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Kochie wants to help you fulfil your financial dreams. From managing your debts, to growing your income, to protecting the assets you have financial journalist David Koch will take you through the small measurable steps you need to take to get you on the road to financial success. For more episodes download the free LiSTNR app.
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The Money and Business Hero Podcast is here to provide financial education and money making or wealth building tips for entrepreneurs. To achieve that we will talk about the three pillars of financial success: Money Mindset, Money Management and Money Making talking with experts in business or finance about their stories, experiences and best tips. We will have investment and trading tips for stocks, cryptos, and other assets.We will talk about business success for entrepreneurs by hearing a ...
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Do you have a big dream, a desire that you’re certain God has placed in your heart? Do You see others who are crushing it in their business and their life, yet nothing seems to be working out for you? Do you have a deep desire for God to use your life and your business to impact the kingdom for his glory, yet you can’t seem to figure out why you keep doing the things you don’t want to do and you don’t do the things you really do want to do? Do You feel like God is nudging you to make a diffe ...
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Here’s the truth: Many owners carry their small business on their back. We grow our business by relying on the only resource that seems to be truly “free” . . . . . . our own time. We give of ourselves. Hour after hour. Day after day. We sacrifice our time to our business. 18-hour days. Weeks without ends. We work for . . . well, essentially, we work for almost nothing. How would it feel to be financially free in your business – to have money set aside to pay your taxes when they are due – t ...
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A place where highly motivated and ambitious individuals come to learn about foundational truths and how to apply practical systems in the areas of mindset mastery, career advancement, physical health, financial peace, emotional intelligence, and relationship success. Cover art photo provided by Robert Wiedemann on Unsplash: https://unsplash.com/@antilumen
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show series
 
Mark Berg is the Founder of Timothy Financial Counsel, an RIA based out of Illinois that's on track to generate $5 million in annual revenue this year serving 800 households. Mark's firm stands out for its rapid growth, scaling from $1.8 million to $5 million in revenue within just six years while maintaining a 25% profit margin, achieved entirely …
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Freeman Linde is the cofounder of La Crosse Financial Planning, an RIA based out of Wisconsin that oversees nearly $50 million in assets under management for 73 clients. Despite industry norms suggesting the need for tens of millions in assets to go independent, Freeman launched his own RIA with just $7M in AUM, shared with a business partner. Leve…
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Today we're joined by Jenny Martella, Principal and Wealth Manager at Modera Wealth Management, whose unique journey in the financial advisory world saw her and her partner achieving remarkable success in growing their firm from $19 million to $250 million in assets under management within 7 years. Jenny and her previous partner were so successful …
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Dann Ryan is a Managing Partner at Sincerus Advisory, an RIA based in New York City that oversees approximately $165 million in assets under management for nearly 150 client households. Despite 17 years in the financial advisory business, Dann's persistent imposter syndrome fuels his anxiety before every client meeting, driving him to maintain high…
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Danielle Howard is the owner of Wealth By Design, a hybrid advisory firm based out of Colorado that oversees about $35 million in assets under advisement for 35 client households. Danielle's unique "Financial Fingerprints To Footprints" process assists clients who have difficulty implementing financial plans by uncovering and addressing their money…
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Hannah Provost is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based out of New York State that oversees approximately $150 million in assets under management for 380 households. Hannah's unique journey in finance began with retail banking, progressing from lending and teller roles to a bank-based fi…
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Troy Sharpe is the Founder and CEO of Oak Harvest Financial Group, an RIA based out of Houston that oversees $750 million in assets under management for 1,000 households. Troy's firm uniquely grew its AUM from $85 million to $750 million in five years by focusing on organic growth through diverse marketing strategies, including a radio show, in-per…
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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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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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Andrew Leonard is the Managing Partner of Geometric Wealth Advisors, an RIA based out of Washington, D.C. that oversees approximately $750 million in assets under management (AUM) for 200 clients. Andrew's firm stands out for tripling its AUM in four years, achieving this growth by mirroring the management consulting approach of their clientele—foc…
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Hans Blake is the founder of Intelligent Investing, an RIA based out of South Carolina that oversees $50 million in assets under management for 40 households. What’s unique about Hans is how he developed Intelligrations, a financial dashboard software that simplifies clients' financial data into a single-page, comprehensive visual overview of their…
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Michael Collins is the CEO and Founder of WinCap Financial, an RIA based out of Boston that oversees $80 million in assets under management for 70 client households. Since 2021, Michael has distinguished himself by growing his firm by over $10 million in assets under management annually, utilizing leads purchased through SmartAsset and investing $5…
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Meredith Moore is the Founder and CEO of Artisan Financial Strategies, a hybrid advisory firm based out of Georgia that oversees $77 million in assets under management for 120 client households. Despite facing a daunting diagnosis of a 7cm Glioblastoma tumor in her brain in 2005—which led to years of surgeries, radiation, and chemotherapy—Meredith …
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I have been doing this podcast for more than 10 years and it feels like time to find new ways to express myself and connect to people. In this episode I say my goodbyes and tell what’s coming up in the future.Here are the links to the things I mentioned: The Money Workshop on Friday, March 14 and 21 The new newsletter on LinkedInI will let you know…
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Eric Simonson, Founder & CEO of Abundo Wealth, joins the show to share how his 'advice-only' RIA model revolutionized the financial planning landscape. Despite launching just four years ago, Abundo has soared to oversee $600M in assets for 420 client households, with a unique approach generating over 30 new clients monthly. In this episode, Eric sh…
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Rob Schultz is the Senior Partner of NWF Advisory, a hybrid firm based out of Los Angeles, where he oversees nearly $500 million in assets under management for 200 households. Rob has uniquely developed a streamlined meeting process with a standardized agenda that enables him to focus on individual client needs while managing over 20 meetings weekl…
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In this episode, I talk with Leland Gross, the founder of PeaceLink Financial Planning. Moving away from the traditional corporate model, Leland's approach focuses on aligning financial advice with clients' personal values and interests. This unique strategy not only paves the way for financial success but also ensures that self-employed individual…
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When most podcasters talk about money and emotions, they talk about how people feel about their money. My approach is quite different in that I look at the emotions you are acting out through your money. In this episode, I talk about how what you feel when dealing with money is never about money – and what it is about.Highlights: You can use your m…
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Dianne Nolin is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based out of Virginia that oversees $500 million in assets under management for 350 households. Dianne uniquely enhanced her firm's marketing and profitability by transforming its loss-leading divorce financial planning service into a profitable revenue stream, r…
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