))
A family friendly fun look at all things food. We will delve in to the minute details on all sorts of foods and beverages from custard creams to ratatouille. If nothing else we will give you at least one utterly useless new bit of knowledge in every episode.
…
continue reading
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
…
continue reading
Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
…
continue reading
The weekly RA Exchange is a series of conversations with artists, labels and promoters shaping the electronic music landscape.
…
continue reading
Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate tod ...
…
continue reading
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 ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
1
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
…
continue reading
The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
…
continue reading
Welcome to the Business Advisor Podcast, the go-to show for entrepreneurs and professionals tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit t ...
…
continue reading
Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
…
continue reading
"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
…
continue reading
As a financial advisor, you’re working in a crowded market, and to be successful, you need to differentiate yourself from the competition. How do you do that? How do you rise above the noise and deliver success for your clients and your business? And, how do you do that when your time is already taxed? That’s where The Future-Ready Advisor comes in. Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that ...
…
continue reading
The Purpose Focused Advisor," a podcast for financial planners, advisors and RIAs aimed at merging professional growth with personal fulfillment. Hosts Rob Brown and Phil Calandra, founders of Truest Fan Coaching, bring insights from industry leaders on finding purpose, driving success, and overcoming challenges. This podcast isn't just about strategies; it's a community focused on helping you be your best and bring out the best in others. Whether it's the motivation behind your business or ...
…
continue reading
Welcome to "The Caring Advisor", I'm so glad you're here! I'm Elizabeth Brickman, "The Caring Advisor"! This podcast is for those who long to experience financial happiness God's way. I'm a former finance professional, credentialed in biblical finance. Ten years ago, I left private practice to write books, because I want all of us, not just those who sat at my desk, to develop an increasingly wonderful and holy relationship with money. We will talk about how to resist financial headwinds tha ...
…
continue reading
Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments an ...
…
continue reading
Plugged In brings you raw, honest takes on all things in the banking industry. That means you aren’t going to get some buzzword-filled, cliche podcast – you’re getting an unfiltered look into topics in the financial world no one else is talking about. Your hosts, Al Dominick and Steve Williams, will talk to top players in the industry about what matters now, and what will shape the future. To groove along with Al and Steve's song references each episode, check out the official Plugged In Spo ...
…
continue reading
“The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is a content series designed specifically for point of sale resellers and software developers.
…
continue reading
1
The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
…
continue reading
Interviews with leaders in the business world to inspire your work, career and the mark your leave. Greg Martin, a Toronto based investment banker and M&A advisor, hosts Lifetime at Work, featuring interviews with industry leaders across the business world. The show aims to share advice and lessons learned with the hopes of answering the question "why do we do it?". The podcast explores the founders and leaders of some of North America's most successful businesses. It speaks with investors a ...
…
continue reading
Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
…
continue reading
Interviews with world-class product leaders and growth experts to uncover concrete, actionable, and tactical advice to help you build, launch, and grow your own product. www.lennysnewsletter.com
…
continue reading
Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email info@mercurioadvisors.com or visit www.mercurioadvisors.com online ...
…
continue reading
A trusted advisor for hundreds of leaders, Laura brings her years of experience as an operations executive and change management strategist to the microphone. She launched Your Future Realized podcast to help other ops execs gain the self-awareness and confidence to build relationships and make a bigger impact.
…
continue reading
Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
…
continue reading
This podcast seeks to learn what war teaches. There has been a steady decline in the study of military history and its associated theoretical discipline, strategy.This podcast seeks to fill that gap through in-depth interviews on military and diplomatic history. Our guests have included former Secretary of State Mike Pompeo, the Cold War historian John Lewis Gaddis, and China Select Committee chairman Mike Gallagher. We discuss the battlefield commanders, diplomats, strategists, policymakers ...
…
continue reading
Distribution of goodies in our society is determined by families, firms, and governments. Attempts to change how rewards and punishments, benefits and costs, are spread through the population cause conflict. The hosts are an economist, Morton Marcus, and a financial advisor, John Guy. Expect whimsy.
…
continue reading
Sharing proven strategies for financial advisors to maximize time, profit and freedom. The co-founders of Emerging Advisor, a practice management and marketing company, Scott Dougan and Sean Lee join host Walter Storholt each week for engaging conversation about how to improve your financial advising practice one step at a time.
…
continue reading
Danielle Ferrazzano is a seasoned real estate advisor with over a decade of experience. Holding a degree in Business Administration, she skillfully blends her expertise in finance and marketing to guide clients toward their real estate aspirations. Danielle is renowned for her personalized approach, dedicating herself to fully understanding her clients’ needs, whether they are buying, selling, or investing. Her honesty, integrity, and steadfast support have earned her a loyal clientele and n ...
…
continue reading
Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
…
continue reading
Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
…
continue reading
Welcome to Fast and Finance! This podcast is designed for everyday, normal people just looking to improve their personal wealth management and expand their knowledge on the markets. We'll cover all the basic concepts so you have a strong base knowledge before we dive into anything more specific. Wealth management is a concept that is overlooked in many school systems, and we're here to change that! Please send us your questions to: patrick.mccrindle@lpl.com - Securities offered through LPL F ...
…
continue reading
“Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients! Learn more about Raj and his team at https://scwealthadvisors.com Follow on Facebook, LinkedIn, and Twitter!
…
continue reading
Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management, is joined by either a financial advisor from our firm or by a guest to talk about financial topics such as retirement planning, tax strategy, investing, risk management, or estate planning. We believe the best financial advice should always be conflict free, and want to help investors make better decis ...
…
continue reading
A weekly reality check on sensible investing and financial decision-making, from two Canadians. Hosted by Benjamin Felix and Cameron Passmore, Portfolio Managers at PWL Capital.
…
continue reading
Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
…
continue reading
…
continue reading
SPEAK LIKE A CEO is the leading podcast on CEO communications. Every week Oliver Aust has an in-depth conversation with an inspiring founder or entrepreneur about leadership and communications. Tune in and find out all about how CEOs are tackling their communications Oliver is a best-selling author, and one of Europe’s leading communications & personal branding experts. He is on a mission to help people reach their full potential and share their unique voice. As founder and CEO of a leading ...
…
continue reading
”The Financial Advisor Lifestyle Practice Podcast: Achieve Prosperity and Freedom as a Financial Advisor Sick of the hustle and burnout? Discover how to build a lifestyle-oriented financial advisory practice that maximizes your income, personal freedom and positive impact. Join host Rafi Shaik as he pulls back the curtain on successful advisors who have achieved complete lifestyle liberation. No more sacrificing your health, relationships or purpose for revenue growth. In this paradigm-shift ...
…
continue reading
Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
…
continue reading
Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing RVP. Weekly Interviews with Top Performers in the industry. Have you ever wondered what separates successful RVPs from the rest? What sets them apart isn't just hard work or skills, it's their mindset. RVP’s sometimes struggle to make the calls, visits or follow up with FA’s. Michael Fox Coaching helps hold RVP’s accountable to take focused action, so they earn more money, exceed goals, and live a happier and more ful ...
…
continue reading
Money can be an intimidating topic, particularly for artists and creative professionals. The Artful Dollar aims to change that by having money conversations with Artists as well as financial service professionals. Ryan Roi, the host of TAD has been an artist his whole life and now works as a financial advisor offering 1:1 and group coaching to help people build healthy, thriving relationships with money.
…
continue reading
Looking for Christian Counsel on Money Matters? This podcast provides Christian Stewards like you with professional insights about creating a Financial Plan and strengthening your bond with God, all from a biblical perspective. Each episode is based on current news events and insights around the 4 pillars of Christian Investing: -Debt Management -Savings - Investing and -Estate Planning/Family Dynamics The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional, w ...
…
continue reading
We got the beat … The Travel Beat, that is! Join ALG Vacations® for our brand-new podcast, and get the latest word on travel. Hear tips from real travel advisors, learn how to simplify trip planning, and find out for yourself why, when you have a vacation question, you Ask a Travel Advisor. Subscribe now! Plus, follow us on Instagram @TravelBeatALGV!
…
continue reading
The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
…
continue reading
Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
…
continue reading
Produced by Products That Count, a 501(c)3 nonprofit that helps everyone build great products, this podcast is an award-winning show by and for product minds, with millions of downloads and a 5-star rating on most major platforms. Each of the 300+ episodes features a product leader interviewing another product leader and exploring what it takes to build great products. Recent ones feature the Chief Product Officers of Brex, Glassdoor, Experian and more. About Us: Products that Count is a 501 ...
…
continue reading
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
…
continue reading
1
Is It True I Can Take $1000 Out of My 401k Without A Penalty? (#302)
7:29
7:29
Play later
Play later
Lists
Like
Liked
7:29
In this enlightening episode of "Financial Advisors Save the Darndest Things," A.B. Ridgeway delves into the complex topic of accessing funds from retirement accounts during emergencies. As life throws unexpected financial challenges, many people consider tapping into their 401ks and IRAs. This episode explores the implications of the Secure Act 2.…
…
continue reading
1
Ep 30: Who's Swimming Without a Bathing Suit?
24:29
24:29
Play later
Play later
Lists
Like
Liked
24:29
The frequent flyer miles are overflowing for Steve and Al as they continue to visit banks across the country. In this episode, they dish on the burning C-suite issues, including: recession risks, core deposit growth challenges (and ideas to overcome them) and an area they believe bankers need to step it up on – their succession planning. Don’t worr…
…
continue reading
1
Michael Schaffer: Long-Term Investing in a Short-Term World
23:33
23:33
Play later
Play later
Lists
Like
Liked
23:33
The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament and identifies the five criteria he seeks in long-term investments. Host: Greg Bartalos.By Barron's Advisor
…
continue reading
1
Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm With Eric Wulff
1:30:00
1:30:00
Play later
Play later
Lists
Like
Liked
1:30:00
Eric Wulff is the CEO of Marcum Wealth, an RIA based out of Cleveland that oversees $2.5 billion in assets under management for approximately 2,700 households. Eric has uniquely developed Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, largely by fostering mutually beneficial relationships with inter…
…
continue reading
1
How Can Hiring a Financial Advisor Can Benefit Retirement
7:26
7:26
Play later
Play later
Lists
Like
Liked
7:26
Raj Shah and Rick Borek explain how hiring a financial advisor can provide value beyond portfolio management. They can help with estate planning, tax planning, social security planning, and creating a comprehensive financial plan. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Ric…
…
continue reading
1
Building a Soccer Club and Legacy in Your Career with Brenda Ha
44:16
44:16
Play later
Play later
Lists
Like
Liked
44:16
Episode 62. A good career always starts one way and ends another. As you get older, not everything comes about moving up and more money, eventually the goal of legacy becomes the focus. Brenda Ha began her career in the corporate world, but when she started a family and started craving more flexibility, she decided to start her own business—a conci…
…
continue reading
1
David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach
31:02
31:02
Play later
Play later
Lists
Like
Liked
31:02
In this engaging episode of the Purpose-Focused Advisor, Rob reconnects with David Brown, a seasoned financial professional on the Business Development team at Davidson Investment Advisors. David explains why advisors should transform financial planning from a mundane task into a meaningful and memorable client experience. He shares practical strat…
…
continue reading
1
64. Financial Advisors: Like a Bridge Over Troubled Waters…They Will Take You There
17:02
17:02
Play later
Play later
Lists
Like
Liked
17:02
Today on The Caring Advisor, Elizabeth discusses the importance of choosing a trusted financial advisor. Like the song says, "Like a bridge over troubled waters, they will take you there"! Be sure to tune in to today's discussion and subscribe for more insightful episodes! Big news! Elizabeth's book is coming on March 18, so make sure to subscribe …
…
continue reading
1
46. Why You Should Start With A 1:1 Advisory Offering
21:18
21:18
Play later
Play later
Lists
Like
Liked
21:18
Many aspiring business advisors jump straight into group programs or courses, overlooking the immense value of starting with one-on-one advisory services. In this episode, we debunk the myths surrounding one-on-one work and explore the numerous benefits it offers for building a successful advisory practice. Discover how honing your craft through in…
…
continue reading
1
Death by a Thousand Paper Cuts: Navigating Perceptions in Business Deals
16:36
16:36
Play later
Play later
Lists
Like
Liked
16:36
In this episode, we dive deep into the intricacies of business negotiations and how minor issues can accumulate, creating significant hurdles. Our hosts share a real-world example of a deal fraught with small but impactful challenges, including software ownership, training commitments, and non-compete clauses. We discuss the importance of perceptio…
…
continue reading
I recently got back from a visit with a friend who went through cancer recovery and is now doing great. It was amazing to see how he changed his life, from the lifestyle he lives to the passion he has for the things he’s doing. It took near-death experience to change his perspective on life, but it’s not much different than what many business owner…
…
continue reading
1
Why Long-Term Care Insurance Should Likely Be A Part Of Every Client’s Financial Plan
1:02:05
1:02:05
Play later
Play later
Lists
Like
Liked
1:02:05
Larry Nisenson, Chief Commercial Officer at Assured Allies and Mike Langford discusses the need for financial advisors to have conversations about long-term care insurance with their clients. As Mike emphasizes in the episode's intro, the probability of clients needing long-term care is high, and the cost of securing long-term care is also high. La…
…
continue reading
1
075: Chris & Melissa Smith - Family Brand: The Secret to Becoming a Stronger Parent, Spouse, and Family
58:13
58:13
Play later
Play later
Lists
Like
Liked
58:13
Today, I'm chatting with Chris and Melissa Smith, the power couple behind Family Brand. Chris and Melissa's story is one of transformation—they were on the brink of divorce in their fourth year of marriage, but nearly 20 years later, they now have a thriving family with five incredible children. They realized that as entrepreneurs, we often invest …
…
continue reading
1
The Pros Not Understanding Bitcoin Is a Good Thing For Us
20:23
20:23
Play later
Play later
Lists
Like
Liked
20:23
While bitcoin is in common parlance now in market commentary, politics, and internet culture, few understand what could be an idea hiding in plain sight. This is good news for us, as herein lies the opportunity. July 2024 Special Report - Andrew Flattery Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the O…
…
continue reading
1
Episode -15: What is the difference between a “Client Getting Book” and a “Regular Book”
42:21
42:21
Play later
Play later
Lists
Like
Liked
42:21
Introduction: As financial advisors, writing a book presents a powerful opportunity, but the approach and execution can significantly impact the outcomes. This episode will delve into the distinct differences between crafting a "client-getting book" specifically designed to attract ideal clients and grow your practice, versus a "regular book" aimed…
…
continue reading
1
5 essential questions to craft a winning strategy | Roger Martin (author, advisor, speaker)
1:22:03
1:22:03
Play later
Play later
Lists
Like
Liked
1:22:03
Roger Martin is one of the world’s leading experts on strategy and the author of Playing to Win, one of the most beloved books on strategy. He’s written extensively for the Harvard Business Review; consulted for dozens of Fortune 500 companies, including P&G, Lego, and Ford; and written 11 other books. In our conversation, we discuss: • The five ke…
…
continue reading
1
Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
36:08
36:08
Play later
Play later
Lists
Like
Liked
36:08
In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading
