Chief Marketing Officer of Wealth Enhancement Group (WEG) (listen to my podcast with WEG CEO Jeff Dekko) as that company grew rapidly through some sophisticated organic marketing programs. He’s currently Executive-in-Residence at Great Hill Partners, Executive Director and Boar…

1
Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning 48:41

6M ago48:41

48:41

Guest: Jon Dauphiné, Esq. is the CEO of the Foundation for Financial Planning, the U.S.'s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Dave Mantell, CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA. In a Nutshell: In fields like medicine, law,…

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116.SZN Finale: 100K Downloads Celebration & Maternity Leave & How I Felt like I "Failed" & Reframed It 20:13

6M ago20:13

20:13

In this Season finale episode, we are celebrating 100k Downloads for the podcast!! Host Paola Soares shares her journey in this season as she pauses the podcast for 3 months for maternity leave. She also shares moments when she felt like she failed in this season and how she reframed it and why I made the counter cultural decision to completely pau…

1
Dr. Preston Cherry on Using the "Relationship Quality Index" to Give Clients What They Value Most 37:42

6M ago37:42

37:42

Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., the Founder and President of Concurrent Financial Planning, a comprehensive financial planning firm serving households and business owners across generations. Dr. Cherry is also Head of the Financial Planning Program and Director of the Charles Schwab Center for Personal Financial Planning at th…

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115. How Reconnecting With Your Roots Could Become Your Superpower with Author Johanna Rojas Vann 36:59

7M ago36:59

36:59

In this episode, Celebrating Hispanic Heritage Month Host Paola Soares speaks with the author of the newly released book “An American Immigrant” That recently hit the Amazon’s Best Sellers List, Johanna Rojas Vann Johanna is a professional writer whose work can be found online and within numerous publications. She is a second-generation Colombian A…

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Manisha Thakor on Escaping the Cult of "Never Enough" and Finding "MoneyZen" 52:54

7M ago52:54

52:54

Guest: Manisha Thakor, MBA, CFA, CFP®, a national thought leader and personal finance expert with more than 25 years of experience working in the worlds of personal finance and investing. She's also the author of a great new book, MoneyZen: The Secret to Finding Your "Enough." In a Nutshell: Society trains us to believe that the answer to all of ou…

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114.How To Go From Creator To Leader In Your Industry with Fractional CMO Eugenia Woo 44:57

7M ago44:57

44:57

In this episode, Host Paola Soares speaks with her podcast bestie Eugenia Woo, the Host of the newly launched and buzzed about, Creator To Leader Podcast. Eugenia is a seasoned Digital Marketing Strategist who helps established entrepreneurs become thought leaders so they can scale their impact and revenue. She specializes in developing comprehensi…

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129: Elevate Your Impact: Unlocking Potential with a Virtual Assistant 39:18

7M ago39:18

39:18

If you find yourself thinking you need to grow before you can start bringing on help, you might have it backwards. Often, investing in the right people can free you up to focus on growing far more efficiently than you could on your own. Today’s guests are a powerful team who have learned this truth through firsthand experience: Geoff Welch and Trúc…

1
Louis Barajas on Transforming Mindsets and Navigating Money's Complexities in the Latino Community 1:06:09

8M ago1:06:09

1:06:09

Guest: Louis Barajas, an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors, where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries. Louis also serves as the founder and CEO of Business Management…

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113. How Systemizing Your Life & Business Will Completely Transform It with Chelsi Jo Moore 41:24

8M ago41:24

41:24

In this episode, Host Paola Soares speaks with Chelsi Jo is the host of the top podcast Systemize Your Life with over 2 million downloads, a top ten ranking podcast in her category with over 350 episodes.. Chelsi Jo helps moms and business owners go from overwhelmed to organized with systems through her time and task management systems… Whether you…

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Ep 44: Jess Caldwell on Following a Natural Path from Birth to Death 1:21:36

8M ago1:21:36

1:21:36

Jess Caldwell is an outdoor educator, wilderness survival instructor, nature lover, and yogi. She’s the founder of Wildkind Academy, an immersive program of outdoor education, training, and leadership development. We dive deep in this interview about Jess's wide ranging interests and experience. With a degree in Health & Wellness Promotion from Por…

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112. The 3 Different Types of Limiting Beliefs That Could Be Keeping You Stuck and Stifle Your Growth REWIND 16:39

8M ago16:39

16:39

In this episode, Host Paola Soares continues diving into the topic of limiting beliefs. She discusses the 3 types of limiting beliefs, limiting beliefs about yourself, others and the world that could be keeping you stuck. We discuss how limiting beliefs could become self-fulfilling prophecies and why it’s important to know what these unhealthy beli…

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111. How To Claim Your Confidence with Auctioneer & Best Selling Author Lydia Fenet 29:40

8M ago29:40

29:40

In this episode, Host Paola Soares speaks with bestselling author and highest grossing charity auctioneer Lydia Fenet. Lydia Fenet is the founder and CEO of the Lydia Fenet Agency, a boutique agency representing best in class charity auctioneers. Over her two-decade long career, Lydia served as the Global Managing Director of Strategic Partnerships…

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John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape 58:41

8M ago58:41

58:41

Guest: John Furey, Founder and Managing Partner of Advisor Growth Strategies. John also created the Alliance for Registered Investment Advisors, a think tank including seven of the most successful firms that are dedicated to improving the RIA industry through a culture of continuous learning and sharing. In a Nutshell: The large RIA firms and the p…

1
110. How to Supercharge your Business By Leveraging A Virtual Assistant with Belay CEO Tricia Sciortino 29:06

9M ago29:06

29:06

In this episode, Host Paola Soares speaks with the CEO of Belay, a remote staffing company that offers fractional U.S. based virtual assistant, accounting, social media services that are flexible, cost-effective, and scalable. Tricia’s story is remarkable, having been hired on as Belay’s first employee, a virtual assistant and rising up the ranks t…

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"Say What!" / "Nervous" | Tolliver 6:16

9M ago6:16

6:16

A self-described "dance floor demon," singer-songwriter Tolliver rocks the house with a performance of "Say What!" and "Nervous."By Tolliver

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How to Become a Masterful Storyteller 55:30

9M ago55:30

55:30

Story is software for the heart. A great story well told is your greatest tool for influencing behavior. Your listeners can “call up” that story in the future and apply new input specific to the current situation. The story “programs” your listeners to take action based on the emotions the story generates. And this is how a story can continue to in…

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109. 5 Steps To Overcoming Limiting Beliefs REWIND 19:05

9M ago19:05

19:05

In this episode, Host Paola Soares continues diving into the topic of limiting beliefs. She discusses the 5 steps to combating and overcoming limiting beliefs. If you’ve ever struggled with limiting beliefs this episode is for you. Whether you are a woman entrepreneur or a career boss woman this episode is for you. Interested in the BUT FIRST, SHE …

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108. 7 Common Limiting Beliefs That Could Be Subconciously Holding You Back REWIND 18:15

9M ago18:15

18:15

In this episode, Host Paola Soares dives into the topic of limiting beliefs. She discusses what are limiting beliefs and how they could subconsciously affect you. She also goes over where limiting beliefs come from and goes over 7 common core limiting beliefs that affect most people. She also discusses some signs that you could be dealing with limi…

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Tim Gerend on Recruiting, Training, and Leading 20,000 Advisors Who Compete on Client Experience at Northwestern Mutual 39:50

9M ago39:50

39:50

Guest: Tim Gerend, Executive Vice President and Chief Distribution Officer for Northwestern Mutual. In a Nutshell: You can't turn a tanker around in the Panama Canal. Instead, insurance giant Northwestern Mutual is carving a new lane for itself by adding wealth management to the services its 20,000 advisors, leaders, and team members offer nationwi…

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107. 5 Ways Limiting Beliefs Could Be Affecting Your Career or Business REWIND 12:16

9M ago12:16

12:16

In this episode, Host Paola Soares continues diving into the topic of limiting beliefs. She discusses 5 ways limiting beliefs could be affecting your career and business. Whether you are a woman entrepreneur or a career boss woman this episode is for you. We discuss the ugly ways that limiting beliefs could be popping up in your actions without you…

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