To give you the best possible experience, this site uses cookies. Review our Privacy Policy and Terms of Service to learn more. Got it!

Joe Negron Podcasts

Joe Negron public [search 0]
Related Topics
Sports Sports News Cinema Comedy Music Business Lifestyle Money Video Games Marketing Joe ROH Pro Wrestling WWE TNA After Life Australia Financial Satirical WCW
More
Download the App!
Get it on App Store Get it on Google Play
show episodes
 
Artwork

1
Anotheroderick Show

Steve Roderick

Unsubscribe
Unsubscribe
 Daily+
 
Anotheroderick Show is a podcast about comedy, skits, satire, wit, music, skype, emails, songs, life, and so much more. If you want to just have fun and listen to a guy and sometimes his friends talk about stuff from a gold fish all the way to the economic crisis. Then you'll Love Anotheroderick Show. Send all emails to anotherroderickshow@live.com
…   continue reading
 
Loading …
show series
 
Artwork

1
Scaling Your Business Without Losing Your Mind with Tammy Lee 36:42

Play Pause
36:42
Play Pause
  Play later
  Play later
  Lists
  Liked
36:42
 
In this episode of the Model FA Podcast, Tammy Lee joins David to discuss how she helps financial advisors scale their businesses as a fractional COO. Through her work, Tammy acts as the operations expert so advisors don't have to be. She rolls up her sleeves to get into the weeds with their staff. Tammy focuses on developing people and building ca…
…   continue reading
 
Artwork

1
Finding the Right Investment Partner with Eric Stein 40:23

Play Pause
40:23
Play Pause
  Play later
  Play later
  Lists
  Liked
40:23
 
In this episode of the Model FA Podcast, David DeCelle is joined by Eric Stein to discuss the role of fractional CIOs in supporting financial advisors, and how it is different from traditional TAMP solutions. Eric highlights the importance of having a dedicated investment professional to help advisors navigate the ever-changing landscape of our ind…
…   continue reading
 
Artwork

1
Efficiency Hacks That Will Save You 20 Hours Per Week with Libby Greiwe 47:47

Play Pause
47:47
Play Pause
  Play later
  Play later
  Lists
  Liked
47:47
 
Strap in Model FA’s, this is a powerful episode! Efficiency savant Libby Greiwe joins David to discuss productivity strategies for busy financial advisors. Libby shares tips for creating standard operating procedures, managing time through model weeks, and balancing business ownership with family responsibilities. She shares practical techniques fo…
…   continue reading
 
Artwork

1
Building Your Financial Brand Online with Nick Meyer and Nate Hoskin 1:10:55

Play Pause
1:10:55
Play Pause
  Play later
  Play later
  Lists
  Liked
1:10:55
 
In episode 152 of the Model FA Podcast, David is joined by Nick Meyer and Nate Hoskin to discuss content marketing and brand sponsorships in the financial services industry. They share their experience creating educational content on TikTok and Instagram, emphasizing the importance of long-form content and chopping it up for social media use. This …
…   continue reading
 
Artwork

1
Capitalizing on High Demand: Growing Through Tax Planning Services with Trevor Scotto 42:39

Play Pause
42:39
Play Pause
  Play later
  Play later
  Lists
  Liked
42:39
 
In the latest episode of the Model FA Podcast, Trevor Scotto shares how he grew his financial planning firm from $30M to $500M AUM through strategic mergers and acquisitions. He details leveraging personal connections to partner with a tax practice, and how adopting technology helped convert those clients. Trevor also reflects on finding purpose an…
…   continue reading
 
Artwork

1
The Power of Thoughtful Client Connections with Kristin Harad 46:16

Play Pause
46:16
Play Pause
  Play later
  Play later
  Lists
  Liked
46:16
 
In episode 150 of the Model FA Podcast, Kristin Harad joins David to discuss the challenges of scaling second-generation advisory firms, emphasizing the importance of regularly assessing and updating business strategies. They also highlighted the need to connect advisors with service providers, embrace an abundance mindset, and document and coach t…
…   continue reading
 
Artwork

1
Investing in People: Valuing Relationships Over Returns with Tyson Ray 55:39

Play Pause
55:39
Play Pause
  Play later
  Play later
  Lists
  Liked
55:39
 
David interviews Tyson Ray, the CEO of Form Wealth Advisors, about his journey in financial planning and his book The Total Relationship. Tyson shares how he started investing at a young age and bought his first firm at age 24. He emphasizes the importance of understanding clients' lives beyond finances through the "total relationship" approach. Ty…
…   continue reading
 
Artwork

1
Cultivating the Right Mindset and Character with Eric Negron 55:29

Play Pause
55:29
Play Pause
  Play later
  Play later
  Lists
  Liked
55:29
 
In this episode Eric Negron shares his journey as an entrepreneur and advisor in the industry. He discusses how he structures his time and manages multiple businesses. Eric emphasizes the importance of mindset, character, and activity in achieving success. He recommends collaboration over competition and building a supportive board of mentors. Eric…
…   continue reading
 
Artwork

1
Offering Community-Based Courses to Grow Your Financial Advisory Business with Joe Moss 39:52

Play Pause
39:52
Play Pause
  Play later
  Play later
  Lists
  Liked
39:52
 
In this episode we are joined by Joe Moss to discuss leveraging online communities. Joe enjoys using the Skool platform to create simple yet effective communities for advisors. David suggests advisors could offer community-based courses to complement subscription services. Joe sees potential for advisors to work with multiple clients at once in a g…
…   continue reading
 
Loading …

Quick Reference Guide

Top Podcasts
The Bill Simmons Podcast
PTI
First Take
Marketplace
Comedy of the Week
The Bugle
How Did This Get Made?
Doug Loves Movies
Planet Money
TED Talks Daily
NBC Nightly News with Lester Holt
The World This Hour
Daily Boost Motivation and Coaching
Radiolab
Science Friday
This American Life
Criminal
Sword and Scale
In The Dark
Player FM logo
Help/FAQ | Upgrade | Advertise
Arts|Business|Comedy|Economics|Entertainment|News|Politics|Religion
Science|Soccer|Sports|Storytelling|Technology|True Crime
Copyright 2024 | Sitemap | Privacy Policy | Terms of Service | | Copyright
Episode being played series thumbnail
icon icon
Speed
Series settings
1x
1x
Volume
100%
icon
icon icon
/

View Player FM in...
Player FM
Browser
Chrome
Safari
Firefox