show episodes
 
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 ...
 
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 ...
 
Every day, the world seems on the brink of crisis. Join Andy Slavitt and experts, policymakers, journalists and thought leaders Monday, Wednesday and Friday to stay informed, safe and … entertained. As a White House advisor, author, crisis response leader, non-partisan counselor to policymakers here and abroad, Andy has been called the ultimate outsider’s insider for a reason. Now, when overlapping crises and a relentless news cycle overwhelm Americans, Andy finds the right helpers to help u ...
 
Drawing on years of experience as communications chief for President George W. Bush and senior advisor for the McCain-Palin campaign, Nicolle Wallace provides political insight and clarity on where the decision-makers stand on complex issues. Join her for analysis and discussion with the key newsmakers every weekday.
 
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.
 
Get cutting-edge news, tips, tricks, and trends from the biggest, brightest, and most innovative people in business. The Strategic Advisor Board Podcast will take you around the world to gain different perspectives from industry leaders in all niches. They will share their stories, struggles, and wins in business. Tune in today and grab the golden nuggets that are here for you to implement in your life and business.
 
As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress. James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.
 
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
 
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The Financial Advisor’s Edge Podcast

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The Financial Advisor’s Edge Podcast

Jim Martin, Gregg Gonzalez, Jeff Coplan & Brad Warhurst - Rainmakers

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The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems that have helped them build 100+ million dollar practices. Tune in weekly to learn how to build the financial planning practice you’ve always wanted.
 
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.
 
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.
 
Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
 
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.
 
Two former investment wholesalers who have spent years engaging and hearing stories from thousands of financial advisors have decided to collaborate and bring advisors experiences and journeys to the forefront. Join us as we share the Journey: The Financial Advisor Experience directly from advisors across the country.
 
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
 
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
 
Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spi ...
 
For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
 
As a constitutional law attorney, former senior legal advisor and personal counsel to President Donald J. Trump, Jenna Ellis believes in the rule of law and the importance of integrity in our elections. In each episode of the Jenna Ellis Show, she will tackle the critical cultural and legal issues our country faces.
 
The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
 
Hosted by 3D/L Financial Group, LLC. we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative b ...
 
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Footnotes

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Footnotes

Pendleton Street Business Advisors

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Highlighting stories that need to be told to encourage entrepreneurs, business owners and leaders who are making a difference. It's not about the glam and glitz in these processes, but more about the "footnote"...
 
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CAPMAK

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CAPMAK

CapMak Investment Advisors (SEBI Registered Investment Advisor)

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Nifty, Bank Nifty, Sectors and Stock specific views for short term to medium term investment. Disclaimer: This podcast is for academic purposes only not for direct investment. Please consult your financial advisor first before investing. Don't Forget to subscribe to the podcast See podvine.com/privacy-policy for podcast listener privacy info.
 
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show series
 
Terrance Johnson is the CEO of TCJ AeroTech and Evolution Mentorship. TCJ Aerotech’s mission is to revolutionize drone applications through leading-edge technological research and development. His work is bringing drone research and technology to minority communities. He has built an impressive portfolio, serving in multiple niches throughout his c…
 
Warren Berger, the author of "A More Beautiful Question" and several other books, discusses the art and science of asking “beautiful” questions and how advisors can develop richer relationships with their clients and prospects by asking the right questions. Warren Berger will be a featured speaker at two of the Institute's upcoming conferences. Ple…
 
There is no shortage of options on the ERP market, especially with the expansion of cloud-based offerings that are changing the ground rules for large incumbent vendors and increasing availability of next-generation technologies to even smaller businesses. When diving into an ERP software selection, how can you discern between products that align w…
 
In this episode, We talk to Mac Gardner who is the CEO of FinLit Tech. We go through technology, teaching our kids about finance, what makes advisors stand out, and the evolution of firms and advisors. Mac has tons of great knowledge and experience that he shares with us on what it takes today to make advisors shine and how advisors should incorpor…
 
Doug is on assignment this week, so Andy called upon fellow broker, Debbie Small to step in and discuss a Buyer Search. Debbie shares her nearly 20 years of conducting Buyer Searches and what leads to the most successful search. Are you considering selling your business? Are you considering entering the world of entrepreneurship? If so, please get …
 
On any given day, we can address any number of questions and concerns from clients but we always get a few topics that come up more than the others. That’s why we’ve decided to compile a list of the things we’ve been talking about with clients recently and spend some time on each of them. These are some common questions, but they’re also important …
 
Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these angles as we break down the role of risk in your financial and retirement plan. Show Notes & Info: Retire Pi…
 
A conversation with Matthew Jarvis, co-owner of The Perfect RIA Overview Matthew Jarvis rose from near bankruptcy to running a profitable independent financial advisory practice. He shares his story plus key teachings on extreme accountability, delivering massive value to clients, and more. Listen in… > Download a transcript of this episode… About …
 
The LPL Focus 2022 Conference was an event which not only gave a snapshot into LPL Financial Services but provided a wealth of advisory and industry leadership information. From the array of guest speakers and educational sessions, Frank and Dale garnered a number of new ideas and perspective shifts that they share in this episode, and which are re…
 
What is the single-most effective way to affect your adjusted gross income (AGI) in the conservation easement realm? Preserve land while deducting taxes. There are people who are doing really good things with conservation easements. Is Donald Trump one of them? In this episode, Toby Mathis of Anderson Advisors talks to Tyler Surat about tax incenti…
 
A brief episode in which your host talks about what comes next in this final countdown to Episode 1. ★ Thanks to our sponsors ★ You can become a supporter of the show and get your name (or your organization's name) here in the show notes. Sign up for a membership here: https://www.buymeacoffee.com/doctordws Links and things: Like what you’re hearin…
 
In this episode of The Ultimate Advisor Podcast, Brittany Anderson is joined by James Hughes, Head of Investment Advisory Lending at Live Oak Bank. In this episode, he shares his personal journey working at Live Oak Bank, one of the earliest lenders to RIAs. He talks about succession planning, his approach to lending – specifically the shift away f…
 
Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love. Summary: Only 6% of writers get halfway through a book.* For the rest, their book remains a dream. Are you an advisor who has always thought…
 
Neel Shah is the Founder of Shah Total Planning, which is a combination of an independent RIA and a law firm based out of New Jersey that oversees $57 million in assets under management for 50 households. Neel himself is an estate planning attorney turned financial advisor who offers a one-stop shop for advice while outsourcing his investments, lev…
 
Restrictive compliance and new, rapid-fire regulatory rules pose a challenge for independent advisors who often do not have the bandwidth to respond in a timely manner. Corporate RIAs must differentiate themselves on how they can help advisors navigate this often-confusing reality. My guests today lead one of the fastest growing independent broker-…
 
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Planners, the guys talk about what they wish they knew when they started their practices. They discuss common mistakes and misconceptions advisors are still making and how to break the mold to achieve your goals. Visit our website at: www.thefinancialadvis…
 
If your marketing materials aren’t as effective as you’d like, I have good news: A bunch of nerdy neuroscientists figured out how to make your marketing shoot straight into your prospects’ brains. Not only will this make you unforgettable, but it also makes your prospects ancy to sign up for your services. In this episode, you’ll discover 7 neuroma…
 
Recently, the Mega Million jackpot was among the largest lottery prizes in history at over $1 Billion. If you were to win the lottery for any amount of money, how much would you need to live your ideal life? This is a question that was recently asked across 33 countries and the answers will surprise you. On this episode, we talk about how much mone…
 
Shedding light on the culture of the Prosperity Economics Movement, Kim Butler and Janet Sims describe what the culture in the movement really is about. They also talk about the concept of full service to the client and the important elements in the culture. To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.co…
 
This week on “Inside the Economy”, we discuss consumer debt & real estate. Consumer debt continues to rise alongside a decline in the personal saving rate to pre-pandemic levels. Home prices have started to come down as mortgage rates rise above 5%, but what does this mean for new home buyers and the economy moving forward? Tune in to learn about t…
 
Dr. Vinay Nair, Founder and CEO of TIFIN, joins Jay Coulter for a conversation on the future of WealthTech. About Vinay: Dr. Vinay Nair is the Founder and CEO of TIFIN, a fintech platform that drives personalization for wealth using AI and investment intelligence. A serial entrepreneur, investor, and academic, Vinay has taught at several business s…
 
Join Garland and ED as they start this journey sharing the experiences and stories of financial advisors not only in the United States but across the globe. In their initial show, Garland and ED discuss how they got into the industry, how they met, and the genesis of this series. Stay tuned for the full episode. Buckle up as this is guaranteed to b…
 
As the market volatility and uncertainty in 2022 continues, many advisors are leaning on a true comprehensive financial planning approach to help clients plan for their long-term goals. Advisors, are you currently offering true comprehensive financial advice to your clients? If not, it may be the right time to look at this business vertical very Th…
 
EPISODE HIGHLIGHTS: How to find a good mergers and acquisitions deal for your RIA: 6:02-8:59 The red flags and green lights of MMA: 9:23-12:09 The ins and outs of selling your RIA and due diligence: 12:10-17:12 How to retain clients during the acquisitions process: 17:13-19:14 How mergers can help you grow your RIA: 19:15-22:38 RIAs, good partnersh…
 
Wanted to do everything he could on his bucket list during his 60s because he didn't think he'd have the energy and ability to do as much in his 70s based on what he had seen from family and friends. This is why we like to push advisors to build their business in an entrepreneurial way so that the day-to-day still rolls along while you get a chance…
 
In this episode, we follow up with Wes Crill, Head of Investment Strategists at Dimensional Funds, from our May 2022 podcast episode in light of the continuing market volatility during the 1st half of 2022. We address investor misconceptions and behavioral tendencies in the face of steep market sell-offs, both in equities and fixed income. We cauti…
 
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