Nerd's Eye View

MARCH 19, 2024

Welcome back to the 377th episode of the Financial Advisor Success Podcast ! Meredith is the Founder & CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees $77M in assets under management for 120 client households. My guest on today's podcast is Meredith Moore.

Financial Advisor 165

Financial Advisor Recruitment Clients Assets 165

Nerd's Eye View

SEPTEMBER 13, 2022

Welcome back to the 298th episode of the Financial Advisor Success Podcast ! Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 billion in assets managed by over 20 affiliated independent advisor businesses.

Financial Advisor 158

Financial Advisor Financial Services Ethics Recruitment 158

Nerd's Eye View

APRIL 4, 2023

Welcome to the 327th episode of the Financial Advisor Success Podcast ! Marc is the Founder of Fairhaven Wealth Management, an independent RIA based in Wheaton, Illinois, that oversees more than $1 billion in assets under management for 450 client households. My guest on today's podcast is Marc Horner. Read More.

Financial Advisor 130

Financial Advisor Marketing Marketing Recruitment 130

Nerd's Eye View

JANUARY 17, 2023

Welcome back to the 316th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Matt Sonnen. Read More.

Consulting 130

Consulting Recruitment Financial Advisor Financial Planning 130

Nerd's Eye View

SEPTEMBER 28, 2022

Welcome back to the 300th episode of the Financial Advisor Success Podcast ! Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households.

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Nerd's Eye View

MARCH 7, 2023

Welcome back to the 323rd episode of the Financial Advisor Success Podcast ! Yonhee is a Principal and the Chief Operating Officer of JMG Financial Group, an independent RIA based in Chicago, Illinois, that oversees nearly $5 billion in assets under management for close to 1,500 client households. Read More.

Financial Advisor 130

Financial Advisor Recruitment Clients Financial Services 130