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In the distant future, archeo-astronomer Jeffrey Lutz travels the stars collecting broadcasts from Earth. A scripted sci-fi comedy podcast by Rob Schultz and Russell August Anderson, Frequency Earth is a blend of sitcom - the adventures of a guy traveling through space - and sketch comedy - the transmissions he picks up from Earth.
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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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Madeline Zima (Twin Peaks), Helen Hong (Inside Llewyn Davis), and Rob Belushi (How I Met Your Mother) star in this podcast adaptation of Emily Schultz’s satirical, sci-fi horror novel, The Blondes. Set two years after SHV has infected blonde women with a rabies-like illness, a fictional podcast examines how the "Blond Fury" has changed our culture: from fashionable new fever bracelets, to empowerment pop songs for the infected, to an entirely new understanding of women, gender, and beauty. W ...
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Fortinet’s cybersecurity podcast provides highlights and commentary about securing the largest enterprise, service provider, and government organizations around the world. Join Fortinet’s top experts as they discuss today’s most important cybersecurity topics. The Fortinet Security Fabric platform addresses the most critical security challenges and protect data across the entire digital infrastructure, whether in networked, application, multi-cloud or edge environments. Both a technology com ...
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TALKING PICTURES is an interview series in which filmmaker and film journalist Christian Genzel talks to the people behind some of his favorite movies.
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Introducing the Into The Storm Leaders Podcast: Stories of Courage, Growth, and Leadership. We explore the remarkable stories of individuals who have fearlessly charged into their storms, overcome challenges, and led their teams to success. Each episode of the ITS Leaders Podcast features candid and inspiring conversations that delve into the experiences, lessons learned, and invaluable insights of our guests. From entrepreneurs and executives to innovators and change-makers, we uncover the ...
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Ep 382: Helping Clients Stay The Course With A More Total Relationship Approach To Their Near-Term Cash Flow Needs with Tyson Ray
1:33:21
1:33:21
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Tyson Ray is the CEO of FORM Wealth Advisors, a hybrid advisory firm based out of Wisconsin that oversees approximately $900 million in assets under management for just over 800 client households. Tyson's unique "Total Relationship" planning approach emphasizes assessing clients' immediate lump sum spending needs, such as new car purchases or vacat…
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Ep 381: Helping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley Quamme
1:30:00
1:30:00
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Ashley Quamme is the Founder of Beyond The Plan, a consulting firm based out of Georgia that offers a Fractional Financial Behavioral Officer service, including consulting and training to advisory firms for new or existing clients. What sets Ashley apart is her expertise in psychology and couples therapy, which enables her to assist clients in mana…
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Ep 380: Expanding Capacity For $500M Of Organic AUM Growth In Just 4 Years By Increasing The Density Of Team Talent with Andrew Leonard
1:45:10
1:45:10
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Andrew Leonard is the Managing Partner of Geometric Wealth Advisors, an RIA based out of Washington, D.C. that oversees approximately $750 million in assets under management (AUM) for 200 clients. Andrew's firm stands out for tripling its AUM in four years, achieving this growth by mirroring the management consulting approach of their clientele—foc…
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Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake
1:29:36
1:29:36
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Hans Blake is the founder of Intelligent Investing, an RIA based out of South Carolina that oversees $50 million in assets under management for 40 households. What’s unique about Hans is how he developed Intelligrations, a financial dashboard software that simplifies clients' financial data into a single-page, comprehensive visual overview of their…
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Ep 378: Scaling Growth At 1/4th The Cost Of M&A By Wading Through The "No's" Of SmartAsset Leads with Michael Collins
1:31:25
1:31:25
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Michael Collins is the CEO and Founder of WinCap Financial, an RIA based out of Boston that oversees $80 million in assets under management for 70 client households. Since 2021, Michael has distinguished himself by growing his firm by over $10 million in assets under management annually, utilizing leads purchased through SmartAsset and investing $5…
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Ep 377: Navigating A Major Health Event While Keeping Your Advisory Firm Going And Growing with Meredith Moore
1:32:32
1:32:32
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Meredith Moore is the Founder and CEO of Artisan Financial Strategies, a hybrid advisory firm based out of Georgia that oversees $77 million in assets under management for 120 client households. Despite facing a daunting diagnosis of a 7cm Glioblastoma tumor in her brain in 2005—which led to years of surgeries, radiation, and chemotherapy—Meredith …
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Ep 376: Accelerating Growth To 30 Clients/Month With Affordable Advice(-Only) Services Where Clients Can Keep Control with Eric Simonson
1:32:46
1:32:46
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Eric Simonson, Founder & CEO of Abundo Wealth, joins the show to share how his 'advice-only' RIA model revolutionized the financial planning landscape. Despite launching just four years ago, Abundo has soared to oversee $600M in assets for 420 client households, with a unique approach generating over 30 new clients monthly. In this episode, Eric sh…
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Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process with Rob Schultz
1:30:33
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Rob Schultz is the Senior Partner of NWF Advisory, a hybrid firm based out of Los Angeles, where he oversees nearly $500 million in assets under management for 200 households. Rob has uniquely developed a streamlined meeting process with a standardized agenda that enables him to focus on individual client needs while managing over 20 meetings weekl…
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FortinetLIVE #64 - Pioneering Career Opportunities with Cyversity
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🎙️ Tune-in for another edition of FortinetLIVE as #Fortinet’s Don Walling is joined by Sherron Burgess, Chair, Board of Directors, #Cyversity to discuss fostering diverse talent and creating exciting career opportunities in #cyber. 👩💻👉 https://www.fortinet.com/training/education-outreach-program?utm_source=social&utm_medium=soundcloud-org&utm_camp…
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Ep 374: Turning Your Marketing Loss Leader Into A Positive Revenue Diversifier By Getting Clear About The Value with Dianne Nolin
1:30:26
1:30:26
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Dianne Nolin is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based out of Virginia that oversees $500 million in assets under management for 350 households. Dianne uniquely enhanced her firm's marketing and profitability by transforming its loss-leading divorce financial planning service into a profitable revenue stream, r…
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Ep 373: Transitioning To Launch A New RIA By Taking On Passive Investors For Startup Capital With Ben Hockema
1:28:14
1:28:14
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Ben Hockema is the Founder of Illuminate Wealth Management, an RIA based out of Illinois that oversees $100 million in assets under management for 55 households. Ben's unique journey in the advisory world saw him rise from intern to partner over 13 years at a growing firm, only to discover a cultural mismatch. He navigated this challenge by engagin…
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S1E18 Building Winning Cultures in Dynamic Business Environments w/ Kevin McDougal of Vistage
1:15:41
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Navigating the complex journey of leadership and corporate culture is no easy feat, but with Kevin McDougal, a Vistage Chair with a storied career, we unlock the doors to a treasure trove of wisdom. From the early days at Airgas to the strategic maneuvers during economic downturns, Kevin's insights span the gamut of professional transitions, priori…
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Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients with Melody Townsend
1:29:54
1:29:54
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Melody Townsend is the President of Townsend Financial Planning, an RIA based out of Kentucky that oversees $112 million in assets under management for 160 client households. Embracing a transformative business model, Melody's strategy centered around providing a comprehensive suite of services, blending financial planning with investment managemen…
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Ep 371: Pairing Equity Appreciation Rights With Partnership Equity To Retain Long-Term Advisor Talent With David Savir
1:29:57
1:29:57
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David Savir is the Co-Founder and CEO of Element Pointe Family Office, a fee-only RIA based out of Miami that oversees almost $1.6 billion in assets under management for 50 client households. David's unique approach at Element Pointe, developed over eight years and catering to high- and ultra-high-net-worth clients, involves an Equity Appreciation …
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Ep 370: Leveraging Google Reviews To Generate Inbound Local Prospects with Tim Goodwin
1:23:42
1:23:42
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Tim Goodwin is the founder of Goodwin Investment Advisory, an RIA based out of Georgia that oversees $275 million in assets under management for 370 client households. Tim's distinct approach involves a strong focus on search engine optimization, especially Google Reviews, alongside paid search ads to attract individuals actively seeking a "financi…
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Ep 369: Breaking Through To New Growth By Changing Your Mindset Around Hiring (Complementary) Team Members with Michelle Ogden
1:30:12
1:30:12
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Michelle Ogden is the founder of Ogden Wealth, an RIA based out of Florida that oversees $50 million in assets under management for 120 households. Unique in her approach, Michelle chose a cautious and deliberate path for her business growth, avoiding rapid expansion and minimal staff reliance for over a decade. This strategy, however, led to a piv…
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Ep 368: Getting Real Social Media Marketing Results By Focusing On Your (Ideal) Client's Desire To Learn With Thomas Kopelman
1:32:53
1:32:53
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Thomas Kopelman is the Co-Founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing households. Thomas stands out for his effective use of social media, particularly Twitter, to attract over 170 p…
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S1E17: Mastering Business Resilience w/ Ron Welty of IntelliShop
57:49
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When resilience meets the structure of the Entrepreneurial Operating System (EOS), businesses can navigate any storm. Tune in for a transformative exploration of leadership and corporate culture with Ron Welty, the visionary founder of IntelliShop. Our conversation uncovers Ron's entrepreneurial odyssey, unveiling how IntelliShop revolutionizes cus…
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Ep 367: When Being In Business With Your Spouse Doesn't Work Out And You Have To Start Over With Kimberly Enders
1:32:41
1:32:41
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Kimberly Enders is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based out of Michigan that oversees $50 million in assets under management for 85 client households. Kimberly's unique journey in the financial industry began with rebuilding her practice from scratch after a divorce in 2015, start…
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