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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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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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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"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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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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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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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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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 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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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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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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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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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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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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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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10 Marketing Myths Financial Advisors Believe
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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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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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What is a Lifestyle Practice and How to Build One
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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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From Maître D' to Medicare Mogul: James Blumetti's Journey to Entrepreneurial Success
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James Blumetti's rags-to-riches story will ignite your entrepreneurial spirit as he takes us through his ascent from restaurant maître d' to Medicare mogul. When a blind date turned into a career pivot, James discovered the grit required to sell life insurance one knock at a time. This episode unpacks his relentless pursuit of success, the resilien…
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Finding The AI Sweetspot w/ Denis Konoplev
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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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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 At AIO Financial, we’re excited to unveil our latest innovation designed to help you take control of your retirement planning: the AIO Financial Retirement Planner App. As a fee-only financial advisory firm, we are committed to providing tools that foster transparen…
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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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(#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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184: *Free Download* Client Intel Process
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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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(#223) Can Investing In An IRA Make You A MILLIONAIRE?
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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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Episode 279: Money Talk 1290 - Annette Jorgensen, Vice President, SBA Business Development at American Riviera Bank
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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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Listen to Dr. Peter Rupert, Professor of Economics at UCSB & Director of the Economic Forecast Project
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"The Language of Referrals" w/ Bill Cates
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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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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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(#222) God Doesn't Want Your Money (LIVE Lecture)
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If you are giving so much in tithes and offerings that your family is suffering, that is not investing or giving like a true Christian. And if someone wants to shame you into giving pastor or not, WITHOUT knowing your financial situation, they are a hypocrite and doing the devil’s work. It says in 1 Timothy 5:8 says Anyone who does not provide for …
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059: The Secret to NFL RedZone’s Success & Prepping for 7 Hours of Commercial Free Football with Scott Hanson
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In this episode, I’m talking with the host of NFL RedZone, Scott Hanson. For 15 seasons, Scott has hosted the wildly popular RedZone where he entertains millions of viewers (including Tom Brady) every Sunday of football season for 7-hours straight without taking a single bathroom break! Listen in to learn about Scott’s extraordinary preparation pro…
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Ep 380: Expanding Capacity For $500M Of Organic AUM Growth In Just 4 Years By Increasing The Density Of Team Talent with Andrew Leonard
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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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231: Learn How to Sell Easily & Authentically with Nikki Rausch
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Welcome to episode 231 of Love, your Money! In this episode, I’m sitting down with Nikki Rausch to learn how to sell easily and authentically, while eliminating fear around the sales process. Nikki has more than 25 years of sales experience. As the founder and CEO of Sales Maven, she helps small businesses and entrepreneurs sell without giving off …
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(#221) California To Improve Work/Life Balance With This New Policy
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Has your boss ever called you on your day off about a client or a work assignment? Have you ever tried to lay down and relax, spend the day with your family and your phone gets bombarded with text messages and missed calls? Are you sick and tired of getting messages like these? Well, California is sick and tired of it, too! It is being reported tha…
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From Nursing to Quantum Healing: A Journey of Compassion and Technology with Saghi Togashi
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In this episode of EmpowHER, host Michelle Hipskind sits down with Saghi Togashi, a quantum energy and Reiki energy facilitator. Saghi shares her journey from nursing to computer science to holistic healing. After experiencing challenges in the nursing field due to empathy overload, Saghi transitioned to computer science but always harbored a desir…
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(#220) "Magic" Number for Retirement Hits Over A Million
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Ever wondered how much money you needed before you could retire? If you were like many Americans a few years ago you threw out a random number like 1 million dollars but it seems like this magic number has increased in recent years. In a recent survey by Northwestern Mutual’s 2024 Planning & Progress study, the gap between what Americans have saved…
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The Strongest Influencer In The Industry - @OriginalLittleSam's Incredible Journey
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In this episode, we dive deep into the unbelievable journey of Sam, a once adopted child who transformed his life to become a fitness icon. This episode not only explores Sam's unique story but also connects it with the broader theme of overcoming obstacles to achieve greatness in both fitness and finances. From his roots in Colorado to becoming a …
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Marketing Wins And Losses From 30 Years Of Experience (With Elliot Kallen)
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As a financial advisor, no matter how experienced you are, it’s always easier to learn from others’ mistakes than commit them yourself. The same is true for learning from other advisors’ successes too. That’s why I invited Elliot Kallen on to today’s show. Not only does Elliot have 30 years of experience of being a financial advisor, but he’s also …
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Quantum Growth: Navigating Expansion, Change and Success in Wealth Management with Jared Cohen
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On this week’s episode of Quantum Growth for Financial Advisors, we welcome one of our most successful coaching clients - Jared Cohen, CEO and founder of Onyx Bridge Wealth Group. Jared shares his journey from a large broker dealer to launching an RIA and the remarkable growth his team has undergone. He discussed the organic The post Quantum Growth…
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Practical Uses For AI Today w/ Jeff Morgan
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We welcome a repeat guest to the show - Jeff Morgan, CMO and AI connoisseur at Elements. In this show we discuss the tools that Jeff uses today to help him not only write compelling marketing materials, but also sift through and analyze data, and research ever-changing topics in the industry.Autor: Elements
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183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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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: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer ---------------------- LINKS FROM THIS EPISODE Co…
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Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
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In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors. For full show notes, see kitces.com and thesocietyofadvice.com.
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058: How to Tell Your Story & Turn Clients into Superfans with Brittany Hodak
1:10:16
1:10:16
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In this episode, I’m talking with Brittany Hodak about how financial advisors can build a diehard community of superfans using the same system Taylor Swift used to create an army of Swifties. Brittany came up with her game-changing system, the SUPER Model, while working with globally known brands like Walmart, Disney, Amazon, Katy Perry, the Boston…
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Are Financial Advisors Worth it for Physicians?
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You’ve been waiting for it all this time. So here we are, on our 67th episode - here comes the shameless self promotion. Right? I mean what advisor doesnt think they are worth it. Well not only do we believe we are worth it, we can prove it. On today’s show, Nate and Ben share three ultra-simple moves that are so basic and so valuable that even sup…
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(#219) Jesus and the Wisdom of Investing
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Jesus is a shining example for Christian investors. In this lecture, I draw a parallel between how Jesus handled the false accusations of the Pharisees and how you should handle your finances as a Christian investor. I touch on the difference between the Law of Finance and the Wisdom behind finances and how it is only through the combination of the…
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Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake
1:29:36
1:29:36
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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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