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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 ...
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Financial Pizza

Broadcasting Experts

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Clips and more from some of the best financial radio programs heard around the country every week. Advisors share their insight and offer tips to help you get to retirement.
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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 ...
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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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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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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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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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NRG Insights is a series interviewing industry leaders within the financial sector, hosted by Marcus Nanson from NRG Resourcing. The series dives into key areas of business, discussing everything from social media, company progression, industry news and tips to success.
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Welcome to the Wealthy Advisor Mindset podcast, the ultimate resource for financial advisors looking to expand their AUM (Assets Under Management) and elevate their quality of life through the power of a high-performance mindset. Your host is no other than Nina Cooke, a seasoned mindset coach with decades of experience working with countless business owners just like you. Join us as we explore proven strategies to help you dissolve self-sabotaging behaviors and habits, empowering you to achi ...
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Retirement Coach's Corner

Alan Mercurio & Troy Bolton

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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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Managing Your Practice

Dimensional Fund Advisors

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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
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The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.
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You deserve referrals naturally… without manipulating, incentivizing or even asking. Join Stacey Brown Randall every week on the Roadmap to Referrals podcast where she shows you how to grow your business by referrals so you can stay in your expert space (attorney, financial advisor, realtor, consultant, coach, interior designer, etc.) AND leave behind the worry of being seen as the "always hustling salesperson." If you need a direct and practical roadmap to follow to generate referrals natur ...
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The Sage Sayers

Debbi Gardiner McCullough

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A weekly podcast on ways to stay calm and compel others as you communicate. Along with executive communications tips and strategies, we interview intriguing individuals who've found the "Sage approach" by finding gifts, opportunities, and knowledge within trying situations. New Zealander show host, Debbi Gardiner McCullough, has written on social and business trends and struggles for the Economist, the Guardian, and Financial Times of London. She's a self-retired college professor of writing ...
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Money can be an intimidating topic, particularly for artists and creative professionals. The Artful Dollar aims to change that by having money conversations with Artists as well as financial service professionals. Ryan Roi, the host of TAD has been an artist his whole life and now works as a financial advisor offering 1:1 and group coaching to help people build healthy, thriving relationships with money.
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Ready to ditch debt, retire sooner & live life on your own terms? Only 54% of Gen Xers feel prepared for retirement and 22% believe they will live a comfortable lifestyle – so if you’re feeling like your finances are a hot mess, you’re not alone! I’m Dalene Higgins, founder of Elevate Finances & Money Coach for GenXers. It’s time to stop avoiding your finances and start having CONFIDENT conversations about money. Join me every week to talk about personal budgeting, debt payoff, saving for re ...
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Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing RVP. Weekly Interviews with Top Performers in the industry. Have you ever wondered what separates successful RVPs from the rest? What sets them apart isn't just hard work or skills, it's their mindset. RVP’s sometimes struggle to make the calls, visits or follow up with FA’s. Michael Fox Coaching helps hold RVP’s accountable to take focused action, so they earn more money, exceed goals, and live a happier and more ful ...
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Smarter Planner Podcast

Financial Planning Association National Capital Area Chapter

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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
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The Flexible Advisor

Laura Gregg and David Partain

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Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate tod ...
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Winning with Money

Mike Fetterman, Financial Coach

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I'm a Ramsey Solutions trained financial coach. My podcast provides you with personal financial education and practical strategies to help you gain control of your finances. You can contact me via email at: mike@fettermanfinancialsolutions.com or schedule a coaching consultation at: www.fettermanfinancialsolutions.com
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Engaging and enlightening interviews with women leaders on energy, climate, sustainability and corporate responsibility -- ESG, environment,social and governance issues. Business, policy and technology, money, the arts and careers. Topics include driving innovation, leadership, communications and career advice. Inspiration, trends and insights. Hosted and produced by Joan Michelson, acclaimed journalist, business leader, coach and speaker, based in Washington, DC.
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Fall head over heels in love with money! Lisa & her guest share their money stories, the rollercoaster ride we take with finances, money management, tips, & strategies. We're talking activating wealth to unlock your financial genius. 💸Receive money with grace 💸 Support causes you love with generosity 💸 Save money with ease 💸 Design your financial future with confidence. It doesn't matter how much money you have, it's what you do with it 🗝️ 🌬️ 💖 💸
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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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Wealth Beyond Riches

Abbey Henderson, CFP®

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Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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Coachable Wealth

Morton Brown Family Wealth

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Coachable Wealth is not just another finance podcast; it's a dynamic blend of sports fandom and financial wisdom, curated to empower you to transform your wealth-building journey. Hosts Jon, Cody, and Sean combine their backgrounds as athletes, coaches, and financial advisors to offer a unique perspective on sports and finance headlines. With a firm belief in the transformative power of coaching, the hosts are dedicated to helping you strengthen your relationship with your financial advisor ...
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Financial Advisor, Children's Financial Author, Public Speaker & Business Owner/ Helping parents EDUCATE their children on the subject of MONEY! Promoting FINANCIAL LITERACY everywhere for KIDS & ADULTS!
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For some, watching paint dry, or a poke in the eye is better than dealing with their business numbers. I get it, numbers can be scary, confusing, and boring, not what your business is meant to be about. But here’s the thing. If you’re serious about your business, you need to grab hold of your numbers, and connect with them. Falling in love with them may feel weird, but at least be on friendly terms with them if you want your business to survive and thrive. Numbers make you accountable, showi ...
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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Hey there! Welcome to ‘How I Got Hired’: a show about ordinary people like you and me, and how they created extraordinary success in their career. Three times a month, we uncover how they got hired in those career defining roles, whether it's by companies, whether it's by their very first paid clients and we are all about fully practical strategies and tactics; who’s got time for fluff? Not us! So if that is what you are about, you are in the right place. My name is Sonal Bahl, International ...
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It's time for the coaching industry to focus on what really matters: client results. On Systems Famous, we’re committed to raising the standard of group programs and revolutionizing the coaching industry by putting client results first. If you’ve mastered sales & marketing, but aren’t focusing on client results, you’re selling on a shaky foundation. Focusing on your client results solves every problem in your business, from marketing to sales to customer service and more. In each episode, yo ...
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Advisor Elevation

Matthew Eilers

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Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, ...
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Welcome to Leaving The Job: The Premier Financial Podcast for Firefighters, hosted by Scott Osborn, a seasoned retirement coach at Patriot Wealth Planners and an esteemed 18-year Army veteran. This show responds to the unique challenges and opportunities that firefighters face in retirement planning. Each episode offers strategic advice, shares inspiring stories, and provides guidance to help you achieve a confident and secure retirement. Join us as we explore the path to a fulfilling retire ...
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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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An ongoing series with Pareto Systems and Duncan MacPherson. At the airport, in an Uber, or where ever he might be, Duncan will deliver timely and action insights from his daily consultations, meetings and events. This podcast has been re-named to 'Pareto Systems: From-the-Field' and was formerly 'Duncan MacPherson - From the Field'. Video versions of these videos are available on the Pareto Systems YouTube Channel.
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Enjoy captivating interviews with characters from the Eastern Iowa Corridor as Gary Watts sits down with local business leaders, accomplished athletes, industry experts, and more! Watts Happening Music Intro Composed by Ace Jones ( www.AceJonesMusic.com )
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LIVE WELLthy™

Dawn Dahlby, CFP®, BFA

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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
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>Do you want to feel good earning, giving, spending and stewarding money so you can earn more without fear, save and get out of debt faster? > Do you want to let go of your poverty and scarcity money mindset with biblical principles? > Are you a faith filled female entrepreneur who wants to increase your income, make a bigger impact and honour God with her finances and lifestyle? > Are you tired of doubting yourself and feeling like an imposter? > Do you feel like you tried everything but ca ...
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Cashflows with Cash Matthews

Cash Matthews, Kenneth Baucum

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Financial behavior, entrepreneurship, and the path to success in what we like to call the Good Life! Investment advisory services offered through Wealth Watch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and The Solomon Group are independent of one another. Please note, registration with the SEC does not denote a specific skill level or guarantee the success of a particular investment strategy.
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Welcome to The Salty Advisor Podcast where we share invaluable lessons and transformative experiences shared by our community of Financial Planning Professionals. In this season of The Salty Advisor Podcast, we pay tribute to the life-changing principles imparted by our mentor and Executive Life Coach, Doug Carter. For almost 20 years, I have been a part of the Doug Carter Summit along with a beautiful community of Financial Planning Professionals. We’ve all had the privilege of one-on-one e ...
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Elizabeth Mahusay is passionate about thought transformation. Through her writing, speaking, and accountability groups, she helps individuals and organizations identify the foundational thoughts that form the basis of their beliefs, reject those that have a negative impact, and replace them with thoughts that lead to personal as well as organizational change.
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Renovating Retirement With Charlie Jewett

Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, In

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Charlie Jewett, the Financial Services Whistle-Blower, confronts the Retirement Planning industry and reveals all of the tricks, lies and scams the Stock Brokers, Insurance Agents and Financial Advisors use to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial and retirement decisions and live the retirement of your dreams. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!
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I am Iyafadara “Iya”-Your Life Choice Consultant, Priestess, Seer, Diviner and an Amazingly Accurate Psychic Tarot Reader! Do you NEED ANSWERS? Let’s Talk! CALL NOW for a Reading!Iya is a direct descendant of High Priests & Priestesses, Seers, Spiritualists, Diviners & successful Fortune Tellers dating back thousands of years from the Holy City of Ile Ife.Iya's amazing legacy of spiritual power dates back to her Ancestors and the Ancient Goddesses Oya, Isis, Kali Ma and Queen Nefertiti. Iya ...
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As a recovering financial advisor with a counselling diploma, I help high-income earners get off the paycheck-to-paycheck rollercoaster without changing their lifestyle. You will learn that money behaviour is more important than money knowledge, because what's the point of knowing how to invest if you have no money to invest? Nothing has gone wrong, you just need to reset your money mindset, that's all. I do this using my book, Budgets, Like Diets, Don't Work and behaviour science to reset y ...
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In this special episode of Thinking That Matters, the tables are turned as my good friend and colleague, Rich Cavaness takes the lead and interviews me, yours truly, Elizabeth Mahussai. In this episode, Rich and I dive into my journey in leadership and business coaching, particularly within the financial advising and wealth management sector. We ta…
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What is the difference between a financial coach, a financial advisor, and a wealth activator like Lisa? Most people think they are the same thing, but in this episode, Lisa shares the different strengths each role brings to the table. After working with hundreds of individuals of various income levels and helping them to cultivate a healthier mind…
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Michelle Klisanich is a Wealth Advisor for Financially Wise Divorce, a hybrid advisory firm based out of Minnesota that oversees $87-million in assets under management for 91 households. Michelle stands out by effectively applying insights gained from multiple business coaches throughout her career, enabling her to precisely target and market to he…
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In this episode of the Artful Dollar Podcast, Ryan Roi, a professional financial advisor, critiques the controversial methods of YouTube sensation Caleb Hammer. Ryan contrasts Hammer's abrasive, berating style with his own supportive, structure-focused financial coaching approach. Highlighting the importance of emotional, psychological, and structu…
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What’s up DBDL fam! We’ve got a special episode lined up for you today. As many of you know, I’m a proud member of Front Row Dads – a membership group and podcast created for fathers who want to level up their Dad game and put family first. As part of a podcast series, Front Row Dads selected a handful of members to guest host the show. As a part o…
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Whatever you believe is true, so if you believe you have no income then it's true. Find out how what you say to yourself can affect your finances. After working with hundreds of individuals of various income levels and helping them to cultivate a healthier mindset toward money, Lisa Drennon is sharing all her money mindset insights. This episode wi…
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Eric Wulff is the CEO of Marcum Wealth, an RIA based out of Cleveland that oversees $2.5 billion in assets under management for approximately 2,700 households. Eric has uniquely developed Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, largely by fostering mutually beneficial relationships with inter…
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Phil Crowley is an attorney and a second-year member of my coaching program, Building a Referable Business. Hear firsthand from Phil about his experience in BRB and how he transformed his business by implementing systematic and regular referral strategies. Phil shares his journey of increasing his referrals by 300% in just 7 months using the strate…
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In this episode, Ray Sclafani discusses the RIA growth illusion and the importance of creating a financial model for organic growth. He emphasizes the need for financial forecasting and modeling to make informed decisions and prepare for future outcomes. Sclafani suggests modeling three scenarios: a normal steady state, a worst-case crash and burn,…
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Brandon discusses how to prepare for the financial future amidst market turmoil. He emphasizes the importance of having a plan and realistic expectations. Brandon introduces the concept of three buckets for retirement savings: safety and income, moderate growth, and maximum risk and growth potential. He explains how each bucket serves a different p…
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Mike addresses the volatility of the market and emphasizes the need to understand risk and have appropriate portfolio ratios. He explains the concept of fixed proportions and the role of fixed investments and equities in a portfolio. Mike also highlights the importance of understanding one's risk tolerance, capacity, and requirement. He encourages …
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In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Bob Regnerus, renowned coach and founder of Feedstories. You'll discover how our internal beliefs and attitudes shape the outcomes we experience, emphasizing the importance of introspection and self-awareness over merely adopting new tools and strategies. Bob offers a profo…
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Send me a message! What do you want to see more of? In this episode, I interview Sherry, an ADHD money coach. Sherry shares her journey from losing her high-stress job of 17 years to becoming a specialized coach for ADHD entrepreneurs. She discusses her 'two by four moment,' the importance of budgeting, the challenges of managing finances with ADHD…
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Are you constantly stressed about money? Do you feel like financial peace is just a distant dream? In this episode, we'll explore how to reach financial peace through practical steps, biblical principles, and mindset shifts, helping you find tranquility in your finances. 🌟 This episode's highlights include: Practical steps to know your numbers and …
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In today’s episode, I want to take you back to a moment when the world shut down due to the COVID-19 pandemic. One of the unexpected challenges was the closure of barbershops and hair salons, leaving my husband Fred’s flat top in need of a haircut. Now, if you know anything about a flat top, you know it’s got to be precise, and we were weeks into l…
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What does it take to build a successful business from the ground up? In this special episode of NRG Insights, we're diving into the "Best of Founders" to explore the journeys of some of the most influential leaders in the mortgage and finance industry. From coming through financial crises to working with new technology and forming partnerships, the…
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Managing taxes is one of the many responsibilities of running a business. From personal self-assessment taxes to corporation taxes, the process can be daunting. However, by saving for taxes as you go, we can avoid the last-minute scramble and the stress of finding funds to pay our tax bill. Why Save as You Go? Firstly, consistent saving helps us av…
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Professionals all over wonder how to introduce themselves, especially to new bosses, teams, or a recruiter — even to new friends. Introductions (done well) become conversation starters, build connections, even elevate our personal brand. But how do we talk about our work — and life — in ways that stand out and align with our personality and values?…
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This week Joe Murphy weighs in on this week's market dip and the impact it could have on your retirement. Coach Pete D’Arruda talks about the spend and leave plan for retirement. Russ Hackman speculates on what could happen depending on who wins the presidential election. Weston Lindeman tackles the pros and cons of annuities and Parker Holland exp…
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Hello and welcome to The Magellan Network Show. It's early August 2024, and it's been an exciting week in our industry. I realized we hadn’t discussed the key difference between active and passive client communication—which many advisors often blur, leading to confusion.When discussing an advisor’s communication style, I prefer the term "client rel…
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Conor Delaney and Nick LoPresti discuss their journey together and the growth of Good Life. They talk about the importance of servant leadership and the pride they have in their team. They also discuss the transition from financial advisor to business owner and the challenges and rewards that come with it. They highlight the impact they have on adv…
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Ready to fall head over heels in love with money? On this episode of “I Date Money,” we are sitting down with Liz Faircloth. Liz is the cofounder of the DeRosa Group and the The Real Estate InvestHER community, a platform to empower women to live a financially free and balanced life on their own terms. Lisa and Liz will be sharing their unique pers…
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With Louis Diamond and Jason Diamond Overview Using the Diamond Consultants trademark data-driven analysis and insights on recruiting and deals, Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year. Listen in… > Download a transcript of thi…
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Today’s show highlights include: *The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses. *Strategies and advice for advisors feeling disempowered by decisions made for their businesses. *Recognition of the enduring value and strengths of smaller independent firms amidst the acquisition trend. *…
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Hey everyone, this is just a quick update 'cause there's no full episode this week. We're doing some big stuff behind the scenes, including a new name for the podcast and some other cool things coming your way soon. So instead of our usual show, I want you to check out my guest spot on Claire Pells' "Get Paid Podcast. LISTEN TO THE PODCAST ON SPOTI…
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In this episode of The Artful Dollar, Ryan Roi is joined by tattoo artist and trauma coach James Kerr. Together they explore the impact of trauma, the journey of self-exploration, and how personal experiences can shape one’s mindset and career. Learn about the intersection of money, art, trauma and life, and learn how to navigate these complex topi…
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In this episode, I’m talking with James and Kris Rea, the dynamic husband-and-wife team behind Rea Financial. Their story highlights the power of authenticity and how crafting the right mission, messaging, and values can massively impact the success of your business. The Rea's had to take a few steps back before they could leap forward, but their e…
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Financial transitions are challenging, but with the right guidance they can be opportunities for positive growth and transformation. How do you manage a financial windfall or a major life change? What tools and strategies can help you navigate these transitions effectively? This week on Wealth Beyond Riches, Abbey Henderson, CFP®, CEO Wealth Adviso…
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In this episode, host Belle Osvath, CFP®, speaks with Andy Baxley, MS, CFP®, CIMA®, a Certified Financial Transitionist, about the evolving role of financial advisors. Andy, an independent financial planner at the Planning Center, discusses how changes in people's lives, work, and retirement necessitate a shift in financial planning approaches. He …
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Welcome back to The Live WELLthy™ Podcast! In This episode, Dawn Dahlby, CFP® BFA and CEO of Relevé Financial Group continues to dive deep into the true value of financial advice. In this episode, Dawn breaks down: • Understanding fee structures: flat fee vs. AUM • Tax strategies and investment planning • Benefits of institutional access to alterna…
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We’re joined on the podcast this week by local award-winning hair stylist & salon owner, Bobby Thompson! Bobby is the founder of Thompson & Co Salon Parlor, which now has locations in Iowa City as well as Coralville. Join Gary and Bobby as they discuss the origins of Thompson & Co, the struggles & success of owning a business, current trends in cos…
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Welcome everyone! Welcome to the 397th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Jaime Benedetti. Jaime is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based in Atlanta, Georgia, and Covington, Louisiana that oversee a total of $1.2 billion in asset…
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Jaime Benedetti is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based out of Georgia and Louisiana that oversee a total of $1.2-billion in assets under management for approximately 900 households. Jaime's firm has uniquely expanded to over $1 billion in AUM over the last 20 years, largel…
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Are you ready to supercharge your referral strategy? In this episode, we'll build on last week's topic and discuss the factors that can impact how quickly you receive referrals. We explore the role of mindset, network connections, and identifying key referrers in maximizing your referral potential. Tune in to gain valuable insights on building a re…
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In this episode, Ray Sclafani explores five innovative strategies to gamify the path to partnership in financial advisory firms. By leveraging the principles of gamification, he reveals how career progression can become more engaging through the innate human drive for competition and rewards. The five strategies include establishing a level-based p…
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Brandon addresses the issues some retirees may face such as having to switch financial advisors, paying high fees, or having poor portfolio performance. He emphasizes the value of a customized retirement plan that addresses income streams, market investments, tax strategies, and personal goals. Like what you hear? Get a second opinion today 👉 https…
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In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Michael DeLon, author of seven books as well as the president of Paperback Expert. During this conversation, Nina and Michael explore the transformative power of mindset and how it impacts various aspects of life. They discuss the importance of daily affirmations and focusi…
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Send me a message! What do you want to see more of? In this episode I interview my client Angela, who shares her transformative experience in my signature coaching program. Angela discusses her initial struggles with budgeting, the steps she took to overcome her financial challenges, and the positive impact of coaching had on her financial habits a…
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Are you struggling to reset and get back on track with your money goals? In this episode, we dive into practical, faith-based steps to help you regain control of your finances and align them with your goals. It's essential to have a clear and focused approach to managing your money, especially as a Christian female entrepreneur. 🌟 This episode's hi…
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Looking to learn from the best minds in finance? In this special episode of NRG Insights, we bring together insights from four leading women in mortgages and lending: Leanne Andron, Gemma Perry, Roz Cawood, and Andrea Glasgow. They share their experiences, achievements, and the challenges they’ve faced in the mortgage market. What's Included: Visio…
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Stress and anxiety are part of the human condition. However, undue stress and anxiety are detrimental. As small business owners, we cope with numerous responsibilities. Besides delivering our products and services, we manage marketing, sales, accounting, and customer service. It's no wonder that many business owners feel stressed and anxious. In th…
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Hi everyone, and welcome to The Magellan Network Show. Today, I want to discuss strategies and decisions for handling the upcoming months, especially considering the presidential election cycle and its accompanying news. Whether you're a member of our network or a guest, let's discuss what lies ahead. It's early August 2024, and it's already noisy,…
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It doesn’t matter how much money you have, it’s what you do with it! Today’s guest on the podcast is showing us just how true that is. Julia Hurley is a super-connector bringing her Knoxville based business to the Nation. She is an owner and broker of a real estate firm managing and flipping personal properties and has hosted an Emmy Award-winning …
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With Matt Brown – Founder, Chairman, & CEO, CAIS Overview Matt Brown discusses the founding of CAIS and his vision to democratize alternatives (alts) investing and open up access to firms of all sizes. He shares how technology helped transform the independent space and provides an extraordinary growth engine for firms. Plus, he offers his thoughts …
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We get a lot of questions about 401ks, and we know they can be tricky to navigate. That's why we're tackling your top questions in one comprehensive episode. Visit us online: https://blackoakam.com/ Get in touch with the Black Oak team: https://blackoakam.com/contact-us/ Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI…
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Today’s show highlights include: *An overview of common misconceptions of RIAs that advisors have when they want to create one. *What the nationwide trend of more advisors wanting independence means for the RIA space as a whole. *The difference between a state registered RIA and an SEC registered RIA. *What an advisor really means when they say “I …
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