Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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AIO Financial Advisors Fee Only Fiduciary


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AIO Financial Advisors Fee Only Fiduciary
Bill Holliday
Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning
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Mindy Diamond on Independence: A Podcast for Financial Advisors


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Mindy Diamond on Independence: A Podcast 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.
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Financial Advisors Say The Darndest Things


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Financial Advisors Say The Darndest Things
A.B. Ridgeway Wealth Management
A.B. Ridgeway provides Christians and people of faith, practical financial advice, from a biblical perspective. Your faith and your finances don't have to be separate. Come fellowship with a financial advisor with nearly a decade of experience as we help you align your investments and your mindset with the Word of God, explore what the Bible really says about money, and how you can pass on your legacy.
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Kitces and Carl - Real Talk for Real Financial Advisors


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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.
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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 ...
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Practical Wisdom from ACP Financial Advisors


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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.
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Physician Family Financial Advisors Podcast


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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 ...
Adam Sliver and Bones explore financial markets through the lens of reliability. The two focus on real experiences and education in order to keep a light and unemotional approach to complex topics This is: Not Financial Advisors
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Podcast Archives - AIO Financial Advisors Fee Only

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Podcast Archives - AIO Financial Advisors Fee Only
Bill Holliday
Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning
Podcast by Carson Group
Podcast by SYM Financial Advisors
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Plan for Life with Canby Financial Advisors


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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 ...
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Pinnacle Financial Advisors Podcasts


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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.
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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.
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Brewer Consulting Audio: Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors


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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.
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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 ...
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Kitces and Carl - Real Talk for Real Financial Advisors


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Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
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Mindy Diamond on Independence: A Podcast for Financial Advisors


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The Pull of Pure Independence: A Former FiNet Advisor’s Journey to Building a $1.7B Fully Independent Firm
56:49
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A conversation with Steve Dimitriou, Managing Partner, Mayflower Advisors Overview Steve Dimitriou started in wealth management selling insurance at New York Life. Intrigued by the investment and planning side of the business, he continued down that path, building his book in firms like MFS, Alex.Brown, AdVest and later FiNet. Over time, he and his…
Emergency funds are essential for unexpected events that happen in life. Every physician should have one, but how much money should be in that emergency fund? What constitutes an emergency and what doesn’t? Should physicians worry about an emergency fund if they are trying to pay off debt or buy a house and what is the best type of account for an e…
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Financial Advisors Say The Darndest Things


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(#66) What Does Twitter Say About Money and The Bible? And Are They Right?
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All information is not good information. That is why we are going to find out what information is out there about Finances and give our perspective. We are going to take the top Tweets on Twitter with the hashtags Money and the Bible and break them down. Today, we are going to do something a little bit different. We are going to help you break thro…
The post 50-20-30 Budgeting Rule appeared first on AIO Financial Advisors Fee Only Fiduciary.저자 Bill Holliday
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Quantum Growth for Financial Advisors


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How to Account for Growth: Transitioning from Advisor to CEO
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You might reach a point in your practice when your excessive client work leaves no room to focus on future business growth and scalability. This might be the ideal time to transition from being a client-facing advisor to a CEO who leads the company. In this episode, Jon Kuttin is interviewed by Louis The post How to Account for Growth: Transitionin…
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Money Talk 1290- Presented By Arlington Financial Advisors


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Episode 222: Money Talk 1290 - Ian Smith, Partner at Stradling M&A Deal Attorney discussing Twitter Deal
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Financial Advisors Say The Darndest Things


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(#65) How to be rich and righteous by finding your identity in Christ and how by building your wealth, you can expand the Kingdom of God featuring the hosts of The Stewardology Podcast Tim Russell, CFP ...
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You are here because you want to know how to align your financial choices with the Word of God. But you have questions that no one seems to be able to give you a good answer for like “How can you be rich and righteous, doesn’t the bible say that money is evil?” or “Isn’t seeking wealth sinful?” or how about this one “Didn’t Jesus say it is easier f…
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Mindy Diamond on Independence: A Podcast for Financial Advisors


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Liberated: Why a 25-Year Merrill Vet Managing $450mm Opted to Break Away and Build His Own Firm
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A conversation with Craig Robson Founding Principal & Managing Director Regent Peak Wealth Overview On his 25th anniversary with Merrill, Craig Robson resigned to launch RIA Regent Peak Wealth in Atlanta, GA. It was a bold move designed to “liberate and empower” him and his team to serve their clients completely and with objectivity. Craig shares t…
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Financial Advisors Say The Darndest Things


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(#64) 3 Things to consider before hiring a financial advisor that nobody talks about. How to choose an advisor that you will like and what to expect from a good advisor
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You know you need to do something about retirement. You Google Financial Advisors near me and you schedule a meeting with the first search result. You nervously wait for your appointment a week out, you show up early, and they just called your name into the office…what do you do? If you have ever been in a situation like this, or don’t want to be i…
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Financial Advisors Say The Darndest Things


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Bonus Episode: Happy Mother's Day Special- A dedication to mother's and women with a maternal bond to let everyone know we appreciate the love you give this world
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Mother’s day is a day to celebrate the bridge between God and humanity. The pathway, by which all men and women are birthed. Life as we know it, has been created, nurtured, and inspired by the love of a mother. So, this Mother’s Day, join us as we celebrate the contributions and impact of women all over the world. 1 Timothy 5:2- “Treat older women …
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Financial Advisors Say The Darndest Things


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(#63) Retirement Stepping Stones: Find Meaning, Live With Purpose, and Leave a Legacy with Tony Hixon
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You did everything the experts taught you. You worked hard. You hired a financial advisor. You stuck to the plan, saved and invested your money. You raised your kids in a loving home, and you are ready to enjoy your retirement, right? Well, my next guests says, NO. Tune in and find out how retiring when you aren’t ready, may be a risk you and your …
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Kitces and Carl - Real Talk for Real Financial Advisors


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Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
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Mindy Diamond on Independence: A Podcast for Financial Advisors


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An Inside Move from IBD to RIA: $300mm Advisor on Becoming “More Independent” at Commonwealth
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A conversation with Andy Harris, President and Wealth Manager of Evergreen Wealth Solutions Overview Andy Harris built a business from the ground up at ING, which he later transitioned to Commonwealth Financial Network as an independent broker dealer. Yet the desire for even greater independence led Andy and his team to transition to Commonwealth’s…
Index Funds have numerous benefits for overtaxed doctors. But what is an index fund? Should doctors invest in index funds or keep their taxable account? What makes index funds different and what if a doctor wishes to sell their taxable accounts to invest in an index fund? Tune in for insight into how doctors can analyze their investment accounts an…
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Financial Advisors Say The Darndest Things


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(#62) How to overcome frustration when discussing finances with those you love, how society is lying to you, how to break the chains of sins, and how to see the light while in darkness. Plato's Allegory ...
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The battle between Good and evil is a battle as old as time. Do you feel frustrated when you try to convince someone you love to do the right thing? Does it seem like no matter how much you talk, they just can’t seem to come to the light? Well today, we are going to explain why you can explain all about financial freedom, planning for your future, …
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Money Talk 1290- Presented By Arlington Financial Advisors


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Episode 221: Money Talk 1290 - Jill Feldman, President of Strategic Development Associates
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Money Talk 1290- Presented By Arlington Financial Advisors


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Episode 221: Money Talk 1290 - Dr. Rachel Koh, Finance Professor at CSUCI
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Financial Advisors Say The Darndest Things


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(#61) Helping Your Children With Their Spiritual Health and Wealth | What Changes To Retirement will the Secure Act 2.0 make | How To Reduce the Pain of Inflation At The Grocery Store |
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In this episode we discuss how parents can focus on their children's spiritual health and their spiritual wealth. We give a short summary of all important topics from the past couple of weeks. And we follow up with the Secure 2.0 Act and how the potential changes will affect how you save for retirement. Looking for a Christian Financial Advisor? Sc…
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Mindy Diamond on Independence: A Podcast for Financial Advisors


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Industry Update on M&A: If You Build It, Will They Buy It?
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Part 2 of a 2-Part Series with Louis Diamond Overview For advisors who are reviewing their firm’s retire-in-place program, considering a recruitment deal, or looking to launch an independent firm, understanding the value on the open market is critical. Part 2 of this 2-part series explores what drives value and how to build a business that will be …
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Financial Advisors Say The Darndest Things


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(#60) What does the Bible says about how Christians should pray and how to ask God for financial help. "Ask and you shall receive" the ultimate prayer request
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Are you praying but it doesn’t seem like your prayers are not being answered? The Bible says Ask and you shall receive, doesn’t it? Are you still plagued by depression and anxiety even though you feel like you are doing God’s work? In this episode we break down some of these key concepts and teach you, how by changing your prayer about your finance…
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Quantum Growth for Financial Advisors


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Using the EOS System to Turn Advisors into Entrepreneurs
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Advisors, are you ready to take control of your company’s helm? This means focusing less on client work and more on business development as a leader! In this episode, Jon Kuttin helps you leap from being just an advisor to leading your company as an entrepreneur. Jon draws from his experience in using the Entrepreneurial The post Using the EOS Syst…
The post Carbon Collective interview appeared first on AIO Financial Advisors Fee Only Fiduciary.저자 Bill Holliday
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Financial Advisors Say The Darndest Things


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(#59) Electric Car Producer Elon Musk Says We Should Drill More Oil, Mortgage Fees To Look Out For When Buying a Home, and How Young Kids Are Leaving Social Media
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Are you paying too much in mortgage fees? I will be answering a listeners question “Why are so many people in debt”, Elon Musk is encouraging the US to increase gas and oil outputs during the war in Russia, and App Exodus: Young People Walking Away From Social Media, Calling It 'Toxic and Obsessive' Looking for a Christian Financial Advisor? Schedu…
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Financial Advisors Say The Darndest Things


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(#58) Netflix Is losing subscribers and The Quality Time That We Are Spending With Family Is Declining: What Does The Bible Say We Can Do To Protect Our Family and Our Investment Portfolio
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Netflix stock plummeted and lost over 30%. This can cause a lot of stress since money issues has been at the top of stress levels in families year over year. What does the Bible say about all of this? Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.abrwealthmanagement.com/consultation Join our mailing list…
The post Home call center interview appeared first on AIO Financial Advisors Fee Only Fiduciary.저자 Bill Holliday
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Financial Advisors Say The Darndest Things


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(#57) Are you afraid of taxes? Maybe you need to understand how the process of hiring a tax professional work. Talking to Nisla Love about how to prepare for tax season
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Nisla Love speaks on what you need to prepare for tax season. The importance of hiring a tax professional, and how Choose Love Solution can help you overcome your fear of taxes. Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.abrwealthmanagement.com/consultation Join our mailing list to receive more Christ…
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Kitces and Carl - Real Talk for Real Financial Advisors


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How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
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Mindy Diamond on Independence: A Podcast for Financial Advisors


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Industry Update on M&A: If You Build It, Will They Buy It?
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Part 1 of a 2-Part Series with Louis Diamond Overview The excitement around M&A activity has many financial advisors considering their future. Is independence the right path? And if you build an independent firm, who will buy it? Part 1 of this 2-part episode compares and contrasts options, including recruitment deals and retire-in-place programs, …
Backdoor Roths are useful, tax-free strategies for physicians to invest in their futures. But what exactly is a Backdoor Roth and how does it differ from a traditional IRA account? Does ‘Backdoor’ mean it’s illegal? Can everyone set up a Backdoor Roth? Tune in to learn how you can set up a Backdoor Roth IRA. If set up early, Backdoor Roth IRAs have…
The post Costs in fees appeared first on AIO Financial Advisors Fee Only Fiduciary.저자 Bill Holliday
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Practical Wisdom from ACP Financial Advisors


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Ep. #21: The Case for the Retainer Model - Jake Kuebler, CFP®, EA
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AUM model, commissions, hourly fee, flat fee, retainer model... there are so many ways that financial advisors charge for their services these days that it's sometimes very confusing for consumers and hard to know which will serve them best. The same can be said for advisors themselves - which model is going to allow your business to thrive and ser…
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Financial Advisors Say The Darndest Things


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"Christ Is Risen: The Resurrection Story According to Luke" Follow along as we read and give a quick breakdown and give praise to our Lord and Savior for giving the ultimate sacrifice
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Join us as A.B. Ridgeway gives a stunning performance, as we relive the persecution, suffering, crucifixion, and resurrection of Jesus Christ according to Luke. We pray you are blessed and share with friends and family and turn this into a family tradition. Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.a…
The post Emergency Fund appeared first on AIO Financial Advisors Fee Only Fiduciary.저자 Bill Holliday
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Financial Advisors Say The Darndest Things


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(#56) Getting out of debt is hard. What about $500,000 in debt? Learn some debt management strategies with the founder of Money Hero Academy Florian Fritz
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It's not always what happens to you, but how you react. After a successful career and putting trust in a bad business partner. Florian Fritz found himself $500,000 in debt. Join us as we figure out what he has been doing to correct it, and what mindset he had to have in order to keep going. Looking for a Christian Financial Advisor? Schedule a no o…
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Quantum Growth for Financial Advisors


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A Cultural Transformation: How To Drive Your Vision and Nurture Future Leaders
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Do you want your team to follow you because “you say so”? Or because they believe in your vision? If you picked the latter, your business might need a cultural transformation. In this episode, Jon Kuttin gets on the other side of the mic and is interviewed by Ryan Goulart, vice president of business development The post A Cultural Transformation: H…
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Mindy Diamond on Independence: A Podcast for Financial Advisors


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From UBS to Oppenheimer to Independence: A Next Gen Shares his Playbook for 2x+ Growth
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A conversation with Dan Katz, Managing Partner, Revolve Wealth Partners Overview Dan Katz, managing partner of Revolve Wealth Partners, talks about his role as the next gen of a business started by his father, the thought process around opting to build an RIA firm from scratch, their 2x growth since going independent, and how their past experiences…
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Financial Advisors Say The Darndest Things


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Welcome to Financial Advisors Say The Darndest Things (Trailer)
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We want to welcome you to Financial Advisors Say The Darndest Things. We encourage everyone to come as you are. Here on our show we master our finances and we master our faith. So come fellowship with us as we teach you how to be rich and righteous. Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.abrwealth…
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Financial Advisors Say The Darndest Things


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Christian News: Elon Musk and Twitter Board, Dwayne Haskins Death, Mark Wahlberg's Movie STU, Tiger Woods, and Scottie Scheffler Master's Competition
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NFL Quarterback for the Pittsburgh Steelers Dwayne Haskins has been killed by a truck. Mark Wahlberg has a new movie Stu, about a former boxer turned priest. And we talk about how having a Christian worldview directly impacts how young people manage their money. Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: …
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Financial Advisors Say The Darndest Things


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(#55) Top Female Entrepreneur Walks Away from Half of a Billion Dollars And Is Empowering Single, Married, and Widowed Women to Take Control of Their Finances As She Starts Her Own Investment Firms with ...
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Our next guest, Kaysian Gordon,CPA, CFP, MBA is owner of Kaysi Gordan Financial Planning, shares her journey from managing over half a billion dollars with a team of advisors, to taking her expertise to her own investment firm to serve, the underserved. Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.abrwe…
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Kitces and Carl - Real Talk for Real Financial Advisors


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When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
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Mindy Diamond on Independence: A Podcast for Financial Advisors


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Coach to the Advisor Elite: CEG’s John Bowen on What it Really Takes to Build a Blockbuster Business
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A conversation with John Bowen, Founder & CEO of CEG Worldwide Overview What’s the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers” that help them break through to the next level and accelerate growth—and more. Watch… Listen in… > Download a transcript of…
The post Ukraine – Russia Impact on your investments appeared first on AIO Financial Advisors Fee Only Fiduciary.저자 Bill Holliday
What was once a privilege in the past, college seems more like a necessity in today’s society. And a plan to save for college takes discipline, however, it is a worthwhile investment. So, how should physicians prepare to pay for college? Realistically, how much does college cost? What types of accounts are best for saving for education and should p…
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Financial Advisors Say The Darndest Things


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(#54) The Christian Financial Advisor Dan Celia Passes Away | CEO and President of Financial Issues Stewardship Ministries What We Can Learn from his passing and How Investors Can Move Forward
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It was reported that on *March 30, 2020 Dan Celia passed away in the hospital. In this episode we pay our respects and let Christian Investor know what they should do going forward. * The actual date of death, was March 30, 2020 and not April 1, 2020 Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.abrwealt…
The post Cost in hours of purchase appeared first on AIO Financial Advisors Fee Only Fiduciary.저자 Bill Holliday
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Financial Advisors Say The Darndest Things


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(#53) How to Find True Happiness By Climbing The Pleasure Ladder. Finding sustained happiness and how to conquer food addiction by seeking God with Bracha Goetz
50:34
50:34
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50:34
What would you do if you found God in the garbage? Is our ignorance around how happiness work, causing us to be unhealthy? Stay tuned, as a Harvard educated author, Bracha Goetz makes the complex topics of heaven, gratitude, and health as simple as reading a Children’s book. If you are struggling with food addiction, appreciating what you have, or …
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Mindy Diamond on Independence: A Podcast for Financial Advisors


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From Musician to Advisor: $500mm Northwestern Mutual Breakaway Finds Her Voice and a 5x Valuation in True Independence
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52:58
A conversation with Katherine Forrester Schneewind, Founder and CEO, High Note Wealth Overview Katherine Forrester Schneewind left a country music career behind to follow her dream of becoming a financial planner so she could help others take control of their financial destinies. In 2019, after building the practice to $500mm in AUM, she and brothe…
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Quantum Growth for Financial Advisors


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Navigating Your Transition as a Financial Advisor with Frank LaRosa
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Whether you’re moving from one firm to another, going independent, or preparing for an exit, having a process in place can make your transition easier. In this episode, Jon Kuttin joins Frank LaRosa, founder, and CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa.” Together, The po…
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Plan for Life with Canby Financial Advisors


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Dan Flanagan, Eric Kristenson, David Jaeger: Your Financial Literacy Toolkit
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17:38
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저자 Canby Financial Advisoes