Nerd's Eye View

NOVEMBER 15, 2022

Welcome back to the 307th episode of the Financial Advisor Success Podcast ! Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. My guest on today's podcast is Stacey Hyde.

License 196

License Financial Advisor Clients Communication 196

FMG

FEBRUARY 2, 2023

For today’s Financial Advisor Website Showcase, we are joined by Harrison Till of Till Advisory and Capital. I spent 10 years at BAML learning the business, getting licensed, building relationships, and growing personally/professionally.

Financial Advisor 52

Financial Advisor Communication Clients Financial Planning 52

Nerd's Eye View

NOVEMBER 29, 2022

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Read More.

Estate Planning 242

Estate Planning Financial Advisor Financial Services Clients 242

FMG

DECEMBER 22, 2022

As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? Like so many other people, the pandemic opened the door for me to connect with clients who would normally struggle to get to an office meeting during business hours, even if they live in my town.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

Nerd's Eye View

NOVEMBER 8, 2022

Welcome back to the 306th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Cean Kenefick-Rogers. Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households.

License 130

License Consulting Financial Advisor Insurance 130

Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance.

Education 225

Education CFP Certification License 225

Nerd's Eye View

JUNE 5, 2023

Welcome to the June 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 201

Risk Tolerance Retirement License Retirement Planning 201