Best Troy Lind Podcasts (2024)

1
Ep. 100 Connecting With Your Horse With Stacy Westfall 49:25

2d ago49:25

49:25

In this podcast Nichole Chirico and Devin Conley speak with professional trainer Stacy Westfall, and discuss her horse journey, and how she continues to connect with her horses by trying new things and getting out of your comfort zone. This episode is brought to you by Cosequin. Be sure to follow us on Facebook and Instagram. We want to hear from y…

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

2d 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
Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg 1:30:01

9d 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
Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO with Freeman Linde 1:29:09

16d 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
A History of The Trojan War...Achilles 42:28

19d ago42:28

42:28

Hello ACTUAL P.T. NATION. We are back to tell you all the things about the Achilles. The do's. The dont's. And the nonsense in between. Enjoy!!!By Taylor Flocken, Troy Lind, and Mohammed Khaled

1
Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back with Jenny Martella 1:30:55

25d ago1:30:55

1:30:55

Today we're joined by Jenny Martella, Principal and Wealth Manager at Modera Wealth Management, whose unique journey in the financial advisory world saw her and her partner achieving remarkable success in growing their firm from $19 million to $250 million in assets under management within 7 years. Jenny and her previous partner were so successful …

1
Ep 386: Turning Impostor Syndrome Anxiety Into A Strength That Drives Client Referrals with Dann Ryan 1:29:17

1M ago1:29:17

1:29:17

Dann Ryan is a Managing Partner at Sincerus Advisory, an RIA based in New York City that oversees approximately $165 million in assets under management for nearly 150 client households. Despite 17 years in the financial advisory business, Dann's persistent imposter syndrome fuels his anxiety before every client meeting, driving him to maintain high…

1
Case Study - TSA or Cervical Spine??? 25:35

1M ago25:35

25:35

Hello actually PT nation! Welcome to another long awaited episode were we break down a tricky patient scenario we saw in the field!!!By Taylor Flocken, Troy Lind, and Mohammed Khaled

1
Ep 385: Unblocking Clients That Won’t Implement With A Journey Of Financial Health with Danielle Howard 1:29:49

1M ago1:29:49

1:29:49

Danielle Howard is the owner of Wealth By Design, a hybrid advisory firm based out of Colorado that oversees about $35 million in assets under advisement for 35 client households. Danielle's unique "Financial Fingerprints To Footprints" process assists clients who have difficulty implementing financial plans by uncovering and addressing their money…

1
Ep. 99 The Horse Sale Industry With Troy Goeckeritz 43:00

1M ago43:00

43:00

In this podcast Devin Conley sat down with the founder of Gold Buckle Horse Sale, Troy Goeckeritz, to discuss where the idea came from for this online sale platform, and how the Gold Buckle Pro strategy helps horse owners buy and sell with confidence and peace of mind. This episode is brought to you by Gold Buckle Horse Sale. Be sure to follow us o…

1
Ep 384: Growing An Advisor Career From (Bank) Assistant To Partner While Also Growing A Family with Hannah Provost 1:31:15

2M ago1:31:15

1:31:15

Hannah Provost is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based out of New York State that oversees approximately $150 million in assets under management for 380 households. Hannah's unique journey in finance began with retail banking, progressing from lending and teller roles to a bank-based fi…

1
Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years with Troy Sharpe 1:41:16

2M ago1:41:16

1:41:16

Troy Sharpe is the Founder and CEO of Oak Harvest Financial Group, an RIA based out of Houston that oversees $750 million in assets under management for 1,000 households. Troy's firm uniquely grew its AUM from $85 million to $750 million in five years by focusing on organic growth through diverse marketing strategies, including a radio show, in-per…

1
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

2M ago1:33:21

1:33:21

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…

1
Ep 381: Helping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley Quamme 1:30:00

2M ago1:30:00

1:30:00

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…

1
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

2M ago1:45:10

1:45:10

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…

1
TBI Rehab 59:01

3M ago59:01

59:01

Welcome to another episode of the Actual PT Podcast where the entire time you have an overwhelming sense of dread listening to us ramble on about research and our opions.....well enjoy!!By Taylor Flocken, Troy Lind, and Mohammed Khaled

1
Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake 1:29:36

3M ago1:29:36

1:29:36

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…

1
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

3M ago1:31:25

1:31:25

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…

1
Winning Insights: Melisa Pearce and How Horses Help Us (Part 4) 24:34

3M ago24:34

24:34

On this episode of The Ride's Winning Insights Melisa Pearce of Touched by a Horse talks about how horses help us in the last part of this four-part series. This episode is brought to you by Touched by a Horse. Be sure to follow us on Facebook and Instagram. We want to hear from you! Email Nichole and Devin at HorseandRider@equinenetwork.com if you…

1
Ep 377: Navigating A Major Health Event While Keeping Your Advisory Firm Going And Growing with Meredith Moore 1:32:32

3M ago1:32:32

1:32:32

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 …

1
Ep 376: Accelerating Growth To 30 Clients/Month With Affordable Advice(-Only) Services Where Clients Can Keep Control with Eric Simonson 1:32:46

3M ago1:32:46

1:32:46

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…

Podcasts Worth a Listen

Troy Lind Podcasts

Podcasts Worth a Listen

1
Actual PT

Taylor Flocken, Troy Lind, and Mohammed Khaled

1
Horse&Rider's The Ride

Horse&Rider Magazine

1
Financial Advisor Success

Michael Kitces

1
Ep. 100 Connecting With Your Horse With Stacy Westfall 49:25

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

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

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
A History of The Trojan War...Achilles 42:28

1
Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back with Jenny Martella 1:30:55

1
Ep 386: Turning Impostor Syndrome Anxiety Into A Strength That Drives Client Referrals with Dann Ryan 1:29:17

1
Case Study - TSA or Cervical Spine??? 25:35

1
Ep 385: Unblocking Clients That Won’t Implement With A Journey Of Financial Health with Danielle Howard 1:29:49

1
Ep. 99 The Horse Sale Industry With Troy Goeckeritz 43:00

1
Ep 384: Growing An Advisor Career From (Bank) Assistant To Partner While Also Growing A Family with Hannah Provost 1:31:15

1
Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years with Troy Sharpe 1:41:16

1
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
Ep 381: Helping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley Quamme 1:30:00

1
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
TBI Rehab 59:01

1
Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake 1:29:36

1
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
Winning Insights: Melisa Pearce and How Horses Help Us (Part 4) 24:34

1
Ep 377: Navigating A Major Health Event While Keeping Your Advisory Firm Going And Growing with Meredith Moore 1:32:32

1
Ep 376: Accelerating Growth To 30 Clients/Month With Affordable Advice(-Only) Services Where Clients Can Keep Control with Eric Simonson 1:32:46

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