Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
…
continue reading
E
Executive Decisions by SYM Financial Advisors

1
Executive Decisions by SYM Financial Advisors
Sarah Delahanty
Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work. Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guest ...
…
continue reading
K
Kitces and Carl - Real Talk for Real Financial Advisors


1
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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.
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
Mindy Diamond on Independence for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Independence offers a great deal of freedom and flexibility, but it’s not for all financial advisors. This show explores the space and other options to help advisors assess what’s right for them, their clients and their businesses.
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
…
continue reading
P
Physician Family Financial Advisors Podcast


1
Physician Family Financial Advisors Podcast
W. Ben Utley and Nate Reineke
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
…
continue reading
F
Financial Advisors Say The Darndest Things


1
Financial Advisors Say The Darndest Things
A.B. Ridgeway Wealth Management
WHAT WOULD A CHRISTIAN FINANCIAL ADVISOR SAY...? If you are a Christian Investor and want to feel a greater purpose in life, feel less stress, feel closer to God, and be faithful to God's word by learning how to be a good and wise steward of the wealth that God has given you. Then come join A.B. Ridgeway, "Mr. Christian Finance", and thousands of Christian listeners as he teaches you the biblical keys to becoming rich and righteous. Don't miss what he is going to say next...
…
continue reading
Podcast by Carson Group
…
continue reading
Podcast by SYM Financial Advisors
…
continue reading
P
Pinnacle Financial Advisors Podcasts


1
Pinnacle Financial Advisors Podcasts
Professional Podcasts LLC (www.professionalpodcasts.com)
This is the blog for episodes of the Pinnacle Financial Advisors Podcast. Pinnacle Financial Advisors (http://www.pfacentral.com) is a wealth management and financial advisory firm in Marlton, NJ.
…
continue reading
P
Practical Wisdom from ACP Financial Advisors


1
Practical Wisdom from ACP Financial Advisors
Alliance of Comprehensive Planners (ACP)
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
…
continue reading
A
AdvisorRadio Podcast for Financial Advisors by Horsesmouth


Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
…
continue reading
B
Brewer Consulting Audio: Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors


1
Brewer Consulting Audio: Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors
Patrick Brewer, CFA, CFP
Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors.
…
continue reading
P
Plan for Life with Canby Financial Advisors


1
Plan for Life with Canby Financial Advisors
Canby Financial Advisoes
Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life.In each episode, host Howard Caplan and a member of ...
…
continue reading
T
The Elite Advisor Blueprint®: A Podcast for Financial Advisors


The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
What a Move to Independence is Really Like: $1.75B ex-Merrill Advisor Shares His Perspective
1:04:39
1:04:39
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
1:04:39
A conversation with R. Scott Bills, Chief Executive Officer, Partner, Nilsine Partners Overview R. Scott Bills considered himself a Merrill Lifer. But as the firm changed and the desire to build a brand and better serve their clients grew stronger, he and his team decided to make the leap to independence, launching Nilsine Partners. Listen in… > Do…
…
continue reading
Q
Quantum Growth for Financial Advisors


1
Why You Need to Have Deep and Meaningful Conversations With Your Clients with Mary Schmid
53:14
53:14
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
53:14
We are back with our newest episode of Quantum Growth for Financial Advisors for a special treat for our audience this week. This episode, we speak with Mary Schmid, author of Make or Break Conversations: How Smart Financial Professionals Land New Clients and Keep Them for Life to learn the neuroscience and communication techniques to The post Why …
…
continue reading
P
Physician Family Financial Advisors Podcast


1
Is Physician Happiness Even A Thing?
26:50
26:50
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
26:50
Is “physician happiness” an oxymoron? Sometimes it may seem that way but you may be surprised to hear that some physicians have cracked the code on happiness. On this episode, Ben Utley, CFP® and Nate Reineke, CFP® discuss the Medscape Physician Lifestyle & Happiness Report 2023 in an effort to understand why physicians reported being less happy th…
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


1
Episode 256: Money Talk 1290 - John Doordan, Former Vice President of QAD
54:00
54:00
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
54:00
Listen to John Doordan, Former Vice President of QAD discuss the supply chain.
…
continue reading
E
Executive Decisions by SYM Financial Advisors

1
TACTICAL | Executive Compensation
4:41
4:41
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
4:41
In this episode of Executive Decisions Podcast, host Sarah Delahanty, a certified financial planner, talks about how her firm, SYM Financial Advisors, helps executives understand and maximize their executive compensation and benefits. She emphasizes the importance of diversifying risks and making sure clients have a game plan for the year, includin…
…
continue reading
K
Kitces and Carl - Real Talk for Real Financial Advisors


1
What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113
32:46
32:46
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
32:46
While advancing a career in any industry can be challenging, the lack of formal career development programs offered in the workplace for associate advisors can make it particularly difficult for them to gain the experience they need to become lead financial advisors. In our 113th episode of Kitces & Carl, Michael Kitces and client communication exp…
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
Growth Through Media and Innovative Solutions: How Ross Gerber’s $2.2B Firm Found a Resounding Voice in Independence
56:49
56:49
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
56:49
A conversation with Ross Gerber, Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management Overview The co-founder of Gerber Kawasaki weighs in on everything from what it takes to build a $2.2B mega-RIA and the power of freedom in the independent space, on to crypto, digitization, and ETFs, plus Elon Musk and Tesla. Listen i…
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


1
Episode 255: Money Talk 1290 - Jeff Devine, CEO and President of American Riveria Bank
54:00
54:00
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
54:00
Listen to Jeff Devine, CEO of American Riveria Bank discuss the difference of Community Banking v. Regionals Banks in the current banking world crisis.
…
continue reading
Q
Quantum Growth for Financial Advisors


1
Writing a Book to Attract Clients to Your Wealth Management Firm with Paul G. McManus
40:08
40:08
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
40:08
We are back with our another episode of Quantum Growth for Financial Advisors with Jon Kuttin to learn how you can become an author in the financial services space. Join Jon Kuttin and Paul G. McManus of More Clients More Fun and author of The Short Book Formula: A Financial Professional’s Guide to Writing a The post Writing a Book to Attract Clien…
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
Considering a Move? Here’s What You Need to Know: A Special Industry Update
41:22
41:22
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
41:22
A conversation with Jason Diamond Overview What does an advisor need to know when embarking upon due diligence? In the second of this 2-part series, Mindy Diamond and Jason Diamond provide the key steps to a strategic process with focused outcomes. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the gue…
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


1
Episode 254: Money Talk 1290- AI and ChatGPT Expert Michael Soltys, Professor at CSUCI
54:01
54:01
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
54:01
Listen as AI ChatGPT expert Michael Saltys shares about AI. He is a Professor and Chair of Computer Science at California State University Channel Islands. He also is the principal scientist and software engineer at GBL Systems Corporation.
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


1
Episode 253: Money Talk 1290- Tom Sturgess CEO and Philanthropist
54:00
54:00
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
54:00
Listen as Tom shares his life experiences as Chairman and CEO's public and private enterprises. Tom served in the U.S. Marines as an Acting Platoon Leader, is a Harvard MBA and Certified Public Accountant. Tom held Chairman and CEO roles in various public and private enterprises. Currently, Tom is Executive Chairman of Blue Star Print Holdings, New…
…
continue reading
K
Kitces and Carl - Real Talk for Real Financial Advisors


1
When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112
23:03
23:03
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
23:03
In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about what it looks like when you have to let go of an employee. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
Questions Every Advisor Should Ask Before Considering a Move: A Special Industry Update
38:41
38:41
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
38:41
A conversation with Louis Diamond Overview What is it that advisors need to be aware of before jumping into due diligence? In the first of a 2-part series, Mindy Diamond and Louis Diamond share advice on the threshold questions to ask yourself before taking meetings or calls. Listen in… > Download a transcript of this episode… NOTE: The views and o…
…
continue reading
P
Physician Family Financial Advisors Podcast


1
Financial Freedom: Do Doctors Actually Retire Early?
24:48
24:48
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
24:48
If you’re a physician, you’ve probably heard of F.I.R.E. (financial independence, retire early). It sounds amazing, but do physicians *actually* retire early? Why or why wouldn’t you? On this episode, Nate Reineke, CFP® is joined by Chelsea Jones, CFP®, our in-house Retirement Planning Specialist, to discuss the balancing act between working to sav…
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


1
Episode 252: Money Talk 1290 - Joe Weiland, CFP and Managing Partner of Arlington Financial Advisors
53:56
53:56
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
53:56
Listen to Joe Weiland share about financial planning within the context of the market turmoil of today
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


1
Episode 251: Money Talk 1290 - Marianne Partride owner and editor of The Santa Barbara Independant
54:00
54:00
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
54:00
Learn about the 4 pillar of Democracy with the owner of The Santa Barbara Independant
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


1
Episode 250: Money Talk 1290 - Julie Ann Brown, Professor and Chair of the Business Department at SBCC and Entrepreneur
54:00
54:00
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
54:00
Learn from Julie Ann Brown about business and her ghost tour adventures.
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


1
Episode 249: Money Talk 1290 -Economics of Ending Homelessness with Mindset Capital's Marge Cafarelli and Aaron Edelheit
54:02
54:02
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
54:02
Mindset Capital is changing the way we house the homeless in the state of California. Join us and Marge Cafarelli and Aaron Edeheit to learn more
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


1
Episode 248: Money Talk 1290- Secure Act 2.0 with Christine Roberts, Esq Partner Mullen & Henzell
54:00
54:00
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
54:00
Learn how the Secure Act 2.0 will effect you with retirement and ERISA expert Christine Roberts, Esq. Mullen & Henzell
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
Valuation Expert FP Transitions: On M&A, Growth, and Maximizing Enterprise Value
1:03:46
1:03:46
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
1:03:46
A conversation with Brad Bueermann, CEO, FP Transitions Overview CEO Brad Bueermann discusses key aspects of M&A and succession, the most important factors around multiples, valuations, and maximizing enterprise value, the future of M&A, and much more. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the…
…
continue reading
Q
Quantum Growth for Financial Advisors


1
Breaking Down Jon’s Favorite Leadership Quotes in Detail with Jon Kuttin
37:05
37:05
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
37:05
We are back with another episode of Quantum Growth for Financial Advisors to pick Jon Kuttin's brain on his favorite leadership quotes and sayings. Today, Jon Kuttin and Joseph Greco go deep into a few of Jon's favorite concepts and sayings and explain how to apply them step by step to your business: Vison Plan The post Breaking Down Jon’s Favorite…
…
continue reading
E
Executive Decisions by SYM Financial Advisors

1
Embracing Change and Taking Risks With David Floyd
50:49
50:49
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
50:49
David Floyd is an “actively retired” medical technology executive, now serving as a board member and advisor in healthcare and life sciences. During his 33-year career as a medical technology executive, David has served as a President and CEO, board member, advisor, and consultant for organizations like OrthoWorx, Abbott Spine, and AxioMed Spine Co…
…
continue reading
K
Kitces and Carl - Real Talk for Real Financial Advisors


1
Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111
31:53
31:53
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
31:53
In our 111th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about when to hire—and why. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth
59:53
59:53
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
59:53
A conversation with Amir Monsefi, Co-Founder and CEO of AIRE Advisors Overview Amir Monsefi describes “conflicts of interest” with the ability to serve clients and grow the business at Merrill. The former RD shares how building their own RIA allowed them the freedom to innovate and remove conflicts. Listen in… > Download a transcript of this episod…
…
continue reading
P
Physician Family Financial Advisors Podcast


1
Exploring Physician Mom Guilt with Sandra Rood M.D.
28:12
28:12
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
28:12
If raising a physician family is like a circus, then physician moms are the jugglers keeping all the balls in the air. “You’ve got to know which balls are glass and which ones are rubber so you know which one it’s okay to drop,” says Dr. Sandra Rood, our guest in this episode. As a pediatrician, a wife and mother to a special needs child, Sandra wa…
…
continue reading
F
Financial Advisors Say The Darndest Things


1
(#137) Filling The Storehouse: Leveraging Real Estate To Bring God Glory with Stuart and David
1:05:52
1:05:52
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
1:05:52
Definitely 2 men of God and their company is based on the scripture from Malachi 3:10- Bring the whole tithe into the storehouse, that there may be food in my house. Test me in this,” says the Lord Almighty, “and see if I will not throw open the floodgates of heaven and pour out so much blessing that there will not be room enough to store it.And to…
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
From Product-Driven to Client-Driven: An Independent Advisor’s 3x Revenue Growth Story
50:48
50:48
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
50:48
A conversation with Matt Blocki, Founder and CEO, Equilibrium Wealth Advisors Overview Matt Blocki left the insurance broker dealer world to build independent firm Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.” Hear how he tripled his revenue as a result. Listen in… > Download a…
…
continue reading
Q
Quantum Growth for Financial Advisors


1
Realizing Your Greater Purpose to Differentiate Your Prospecting Approach with Derrick Kinney
57:42
57:42
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
57:42
We are back with our newest episode of Quantum Growth for Financial Advisors to learn how to differentiate yourself from the crowd of other financial professionals and wealth managers by taking a unique approach to your prospecting process. Join Jon Kuttin and Derrick Kinney of Good Money Framework and author of the Wall Street Journal The post Rea…
…
continue reading
K
Kitces and Carl - Real Talk for Real Financial Advisors


1
Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110
32:04
32:04
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
32:04
In our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the idea that advisors should dress a certain way for credibility. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
OCIO Pioneer Jonathan Hirtle on Building a $20B RIA the Organic Way
1:01:11
1:01:11
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
1:01:11
A conversation with Jonathan Hirtle, Executive Chairman at Hirtle, Callaghan & Co. Overview The industry legend shares a glimpse of life back-in-the-day at Goldman Sachs, his early leap to independence, plus his prescription for the incredible organic growth at Hirtle, Callahan & Co., the impact of the OCIO model, and much more. Listen in… > Downlo…
…
continue reading
P
Physician Family Financial Advisors Podcast


1
Physician 401k, Right or Roth?
20:17
20:17
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
20:17
What do neurosurgeons and otolaryngologists have in common? Beyond the polysyllabic nature of their titles, they are both high earning physicians AND four out of five of them are making a BIG tax mistake with their 401ks. Specifically, they’re choosing the Roth 401k, not the right one or the “Traditional” 401k. Listen in as Ben and Nate walk throug…
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
The Banking Crisis: Its Impact on Advisor Movement and the Wealth Management Landscape—A Special Industry Update
29:55
29:55
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
29:55
A conversation with Louis Diamond Overview Mindy Diamond and Louis Diamond share perspectives from their unique vantage point on the impact of the banking crisis on advisor movement, their clients, and the wealth management industry at large. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on…
…
continue reading
Q
Quantum Growth for Financial Advisors


1
From Solo Advisor to Elite Organization – Episode 301 – 2.5M to 5M GDC
55:29
55:29
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
55:29
We are back with another episode of Quantum Growth for Financial advisors with Jon Randall & Jon Kuttin. This week, we continue our new Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! In our first episode we reviewed the beginning of the journey as an advisor to get to The post From …
…
continue reading
E
Executive Decisions by SYM Financial Advisors

1
Facing Issues in The Community Head-on with Rich Haddad
53:06
53:06
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
53:06
Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all aspects of the foundation's operations. With his expertise in financial reporting, he ensures the prudent management of the foundation's funds and maintains healthy investment relationships. Apart from his professional duties, Rich is ac…
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


1
Episode 247: Money Talk 1290- Tom Peters, Author and Expert in the Organizational Effectiveness Practices
54:00
54:00
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
54:00
https://tompeters.com/ Learn what Tom Peters best selling author and expert in organizational effectiveness and leadership.
…
continue reading
K
Kitces and Carl - Real Talk for Real Financial Advisors


1
Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109
31:33
31:33
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
31:33
In our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about how advisors live their lives—and what clients think about it. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
From Insurance Broker Dealer to the RIA World: The Evolution of an Independent Practice
43:27
43:27
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
43:27
A conversation with David Pulcini, Managing Partner, SixPoint Financial Partners Overview David Pulcini of SixPoint Financial Partners discusses the value of being a student of the industry and how that helped him to pave a new path from insurance broker dealer to independent broker dealer, and ultimately on to hybrid RIA, RFG Advisory. Listen in… …
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


1
Episode 246: Money Talk 1290 -Dr. Peter Rupert- Executive Director of the UCSB Economic Forecast Project
53:38
53:38
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
53:38
Learn about the State of the Economy and what is going on in Santa Barbara's economy.
…
continue reading
P
Physician Family Financial Advisors Podcast


1
Why Do Physicians Get Big Surprise Tax Bills?
13:11
13:11
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
13:11
How was your tax bill this year? Was it smooth and easy? Or did you get a nasty surprise? If you have ever felt the shock and awe that comes from a surprise tax bill bomb, this episode is for you. Listen in as Ben and Nate discuss the top three reasons why young physicians, mid-career physician investors and self-employed doctors sometimes get hit …
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


1
Episode 245: Money Talk 1290- Jason Harris, Economic Development Manager City of Santa Barbara
54:00
54:00
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
54:00
Meet Jason and learn about what is going on in Santa Barbara. In terms of economic development and how Santa Barbara is dealing with the end of Covid emergency measures and State Street Master Planning process.
…
continue reading
F
Financial Advisors Say The Darndest Things


1
(#136) Bracha Goetz- The Pleasure Ladder
53:10
53:10
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
53:10
Listen to our new guest Bracha Goetz
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
Building Enterprise Value: A Coach’s Advice for Advisors and Teams
1:06:13
1:06:13
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
1:06:13
Ray Sclafani of ClientWise discusses the key areas that employee advisors and independent business owners can impact to influence sustainable growth, enhance client relationships, and ultimately build “exit” value.
…
continue reading
Q
Quantum Growth for Financial Advisors


1
Building Relationships with CPAs and Accountants – The Initial Steps with Joseph Greco
34:10
34:10
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
34:10
Join us today for a special episode of Quantum Growth for Financial Advisors where we delve into how we teach advisors that we coach at Kuttin Consulting Group about our own internal processes and systems to build relationships with CPAs and accountants. Today, we review the 1st and 2nd meeting process and framework that we The post Building Relati…
…
continue reading
M
Money Talk 1290- Presented By Arlington Financial Advisors


1
Episode 244: Money Talk 1290- Michael Amador, Chef and Restaurateur, Fieldside Coastal Steakhouse at the Polo Fields
54:00
54:00
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
54:00
Meet Michael Amador and learn about restaurants post-pandemic and opening a new restaurant at the Santa Barbara Polo Fields.
…
continue reading
K
Kitces and Carl - Real Talk for Real Financial Advisors


1
Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108
34:57
34:57
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
34:57
In our 108th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about marketing yourself by letting people know what you stand for. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
From Cold-Calling to $500mm Breakaway: A Former Merrill Advisor’s Team-Based Approach to Growth
57:50
57:50
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
57:50
Rory O'Hara founder of Ausperity Private Wealth discusses his journey from cold-calling trainee at Merrill, to building a business managing $500mm in client assets, to making the leap to independence as a young team.
…
continue reading
M
Mindy Diamond on Independence for Financial Advisors


1
Financing Independence: A Lender’s Perspective on Breakaway Transitions, M&A and Succession
46:48
46:48
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
46:48
James Hughes of Live Oak Bank discusses debt financing for prospective breakaway advisors looking to de-risk a leap to independence or payoff a note balance, or business owners seeking funds for acquisitions or succession planning.
…
continue reading
Q
Quantum Growth for Financial Advisors


1
Breaking Down The Vision Traction Organizer And Making It Applicable To Your Business
26:51
26:51
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
26:51
We are back with another episode of Quantum Growth for Financial Advisors to break down the EOS System (Entrepreneurial Operating System) with Jon Kuttin and how this tool can help you gain clarity with your vision and organize your business. Today we are focusing on the VTO tool (the vision traction organizer) and how this The post Breaking Down T…
…
continue reading
P
Physician Family Financial Advisors Podcast


1
What is the best investment for VA & military doctors?
14:57
14:57
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
14:57
When it comes to financial stuff, the US government usually gets a bad rap. But the Federal Employees Retirement System Thrift Savings Plan (FERS TSP) is a major exception. Ben and Nate field a question from a US Air Force Reserves flight doctor about how to invest in the TSP. Tune in to learn why this 401k-like plan is so awesome and why one of th…
…
continue reading