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The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know. Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.
 
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In this week's episode, we'll take a look at how the last few years have led me to taking the position of VP of Marketing and Brand at Onramp Invest--in hindsight it's so obvious why I was doing the things I was. We'll also talk about how when you're living on purpose the ability to manage multiple ventures and accomplish more becomes easier.Read m…
 
In this week's episode of The Pursuit I briefly put my financial advisor hat on to discuss the importance of financial planning for your pursuit and share how a financial advisor, who understands you have bigger aspirations that retirement and college planning, can help not only identify what you value the most, but help you align your finances wit…
 
What if I told you by putting your pursuit out in the Universe you are more likely to reach your destination or goals than if you kept it to yourself?Now, I don't have any scientific data to back this up, but I have numerous real life experiences, both personally and through others, to convince me that I am more likely to reach my goals by sharing …
 
Chef Lauren Owens, the official chef of FinTwit, joins me for a real life look at leaving a "safe" situation for one that brings more fulfillment, purpose, and happiness. In this episode, Lauren shares her journey to becoming a chef, then to branching out to become her own boss, to becoming the finance community's favorite chef, and her pursuit to …
 
Amanda Goetz took the lessons she learned with her first startup to help her launch her latest venture, House Of Wise. There's one major difference between the two businesses, House Of Wise is being built on a mission fueled by passion. In this episode, Amanda shares how she came to discover cannabis and how that led to the launch of House Of Wise.…
 
The description of feeling like a "cog in the wheel" came up in two conversations this week and I really felt the pain these individuals felt when they were in scenarios where they felt underappreciated or lacked the ability to make the impact they desired. Not everyone finds themselves feeling like a cog, but for those who do it is a feeling that …
 
Your pursuit does not always have to be career-oriented. As the great Stoic Seneca, reminds us life is short and it is important to live today. In this episode, I share some thoughts on pursuing happiness and fulfillment today, while still being responsible for your long-term goals.Google PodcastsApple PodcastsSpotify (Coming soon)https://youtu.be/…
 
Erin Angerer and Nate Wyne left comfortable jobs with a bank to build a company that will help reinvent the financial system. Floodlight was born to help investors and financial professionals make values-aligned investing decisions and this is their story of how and why they made values-aligned decisions for their careers.https://youtu.be/cVBpjBYGu…
 
Pursuing your passion may not be right for you. But, if it is you'll want to shorten the leap of faith you'll be taking to increase your chances of success. I discuss this and more on this week's episode of The Pursuit.Listen on your favorite podcast player:Google PodcastsApple PodcastsSpotifyDisclaimer: Nothing on this blog should be considered ad…
 
In the last episode, we discussed the importance of saying "no" to be able to say "yes" to the people and activities that mean the most to you. Before you can find your way to knowing what you should say "no" to you need to say "yes" to a lot.Confusing...right? Let me explain why you have to say yes to be able to say no to be able to say yes 😀.List…
 
It's tough to say no to people or opportunities when saying yes has always been so rewarding. But, once you find something so important you begin to pursue it, a 'no' to something outside of your pursuit is actually a 'yes' to something else in line with your goals. Accepting that a 'no' can actually mean a 'yes' is not something most of us can do …
 
https://youtu.be/UoETjcOCUU8Do you know what is enough for you?Enough money? Enough time? Enough prestige? Enough stuff?This episode of The Pursuit begins to explore how starting with your "why" can help you determine your "enough". I was inspired by the blog posts Enough and Why Do We [Truly] Do What We Do? by Jeremy Walter. So, I decided to talk …
 
The WSJ: Keith Gill Drove the GameStop Reddit Mania. He Talked to the Journal.The WSJ: U.S. Economy Shrank in 2020 Despite Fourth-Quarter GrowthThe WSJ: Janet Yellen Confirmed by Senate to Serve as First Female Treasury SecretaryThe WSJ: GM to Phase Out Gas- and Diesel-Powered Vehicles by 2035People who focus on money and not wealth don't realize t…
 
"Here's my point: The solution to an overbusy life is not more time. It's to slow down and simplify our lives around what really matters." -The Ruthless Elimination Of Hurry by John Mark Comer The Ruthless Elimination Of Hurry Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your …
 
https://youtu.be/hIXyJ_BAD9IMost Americans are behind on their savings for retirement and many are left to tackle their saving, planning, and investing for retirement on their own. While there are plenty of blog posts, podcasts, and articles to give people fractions of the information they need to have a chance to navigate the retirement savings wa…
 
https://youtu.be/rCMtPu8y5l4The WSJ: Joe Biden Calls on Nation to ‘Start Afresh’ at Inauguration as 46th PresidentThe WSJ: Trump Impeachment Trial to Start Week of Feb. 8The WSJ: U.S. Business Activity Gains at Start of YearThe WSJ: U.S. Existing-Home Sales Reach Highest Level in 14 YearsYou attract what you are ready for and are given exactly what…
 
https://youtu.be/K-MaolSI814I've been fortunate to get to know Josh Brown on a personal level and I can assure you he is an even better person than you think he is. I'm happy to share the story of how I weaseled my way into calling him a mentor in person with you whenever conferences start back up--it all started with an email late one Friday night…
 
A quick intro to the newest show on The All About Your Benjamins Podcast--The Pursuit. Join me every Friday as we explore the intersection of passion, purpose, reducing regret, and personal finance.The Pursuit has been something I've been wanting to do for a while, but I wasn't quite sure how to do it. And if I'm being honest, I was a little nervou…
 
https://youtu.be/xLRFiEK7YFgThis is an episode that has been in the making since Tyrone first joined me on the podcast back in 2018 --we just didn't know it. Over the years Tyrone has joined me on podcasts and in videos to continue the conversation on bitcoin, cryptocurrency, and even the lack of representation in the financial services profession.…
 
https://youtu.be/YfFSAbenXicThe WSJ: President Trump Impeached by the House for Second TimeThe WSJ: Pence Says He Won’t Invoke 25th Amendment, Setting Stage for Impeachment VoteThe WSJ: U.S. Unemployment Claims Rise as Coronavirus Weighs on EconomyThe WSJ: U.S. Consumer Confidence Ticks Down in Early JanuaryThe WSJ: Americans Won’t Be Banned From I…
 
https://youtu.be/gd8-FJMWilkWeek In Review ArticlesThe WSJ: Congress Certifies Joe Biden’s Election Win Following Day of TurmoilThe WSJ: Georgia Senate Wins by Democrats Followed Years of Party OrganizingThe WSJ: House Democrats to Introduce Article of Impeachment Against TrumpThe WSJ: Coronavirus Live Updates: Reported U.S. Cases Rise as Deaths Di…
 
The headlines that may or may not be impacting your financial plan and portfolio...https://youtu.be/BeHrXTdPJsQWeek In Review ArticlesThe WSJ: Trump Signs Covid-19 Aid Bill Averting Government ShutdownThe WSJ: Five Investment Trends That Skyrocketed in 2020The WSJ: Year Ends With Record-Setting Month in U.S. for Covid-19The WSJ: The U.K. Has Finall…
 
I hope Roman and Leo pick up good money habits and investing principles just observing me doing my job. But, rather than assume I'm constantly talking to them about the basics of finance and I finally was able to get them to my office to record a video about investing.I funded an account with Public and asked the boys to each pick three stocks to i…
 
Another company leveraging community to help grow and spread financial education is Finimize and in this episode, I’m joined by their CEO Max Rofagha. The story of how Max found his way to the world of finance is fascinating given that he had no background, other than an interest in his own personal finance and the willingness to ask a lot of quest…
 
Altruist is one of the hottest companies in the financial advisor space right now thanks to its innovative custodian platform and for its amazing content. Shabana Siyed, Marketing Manager, is responsible for the great content and digital marketing behind Altruist and she shares her wisdom with us in this episode.…
 
Katie Perry is the VP of Marketing at Public.com, an investing platform that is doing some of the most creative marketing in financial services. In this episode, she brings a fresh perspective to marketing for financial advisors: she's an ideal client and approaches marketing with a different lens than traditional advisor marketers.…
 
Emlen Miles-Mattingly is the founder of Gen Next Wealth and has built his business to work with individuals and families who have historically been overlooked. Emlen has leveraged content, in particular video and podcast, to grow his business while educating his audience along the way. In this episode we discuss what he's learned launching his busi…
 
Public.com popped up on my radar a few months ago and once I opened an account, I realized this was a company I wanted to learn more about. In this episode, I'm joined by Leif Abraham, co-CEO of Public.com and he not only shares the story behind Public but also shares some great information about entrepreneurship and starting a business.Leif and th…
 
A tweet by Ryan Shanks regarding the TD Ameritrade and Schwab deal sparked this conversation amongst 6 of us coming from different areas within our profession. In this episode, I'm joined by Penny Phillips, Leighann Miko, Manish Khatta, Jason Wenk, and Ryan Shanks to discuss what might be in store for smaller financial advisors and what options are…
 
Anna and I share a passion to help clients not only plan for traditional financial goals like retirement and college but to help clients get more out of life, chase their passions, and not have my regrets. In this episode, we discuss Anna's approach to helping her clients achieve more, how she developed the approach, how personal branding has helpe…
 
Inspired by a tweet, this conversation brings together financial advisor Jess Bost, Jude Boudreaux, CFP®, and Dr. Joy Lere to talk about the discomfort many financial advisors have around "selling". We discuss how to overcome this feeling, position yourself beyond a salesperson, and establish relationships that have nothing to do with selling.…
 
With more financial advisors stepping out to tell their stories, I felt it was time to bring in one of the first advisors to leverage personal branding to grow her business. Brittney Castro, CFP® founder of Financially Wise, Inc. joins me to talk about how she was able to leverage her brand to grow her financial planning business, build partnership…
 
I felt it was time to bring All About Your Benjamins The Podcast back on a regular monthly schedule and make some minor adjustments to the programming. We'll still cover financial planning topics but we'll also focus on entrepreneurship, Fintech, and the future of finance. You'll also find audio from videos that fit the All About Your Benjamins bra…
 
Financial advisors bear not only the stress from their own lives but their clients' stress as well. We've all been reminded of this in 2020 and we're learning it's important for financial advisors to take care of themselves in order to be able to best help their clients. Dr. Joy Lere joins me in this episode to discuss how financial advisors can id…
 
Join me for a bonus episode with my friend, and fellow advisor, Isaiah Douglass, CFP® as we discuss why financial advisors should be paying attention to bitcoin. Isaiah has been vocal about the importance of advisors being able to discuss bitcoin with clients, where it has a place in a portfolio, and that the future for financial advisors will incl…
 
The financial services profession is in a unique spot: financial advisors are leaving larger firms for independence to build firms that align with their values, lives, and best interests of their clients at the same time the majority of the profession is realizing they do not have succession plans in place and are entering the final stages of their…
 
Launching your own firm is a daunting task, especially when you are early in your career. But this is exactly what Samuel Deane, founder of Deane Wealth Management has done. In this episode, Samuel and I discuss how he was able to leverage the licensing and training program at a larger firm to gain experience to launch, the launch process, how havi…
 
I'm joined by Mike Philbrick of Resolve Asset Management and Sam Rook of RBS Asset Management at the WP Advisor Connect Conference this summer(2020). In this panel discussion, we cover the benefits of content marketing and how to leverage social media to develop a personal or corporate brand and grow your business. Thirty minutes was hardly enough …
 
Whether you like it or not, marketing is an important part of a financial advisor's job. Traditional ways of marketing still work, but they are slowly losing ground to newer strategies. In this episode of The Advisor Of Tomorrow Podcast Live, Samantha Russell, CMO of Twenty Over Ten, shares her insights on why advisors should embrace marketing, how…
 
Most financial advisors start their careers as generalists--helping all types of individuals and families. There is a growing trend for financial advisors to focus on a specific group of people, a niche, to streamline their business, content, marketing, and establish expertise. Having a niche is a very good way to help your firm grow. Chad Chubb, C…
 
Financial advisors are in a unique position where they are able to leverage their own reputation--their personal brand to grow their business. Establishing your personal brand is not as difficult as it may seem, but there are important fundamentals that should be addressed at the beginning of the process. Ninamarie Jeffrey, the founder of The Conte…
 
Financial advisors are constantly looking for opportunities to bring more value to their clients and as Dasarte Yarnway and I discuss, cultivating a community through the client experience may just be the next experience your firm needs to offer. We discuss how advisors can enrich their relationships with their clients, ways to cultivate community,…
 
https://youtu.be/A2x6Booz8r0Apple Podcasts:Click Here To Listen On Google PodcastsI wouldn’t call this a Crypto and Digital Assets 101 class, but as I’ve begun receiving more questions about cryptocurrency I thought it would be great to bring Tyrone Ross baby (he’s a former AAYB podcast guest on the subject) to discuss the topic—covering some of th…
 
A less common but very effective marketing strategy involves writing a book. While it takes more time and research than most of the common forms of content marketing, authoring a book can catapult a financial advisor's business. In this episode of The Advisor Of Tomorrow Podcast, my very good friend Ashby Daniels, CFP® discusses his first book, Med…
 
Financial advisors collaborating, rather than competing is becoming more common. It's the founding principle behind The AGC™ and ETF Prime host Nate Geraci had me on his show on April 14th, 2020 to discuss. This is just my portion the episode; you can find the entire episode on ETF Prime: https://www.etf.com/sections/podcasts/etf-prime-podcast-big-…
 
We're three weeks into social distancing and it appears that not all of America understands the severity of COVID-19. In this special episode of All About Your Benjamins, I'm joined by Frank Sawyer to discuss not only the health risks but the risks to the healthcare system that extend beyond just those infected with the coronavirus. Frank is an exe…
 
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