Best Frank Shaw Podcasts (2024)

1
Hot Mic Discussion: A 9 to 5 is Part Time 26:20

13h ago26:20

26:20

Today’s show highlights include: *Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be achievable if they put in the extra effort that is required. *A discussion on why the adage "actions speak louder than words" holds true in achieving success and making a meaningful impact in the finan…

1
Carry-On: Watch What You Eat 36:41

2d ago36:41

36:41

This is the first episode of Carry-On: a place to talk about all the stuff that didn’t fit into an episode of Baggage. We go over listeners’ questions from the first half of Don’s Vietnam Vet episode as well as questions from Eric’s three-episode series. There’s Oliver North, Dave Attell, and dysentery stories mixed in there. Plus, we cover the ins…

1
Amidst Acquisition Chaos 24:12

8d ago24:12

24:12

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. *…

1
Greatest Hits - Unlocking Success for Independent Advisors 31:31

15d ago31:31

31:31

Today’s show highlights include: *The trend of more and more advisors moving from the W2 environment to the independent world, and what effects this is having on the financial advisory space as a whole. *The biggest mistake advisors make when they first start their own independent practice. *Why advisors need to adopt the mindset of working for the…

1
Vietnam Vet (Don) - Part I 56:48

17d ago56:48

56:48

Retired Lieutenant Colonel Don Frank shares his early days in the Marine Corps as a captain in Vietnam. We start with his not-so-successful attempt to master the Vietnamese language which, somehow, leads to him being the dean of a Vietnamese language school? Don shares insights into the war, his experiences, and some anecdotes along the way. We fin…

1
Hot Mic Discussion: What’s Your Practice Actually Worth? 29:22

23d ago29:22

29:22

Today’s show highlights include: *Distinguishing between inflated numbers and the genuine value of a practice in order to achieve leverage in negotiations. *A breakdown of the factors that matter and make an impact on the value of a practice. *The importance of understanding the value proposition of the buyer, both culturally and economically, to d…

1
Welcome to the Real World with Chris Shaw - Sanctuary Wealth 40:57

1M ago40:57

40:57

Today’s show highlights include: *A breakdown of Chris Shaw’s versatile background across financial services, and how his passion for teaching others eventually led him to the independent space after spending nearly 30 years in the wirehouse world. *Some of the common misnomers that many advisors have on what it means to be an independent financial…

1
Greatest Hits - The Power of Branding Series with Tina Beck, CMO - Elite Consulting Partners - Episode 2 27:09

1M ago27:09

27:09

Topics discussed during the episode include: *How to use “who you are” to build your online presence. *Why many advisors have been reluctant to personalize their online presence and the potential consequences of that decision. *How advisors can bridge the gap between the personal side and professional side on their online platforms. *A breakdown of…

1
EP 109 - Calico, Photography and Minorities Within the Offroad/Overland Space with Jimmy Shaw 1:19:37

1M ago1:19:37

1:19:37

Ali and Eric are back on location in the desert landscape of Calico, Ca. They're joined by friend and fellow overlander/offroad enthusiast, Jimmy Shaw, who's also a badass photographer. Our conversation tangents range across the topics of photography, minorities within the offroad/overland space, the drawbacks of electric cars, wanting Subaru to be…

1
Greatest Hits - Don’t Get Distracted By Shiny Objects – with Stacey Frank, Elite Consulting Partners 20:58

1M ago20:58

20:58

Show highlights include: *The importance of not being drawn into hasty decisions when making a move to a new firm partner, based on emotion, or tempting offers. *Why advisors need to conduct thorough research and gather all the necessary information before making a transition decision. *How to separate emotional appeals and stories from concrete fa…

1
Residency & ER Doctor (Eric) 1:06:15

1M ago1:06:15

1:06:15

This episode is the final chapter in Eric Shaw’s “Little Shop of Horrors”-like trip on the road to becoming a doctor. He shares tales from his days during residency where we learn that residents are basically walking zombies responsible for keeping people alive. Then we hear about his times as a disillusioned ER doctor which somehow includes an exo…

1
Greatest Hits - To Be an RIA, or Not to Be an RIA 29:34

2M ago29:34

29:34

Show highlights include: *Common misconceptions advisors have about going independent. *A breakdown of the complexities of becoming an RIA, including legal considerations, compliance tasks, and the financial investment required. *An exploration of the spectrum of RIA models including the advantages and disadvantages of each. *What advisors need to …

1
Empowerment Strategies for Business Success 39:27

2M ago39:27

39:27

Show highlights include: *A breakdown of Dan Sullivan’s Top 10 habits whichblend both personal growth and professional success. *Why, as a business owner, carving out quiet moments for oneself isn't just a luxury; it's a strategic necessity for clarity, creativity, and decision-making. *Elevating the client experience across all interactions to cem…

1
EP 108 - On top of Chocolate Thunder - King of the Hammers 2024 1:13:47

2M ago1:13:47

1:13:47

Hello? New podcast episode live now, who this?Holy shitake mushrooms it’s been a minute!In this episode we go to the 2024 King of the Hammers Presented by @optimabatteries and set up alongside the iconic trail, Chocolate Thunder during the Everyman Challenge race. We discuss everything from doing our part with participating in the Tread Lightly mor…

1
Unlocking Success for Independent Advisors 31:31

2M ago31:31

31:31

Today’s show highlights include: *The trend of more and more advisors moving from the W2 environment to the independent world, and what effects this is having on the financial advisory space as a whole. *The biggest mistake advisors make when they first start their own independent practice. *Why advisors need to adopt the mindset of working for the…

1
Mastering the Art of M&A 41:16

3M ago41:16

41:16

Today’s show highlights include: *A breakdown of the industry trends that led to the formation of Elite Advisor Successions. *The process that Elite Advisor Successions engages in with buyers to be able to see what they truly want, as well as what is best for them. *The qualifications consistent among “serial buyers”, and the preparation required t…

1
Medical Student (Eric) 55:45

3M ago55:45

55:45

In this episode, we’re back with Eric Shaw as he shares stories from his days as a medical student. You’ll hear how he was exposed to a lifetime of wild, traumatic events in the span of a few years. There’s even the phrase, “We started to filet him.” You know, like you filet a fish. Anyway, Eric is all messed up now.…

1
Episode 21: CalmConfident - Nick Shaw Interview - Episode 21 34:30

2M ago34:30

34:30

In this next episode we are interviewing Nick Shaw the author of My Teacher, My Son as we discuss authenticity and empathy and lots of great tips for leadership and life.

1
What RIA Structure is Right for You? 40:33

3M ago40:33

40:33

Today’s show highlights include: *Why financial advisors typically want to go RIA, and what we look for in advisors to dictate what structure would make the most sense for them. *A comprehensive breakdown of the diverse RIA structures available to transitioning advisors. *Insight into the often overlooked yet highly advantageous option of tucking i…

1
RIA 101 With Vince Leto 39:26

3M ago39:26

39:26

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 …

1
Break Free from Decision Fatigue 28:54

3M ago28:54

28:54

Show highlights include: *The significance of understanding your reason for moving firms and setting clear practice goals. *The importance of using available information to make decisions that best align with your happiness and future vision of success. *The need to overcome distractions from external opinions and focus on what is right for you wit…

1
Paramedic & EMT (Eric) 1:12:47

3M ago1:12:47

1:12:47

In the show’s first episode, we start at home. One of the hosts, Eric Shaw, shares his early experiences as an EMT and Paramedic. From car accident fatalities to a crack house visit to a poisonous cloud from a tobacco company mishap, there’s a lot to go over.By The Baggage Podcast, LLC

1
Greatest Hits - The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners 20:28

3M ago20:28

20:28

Show highlights include: *How Elite uses our Core Values as a thermostat to measure and ensure that the decisions we are making are aligning with our ultimate goals. *What we mean when we say that we speak with advisors every day who don’t have a clear definition of who they want to be. *Why our Elite team is adamant about the connection between su…

1
Greatest Hits - Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial 50:50

4M ago50:50

50:50

Topics discussed include: *Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors. *A breakdown of the advisor-first approach that is at the heart of the Strategic Wealth Services model. *The importance of Transition Assistance as a key differentiator in LPL’s Strategic Wealth Servi…

1
Greatest Hits - Strong Culture Equals Strong Results with Stacey Frank, VP and Managing Director at Elite Consulting 35:16

4M ago35:16

35:16

Some of the topics discussed include: * A summary of Stacey Frank’s unique background in psychology and education, and how it enables her to build deeper connections with her clients. * The benefits that come along with empowering women in the financial services industry. * An explanation of the differences between firms who have women in positions…

1
Greatest Hits - Dominate the Marketing Game with Tina Beck , President – Elite Marketing Concepts 42:07

4M ago42:07

42:07

Topics discussed in this episode include: New marketing and technology trends within the financial services industry. The social media strategies you need to implement to see increased ROI on marketing efforts. The importance of creating structure and consistency in terms of brand messaging and marketing cadence. How to use traditional marketing ps…

1
Exit Mastery - Unveiling the Secrets 40:03

4M ago40:03

40:03

Show highlights include: *The universal importance of exit planning *An exploration of the psychological aspects behind the decision of why someone chooses to leave their business. *Why it is crucial to have the ability to accurately assess what a business is truly worth, whether it is your own or someone else’s. *Some of the clever methods that fi…

1
Greatest Hits - Becoming a Leader with Ray Kelly 36:23

5M ago36:23

36:23

Topics discussed include: * Tactical strategies that you can implement right now to become a stronger leader. * Why leadership qualities are more important for financial advisors than ever before. * How Ray Kelly’s career path within financial services led to him being a leadership coach and consultant. * How the Financial Advisor Success Syndicate…

1
Unleash Your Potential Through Visualization 22:11

5M ago22:11

22:11

Show highlights include: *The significance of team building activities in cultivating a positive and productive workplace. *The power that a vision board holds, and why you should make a vision board of your own. *The importance of aligning your organization's vision with the individual goals of its members. *Why your goals must be specific and wri…

1
To Be an RIA, or Not to Be an RIA 29:34

5M ago29:34

29:34

Show highlights include: *Common misconceptions advisors have about going independent. *A breakdown of the complexities of becoming an RIA, including legal considerations, compliance tasks, and the financial investment required. *An exploration of the spectrum of RIA models including the advantages and disadvantages of each. *What advisors need to …

1
Mergers, Acquisitions, and High Net Worth – Part 2 – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group ... 29:56

5M ago29:56

29:56

*A breakdown of strategies that have proven to be successful for attracting and retaining high-net-worth clients. *Why a culture that fosters collaboration is a culture that breeds success. *Effective ways to ask for introductions and how Lincoln Financial Advisors has utilized these tactics to great success. *Overcoming the stigma surrounding fina…

1
Mergers, Acquisitions, and High Net Worth – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group 50:21

6M ago50:21

50:21

Show highlights include: * The value of cultivating long-term client relationships and the role of M&A services in facilitating successful business transitions. * The importance of comprehensive planning and M&A expertise in serving high-net-worth clients and business owners while emphasizing the emotional and psychological aspects of business exit…

1
Episode 20: 20-Compare and LOSE always 10:22

6M ago10:22

10:22

In this episode, Jason Stonehouse discusses how deadly comparing ourselves to others can be, even if you seem "better" than others. Take a listen to today's episode to be challenged and inspired to lead and live from the inside out!

1
Don’t Get Distracted By Shiny Objects – with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners 20:57

6M ago20:57

20:57

Show highlights include: *The importance of not being drawn into hasty decisions when making a move to a new firm partner, based on emotion, or tempting offers. *Why advisors need to conduct thorough research and gather all the necessary information before making a transition decision. *How to separate emotional appeals and stories from concrete fa…

1
The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners 22:42

6M ago22:42

22:42

Topics include: *The importance of having a clear understanding of what independence means to you so that you can find a firm partner that meets your unique needs. *An explanation of the varying levels of independence available to advisors, and the differences between the models depending on how much autonomy advisors are seeking. *How each indepen…

1
Ep 107 - The 1st Annual Fast Friends Fieldtrip & a Sasquatch 1:31:03

6M ago1:31:03

1:31:03

Ali, Ashley, Eric, Kelly and Jordan get together to recap about our epic multi-day trip, the Fast Friends Fieldtrip. Basically a scaled back and constantly moving version of Summer Camp. And we're joined by our friend Jordan Kepler of Sasquatch Survival Gear/resident knife maker/blacksmith/comic relief, who takes us to one of his favorite spots ove…

1
The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners 20:28

6M ago20:28

20:28

Show highlights include: *How Elite uses our Core Values as a thermostat to measure and ensure that the decisions we are making are aligning with our ultimate goals. *What we mean when we say that we speak with advisors every day who don’t have a clear definition of who they want to be. *Why our Elite team is adamant about the connection between su…

1
Ep 106 - The New Beginning of an Old End 38:25

6M ago38:25

38:25

(Ali here) Overdue update episode from my car and crappy recorder on my iPhone. Been a long time coming but here are the updates on the podcast, where we’ve been at, what’s been going on and what the future may look like moving forward. Thanks to all of our listeners! We’re still figuring all this out! Stay tuned, promise there’s more to come!…

1
Dominate the Marketing Game with Tina Beck, President – Elite Marketing Concepts & CMO – Elite Consulting Partners 42:07

7M ago42:07

42:07

Topics discussed in this episode include: New marketing and technology trends within the financial services industry. The social media strategies you need to implement to see increased ROI on marketing efforts. The importance of creating structure and consistency in terms of brand messaging and marketing cadence. How to use traditional marketing ps…

1
Supported Independence Success with David Karr, Chairman - Equitable Advisors 33:31

7M ago33:31

33:31

Topics discussed include: * David Karr’s career legacy, including his journey from financial advisor to Chairman of Equitable Advisors. * Why Equitable Advisors’ Supported Independence model, and the firm’s advisor-first mentality, have afforded Equitable Advisors the opportunity to capitalize on the continued momentum of advisors moving to indepen…

1
Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners 35:16

7M ago35:16

35:16

Some of the topics discussed include: * A summary of Stacey Frank’s unique background in psychology and education, and how it enables her to build deeper connections with her clients. * The benefits that come along with empowering women in the financial services industry. * An explanation of the differences between firms who have women in positions…

1
Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners 27:20

7M ago27:20

27:20

Some of the topics discussed include: How Thom Powers’ background and expertise led him to the recruiting and transition space within financial services. Determining whether an advisor wants to be independent or have independence (there’s a big difference). A breakdown of some of the hybrid affiliation channels that are proving to be great options …

1
Tactical Growth with Nate Lenz - Co-Founder and CEO, Concurrent Advisors 34:38

7M ago34:38

34:38

Topics discussed include: *A breakdown of the Concurrent Advisors value proposition, the firm’s evolution, and goals for the future. *Why Concurrent Advisors believes that an intentional, specialized approach to the suite of services they offer is strategically advantageous. *The Concurrent relationship with Merchant and how the alignment of core p…

1
Becoming a Leader with Ray Kelly - Senior Vice President - Think2Perform 36:23

8M ago36:23

36:23

Topics discussed include: * Tactical strategies that you can implement right now to become a stronger leader. * Why leadership qualities are more important for financial advisors than ever before. * How Ray Kelly’s career path within financial services led to him being a leadership coach and consultant. * How the Financial Advisor Success Syndicate…

1
Ep105 - Treading Lightly And A Party In The Woods With Pure4x4, Tread Mag And Goose Gear 1:16:36

8M ago1:16:36

1:16:36

Ali and Eric head out to the Pure 4x4 event in Big Bear, Ca at Holcomb Valley Ranch. We connect with Kelly from Tread, Natalie from Goose Gear and Phil Ysidro, founder of Pure 4x4. Beautiful ranch with great people and a lot of fun.By Rigged for Dirt

1
Introducing the Financial Advisor Success Syndicate with Jon Kuttin, CEO Kuttin Consulting Group 53:50

8M ago53:50

53:50

Topics discussed include: * The conceptualization of FASS and a description of the platform. * How FASS intends to fill a much-needed gap in the financial services industry. * Details on the Founding Members of the FASS community and their specific areas of thought leadership. * Why FASS can be considered a ‘family office’ for financial advisors. *…

1
Greatest Hits - Lead by Example with Stephen Drum 41:07

8M ago41:07

41:07

This episode is packed with stories from Stephen’s US Navy SEAL career, each drawing a direct correlation for listeners as to how the lessons Stephen learned during his time in service are applicable in today’s business environment. Among the topics discussed: *Motivational and leadership techniques that ensure maximum organizational efficiency. *P…

1
Greatest Hits - Playing the Long Game with Scott Curtis, President Private Client Group - Raymond James 37:27

8M ago37:27

37:27

Among the many topics covered are: *the Raymond James story, its affiliation options, and how the firm’s resources and tools can be leveraged by advisors to expand capacity, bolster productivity and processes, and ultimately deepen client relationships. *the state of advisor recruiting, its industry impacts, and what trends will influence advisor m…

1
EP 104 - An Average Podcast With Ben From The Average Overlanders 1:21:17

9M ago1:21:17

1:21:17

We hang out with Ben from the Average Overlanders for this episode following our hang out at the KC x Chemical guys rigs and coffee event. We spend time talking about the lack of time in lifeBy Rigged for Dirt

1
EP 103 - Matt And Eric - Subie Shakedown Run & the Newly Remodeled Silverado Canyon Market 1:30:22

9M ago1:30:22

1:30:22

Ali, Matt and Eric get together for a day up in Silverado Canyon shaking down the newly built Subarus. We also swing by our friend Jeff's newly remodeled market and restaurant at the Silverado Canyon Market where we happen to stumble upon his monthly meetup of some of the most gorgeous classical cars you've ever seen. We end the day with pitchers o…

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Frank Shaw Podcasts

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