A Advisor public
[search 0]
More
Download the App!
show episodes
 
Artwork

1
Chip Advisor

chipadvisorpod

Unsubscribe
Unsubscribe
Monthly+
 
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
 
Artwork

1
The Flexible Advisor

Laura Gregg and David Partain

Unsubscribe
Unsubscribe
Monthly
 
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
 
Artwork

1
Redefiners

Russell Reynolds Associates

Unsubscribe
Unsubscribe
Monthly+
 
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
 
The Ultimate Advisor podcast is a business podcast for financial advisors who are looking to grow their advising practices with greater ease and effectiveness. Ultimate Advisor was developed to help financial advisors master their marketing, sell their services with greater authority, generate repeat clients, and additional revenue in their business. Each week, your hosts Draye Redfern, Bryan Sweet, and Brittany Anderson will share some of the closest guarded secrets from successful financia ...
  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
 
Artwork

1
Actual Advisor Value

Taylor Demars CFP®, MBA

Unsubscribe
Unsubscribe
Monthly
 
Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the value I deliver, and decide: is hiring a financial advisor right for you?
  continue reading
 
Artwork

1
White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Unsubscribe
Unsubscribe
Weekly+
 
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
 
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
 
Artwork

1
The Purpose Focused Advisor

Rob Brown and Phil Calandra

Unsubscribe
Unsubscribe
Monthly+
 
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 p ...
  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
 
Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing Financial Advisor. Weekly Interviews with Top Performers in the industry. Have you ever wondered what separates successful financial advisors and insurance agents from the rest? What sets them apart isn't just hard work or skills, it's their mindset.
  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
 
Artwork

1
Fast and Finance

Patrick McCrindle

Unsubscribe
Unsubscribe
Monthly+
 
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
 
"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
 
An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on th ...
  continue reading
 
We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or see ...
  continue reading
 
Artwork

1
Cognitive Dissidents

Cognitive Investments

Unsubscribe
Unsubscribe
Weekly+
 
The Cognitive Dissidents 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! Hosted by Jacob Shapiro (and occasionally Rob Larity). Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective c ...
  continue reading
 
Artwork

1
Lupus Life

Cory Hollingsworth - Spiritual Advisor and Meditation Facilitator

Unsubscribe
Unsubscribe
Monthly+
 
Cory Hollingsworth is a Spiritual Advisor and Meditation Facilitator who lives with Systemic Lupus Erythematosus (SLE). Living with Systemic Lupus Erythematosus (SLE) is challenging. It affects us physically, mentally, emotionally, and spiritually. Cory shares first-hand, easy, and simple tools to manage the symptoms and chaos associated with Lupus (SLE). Disclaimer: Cory is not a physician or medical professional. Please consult your medical professional prior to making any changes to your ...
  continue reading
 
Artwork
 
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
 
Artwork
 
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
 
Artwork

51
Who Gets What?

Morton Marcus/John Guy

Unsubscribe
Unsubscribe
Weekly
 
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
 
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
 
Artwork

1354
RIA Collective

Charlie Van Derven

Unsubscribe
Unsubscribe
Monthly+
 
Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.Most of the industry leaders we tal ...
  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
 
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
 
”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
 
Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
  continue reading
 
Artwork

1
A Wiser Retirement™

Wiser Wealth Management

Unsubscribe
Unsubscribe
Weekly
 
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
 
Artwork

1
Product Talk

Products That Count

Unsubscribe
Unsubscribe
Weekly+
 
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
 
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
 
Artwork
 
The Wise Exit is an open dialogue with fellow founders and former business owners sharing real stories and offering honest advice around selling their companies to some of the top acquirers in the world. Beyond the entertaining and educational exit stories, host and M&A Advisor, Todd Sullivan is here to help demystify the Mergers & Acquisitions (M&A) process. For example: - How much is my business worth? - What is Net Working Capital? - When should I get a Quality of Earnings analysis - Shou ...
  continue reading
 
James Margulies, also known as Jim Margulies, is a seasoned real estate professional with a stellar track record in Cleveland and beyond. With a career spanning years of dedication and expertise, James has become synonymous with success in the industry. His strategic approach, coupled with a knack for innovative problem-solving, has consistently delivered outstanding results for his clients. James Margulies’ unwavering commitment to excellence and his deep understanding of the local market d ...
  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 Your Retirement Blueprint, a podcast by 210 Financial where we help you invest in your financial future by identifying where you stand now, evaluating how well you're positioned, and discovering where you need to go. Join Phil Cooper, Founder and Financial Advisor of 210 Financial, and Kendall Stahl, Advisor & Partner at 210 Financial, for biweekly conversations to help you navigate finances in today's world. // Insurance products are offered through the insurance business 210 Fin ...
  continue reading
 
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
  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
 
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
 
Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
  continue reading
 
Artwork

1
The Exceptional Advisor Podcast

Investments & Wealth Institute

Unsubscribe
Unsubscribe
Monthly
 
Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
  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
 
Loading …
show series
 
In this episode of the Apex Business Advisors podcast, Andy and Doug discuss the critical importance of honesty between lenders and borrowers when securing business loans. They examine a recent transaction failure resulting from undisclosed financial issues, highlighting the need for transparency. The episode delves into potential pitfalls in filli…
  continue reading
 
Tired of dreaming small? Learn how one advisor built his practice beyond $9.5 billion in AUM without a client in sight! On this episode, Jon Kuttin reveals how he removed himself from client work over a decade ago to focus fully on developing leadership within his enterprise. Hear his counterintuitive strategies for gaining the confidence to lead c…
  continue reading
 
Today, I’m sitting down with Triad Members Mike and Jess Panico, the husband-and-wife founders of Arcadia Financial. Mike and Jess are living proof that you can have success in our industry at a young age — and they’ll tell you exactly how they did it. After taking the leap to start a practice in their 20s, Mike and Jess have quickly grown Arcadia …
  continue reading
 
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…
  continue reading
 
Have you ever wondered why people say you can be a millionaire if you invest in your retirement? There is a really good explanation but not like you think. As many Americans rush out to open IRA accounts, this account may not be the secret to becoming a millionaire…or is it? We will explore the benefits of opening an IRA account and see with a few …
  continue reading
 
The emerging generation of adults — particularly family business owners — are grappling with challenges and responsibilities their parents did not. In this episode, Laura Gregg speaks with Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Based on personal experience running her own enterprising family office and finding …
  continue reading
 
Today's podcast delves into the significant shift occurring within the accounting profession, highlighting the evolving client expectations and the broader scope of value accountants and bookkeepers can offer. Our discussion centers around the fundamental challenges firm owners face in transitioning from a compliance-focused approach to providing i…
  continue reading
 
The host Rafi Shaik distinguishes between being an advisor (technician with a skill exchanging it for money) and being an entrepreneur (allocating resources to generate multiples of return). He argues advisors need to develop an entrepreneurial mindset to build a 7-figure+ practice. Core principles for entrepreneurs: 1) Being a great allocator of c…
  continue reading
 
James Blumetti's rags-to-riches story will ignite your entrepreneurial spirit as he takes us through his ascent from restaurant maître d' to Medicare mogul. When a blind date turned into a career pivot, James discovered the grit required to sell life insurance one knock at a time. This episode unpacks his relentless pursuit of success, the resilien…
  continue reading
 
Join Russell Cohen and myself, Jeremy Wolf, on a journey to the heart of financial finesse in the fast-paced world of private equity-backed M&A transactions. We pledge to uncover the layers behind pristine financial records that are essential when courting private equity buyers—think of it as financial matchmaking where only the cleanest, GAAP-comp…
  continue reading
 
What does it take to lead product in the startup ecosystem? In this episode of the Product Leaders to Watch series hosted by Cognizant Product Director Chenny Solaiyappan, Stay 22 Head of Product Laura Di Costanzo shares insights from her experiences in Montreal's startup ecosystem. She speaks on her journey in product management, from marketing to…
  continue reading
 
It’s been too long since Jacob and Marko, cousins by choice, got together to record a podcast. They dive deep into what Trump winning the presidency again could mean for global geopolitics and trade – while addressing topics like U.S. inflation, Iran’s attacks on Israel, U.S. v global investing opportunities, and…of course…hot basketball takes. -- …
  continue reading
 
Today we talk with Denis Konoplev, co-founder of paraplanner.ai, an AI tool for advisors to use in place of a traditional paraplanner. In this show we talk about Denis’s journey from a financial planning client to creating AI technology for financial advisors. We discuss where AI makes the most sense in an advisor’s workflow, and where a human advi…
  continue reading
 
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn more about one-…
  continue reading
 
"We always put minorities to the front." The Mala Junta cofounder and affiliate talk about prioritising femme queer ravers, the value of local party crews and not taking themselves too seriously.Friends and colleagues Hyperaktivist and Yazzus share one important value: putting marginalised folks to the front. The Venezuelan and Ghana-via-London art…
  continue reading
 
Welcome to the new and exciting launch of The Purpose-Focused Advisor, a podcast for financial planners, advisors, and RIAs aimed at merging professional growth with personal fulfillment. Having hosted the Truest Fan Podcast for the past 2 years, Hosts Rob Brown and Phil Calandra asked how they could make the podcast better, more actionable, and fu…
  continue reading
 
Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement. Tune in to ensure your retirement strategy is foolproof against common pitfalls and ready to secure your financial future. Here’s what we cover …
  continue reading
 
Today we are talking with Britt Williams Baker, co-founder of Dow Janes. We explore the question of if there is a difference in finances for women vs. men. We discuss value aligned investing, what some financial stereotypes might be, how to get a less financially interested spouse involved to name just a few of the many topics. Today’s episode is b…
  continue reading
 
In this special moments episode with Eric Partaker, one of the fastest growing creators on LinkedIn, he shares his approach to ideating and creating engaging content that provides value to his audience of over 500,000 followers. Eric emphasizes the importance of living a multidimensional and holistic life, moving away from the "hustle" mindset and …
  continue reading
 
Joy's House is a central Indiana leader fostering both professional and volunteer caregiving, and in understanding this element of our aging population. Tina McIntosh started down this road 25 years ago when she created Joy's House, an adult day care facility in Broad Ripple. As a resuilt of this commitment, Tina was named Remarkable Woman of the Y…
  continue reading
 
Are you curious about how top advisors are accelerating their organic growth? Data from 6,000 advisors has revealed some interesting insights! Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today’s digital age. Jack Martin interviews Robert Sofia, co-founder and CEO of Snappy Kraken, about why some firms…
  continue reading
 
What do product leaders need to consider when building products for the SMB space? In this episode of Product Talk hosted by Kaboo Founder Neha Shah, Altice USA Product & Tech SVP Rachel Owens shares insights from her diverse career journey in product management, from engineering school to roles at startups and Fortune 500 companies. She discusses …
  continue reading
 
Former Dave Ramsey Employee Anthony O'Neal was SCAMMED out of $40,000 by a person who claimed they wanted to pay him $10,000 to be on a interview show. Not only did they steal the money but they put pornography on his Facebook page to distract them as they continued to take money from his accounts. Tune in as I give my perspective on how to protect…
  continue reading
 
Yaroslav Trofimov, chief foreign-affairs correspondent at The Wall Street Journal, takes time out of his busy travel schedule to join the podcast to discuss his recent book, Our Enemies Will Vanish – The Russian Invasion and Ukraine's War of Independence. Jacob and Yaroslav talk a little bit about his background before exploring some of the ideas h…
  continue reading
 
Check out the full transcript at yourfuturerealized.com/25. If I asked you to name what you like about each generation in your Ops team, which would have the longest list? Baby Boomers bring valuable wisdom. Generation X is known for being resourceful and efficient. Millennials excel in collaboration. Generation Z are tech natives. Together, they c…
  continue reading
 
In this episode of The Artful Dollar, Ryan is joined by Riley Smith, co-founder of the Evergreen Tattoo Invitational. Together they discuss the importance of education for tattoo artists both new and well-seasoned, as well as working towards more positive changes within the tattoo industry as a whole. Follow Riley on Instagram: @lifetimeriley For m…
  continue reading
 
In Episode 110 of “The Trusted Advisor,” RSPA CEO Jim Roddy talks leadership with brothers Brad Lucas and Owen Lucas of VAR Lucas Systems, named one of the Best Places to Work in South Carolina. Brad, the company President, and Owen, Vice President of Operations, discuss what drives them to improve their family business, what activities have expand…
  continue reading
 
Indulge in the luxurious experiences offered by Lomas Hospitality's high-class properties in Riviera Maya! From the adults-only El Dorado Resorts, or the sensual aura of Hidden Beach Au Naturel, to the exclusive romance of Palafitos Overwater Bungalows, and the family-friendly ambiance of Generations Riviera Maya, Lomas Hospitality ensures exceptio…
  continue reading
 
To some estimates, patience is mentioned in the Bible over 70 times. And as we know, when we come up with statistics like these, some are direct, and some might be indirect. But what does it mean to be patient when it comes to investing and following God’s word? As a Certified Private Wealth Advisor profession (CPWA®️), long-term investing and bein…
  continue reading
 
It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰 As advisors, it’s important to take note of even the littlest details yo…
  continue reading
 
And if you said "yes," then... why? Jim talks about why so many people may be in better financial shape than you thought on this episode of Freedom to Retire. Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every Saturday at 9:00 AM and Sunday at 5:00 PM ET on WPHT. For more information and to schedule a complime…
  continue reading
 
Altruist CFO Marc Greenberg joins Jason and Dasarte to provide an insider's perspective on the events that took place internally following backlash from Altruist advisors over a poorly communicated fee schedule update. The conversation gives a behind-the-scenes look at Altruist operations and highlights the value of listening to customers. ABOUT AL…
  continue reading
 
It’s 2024—and that means we’re already back in another election year. It’s no secret that election years bring all sorts of changes, but what does this transitional time mean when it comes to the topic of your finances? In this conversation, Phil and Kendall shed some much-needed light on this topic, explaining why our firm believes taxes will like…
  continue reading
 
Have you thought about moving to a new state when you retire? On this episode of A Wiser Retirement™, Casey Smith is joined by Michaela Dowdy to talk about the 5 best and worst states to retire to. The states on the list might surprise you! Podcast Episodes Referenced: - Ep 184: What It’s Like Traveling Full-Time in Retirement with the Retirement T…
  continue reading
 
This dual physician couple has paid off over $700,000 of student debt only four years out of training. They are both family docs living in California. They had the great insight that when you choose to live in California you need to view your cost of living as your luxury item. How did they do this so quickly? They lived frugally, got rid of their …
  continue reading
 
Today's episode dives deep into the critical topic of pricing strategies in the financial advisory sector, focusing on the transformative impact of appropriate pricing on business success. Amanda C Watts shares insights from personal experiences and common industry challenges that many financial professionals face when it comes to valuing their ser…
  continue reading
 
Iran launched a bunch of missiles and drones. What next? -- CI Site: cognitive.investments Jacob Site: jacobshapiro.com Jacob Twitter: x.com/JacobShap Subscribe to the Newsletter: bit.ly/weekly-sitrep -- Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment…
  continue reading
 
Jacob and Rob discuss the nature of economic crises, before exploring recent developments in the U.S.-China-Japan love triangle. They also explore the expectedly/unexpectedly hot CPI print and take lessons for the future. Spoiler alert: We think the market is wrong about the yen! -- Timestamps: (00:00) - Intro (01:12) – Taxonomy of crashes/debating…
  continue reading
 
A lot of kids don’t grasp the importance of money, and that makes sense. To them, it’s just paper, right? At least in my early education as a child, there was certainly not any financial literacy courses. I think some of our school systems are changing for the better now, and there are more financial literacy tools available now than ever; but as i…
  continue reading
 
Steve Gresham, managing principal at Next Chapter, discusses in this Exceptional Advisor podcast with host Robert Powell delves into the complexities and challenges of retirement planning in the modern era. Gresham discusses the evolving nature of retirement, emphasizing the gap between people's expectations and their level of preparation. He highl…
  continue reading
 
Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.” In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.…
  continue reading
 
Andy and Doug share amusing anecdotes from memorable buyer-seller meetings. From unexpected attire choices to mismatched buyers and sellers, they entertain listeners while offering valuable insights into effective communication, preparation, and broker involvement in successful business deals. This episode is a must-listen if you're in the market t…
  continue reading
 
Loading …

Quick Reference Guide