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 Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financ ...
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Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing Financial Advisor. Weekly Interviews with Top Performers in the industry. Have you ever wondered what separates successful financial advisors and insurance agents from the rest? What sets them apart isn't just hard work or skills, it's their mindset.
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The Financial Advisor’s Edge Podcast is show created for financial advisors by financial advisors. Four financial advisors that have each built successful practices share their strategies and systems that have helped them build 100+ million dollar practices. Tune in weekly to learn how to build the financial planning practice you’ve always wanted.
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”The Financial Advisor Lifestyle Practice Podcast: Achieve Prosperity and Freedom as a Financial Advisor Sick of the hustle and burnout? Discover how to build a lifestyle-oriented financial advisory practice that maximizes your income, personal freedom and positive impact. Join host Rafi Shaik as he pulls back the curtain on successful advisors who have achieved complete lifestyle liberation. No more sacrificing your health, relationships or purpose for revenue growth. In this paradigm-shift ...
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Money advice with BECU's Todd Pietzsch on BJ & Migs.
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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
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Finding a trustworthy financial advisor often feels daunting. Everywhere you look, from banks to online platforms, there seems to be someone offering financial advice. I'm Sean Kernan, and with over 20 years of experience in the industry, I've dedicated my career to navigating this complex landscape. My podcast, "How To Find A Financial Advisor," aims to demystify the process and guide you toward making informed choices. The financial industry is crowded with professionals from various backg ...
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If you are seeking your path to real financial success – this show is for you. Truly achieving financial freedom requires you master the “inner” world of money - your money mindset - and the “outer” world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don’t. Love, your Money with Hilary Hendershott tackles money beliefs and financial planning strategies like: ...
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Welcome to the Essential Financial Advisor Marketing Podcast. In this podcast, you’ll get discussions and interviews 100% dedicated to helping financial advisors with their marketing challenges, as well as sharing what’s working well in their practice.
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People of color and women have been historically underrepresented in the financial advisory profession. However, there is a growing number of women and people of color who are financial advisors. These women and people of color are often the first in their families to become financial professionals, and they have had to navigate a profession that was not designed with them in mind. This podcast will share the stories of women and people of color who are financial advisors or in the financial ...
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Invest for a Sustainable Future
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Invest for a Sustainable Future
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Financial Advisory Podcast, hosted by Anthony Ficarra, is an engaging in-person podcast where the host along with producer/engineer Ace, dive into the world of entrepreneurship in a conversational and accessible manner. While insightful and informative, the show emphasizes that it does not offer official financial advice.
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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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 ...
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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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The EmpowHER Podcast is a platform for women to come together to gain financial insight and strategies with a tribe of brilliant women. CERTIFIED FINANCIAL PLANNER ™️ Michelle Hipskind leads this monthly show. She educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving listeners access to the appropriate professionals that can help solve the problems many women face. In-person events are held ...
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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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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Looking for Christian Counsel on Money Matters? This podcast provides Christian Stewards like you with professional insights about creating a Financial Plan and strengthening your bond with God, all from a biblical perspective. Each episode is based on current news events and insights around the 4 pillars of Christian Investing: -Debt Management -Savings - Investing and -Estate Planning/Family Dynamics The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional, w ...
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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 ...
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Helping small business owners, entrepreneurs and startups CEOs with financial strategies to secure, protect and grow their business.
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Podcast by Carson Group
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At Heritage, we believe we can affect positive change in peoples' lives, by helping them use their money as a tool to increase their return on life.
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Podcast by SYM Financial Advisors
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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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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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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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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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Here in the Kingdom of My Castle Life, we journey down to the financial district where we have candid conversations about, you guessed it, financial endeavors.
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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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Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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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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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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186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time
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The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!" I feel that on so many levels because that was me early on. And the number one question I got from corporate folks is, "If you could share just ONE thing with adv…
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061: Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars with Jeffrey Shaw
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This week, I’m talking with Jeffrey Shaw, who is an entrepreneur, business coach, and one of the most preeminent portrait photographers in the United States. His portraits have appeared on The Oprah Show, CBS News, in People and O Magazine, and even hang on the walls of Harvard University. His unique style made him the go-to photographer for renown…
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Ep 382: Helping Clients Stay The Course With A More Total Relationship Approach To Their Near-Term Cash Flow Needs with Tyson Ray
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Tyson Ray is the CEO of FORM Wealth Advisors, a hybrid advisory firm based out of Wisconsin that oversees approximately $900 million in assets under management for just over 800 client households. Tyson's unique "Total Relationship" planning approach emphasizes assessing clients' immediate lump sum spending needs, such as new car purchases or vacat…
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233: Achieving Peace of Mind in Investing with Breanna Blaney
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Welcome to episode 233 of Love, your Money! Today, I’m joined by Breanna Blaney. Breanna is the Life, Invested Director & VP leading Dimensional’s efforts to explore the relationship between life and investing. The firm’s Life, Invested program helps simplify the world of investing, integrating it into the bigger picture of people’s lives so that t…
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Sean and his colleague, Ben, discuss making short-term predictions - which people have no logical way to make. Even certified financial professionals can't predict whether the stock market is going to be up, down, or flat six months from now.저자 Sean Kernan
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5 Things High-Growth Financial Advisors Do Differently, Backed By Research
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There is an endless amount of coaches, consultants, gurus, and lead gen agencies doling out their advice to innocent financial advisors. But there’s one tiny problem with this… None of their “advice” is backed by any sort of research, not even, in many cases, anecdotal evidence! That’s why you can follow every piece of advice they put out without s…
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Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Happiness
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With Michael Kitces, Industry Thought Leader and Chief Financial Planning Nerd Overview Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey. Learn the motivations and drivers that lead not only to success but to a better quality of life. Listen in… > Downl…
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In this episode, Rafi dives deep into the concept of building a "lifestyle practice" for financial advisors. He defines a lifestyle practice as a business model focused on maximizing income while enabling freedom and the ability to live life on your own terms - putting lifestyle first. Rafi contrasts the traditional advisor hustle of long hours and…
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How Advisors Can Tap the Hidden Growth Potential in Their Clients’ Communities
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What if you could expand your client roster by 300% without having to spend a fortune on marketing? This week's guest Beatriz Acevedo and her team at SUMA Wealth discovered a hidden growth gem by serving the Latinx community. It turns out, people in the community tend to bring other clients with them. And as you'll hear Beatriz discuss with Mike La…
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(#228) What the New Overtime Rule Means For Christian Workers
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Episode Summary: In this episode of "Financial Advisors Say the Darnedest Things," host AB Ridgeway discusses the implications of the new overtime rule introduced by the Department of Labor. This rule aims to ensure fair compensation for Christian workers who often find themselves working long hours for low pay. AB explores the biblical perspective…
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Today Reese Harper talks with Robert Sofia, CEO and founder of Snappy Kraken, a marketing automation tool for financial advisors. Reese and Robert explore Robert's unique journey to starting Snappy Kraken. They also discuss the type of content that Robert has seen work with financial advisors, and they unique tips and tricks advisors can implement …
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A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model
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With Angie Ostendarp & Jordan Raniszeski, Senior Managing Partners, Carnegie Private Wealth Overview In building a $1B business at Wells, Angie Ostendarp and Jordan Raniszeski realized they had outgrown the model, which limited their ability to serve their clients and continue their growth trajectory. They share why supported independence was the r…
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It doesn't matter if you have adult children, young children ,or your a child yourself. The idea of paying for college never goes away. But there is some good news for those who are seeking to help pay for higher education for their loved ones. There are some new rules coming out through the Department of Education for the revised Free Application …
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(#226) What Happens To My Stuff If I Don't Have a Will?
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One day you are going to die. I don’t like to be so blunt but it is true. But a majority of investors make decisions about their finances as if this is not the reality. And if you die without a Will, you are basically leaving your family with the responsibility of picking up all of the pieces of glass, we call life, as it shatters into a thousand p…
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From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis
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In today's episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history from building airplanes to his executive career in the orthopedic industry. Todd reflects on his journey from managing older union workers while still in his 20’s to his transition into executive leadership roles. He emphasiz…
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The surprisingly simple BEST question to ask a financial advisor
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This approach allows you to observe the advisor’s process and how they interact with clients. Pay attention to the direction of the discussion and how comfortably it flows. Feeling at ease during this conversation is a positive indicator of their client handling skills.저자 Sean Kernan
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How to find a financial advisor - evaluating the common questions you're told to ask
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If you ask anyone who has a financial advisor for the best tips on finding one who fits your style, they'll give you the questions you "just have to ask" before you choose one. Sean provides a deeper look into what typical advice you might hear and how to carefully question this guidance.저자 Sean Kernan
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Sean gives you advice about questions you should ask your financial advisor about their fee structure. It Includes not only how much the advisor earns, but also how much is paid to your investment vehicles, transaction fees, and more.저자 Sean Kernan
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Financial Advisor Fees - a surprisingly simple question to see if you're a good fit for an advisor
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Sean talks about how to approach your potential financial advisor's fees. It's important to initiate this conversation early in your interactions to understand how the advisor is compensated. Understanding their complete fee schedule will help you understand the overall cost of their services and make sure there are no hidden surprises.…
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Questions to ask yourself before finding a financial advisor
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Settling your wants and needs from a financial advisor is crucial — because for all intents and purposes, they'll be your partners in ensuring your financial future. Want to retire at 40? Tour the world? Make sure your kids can go to Harvard? Financial advisors can help you reach any or all of those big dreams.…
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Join Sean Kernan as he answers all the burning questions about finding and working with a financial advisor. In this episode, he answers the burning question on many peoples' minds — whether they even need a financial advisor in the first place.저자 Sean Kernan
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Life Insurance 101 - Q&A Session - Anthony Ficarra Presentation
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@livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire Caffeine: https://livewirecaffco.shop/ Follow us on Youtube @FinancialAdvisoryPodcast Follow us on Instagram @financial_advisorypod Follo…
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Today we talk with Denis Konoplev, co-founder of paraplanner.ai, an AI tool for advisors to use in place of a traditional paraplanner. In this show we talk about Denis’s journey from a financial planning client to creating AI technology for financial advisors. We discuss where AI makes the most sense in an advisor’s workflow, and where a human advi…
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185: Ideas to Implement - *Free Download* Client Intel Process
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn more about one-…
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Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
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In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement. For full show notes, see kitces.com and thesocietyofadvice.com.
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How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update
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With Mindy Diamond & Louis Diamond Overview In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition. In this special episode, Mindy and Louis Diamond share a process for answering the seminal question: Is change really worth it? Listen in… > D…
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Introducing the AIO Financial Retirement Planner App: Empower Your Financial Future Welcome to a new era in retirement planning with the AIO Financial Retirement Planner App! At AIO Financial, a fee-only financial advisory firm, we are thrilled to introduce a groundbreaking tool that revolutionizes the way you plan for retirement. Our new app is me…
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Introducing the AIO Financial Retirement Planner App: Empower Your Financial Future Welcome to a new era in retirement planning with the AIO Financial Retirement Planner App! At AIO Financial, a fee-only financial advisory firm, we are thrilled to introduce a groundbreaking tool that revolutionizes the way you plan for retirement. Our new app is me…
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Unlocking Your True Entrepreneurial Potential Part 1 with Dan Sullivan
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We are back with another special episode of Quantum Growth for Financial Advisors podcast featuring the founder and president of Strategic Coach, Dan Sullivan! For Part 1 of this 2 Part Episode, today we talk about how to unlock your true entrepreneurial potential. Dan and Jon reflect on the inherent traits of entrepreneurs and their The post Unloc…
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On today’s show… • How do I choose the right tax preparer? • Why didn’t my automatic payment come out for my mortgage? • Should we move closer to our parents? • Should I count on hitting my RVUs? • Should I buy into my surgery center? • I am 10-years from retirement, should I cancel my life and DI insurance? • How do we combine finances in my secon…
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(#225) Former Dave Ramsey Employee Anthony O'Neal SCAMMED out of $40,000
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Former Dave Ramsey Employee Anthony O'Neal was SCAMMED out of $40,000 by a person who claimed they wanted to pay him $10,000 to be on a interview show. Not only did they steal the money but they put pornography on his Facebook page to distract them as they continued to take money from his accounts. Tune in as I give my perspective on how to protect…
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060: Triad Member: Arcadia Financial – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI
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Today, I’m sitting down with Triad Members Mike and Jess Panico, the husband-and-wife founders of Arcadia Financial. Mike and Jess are living proof that you can have success in our industry at a young age — and they’ll tell you exactly how they did it. After taking the leap to start a practice in their 20s, Mike and Jess have quickly grown Arcadia …
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(#224) Turning Patience Into Prosperity (Live Lecture)
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To some estimates, patience is mentioned in the Bible over 70 times. And as we know, when we come up with statistics like these, some are direct, and some might be indirect. But what does it mean to be patient when it comes to investing and following God’s word? As a Certified Private Wealth Advisor profession (CPWA®️), long-term investing and bein…
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Ep 381: Helping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley Quamme
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Ashley Quamme is the Founder of Beyond The Plan, a consulting firm based out of Georgia that offers a Fractional Financial Behavioral Officer service, including consulting and training to advisory firms for new or existing clients. What sets Ashley apart is her expertise in psychology and couples therapy, which enables her to assist clients in mana…
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It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰 As advisors, it’s important to take note of even the littlest details yo…
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232: Live Money Coaching: Growing Your Net Worth For Financial Freedom
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Welcome to episode 232 of Love, your Money! In this Money Coaching episode, I’m joined by a husband & wife duo who own a direct sales business. As entrepreneurs, they’ve been so focused on growing their business for the last 12 years that their personal finances have become an afterthought. As they look ahead towards retirement, they also know some…
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Have you ever wondered why people say you can be a millionaire if you invest in your retirement? There is a really good explanation but not like you think. As many Americans rush out to open IRA accounts, this account may not be the secret to becoming a millionaire…or is it? We will explore the benefits of opening an IRA account and see with a few …
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Most financial advisors believe that there’s a one-size-fits-all solution to marketing. Not only is this true, but it’s dangerous. Why? Well, it results in smart, hard-working, and honest financial advisors falling victim to marketing myths that, at best, cap their wealth, and at worst, sabotages their entire business. In today’s show, I’m revealin…
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Episode 279: Money Talk 1290 - Annette Jorgensen, Vice President, SBA Business Development at American Riviera Bank
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54:00
Listen to Annette Jorgensen, Vice President, SBA Business Development at American Riviera Bank
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Episode 278: Money Talk 1290 - Dr. Peter Rupert, Professor of Economics at UCSB & Director of the Economic Forecast Project
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54:00
Listen to Dr. Peter Rupert, Professor of Economics at UCSB & Director of the Economic Forecast Project
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Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.” In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.…
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Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence
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1:02:34
With Brent Chappell & Brad Chappell Managing Partners & Founders, Chappell Wealth Management Overview Brent and Brad Chappell share unique perspectives as next gens of a business conceived by their father decades ago at Merrill. They offer insightful thoughts about family dynamics and succession, the value of mentors and education, what it takes to…
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