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Joe Negron Podcasts

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Anotheroderick Show

Steve Roderick

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Anotheroderick Show is a podcast about comedy, skits, satire, wit, music, skype, emails, songs, life, and so much more. If you want to just have fun and listen to a guy and sometimes his friends talk about stuff from a gold fish all the way to the economic crisis. Then you'll Love Anotheroderick Show. Send all emails to anotherroderickshow@live.com
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Finding the Right Investment Partner with Eric Stein 40:23

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David is joined by Eric Stein to discuss the role of fractional CMOs in supporting financial advisors, and explore the differences between fractional CIO offerings and TAMP solutions. Eric highlights the importance of having a dedicated marketing professional to help advisors navigate the ever-changing marketing landscape. This episode emphasizes t…
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Efficiency Hacks That Will Save You 20 Hours Per Week with Libby Greiwe 47:47

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Strap in Model FA’s, this is a powerful episode! Efficiency savant Libby Greiwe joins David to discuss productivity strategies for busy financial advisors. Libby shares tips for creating standard operating procedures, managing time through model weeks, and balancing business ownership with family responsibilities. She shares practical techniques fo…
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Building Your Financial Brand Online with Nick Meyer and Nate Hoskin 1:10:55

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In episode 152 of the Model FA Podcast, David is joined by Nick Meyer and Nate Hoskin to discuss content marketing and brand sponsorships in the financial services industry. They share their experience creating educational content on TikTok and Instagram, emphasizing the importance of long-form content and chopping it up for social media use. This …
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Capitalizing on High Demand: Growing Through Tax Planning Services with Trevor Scotto 42:39

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In the latest episode of the Model FA Podcast, Trevor Scotto shares how he grew his financial planning firm from $30M to $500M AUM through strategic mergers and acquisitions. He details leveraging personal connections to partner with a tax practice, and how adopting technology helped convert those clients. Trevor also reflects on finding purpose an…
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The Power of Thoughtful Client Connections with Kristin Harad 46:16

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In episode 150 of the Model FA Podcast, Kristin Harad joins David to discuss the challenges of scaling second-generation advisory firms, emphasizing the importance of regularly assessing and updating business strategies. They also highlighted the need to connect advisors with service providers, embrace an abundance mindset, and document and coach t…
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Investing in People: Valuing Relationships Over Returns with Tyson Ray 55:39

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David interviews Tyson Ray, the CEO of Form Wealth Advisors, about his journey in financial planning and his book The Total Relationship. Tyson shares how he started investing at a young age and bought his first firm at age 24. He emphasizes the importance of understanding clients' lives beyond finances through the "total relationship" approach. Ty…
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Cultivating the Right Mindset and Character with Eric Negron 55:29

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In this episode Eric Negron shares his journey as an entrepreneur and advisor in the industry. He discusses how he structures his time and manages multiple businesses. Eric emphasizes the importance of mindset, character, and activity in achieving success. He recommends collaboration over competition and building a supportive board of mentors. Eric…
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Offering Community-Based Courses to Grow Your Financial Advisory Business with Joe Moss 39:52

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In this episode we are joined by Joe Moss to discuss leveraging online communities. Joe enjoys using the Skool platform to create simple yet effective communities for advisors. David suggests advisors could offer community-based courses to complement subscription services. Joe sees potential for advisors to work with multiple clients at once in a g…
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Automating Your Way to Success: How Financial Advisors Can Streamline Operations with Arielle Minicozzi 50:52

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Arielle Minicozzi-Figueroa is the founder and co-owner of Sphynx Automation, a virtual CTO firm that helps financial advisors gain efficiency and maximize their client impact using technology and automation. In addition to her work with Sphynx, Arielle is a partner and financial planner at Modern Money Advisor, where she focuses on working with you…
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