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. Read More.

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Financial Advisor Recruitment Clients Assets 169

Nerd's Eye View

NOVEMBER 14, 2022

In the not-so-distant past, the typical career path toward becoming a financial advisor was to build up a book of business on one’s own, often by either tapping into one’s own personal networks or cold-calling prospective clients in bulk to generate enough business to gain a foothold.

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Recruitment Clients Commission Financial Advisor 162

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.

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Financial Advisor Financial Services Ethics Recruitment 162

Nerd's Eye View

MAY 16, 2023

Welcome back to the 333rd episode of the Financial Advisor Success Podcast ! Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs.

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Valuation Financial Advisor Financial Planning Recruitment 199

Nerd's Eye View

APRIL 4, 2023

Welcome to the 327th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Marc Horner. 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. Read More.

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Financial Advisor Marketing Marketing Recruitment 130

Nerd's Eye View

DECEMBER 9, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees.

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Financial Planner Recruitment Retirement Planning Retirement 189

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.

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Consulting Recruitment Financial Advisor Financial Planning 130