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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 ...
 
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The Chris Burns Show

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The Chris Burns Show

Chris Burns - Dynamic Money Founder & Principal, Chris Burns - CEO of Dynamic Money, Dynamic Money

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Chris is the founder and principal of Dynamic Money, a financial planning company in Atlanta, and is passionate about helping people build strong financial plans flexible enough to be effective for all of life – not just the easy parts. The Chris Burns Show is recorded LIVE in Atlanta on 95.5 WSB to help people like you reach your dreams and understand how real headlines have a real impact on their lives. We want you to become excited about your money, your dreams, and learn how to take real ...
 
Financial Life Planner Jeremy Squibb and his guests mull over the key things in life and finance which keep us trapped, unable to move forward, and stuck in a bucket. Each show is a blend between getting your FINANCES in order, and maybe more importantly, to make sense of your LIFE. Disclaimer: This is information, not advice and does not constitute regulated financial advice. You should contact an independent financial planner before taking action. Views are solely those of the individuals ...
 
Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
 
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The Retirement Income Wisdom Podcast

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The Retirement Income Wisdom Podcast

Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P

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Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca
 
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I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wil…
 
Karl brings over two decades of executive-level experience building and growing technology businesses and spends his time at M13 across all functions of the business, specifically overseeing the Propulsion Team and running the firm. Karl is a tech investor, serial entrepreneur, and most well known for building DigitalOcean from the ground up, which…
 
I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/ Influential Influencers with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mik…
 
I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/ Influential Influencers with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mik…
 
I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to offer and it was truly a blessing to grow up on the Front Ran…
 
Beth Rodgers joined her husband, Mark, at Trailstone after a successful career as an IT professional. She also has a dual degree in economics and finance. Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the best interest of her clients at the forefront, she is able to establish strong relationships built o…
 
I grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through. My favorite thing about where I grew up is the people. You can’t go anywhere in Evergreen without re…
 
Chris founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to clients in Colorado. Now known as Maestro Associates the firm serves clients in California, Oregon, Washington, New Mexico, and Kansas. Under Chris’s leadership, the firm has implemented a unique planning approach that helps meet peop…
 
Joyce Franklin is the founder of JL Franklin Wealth Planning, an independent RIA based out of San Francisco that oversees $200 million of assets for 40 families. Joyce built a true boutique financial advisory firm by serving as a personal CFO for high-profile tech executives and positioning herself as a steward of their wealth. Listen in as we dive…
 
Melanie Milam is an advisor with Gateway Financial Partners, a super-OSJ affiliated with LPL Financial located in Texas, where she oversees $150M of assets under management for her 110 client households. Melanie has a truly unique approach to connecting with clients by using a tried-and-true list of 34 questions that creates a deeper, longer-lastin…
 
Bryan is originally from New Jersey and has lived in Florida since 1988. Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams. While working on Wall Street, he gained great respect for the power of the market, both positive and negative. Bryan is an Investme…
 
Andy is an engineer by trade and a creative by nature. He spent 22 years with the Boeing Company, where he always felt more like a life coach than a boss. In 2002, he began his journey into entrepreneurship within a Corporation when he was asked to develop an Airspace Design Consulting business from scratch that would serve the global government ma…
 
A former Ford model turned legal powerhouse, Lorraine D’Alessio is a multi-award-winning attorney. She is an immigration and business law expert and go-to legal service provider for professionals in the modeling and fashion world, athletes, and entrepreneurs. Learn More: https://dlgimmigration.com/ Influential Influencers with Mike Saunders https:/…
 
I grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through. My favorite thing about where I grew up is the people. You can’t go anywhere in Evergreen without re…
 
Audrey is Producer for Amplify Voices, the co-host alongside NFL coach Pete Carroll for the Amplify Voices podcast and host of the Unlikely podcast on leadership. A talented storyteller and visionary systems thinker, Audrey has decades of experience in leadership development, entertainment production, and content marketing with a focus on championi…
 
With the new year beginning, we hope you are as excited about the future of your business and what you hope to accomplish. With 2022 arriving, we’re always looking for ways to improve ourselves and our bottom lines, and that’s why we choose today’s topic. Financial advisors are often wondering whether or not they should get a coach. Will it really …
 
Andrew Miller is the founder of OLIO, a financial planning firm based out of Virginia that manages $275 million for over 275 households. Andrew has been able to build a scalable business model that is based on the unique complexity fees of his clients, capturing the time and effort it takes to handle their planning needs. In this episode, we talk a…
 
David Ortiz is the founder of Financial Chef, a unique independent RIA that operates as a lifestyle practice in Southern California. David has combined his experience as a classically trained chef to create an experience unlike any other for his clients: literally breaking bread with them as he provides financial advice. Listen in as we dive into D…
 
Rick is an insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick Mosley has spent his career finding money where others could not. While providing over $1 billion in…
 
For more than twenty years, she has been transforming businesses from within, elevating the talents of their organizations to new performance levels. Her experience has taught her to put tremendous value on people, whom she considers as the heart of every business. When hiring a consultant, Deb knows that the primary goal will always be a resolutio…
 
I grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through. My favorite thing about where I grew up is the people. You can’t go anywhere in Evergreen without re…
 
Guillaume Wiatr guides CEOs and Founders to align people and accelerate innovation adoption. He is the Founder of MetaHelm; a consulting firm focused on building strategic narratives for established companies. For Guillaume, traditional business storytelling is dead. Innovation happens when you build a new narrative instead. As he says, “people wil…
 
Mac is experienced with with over a combined 40 years in banking and insurance. He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative. Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School,…
 
Beth Rodgers joined her husband, Mark, at Trailstone after a successful career as an IT professional. She also has a dual degree in economics and finance. Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the best interest of her clients at the forefront, she is able to establish strong relationships built o…
 
Shane has been in the Financial Services industry since 2011. During his 10+ years in financial services, Shane has served in the role of Advisor, Managing Director and President. He thoroughly enjoys helping professionals actualize their dreams and pursue their passions by utilizing financial services as a platform for success. Prior to his career…
 
Deirdre Van Nest is the go-to expert for financial professionals on how to Make An Impact when they express themselves-verbally and in writing. She is a top-rated, International Keynoter, Speech and Story Strategist, and the Creator of the Crazy Good Talks® Blueprint and the Emotionally Engaging Advisor™; two practical communication systems that ha…
 
My Personal Journey I was born in Cuba and came to the United States in 1980. My family and I arrived on an overcrowded boat. Even though I was a kid, I knew that we landed somewhere life-altering. My father took a job repairing electrical equipment at a nonprofit radio station while my mom cleaned rooms at a hotel. Despite their tremendous work et…
 
Patricia Houlihan is the Founder of Houlihan Financial Resource Group, an independent RIA based out of Washington, DC, that oversees $345 million in AUM for 150 households. She joins the show today to share how she has successfully implemented an internal succession plan with her son and a second advisor that ensures continuity of services for clie…
 
Mac is experienced with with over a combined 40 years in banking and insurance. He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative. Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School,…
 
Rick is an insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick Mosley has spent his career finding money where others could not. While providing over $1 billion in…
 
Mac is experienced with with over a combined 40 years in banking and insurance. He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative. Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School,…
 
Ken found his mission while standing in his front lawn in Atlanta in 2011, when he learned from the people who had purchased it that his house had been sold by the bank. With his business – and the last 6 years of his life – up in smoke, he took a mid-level sales position and over the course of the next 2 years was offered 2 promotions attaining th…
 
Mike is a self-confessed geek who loves talking about technology. He believes that combining the measurement, accountability, and innovation that he learned as an engineer with a passion for communicating ensures Napier delivers great campaigns and tangible return on investment. Hobbies include speed skating and cricket, and he believes strongly in…
 
I’m Ed Brenegar, the creator of the Circle of Impact model of leadership and the author of Circle of Impact: Taking Personal Initiative to Ignite Change. Two decades ago, the Circle of Impact formed in my mind by observing patterns of behavior in organizations. As the Circle of Impact developed, two other principles became clear. The first is that …
 
Luke is a sales fanatic, a marketing evangelist, and an expert team builder. Luke has worked with tens of thousands of business professionals over the years, helping them understand how to connect with their client database in a way that generates leads, secures repeat clients, and captures referrals. In 2003, ReminderMedia launched American Lifest…
 
Joe Pitzl is the founder of Pitzl Financial, an independent RIA based out of Minneapolis that oversees nearly $270 million in assets for 270 households. Joe had a unique next-generation career path into the financial advice business, and with only 10 years of experience under his belt, launched his own firm. Listen in as he shares how he navigated …
 
Todd Isberner is a husband, father, business owner, and author of “What Every Man Needs to Know” As a result of his own life-altering conversion, Todd invested over 40 years learning to master the cornerstones of a man’s life: faith, family, fitness, and finances. His success is based on discovering the deeper meanings and impact each one of these …
 
Michael has more than two decades of business expertise as a strategic advisor and consultant, corporate executive, and investment banker. Michael has extensive experience with corporate development, mergers and acquisitions, and capital raising and has worked extensively with dental and medical groups and private equity backed-platforms. Prior to …
 
Alon Braun, is an experienced system architect with a proven track record in supporting technology businesses to optimise their operations – advising in strategy, systems, sales and marketing. He is the Founder of the Riverbanks Business Development Program. With an MSc in Biology, he has been working closely with genetics, bioinformatics and micro…
 
Emmanuel’s background combines over 16 years of market research and marketing experience with strong academic achievements. At Ipsos, Emmanuel supports numerous Fortune 500 companies by providing them with a full understanding of their customer’s journey. This encompasses brand awareness to purchase and recommendation, leading to greater insights o…
 
We’re going to get a little political today but not in the way you would think. You might expect a show with criticism about judgment, but that’s not what this episode is about. The truth is the new administration in Washington D.C. has given financial advisors a lot of great opportunities to grow their business, and as a result, you should be ramp…
 
Chris is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years’ experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobb…
 
This book will give you an inside look for anybody planning on serving, currently serving, or who has served to help them be successful and significant. You will hear from Chiefs in their own words, with different personalities, and different backgrounds. Each word relates to the more significant theme. You will learn how to be persistent, not give…
 
Beth Jones is the co-founder of Third Eye Associates, an independent RIA based out of the Hudson Valley of New York that oversees $125 million of assets under advisement for 200 households. Beth’s firm is unique in that they go deep with clients into creating a personal vision statement that truly aligns their money with their values. Listen in as …
 
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