Best Nerd S Eye View Podcasts (2024)

1
Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients with Christi Van Rite 1:30:01

16m ago1:30:01

1:30:01

Christi Van Rite is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households. Christi, whose firm is on track to generate nearly $1.5M in revenue this year, offers her insights into the complexities of managing extensive personal finances. You'll learn about the four pr…

1
Ep 393: Taking The Risk Of A Multi-Million-Dollar Succession Loan To Make The Business What You Want It To Be with Alex Lewis 1:30:00

8d ago1:30:00

1:30:00

Alex Lewis is the owner of Blackbridge Financial, a hybrid advisory firm based out of South Carolina that oversees approximately $330 million in assets under management for 415 households. At just 29 years old, Alex boldly acquired his firm through a multi-million-dollar loan, stepping in as the successor to the founder. Over the past four years, h…

1
Ep 392: Crafting Your Specialization When There Is No Standard Playbook To Learn It with Kristopher Heck 1:30:01

11d ago1:30:01

1:30:01

Kristopher Heck is a Founding Partner of Tanager Wealth Management, an RIA based out of London that oversees approximately $1.1 billion in assets under management for 630 households. Kristopher's firm stands out by scaling to over a billion dollars in AUM, specializing in serving clients with financial and personal ties to both the United States an…

1
Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones 1:28:54

18d ago1:28:54

1:28:54

Christopher Jones is the Founder of Sparrow Wealth Management, an RIA based out of Orlando that oversees approximately $110 million in assets under management for 69 households. Chris has distinguished himself by building a highly efficient solo practice that operates under 25 hours per week, enabling him to spend more time with his family. He achi…

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

28d 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

1M 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

1M 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
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

2M 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

2M 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
Ep 385: Unblocking Clients That Won’t Implement With A Journey Of Financial Health with Danielle Howard 1:29:49

2M 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 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

3M 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

3M 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

3M 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

3M 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
Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake 1:29:36

4M 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

4M 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…

Podcasts Worth a Listen

Nerd S Eye View Podcasts

Podcasts Worth a Listen

1
Nerd's Eye View

Nerd’s Eye View

1
Financial Advisor Success

Michael Kitces

1
Geek Vs - A Pop Culture Comedy podcast

Tony P. Henderson

1
Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients with Christi Van Rite 1:30:01

1
Ep 393: Taking The Risk Of A Multi-Million-Dollar Succession Loan To Make The Business What You Want It To Be with Alex Lewis 1:30:00

1
Ep 392: Crafting Your Specialization When There Is No Standard Playbook To Learn It with Kristopher Heck 1:30:01

1
Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones 1:28:54

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

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
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

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