Best Branch Specialists Podcasts (2024)

1
For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and ... 20:30

1M ago20:30

20:30

In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James. We discussed why advisors make the move from the employee side of the business to the independent side. With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense. We also discussed how Todd …

1
For Advisor By Advisors - Interview with Paul G. McManus, Book Author, and Founder of MCMF Publishing - Does Writing Books Help Financial Advisors Gain Clients? Only if Marketed Correctly! 23:27

1M ago23:27

23:27

In this episode, we speak with Paul G. McManus, Book Author, and Founder of MCMF Publishing. We went over how books can be a marketing concept that financial advisors should consider. Also, how to use the book to market to the segment you want to attract. We also spent some time going over how to use LinkedIn effectivity to market yourself and get …

1
For Advisor By Advisors - Interview Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James - Do You Work with Who You Enjoy Working With? How one Advisor is Finding Growth! 24:33

3M ago24:33

24:33

In this episode, we chat with Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James. We speak on a variety of things like why to leave Edward Jones. Also, why choose Raymond James for Independence? Bob also spoke to us from his journey as a brand new advisor to one who is producing over 3 million in revenue. Hope you enjoy…

1
The Role of Occupational Therapy in Working with People with ALS (Episode 133) 53:33

3M ago53:33

53:33

On this episode, occupational therapy practitioner Cindy Molnar, COTA/L, talks about the role of occupational therapy (OT) in working with people diagnosed with Amyotrophic Lateral Sclerosis (ALS) - also referred to as Lou Gehrig's Disease. Cindy has been a second career OT assistant for over 10 years, primarily working in a sub-acute rehabilitatio…

1
For Advisors By Advisors Interview with David Ogman, Wealth Advisor, Fortuna Wealth - Pros and Cons of Opening your Own Office vs. Joining a Turnkey Model 24:20

3M ago24:20

24:20

In this episode, we speak with David Ogman, Wealth Advisor with Fortuna Wealth. We speak about many issues including making the switch from Financial Advisor to Banker and then taking the big step back to Financial Advisor. We also spoke about why an advisor that considers themselves a “rainmaker” might be better off joining an existing office whil…

1
SnapType: How the Idea of One OT Student is Changing the World (Episode 132) 30:21

4M ago30:21

30:21

On this episode, occupational therapist Amberlynn Slavin and her husband Ben Slavin share information about SnapType, an app created based on an idea Amberlynn had on a Level I fieldwork clinical rotation while she was in occupational therapy school at Springfield College. The goal of SnapType is to help students complete their schoolwork even when…

1
For Advisor By Advisors - Interview with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. - Is a Corporate Trustee Better then a Named Individual? One Expert Weighs In! 28:56

5M ago28:56

28:56

In this episode, we speak with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. We talk about a variety of issues such as should clients name an individual or a corporate trustee. When does it make sense to use one another? We also talk about the freedom independents have in using different corporate trustee. We also spoke about when a fin…

1
For Advisor By Advisors - Interview with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast - When Did You Catch Your Big Break? Jon Anik Shares His! 28:05

6M ago28:05

28:05

In this episode we talk with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast. We talked about Jon's start in the business, to advancing to the UFC, and then becoming the lead play by play. We talk the gambit from how Jon found out he was in the lead spot to what a day working with Joe Rogan is like. We a…

1
Michael Branch - Premier League to Prison’ 40:25

6M ago40:25

40:25

Michael Branch is the 111th speaker on the podcast. Michael talks openly about the highs of his career, going from the Premier League wonder-kid at Everton to Wolves via Man City ….then to prison. Michael speaks candidly about how his life and career spiralled out of control and how he has now turned it around by giving back and helping others. In …

1
For Advisor By Advisors - Interview with M Scott Brown, Founder of Edgewater Family Wealth - When does it Make Sense for a Financial Advisor to Manage Assets Internally? One Expert Weighs In! 25:12

6M ago25:12

25:12

In this episode we talk with M Scott Brown, Founder of Edgewater Family Wealth. We talk about all things financial advisor such as growing at scale, building a team, and the right way to manage clients. We talk about Scott’s history in the business from a newbie advisor to one of the top advisors in the country. Scott shares his story and how he li…

1
Resiliency and Mental Illness (Episode 131) 28:47

6M ago28:47

28:47

Liz Grace is the pen name of an occupational therapist living from southwestern Ontario, Canada. She lives and works with a mental illness called schizoaffective disorder. She navigates the OT world despite profound hearing loss and cochlear implants. Liz has been working in homecare since 2015 after graduating from school. Her primary clientele is…

1
For Advisor By Advisors - Interview with Elan Moas, Author & Universal Life Insurance Whistleblower - Will the Universal Life Policies Written in the Past Blow Up? One Whistleblower Explains! 41:29

7M ago41:29

41:29

In this episode, we have Noah Wills of Fortuna Wealth fill in for Evan J Mayer in the host chair. He sits down with Elan Moas, Author & Universal Life Insurance Whistleblower. They went over the industry known problem of insurance policies, mostly universal life policies, being sold years ago with hypotheticals that didn’t hold up when rates went d…

1
Steve Daley - Battles on and off the pitch! 33:25

7M ago33:25

33:25

In a special edition of the podcast we talk to Steve Daley who speaks candidly about his recent battle with prostate cancer and his battles on and off the pitch. Steve talks exclusively about coming back on to the after-dinner scene and regales plenty of stories and anecdotes in a poignant podcast with a lot of laughs!…

1
For Advisor By Advisors - Interview with Jacob Turner, Co-Founder, Moment Private Wealth - How One Retired Professional Athlete Turned into a Great Financial Advisor! 24:45

7M ago24:45

24:45

In this episode, we talk with Jacob Turner, Co-Founder, Moment Private Wealth. Jacob was once a major league baseball player for 11 seasons. Since then, he has found his new passion as a financial advisor. Jacob talks about what it was like educating himself in finance to finding the next thing that drives him like baseball did. He is growing a thr…

1
Ross Bennett - ’Tales from the touchline’ 13:30

7M ago13:30

13:30

In the most unlikeliest of circumstances Wolves fan Ross Bennett found himself thrust into the spotlight as fourth official for Wolves recent FA Cup tie with Brentford in January 2024 …and here are the tales from the touch line!By The Wolf Whistle

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Brian Law - ’all aboard’ 1:13:03

8M ago1:13:03

1:13:03

In the 110th and return of the Wolf Whistle Podcast we speak to former defender from the 90s Brian Law. Brian speaks honestly about his unorthodox football career which saw him make his international Wales bow at 19, backpack around the world for three years after retiring …and make the unlikely comeback into the spotlight with Wolves. Brian opens …

1
For Advisor By Advisors - Interview with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth - Why Financial Advisors Should Use Social Media and Start a Podcast. 29:33

8M ago29:33

29:33

In this episode, we talk with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth. We go over his new growing practice and how he is finding huge success using his podcast and social media presence to create new business. We also go over how his practice charges today and what they expect that to change to in the future. Tom took hi…

1
For Advisor By Advisors - Adam Schwartz, Director of Philanthropy, American Cancer Society - Is Charitable Giving a Want for You? How About Using a Donor Advised Fund! 29:39

8M ago29:39

29:39

In this episode, we talk with Adam Schwartz, Director of Philanthropy, American Cancer Society. We spoke about his start as a financial advisor and the difference from working at a smaller, regional bank to working inside of a massive bank and the pros and cons of each. We also spoke about Adam’s journey to leaving the business in going into a char…

1
For Advisor By Advisors - Interview with Tom Henske, CFP, Founder, Total Cents - Is Sunsetting your Practice Worth it? What One Industry Veteran Thinks! 23:33

8M ago23:33

23:33

In this episode, we talk with Tom Henske, CFP, Founder, Total Cents. We went over Sunsetting from the business and what the future holds for Tom going forward. We went over his career in the business and discussed what newer advisors should consider. We also spent time going over the work Tom is doing to educate families on financial planning and a…

1
The Moxie OT on The CO-OP Approach (Episode 130) 53:44

9M ago53:44

53:44

On Episode 130, Sarah Zera, OTD, OTR/L, shares the story about how she discovered and fell in love with occupational therapy and discusses her work as a mobile- and community-based practitioner and insight about how to bring moxie to one's OT practice. Growing up, two of Sarah’s primary caregivers were people with disabilities. Her background has p…

1
For Advisors By Advisors - Interview with Philip Waxelbaum, Founder and Principal at Masada Consulting, LLC - When a Financial Advisor Leaves Firms, Arbitration Can Happen! One Expert Weighs In! 27:39

9M ago27:39

27:39

In this episode, we speak with Philip Waxelbaum, Founder and Principal at Masada Consulting, LLC. We go over his history in the business, how the business has changed, and where advisors are going now a days. As an expert witness in arbitration cases, we went over some great stories of Advisors leaving the right and wrong way. We also went over suc…

1
For Advisor By Advisors - Interview with Matt Landon, Interim CEO, Semmax Financial Group - How Often Should Financial Advisors Analyze Their Business Model? One New CEO Weighs In! 24:10

9M ago24:10

24:10

In this episode, we speak with Matt Landon, Interim CEO, Semmax Financial Group. We go over a wide array of topics like what it is like to just get licensed 6 years ago and then hop into the CEO role. We also speak about the experience that you get from having a mentor is so key to financial advisors success. We also spoke about how Matt’s company …

1
For Advisor By Advisors - Interview with Corey Walen, Managing Partner at Bridgemark Strategies - What Channels are Right for Financial Advisors? One Expert Weighs In! 30:47

9M ago30:47

30:47

In this episode, we speak with Corey Walen, Managing Partner at Bridgemark Strategies. We went over a variety of topics from compensation on the firms recruiting to where the trends are going on where advisors land. We also spent time going over the dynamics in teams coming over and what that looks like on what channels they choose. Corey is well k…

1
For Advisor By Advisors - Interview with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management - Should Financial Advisors use the Flat Fee ... 29:34

10M ago29:34

29:34

In this episode, we speak with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management. We talk with Andy about in just 3 years, he grew his practice extensively using the flat fee approach. We also discussed his views on how other advisors charge and what he feels is most appropriate. We …

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BIG ANNOUNCEMENT 3:28

11M ago3:28

3:28

Announcement on further podcasts and a very special charity event on 29th October 2023. 2pm kick off at Bilston Town which will see the largest collection of former Wolves players EVER come together for a fantastic charity football match!By The Wolf Whistle

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The Most Important Questions To Ask As a First Time Home Buyer 5:15

11M ago5:15

5:15

Embarking on the journey to homeownership can be exhilarating yet daunting for first-time buyers. In this episode, Mortgage Expert, Ivan Simental NMLS# 1762746 guides you through the vital questions that every first-time homebuyer should ask. Join us as we uncover not only the common inquiries but also those often overlooked, and how these question…

1
How To Remove Someone from a Mortgage 5:31

11M ago5:31

5:31

Are you facing the challenging decision of removing someone from a mortgage? Whether it's a divorce, a change in financial circumstances, or a co-borrower's desire to step away from the responsibility, navigating the process can be daunting. In this episode, Mortgage Expert Ivan Simental NMLS# 1762746 explores the strategic approach of using refina…

1
Interview with Matthew Jarvis, Co-Founder of The Perfect RIA. - Taking Over a Financial Advisors Practice? Here Is What One Expert Thinks! 27:19

12M ago27:19

27:19

In this episode, we talk with Matthew Jarvis, Co-Founder of The Perfect RIA. We go over Matthew’s time in the business, from starting out with his father, to how during the 2008 crises his world changed, and he decided to go all in on “change”. We also discuss Matthew’s podcast and outside ventures helping financial advisors excel. We also spoke ab…

1
Advice For Overwhelmed First Time Home Buyers (with @the.mortgage.lender, Rebecca Richardson) 32:30

12M ago32:30

32:30

In this episode of The Mortgage Reports Podcast, host Craig Berry NMLS# 200401 is joined by Rebecca Richardson aka @the.mortgage.lender on TikTok, a top originator in the mortgage industry. Rebecca shares her journey of how she stumbled into the mortgage business and her passion for finance. With a strong presence on social media, she discusses her…

1
What Credit Score Do You Need To Buy A Home? 5:43

12M ago5:43

5:43

Are you a first-time homebuyer feeling lost in the world of credit scores and mortgage qualifications? In this enlightening episode, mortgage expert Ivan Simental NMLS# 1762746 dives into the crucial factors that determine a good first-time buyer credit score and unravel the mystery behind credit score requirements for various loan types. He also p…

1
A Buyers Markets vs a Sellers Market - key differences to think about 6:59

1y ago6:59

6:59

In this episode, Mortgage Expert, Ivan Simental NMLS# 1762746 explores the intricacies of buyers' markets and sellers' markets. He breaks down the essential differences between these two market types, exploring what characterizes each and how they influence your journey as a buyer or seller. Tune in to gain valuable insights, actionable tips, and a…

1
Advice for New Mortgage Loan Officers (with Mark Gordon, Chief Revenue Officer, Princeton Mortgage) 19:22

1y ago19:22

19:22

In this episode of the Mortgage Reports Podcast, host Craig Berry NMLS# 200401 welcomes Mark Gordon, the Chief Revenue Officer of Princeton Mortgage. Mark shares his expertise in the mortgage industry, discussing his role in helping loan originators reach their full potential through coaching and guidance. He highlights the importance of supporting…

1
Mortgage Rate Changes Have Been A Good Thing, Here's Why (with Arjun Dhingra, Mortgage Expert & founder of My LFG Energy Society) 35:08

1y ago35:08

35:08

In this episode of The Mortgage Reports Podcast, host Craig Berry NMLS# 200401 is joined by mortgage expert and founder of My LFG Energy Society, Arjun Dhingra NMLS# 1166050. They discuss the positive impacts of higher mortgage rates. They also explore the importance of financial literacy in today's market and how lenders can make a difference in t…

1
For Advisor By Advisors - Interview with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management - What do Financial Advisors Ask Themselves? Here is one Advisors Questions to Others ... 25:28

1y ago25:28

25:28

In this episode, we speak with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management. This is a two-part episode in which we dive into questions that Anthony has for other financial advisors and how he feels on these topics. I give my points of view on them, and Anthony delivers with his thoughts. We broke this podcast into two d…

1
When Will Mortgage Rates Go Down? Expert Advice 6:36

1y ago6:36

6:36

In the current real estate landscape, potential homebuyers and homeowners are constantly keeping a watchful eye on mortgage rates, hoping to secure the best deal for their dream homes or to refinance their existing loans. But what will bring these rates down? In this episode, mortgage expert Arjun Dhingra NMLS# 1166050 breaks down the factors that …

1
What Is Debt-to-Income and How Does It Affect Your Ability to Buy a Home? 6:47

1y ago6:47

6:47

Join mortgage expert Ivan Simental NMLS# 1762746 as he discusses the concept of debt-to-income ratio (DTI) and its crucial role in determining your ability to purchase a home. Whether you're a first-time buyer or considering a new mortgage, understanding the significance of DTI is essential for navigating the homebuying process with confidence. Iva…

1
For Advisor By Advisors - Interview with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management - What do Financial Advisors Ask Themselves? Here is one Advisors Questions to Others ... 29:45

1y ago29:45

29:45

In this episode, we speak with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management. This is a two-part episode in which we dive into questions that Anthony has for other financial advisors and how he feels on these topics. I give my points of view on them, and Anthony delivers with his thoughts. We broke this podcast into two d…

1
How New Technologies Will Transform Mortgages and The Home Buying Process (with Matthew Van Fossen CEO, Absolute Home Mortgage & Mortgage Automation Technologies) 32:28

1y ago32:28

32:28

In this episode of The Mortgage Reports Podcast, host Craig Berry NMLS# 200401 is joined by Matthew Van Fossen, entrepreneur and CEO of Absolute Home Mortgage & Mortgage Automation Technologies. They discuss the need for innovative technological solutions in the mortgage industry and the benefits that both consumers and lenders can gain from this. …

1
Paul Berry and Johnny Phillips - ’Revolution of Wolves’ 31:26

1y ago31:26

31:26

In an exclusive interview the Wolf Whistle speaks to authors and respected journalists Paul Berry and Johnny Phillips about their brand new warts-and-all book Revolution of Wolves which covers three mind-blowing eras of Premier League Football at Molineux. We also speak about what’s going on at the club here and now. Book launch - Thursday 10th Aug…

1
For Advisors By Advisors - Interview with David Wood, Founder and Chief Visionary Officer, Gateway Financial Partners and Co-Founder at BlueFish Advisor Marketing - Are all Buy In Equity Programs the Same ... 40:40

1y ago40:40

40:40

In this episode, we talk with David Wood, Founder and Chief Visionary Officer, Gateway Financial Partners and Co-Founder at BlueFish Advisor Marketing. We spent a lot of time talking about the new buy in plan the financial advisors have with Gateway and how David feels this approach is different and better than other plans. We also went through wha…

1
How High-Interest Rates Might Help In The Long Run 7:51

1y ago7:51

7:51

In this episode, mortgage expert Arjun Dhingra NMLS# 1166050 dives into the advantages of high interest rates across various economic sectors. He explores the reasons why elevated interest rates can be a positive force for individuals, businesses, and the overall economy. Learn more about home buying, refinancing and real estate investing at themor…

1
Housing Market Crash of 2008 vs The 2023 Market - Key Similarities and Differences (With Mike Hardy, Principal and Co-Founder of CYRUS Opportunity Zone Fund) 24:58

1y ago24:58

24:58

In this episode of The Mortgage Reports Podcast, host Craig Berry NMLS# 200401 is joined by Mike Hardy, principal and co-founder of CYRUS Opportunity Zone Fund and managing partner of California & Nevada business for Churchill Mortgage. They discuss the current state of the housing market and compare it to the market before the housing crisis 15 ye…

1
How To Use Home Equity to Buy a Smaller Home and Downsize 11:10

1y ago11:10

11:10

In this episode, mortgage expert Ivan Simental NMLS# 1762746 tackles the topic of downsizing your home and explores the strategic use of home equity to facilitate a seamless transition to a smaller property. Whether you're an empty-nester looking to simplify your lifestyle or someone seeking to optimize your finances, downsizing can offer a range o…

1
Mortgage Experts Reveal The Best Advice For Buying a House in a Challenging Market (with Brad Nix, CEO and co-founder of Path & Post Real Estate) 23:19

1y ago23:19

23:19

In this episode of The Mortgage Reports Podcast, Craig Berry NMLS# 200401 is joined by Brad Nix, CEO and co-founder of Path & Post Real Estate. They discuss the current housing market and provide tips for buyers and sellers on how to navigate it. Brad, with 25 years of experience in real estate, shares his insights on the unique nature of the curre…

1
For Advisor By Advisors - Interview with Steve Voss, CPA, Vice President, Business Consulting at Raymond James Financial Services - What do Financial Advisor Business Setups Look like? What is the Best ... 25:31

1y ago25:31

25:31

In this episode, we talk with Steve Voss, CPA, Vice President, Business Consulting at Raymond James Financial Services. We go over the different business structures advisors use to go independent, what happens when you bring new partners in, what happens with breakups and the effects on the partnership during those trying times. We also go over the…

1
Pros and Cons: Waiting for Lower Rates vs. Buying a House Now 7:56

1y ago7:56

7:56

In this episode, mortgage expert Arjun Dhingra NMLS# 1166050 dives into one of the most common dilemmas faced by prospective homebuyers and investors: Should you wait for lower interest rates or make a purchase now? Arjun explores the factors that influence this choice and provide valuable perspectives for listeners. Discover the potential risks an…

1
Tales from the tape Volume II - Subsciber editions now available! 3:15

1y ago3:15

3:15

Tales from the tape - Volume II subscriber editions now available for the book which will be out at Christmas. Get your name in the book and support 3 great charities for just £30! www.tales fromthetape.co.ukBy The Wolf Whistle

1
This is why the housing market has NOT crashed in 2023 7:15

1y ago7:15

7:15

In this episode, mortgage expert Arjun Dhingra NMLS# 1166050 explores the captivating world of real estate and tackles the burning question on everyone's minds: Why hasn't the housing market crashed? Over the past few years, the housing market has experienced remarkable growth and resilience, defying expectations of a significant downturn. Despite …

1
Adam Proudlock - ‘The Play Off Final specialist’ 39:24

1y ago39:24

39:24

Adam Proudlock is the 109th speaker on the podcast and talks about his ten years at Wolves from 13 to 23 and all about the game at Cardiff where we won the Play-Offs in 2003. Adam speaks about the goal on his Wolves debut, the hat-trick on his professional debut and the four finals he got to where he ended up a winner each time which makes him the …

1
How to Buy and Sell a Home at the Same Time 7:01

1y ago7:01

7:01

In this episode, Mortgage Expert Ivan Simental NMLS# 1762746 dives into the intricacies of buying and selling a home simultaneously, a real estate juggling act that requires careful planning and strategy. Whether you're upgrading, downsizing, or relocating, the challenge of coordinating the sale of your current home with the purchase of a new one c…

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