Financial Success publiczne
[search 0]
Więcej
Download the App!
show episodes
 
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 ...
  continue reading
 
Artwork

1
Financial Advisor Success

Michael Kitces

icon
Unsubscribe
icon
Unsubscribe
Co tydzień
 
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 ...
  continue reading
 
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 ...
  continue reading
 
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 ...
  continue reading
 
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
  continue reading
 
Loading …
show series
 
Nicole Gopoian Wirick is the President of Prosperity Wealth Strategies, an RIA based out of Michigan that oversees $70 million in assets under management for 40 households. What’s unique about Nicole is how she hired a branding consultant early on to develop a clear brand identity that reflects her financial planning philosophy and resonates with h…
  continue reading
 
Gideon Drucker is the CEO of Drucker Wealth, a hybrid advisory firm based out of New York City that oversees approximately $1 billion in assets under management for 800 client households. What’s unique about Gideon is how he launched a “Wealth Builder” service model to support high-income next-gen clients—within a firm traditionally focused on reti…
  continue reading
 
Vanessa N. Martinez is the CEO of Expressive Wealth, an RIA based out of Chicago that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core’ ultra-high-net-worth families. What’s unique about Vanessa is how her firm goes beyond traditional estate planning to help high-net-worth clients engage in…
  continue reading
 
Cameron Passmore is the CEO of PWL Capital, a wealth management firm based out of Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5 billion U.S. dollars) in assets under management for 2,400 client households. What’s unique about Cameron is that after growing his firm’s revenue from $2 million to over $20 mi…
  continue reading
 
Seth Scott is the founder of Heartwood Financial Planning, an advisory firm in Fresno, California that manages $100 million in assets for 850 client households. What makes Seth’s approach unique is his development of an “input deliverable” that simplifies tax planning for his ideal target client, allowing him to demonstrate value without creating t…
  continue reading
 
Nick Rodkin is the managing partner of Stoic Financial, an LPL-affiliated advisory firm based in Florida that oversees $107 million in assets under management for 70 client households. What’s unique about Nick is that after nearly 15 years as a financial advisor, he pursued a master’s degree in marriage and family therapy to enhance his ability to …
  continue reading
 
AJ Ayers is the co-founder of Brooklyn Fi, an RIA based in Brooklyn—but operating as a fully remote business—that oversees $370 million in assets under management for more than 400 client households. What’s unique about AJ is how she and her business partner successfully tackled the hiring, training, and operational challenges of rapidly scaling th…
  continue reading
 
Ali Nasser is the Founder of the Wealth Integration System for Entrepreneurs (WISE), an education and coaching company based out of Houston that works with entrepreneurs facing a liquidity event and trying to figure out what’s next—as well as the financial advisors who serve them. Having built a successful advisory business by helping high-net-wort…
  continue reading
 
Lorie Jones is the Wealth Manager at Fearless Financial Advisors, a DBA of hybrid advisory firm Fidelis Wealth Advisors based out of Colorado, where she oversees $30 million in assets under management for 88 households. What sets Lorie apart is how she maximized the capabilities of Salesforce CRM—typically used by larger firms due to its advanced f…
  continue reading
 
Sten Morgan is the owner of Legacy Investment Planning, a hybrid advisory firm based in Franklin, Tennessee, that oversees $220 million in assets under management for 90 client households. Today Sten joins the show to share how he made the difficult decision to turn over his entire original team and rebuild with a new director of operations to crea…
  continue reading
 
Jennifer des Groseilliers is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households. Today Jennifer shares how her firm has designed an program of broad-based equity awards across the firm to align the interests of employe…
  continue reading
 
Sebastian Guerra is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What's unique about Sebastian is how his firm has implemented a quality control system where a team member follows up with clients right after their advis…
  continue reading
 
David Grau Jr. is the president of Succession Resource Group, an advisory consulting and valuation business based out of Oregon that serves independent financial advisors with RIAs and broker-dealers. What sets David apart is his two decades of experience supporting financial advisory firms, which has allowed him to identify best practices for foun…
  continue reading
 
Cristina Livadary is the CEO of Mana Financial Life Design, an RIA based in Los Angeles (that works virtually with clients nationwide) overseeing approximately $70 million in assets under management for 119 client households. Cristina's firm helps “sandwich generation” clients by crafting financial plans that address their personal needs and goals …
  continue reading
 
Kay Lynn Mayhue is the President of Merit Financial Advisors, a hybrid advisory firm based out of Georgia that oversees approximately $13 billion in assets under management for 26,000 households. What’s unique about Kay Lynn is how she cultivated her advisory, management, and leadership skills to progress to become president of a national RIA enter…
  continue reading
 
Daniel Friedman is the CEO of WMGNA, a hybrid advisory firm based out of Connecticut that oversees approximately $270 million in assets under management for 200 client households. What’s unique about Daniel is how his firm offers “in-house” tax return preparation as part of its one-stop-shop service, while outsourcing the actual preparation work to…
  continue reading
 
Michelle Underwood Gass is the Founding Principal of Paradigm Advisors, an RIA based out of Dallas that oversees approximately $110 million in assets under management for 80 client households. What’s unique about Michelle is how she developed a structured meeting process to guide new clients through her in-depth planning system, ensuring a standard…
  continue reading
 
Loading …

Skrócona instrukcja obsługi

Posłuchaj tego programu podczas zwiedzania
Odtwarzanie