Best No Plans To Merge Podcasts (2024)

1
Asset protection for business owners 13:35

9h ago13:35

13:35

Send us a Text Message. In this episode, Stuart and Mena dive into the crucial topic of asset protection for business owners. They explore the various risks that business owners face, both from a business and personal standpoint. On the business side, they discuss the importance of maintaining a safe workplace, managing employee entitlements and AT…

1
Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients with Christi Van Rite 1:30:01

1d ago1:30:01

1:30:01

Christi Van Rite is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households. Christi, whose firm is on track to generate nearly $1.5M in revenue this year, offers her insights into the complexities of managing extensive personal finances. You'll learn about the four pr…

1
My perfect life 15:11

3h ago15:11

15:11

This is one of those wants I'm tempted to not even publish, but here it is.By Caleb Porzio

1
Looking out from the mountain 3:47

4h ago3:47

3:47

It's vastBy Caleb Porzio

1
The way back is always shorter 12:33

4h ago12:33

12:33

It's just trueBy Caleb Porzio

1
We had a baby 11:23

4h ago11:23

11:23

Hi Knox!By Caleb Porzio

1
Create a financial crystal ball for your business 7:50

4d ago7:50

7:50

Send us a Text Message. In this episode, Mena and Stuart explore the power of financial modelling and why it's essential for your business. They discuss the limitations of standard financial reporting, which often provides a high-level overview but lacks the detail needed to make informed decisions. Financial models, however, are tailored to each b…

1
Ep 393: Taking The Risk Of A Multi-Million-Dollar Succession Loan To Make The Business What You Want It To Be with Alex Lewis 1:30:00

5d ago1:30:00

1:30:00

Alex Lewis is the owner of Blackbridge Financial, a hybrid advisory firm based out of South Carolina that oversees approximately $330 million in assets under management for 415 households. At just 29 years old, Alex boldly acquired his firm through a multi-million-dollar loan, stepping in as the successor to the founder. Over the past four years, h…

1
Trust thyself 12:48

8d ago12:48

12:48

EmersonBy Caleb Porzio

1
I love computers. Always have. 16:57

9d ago16:57

16:57

I love them.By Caleb Porzio

1
Making magic once a year 9:36

9d ago9:36

9:36

Random thoughtBy Caleb Porzio

1
Wordsmithing 13:47

15d ago13:47

13:47

yeahBy Caleb Porzio

1
Business planning for a new year 10:40

12d ago10:40

10:40

Send us a Text Message. In this episode, Mena and Stuart explore key strategies for planning your business for a successful new year. They start by emphasising the importance of reviewing the past year's performance through a thorough analysis of financial reports and key performance indicators, while also evaluating strengths, weaknesses, opportun…

1
Ep 392: Crafting Your Specialization When There Is No Standard Playbook To Learn It with Kristopher Heck 1:30:01

12d ago1:30:01

1:30:01

Kristopher Heck is a Founding Partner of Tanager Wealth Management, an RIA based out of London that oversees approximately $1.1 billion in assets under management for 630 households. Kristopher's firm stands out by scaling to over a billion dollars in AUM, specializing in serving clients with financial and personal ties to both the United States an…

1
Tasting with your hands and tumbling rocks 12:33

13d ago12:33

12:33

I'm kinda like a RacoonBy Caleb Porzio

1
How to fire a bad customer 7:57

26d ago7:57

7:57

Send us a Text Message. In this episode, Mena and Stuart tackle the challenging but crucial topic of how to fire a customer that doesn’t suit your business. They explore the impact of bad customers, who not only fail to refer new clients but also take longer to serve, increase business risk, and are generally less profitable and enjoyable to work w…

1
Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones 1:28:54

18d ago1:28:54

1:28:54

Christopher Jones is the Founder of Sparrow Wealth Management, an RIA based out of Orlando that oversees approximately $110 million in assets under management for 69 households. Chris has distinguished himself by building a highly efficient solo practice that operates under 25 hours per week, enabling him to spend more time with his family. He achi…

1
The train is on the tracks 19:03

19d ago19:03

19:03

KEEP the train on the tracksBy Caleb Porzio

1
Get it out of your system 14:06

19d ago14:06

14:06

You just gotta...By Caleb Porzio

1
Top 5 reasons why businesses fail 7:19

29d ago7:19

7:19

Send us a Text Message. In this episode, Stuart and Mena delve into the top five reasons why businesses fail and offer practical advice on how to avoid these pitfalls. They start with the crucial issue of running out of money, emphasising the importance of adequate working capital, maintaining a profit margin, and keeping a financial buffer. Next, …

1
Ep 390: Helping Prospects Find Their Way To You Online With (Local) SEO with Brent Carnduff 1:36:58

25d ago1:36:58

1:36:58

Brent Carnduff is the Founder of Advisor Rankings, a marketing firm based out of Idaho that specializes in search engine optimization for financial advisors. Brent's firm uniquely assists advisors by enhancing their organic SEO through targeted content creation, designed to attract prospects with specific planning needs, and also boosts advisors' l…

1
Our top 10 hiring mistakes and learnings 10:45

1M ago10:45

10:45

Send us a Text Message. In this episode, Stuart and Mena delve into the top 10 hiring mistakes and the invaluable lessons they've learned along the way. They share candid insights on building a strong team, emphasising the importance of hiring slowly and firing quickly, and the necessity of quality over quantity. They pose a crucial question for bu…

1
Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg 1:30:01

1M ago1:30:01

1:30:01

Mark Berg is the Founder of Timothy Financial Counsel, an RIA based out of Illinois that's on track to generate $5 million in annual revenue this year serving 800 households. Mark's firm stands out for its rapid growth, scaling from $1.8 million to $5 million in revenue within just six years while maintaining a 25% profit margin, achieved entirely …

1
People are fighting with each other 15:42

1M ago15:42

15:42

lolBy Caleb Porzio

1
Customer feedback surveys: everything business owners must know 12:01

1M ago12:01

12:01

Send us a Text Message. In this episode, Stuart and Mena dive into the world of customer feedback surveys, uncovering essential insights for business owners. They explore the Net Promoter Score (NPS) introduced by Fred Reichheld, a straightforward yet powerful tool for gauging customer loyalty and forecasting business growth. NPS segments customers…

1
Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO with Freeman Linde 1:29:09

1M ago1:29:09

1:29:09

Freeman Linde is the cofounder of La Crosse Financial Planning, an RIA based out of Wisconsin that oversees nearly $50 million in assets under management for 73 clients. Despite industry norms suggesting the need for tens of millions in assets to go independent, Freeman launched his own RIA with just $7M in AUM, shared with a business partner. Leve…

1
Don't solve problems. Remove them. 11:56

2M ago11:56

11:56

Big stuffBy Caleb Porzio

1
Tax planning for End of Financial Year 9:37

2M ago9:37

9:37

Send us a Text Message. In this episode, Stuart and Mena provide a comprehensive guide to end-of-financial-year tax planning strategies that can help maximise your tax savings. With a wealth of practical tips and considerations, they break down complex tax concepts into easily digestible insights. Whether you're a high-income earner, a business own…

Podcasts Worth a Listen

No Plans To Merge Podcasts

Podcasts Worth a Listen

1
Notes On Work - by Caleb Porzio

Caleb Porzio

1
No Plans to Merge

Daniel Coulbourne & Caleb Porzio

1
Financial Advisor Success

Michael Kitces

1
The Holistic Accountant

Stuart Wemyss & Mena Abraham

1
Asset protection for business owners 13:35

1
Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients with Christi Van Rite 1:30:01

1
My perfect life 15:11

1
Looking out from the mountain 3:47

1
The way back is always shorter 12:33

1
We had a baby 11:23

1
Create a financial crystal ball for your business 7:50

1
Ep 393: Taking The Risk Of A Multi-Million-Dollar Succession Loan To Make The Business What You Want It To Be with Alex Lewis 1:30:00

1
Trust thyself 12:48

1
I love computers. Always have. 16:57

1
Making magic once a year 9:36

1
Wordsmithing 13:47

1
Business planning for a new year 10:40

1
Ep 392: Crafting Your Specialization When There Is No Standard Playbook To Learn It with Kristopher Heck 1:30:01

1
Tasting with your hands and tumbling rocks 12:33

1
How to fire a bad customer 7:57

1
Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones 1:28:54

1
The train is on the tracks 19:03

1
Get it out of your system 14:06

1
Top 5 reasons why businesses fail 7:19

1
Ep 390: Helping Prospects Find Their Way To You Online With (Local) SEO with Brent Carnduff 1:36:58

1
Our top 10 hiring mistakes and learnings 10:45

1
Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg 1:30:01

1
People are fighting with each other 15:42

1
Customer feedback surveys: everything business owners must know 12:01

1
Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO with Freeman Linde 1:29:09

1
Don't solve problems. Remove them. 11:56

1
Tax planning for End of Financial Year 9:37

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