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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 ...
 
Financial Access offers listeners sound advise and valuable insight from a team of private financial consultants - including accountants, credit specialists and women who have faced financial oppression due to lack of access to professionals. These experts will be in the field clarifying choices, offering support while listening to their audiences tell their stories of failure, perseverance, and triumph.
 
Every Thursday evening and Saturday morning, tune in for helpful financial and investment advice on Your Money with David Hays. From Comprehensive Financial Consultants of Bloomington, David provides useful financial information. Hear Your Money with David Hays live Thursdays from 6-7 p.m. and a rebroadcast of the show every Saturday from 9-10 a.m. Have Questions that you would like answered? Send an email to yourmoney@wgclradio.com and hear your questions on the show! About David: David Hay ...
 
Steve Sax, known by many for his phenomenal 14 year career as a major league baseball player where he was a 5-time All-Star, Rookie of the Year and 2-time World Series champion, hosts his podcast with the familiarity and experience that comes from playing on such great teams as the Los Angeles Dodgers, New York Yankees, Chicago White Sox and Oakland A’s. In addition, playing under such iconic coaches as Tony LaRussa and Tommy Lasorda, Steve gained invaluable life lessons through sports. Afte ...
 
Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast! You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial P ...
 
Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement. Rich and Steve can be heard on "The Rich Paul Show: Your Retirement Survival Guide", a weekly show airing on WJR Radio AM 760. Rich is the author of the book "The Baby Boomers' Retirement Survival ...
 
College is expensive and paying for it is no small feat. Families from all sorts of economic backgrounds hope to get some help with college costs but are often disappointed with the aid they receive or the lack thereof. But, the truth is almost any family can get financial aid regardless of income and assets when you know where to look. If you need or want money for college, you will want to listen to this podcast. Stephanie Hancock CFP(R), CCPS, an experienced financial aid consultant, will ...
 
Hello and welcome to the Mentors 4 Teens College, Scholarship, & Career Guidance podcast. A podcast designed for students, and their parents, who are challenging the modern definition of what it means to be a student. We don’t believe in standardization, being average, or following the status quo! We are the free thinkers, continuous learners, and change-makers of tomorrow. We define your own destiny, create our own luck, and change the world! In this podcast, you will learn the latest and b ...
 
The Wealth Academy Podcast host asks listeners, "Who doesn't want to be wealthy or at least financially secure. We agree with listeners that money is essential to being able to take care of one's needs and wants however there are more important aspects of life that create and define wealth. Our mantra is 'Wealth Is More Than Just Money." The Wealth Academy Podcast delves into a multitude of elements that constitute wealth and host Paul Lawrence Vann will provide solo broadcast and invite gue ...
 
Are you ready to "awaken your inner-entrepreneur?!" Let John Moriarty guide you through your money and finance related decisions by educating you on how to #thinkdifferently. John is the Founder and President of e3 ConsultantsGROUP. He is passionate about helping you take control of your financial picture while guiding listeners to protect their personal and business economies.
 
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show series
 
J.D. Bruce is the Chief of Innovation for Abacus Wealth Partners, an RIA based out of Santa Monica that manages over $4-billion in assets for 1,900 clients. J.D. has been successful in scaling Abacus to its current size by implementing Angie Herbers’ Diamond Team Model to offer a variety of different service models to different types of clients. Li…
 
Vulnerability, transparency, empathy. These are not words people often associate with strength and personal growth. But I have found that these qualities are absolutely key to connecting with other people and fellowship with others is the foundation of personal growth. I discovered this by accident when after my divorce everyone in my family was to…
 
Making big changes and setting big goals can be daunting. Too often the goal seems unattainable, the steps to get there are unclear and we begin to be fearful and doubt if we can succeed. When we do that we begin the process of failing before we even get started. A big part of success is believing that we will succeed from the very beginning. We do…
 
A conversation with Rob Sechan, Managing Partner and Co-Founder, NewEdge Wealth Everything starts with a vision. In the early stages, it might be an idea that forms as a result of an experience, and over time it becomes more tangible. An image that is molded, nurtured and translated until it becomes something real. It’s how many of the greatest bus…
 
Most things in life are not black or white, on or off, they are nuanced and have lots of room for interpretation. But to me commitment is not one of those things. When it comes to commitment you either are or you aren’t. Think about it this way, would you accept wedding vows from someone who said they would love and cherish you 99% of the time? Of …
 
Matthew Jarvis is the owner of Jarvis Financial, an RIA based out of Seattle that manages $240-million for 170 households. Matthew is incredibly focused on increasing the efficiency and profitability of his firm by systematizing his business processes, thereby delivering even more value to clients. Listen in as Matthew shares the secret behind more…
 
Have you ever met a successful pessimist? I know I haven’t. People who are successful ignore the odds, overcome the hardships and stay focused on the prize. Just take the story of Wilma Rudolph who contracted polio as a little girl, which left her with a brace on her leg and pessimistic doctors telling her she would probably never walk or run norma…
 
Sometimes people see others who are successful and think to themselves, “Oh they got lucky,” or “They must have had it easy.” What they don’t see is the patience, hard work and relentless effort these people put in to achieve those results. I remember in 1989 when I was playing for the New York Yankees we were out of the playoff hunt by early Septe…
 
A conversation with one of wealth management’s most influential thought leaders and the editor and publisher of Inside Information There are few in the financial services media that have the name recognition and clout of Bob Veres. And even less who are as smart—or as outspoken. Because for over four decades, Bob has been at the helm of journalism …
 
Today I talk with Mike Kowalski who spent 39 years playing a variety of instruments for The Beach Boys, touring with them as a second percussionist starting in 1968 and taking over as their full time drummer for 23 years after the unfortunate death of Dennis Wilson in 1983. Mike was given his first set of drums by the famous actor Jack Webb after W…
 
Being a parent is one of the greatest joys we get to experience in our lives. Most of us say we would give anything for the good of our children. Well, today I want to tell you a story about a man who did just that over 80 years ago. This is the story of Easy Eddie, the man who helped make the notorious gangster Al Capone rich and kept him out of j…
 
Jessica Hovis Smith is the President of Longview Financial Advisors, an RIA based out of Alabama that oversees $194 million for 199 clients. Jessica oversaw a succession plan that brought two lifestyle practices into one employee-owned, multi-generational firm, navigating multiple transitions along the way to eventually arrive at a valuation that w…
 
So many of us are concerned about how much money we are going to get paid to do something, but when you are doing something you love you don’t do it for money or recognition. A prime example of this was Ted Williams who not only played at a time when players weren’t paid a lot of money but “Teddy Ballgame” also wasn’t worried about records or accol…
 
Chivalry is a quality that seems to be waning in our society today. When I think of chivalry I don’t just think about how men treat women, I think about how we all treat each other. To me another word for chivalry is simply class. The spirit of chivalry is being attuned to the needs of others instead of thinking only of ourselves. In sports we see …
 
A conversation with Terry Cook of Parcion Private Wealth, Lori Siegel of Centrix Wealth Partners and Michael Henley of Brandywine Oak Private Wealth Podcast link available below… After more than 130 episodes of the show, one of the most common responses we’ve received from listeners is that they want to learn more—particularly when it comes to inte…
 
There’s a scourge in life that affects all of us on the path to our dreams. They go by many names: doubters, haters, Debbie downers or naysayers. Every brilliant idea, every new product, every “crazy” dream has run into people who try to say it’s impossible, stupid, wrong or unnecessary. It’s at these times that we have to listen to our hearts, bec…
 
John Kennedy is a founding partner of CandorPath Financial, a hybrid RIA based out of Orlando that manages $110 million for 162 families. John and his partner implemented Gino Wickman’s Entrepreneurial Operating System (EOS) as a framework to rapidly scale their practice in a very deliberate and intentional way. Listen in as we delve into how John …
 
We all are going to face hardships in our lives. It may be something we have no control over or it may be personal demons that we are grappling with, but one thing that we have some control over is our attitude. Just take my friend John, who was diagnosed with terminal cancer and had tumors riddled throughout his body. When he told me about his can…
 
Today on Labor Day as many of us enjoy a day off, it’s the perfect time to stop and consider what kind of effort we are putting into our lives and careers. All of us are blessed with special abilities and special talents and putting those God-given gifts to good use in our lives is very important. But there are also many, many things we can do that…
 
All of us are on teams in our lives. Whether it’s in sports or business or in our personal lives, we all have to work together. The better we work together to create a positive culture and mindset the more successful we will be. When I was on the 1981 Los Angeles Dodgers we were picked 4th to start the year and we won the World Series. When I was o…
 
Shannon McLay is the founder of The Financial Gym, an organization that offers financial coaching services on a monthly subscription basis to 3,500 Millennial and Gen-Z clients. Shannon has positioned her offerings in a similar way to personal trainers, helping people get “financially fit” through traditional financial planning services like budget…
 
One of the primary attributes to being secure and successful in this world is patience. Patience to stay the course and trust the process when things aren’t going well, but also patience to avoid distractions and temptations along the way. People who frequently succumb to instant gratification are rarely successful. This was even shown to be true o…
 
We are living in times of great uncertainty and turmoil, but during times of turmoil are when there can be great opportunities for us to make changes in our lives. Now is the best time for you to set yourself on a new path to big dreams. In order to highlight someone who set a goal and made the most of an opportunity, You've got to hear the story o…
 
A conversation with Anders Jones, CEO and Co-Founder, Facet Wealth If there’s one thing that the pandemic taught us it’s this: Many clients are OK with not having face-to-face interactions with their advisors. In fact, there are a few firms that are providing proof of concept that the remote model works—and does so very well. And it took a 30-somet…
 
One of the biggest struggles facing our society today is a lack of humility. We see it everywhere, in sports, in politics, even in people’s day-to-day lives. Humility is a quality that we must teach to our kids and that we must have in our leaders. Because true leaders lead with humility, they build others up, bring them along and give them credit …
 
James Bogart is the CEO and President of Bogart Wealth, an RIA located in Virginia that manages $1.8 billion of assets for 900 families. James has nearly doubled his firm’s AUM organically since the start of the pandemic by leveraging online educational webinars that address very specific issues regarding employee benefits for those working at cert…
 
Did you know that when it comes to first impressions what you say is far less important than how you present yourself? Body language is vital to making a good first impression. Whether you are giving a presentation, trying to make a sale or meeting your girlfriend or boyfriend’s parents for the first time, how you present yourself before you even s…
 
What gets you out of bed in the morning? What gets you excited for the day ahead? What are the goals and desires that cause you to work hard and persevere through hardship? What's your “why"? We are all going to experience difficulties, failure, self-loathing and doubt, but if your “why” is big enough, your “how to” doesn’t matter. I've got some ti…
 
Now more than ever people throughout the U.S are experiencing financial woes. Janel Pulley helps people through her speaking, coaching, consulting, books, and more. She is a certified life coach and professional speaker. Janel is the author of the book, Money Just Flew Out the Window, How to Create a Relationship with Wealth Living from Paycheck to…
 
Financial fitness is one of the most important goals people should have in their lives. Why? The pandemic, economy and jobs are playing pronounced roles in the life and lifestyle of U.S. citizens. Paul shares a fact many people aren't aware of and it's this, over 10.5% of U.S. citizens are in poverty. The World Bank defines poverty as a pronounced …
 
A conversation with Dan Johnson, President & CEO, Birchcreek Wealth Management There’s real value to building teams in wealth management firms. For clients and the business overall, there’s strength in numbers—where the merging of talent offers the potential of greater operational efficiencies and growth. Plus, teams provide a built-in succession p…
 
Wow! It's not often you get to interview your idol and mentor, not to mention, your teammate. I get to do that today with a MLB MVP, 4 time Gold Glove winner, 2 time All-Star game MVP, 10 time All-Star, World Series Champion and on and on. Steve Garvey joins me on today's show and we talk baseball with some great stories from his time as a player. …
 
What does it mean to be magnanimous? It means being a person who has no vanity, no jealousy. Someone who lives with honesty, integrity and forgiveness. Magnanimity is an incredibly powerful trait in the people who possess it. In fact, a magnanimous act at the surrender of the Civil War was one of the most important moments in the history of our cou…
 
Charlotte Geletka is the owner and managing partner of Silver Penny Financial, a hybrid RIA based out of Atlanta where Charlotte personally oversees $140 million for 150 families. After purchasing the firm from her father, Charlotte took the existing business model and built the firm around her own vision to take the firm to the next level. Listen …
 
All of us have to make big changes and often reinvent ourselves and our careers during the course of our lives. With so much changing in the world today with COVID, maybe now is a time for you to make a change. I had to do it when I retired from baseball, went into media and then became a public speaker and now a podcast host. The Milwaukee Brewers…
 
When people are trying to chase a dream and achieve something great, naysayers love to say “the odds are against you.” But the odds are only against you if you believe you are average in your pursuit of that greatness. The odds of a given outcome are based on the average chance it happens but just like I never thought I was an average baseball play…
 
In what is a stellar episode of Wealth Academy Podcast, Sophia Davis-Fagan is one of the best guest experts host Paul Lawrence Vann has interviewed. Sophia is based in Atlanta, Georgia, and is a native of Jamaica and she is the Founder of The Business Startup Classroom and a new freelance website, MyExpertHub.com. She is a Business Mindset Coach So…
 
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