Nerd's Eye View
MARCH 4, 2025
Sten 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. Welcome everyone! Welcome to the 427th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sten Morgan.
Wealth Management
JUNE 11, 2025
Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
MAY 21, 2024
And be certain to listen to the end, where Dann shares his agile approach to the planning process, proactively analyzing planning issues according to a structured quarterly client service calendar while making himself available when issues arise in the interim , why Dann takes a hands-on approach to the investment planning process and is even open (..)
Brown Advisory
MARCH 1, 2019
We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. SOURCE: Brown Advisory The “Planning J-Curve” As noted previously, entrepreneurial plans often follow a “J-curve” cycle, where time and money are sunk into a venture upfront, in order to reap payoff years later.
Brown Advisory
MARCH 1, 2019
We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. As noted previously, entrepreneurial plans often follow a “J-curve” cycle, where time and money are sunk into a venture upfront, in order to reap payoff years later.
Sara Grillo
MAY 23, 2022
Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies. No business plan, no. He does not take discretion of client assets. Yeah, okay.
Brown Advisory
FEBRUARY 13, 2017
With a well-vetted business plan, she came to us for guidance on how to proceed. We have found that an incremental approach, with an emphasis on comfortable starting points, is an excellent way for families to begin building a sustainable investment plan that addresses their full range of goals.
Expert insights. Personalized for you.
200 
Let's personalize your content