Steve Sanduski

APRIL 8, 2025

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. It’s a title that speaks to his firm’s intentional, comprehensive planning process. Maintaining a consistent client experience while growing.

Communication 52

Communication Engineering Financial Planning Clients 52

International College of Financial Planning

JUNE 5, 2025

When I first stepped into the world of wealth management, we didn’t have fancy dashboards. Clients were all about one thing: performance. As someone who’s spent years guiding families and now teaches at ICOFP, I can confidently say, “the role of a wealth advisor has completely transformed.” The client is overwhelmed.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Tobias Financial

JUNE 15, 2025

Whether by choice or circumstance, retiring solo means you’re in full control of your financial decisions, but you also face distinct planning challenges that require thoughtful strategy. You’re planning for one, which often simplifies decisions around budgeting, income needs, and lifestyle goals,” Chad shares.

Retirement 52

Retirement Financial Advisor Retirement Planning Taxes 52

Tobias Financial

APRIL 1, 2025

We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence.

CFP 52

CFP Fee Only Retirement Planning Wealth Advisor 52

FMG

MAY 14, 2025

An excellent financial advisor website makes all the difference in connecting with a potential client. Here are 10 standout Osaic advisor websites that highlight what makes a financial advisor site standout while bringing traffic to their site.

Financial Advisor 52

Financial Advisor Wealth Management Education Clients 52

Wealth Management

JUNE 9, 2025

Convergence of wealth, retirement and benefits at the workplace 3. Explosion of plan formation 4. Partners including: advisors (RPAs, aggregators, wealth advisors and broker/dealers); plan sponsors; participants; asset managers. Plan design and investments 7. Consolidation industry-wide 5.

Wealth Management 133

Wealth Management Retirement Planning Assets 133

Wealth Management

JULY 18, 2025

Asset managers and family wealth advisors have traveled a long way from their early experiments with ChatGPT. They’re now beginning to realize the potential of AI to enhance investment decisions, automate operations and deliver personalized client experiences. Concept of digital social marketing.

Wealth Management 133

Wealth Management Assets Management Estate Planning 133

Carson Wealth

APRIL 9, 2025

As the first quarter of 2025 comes to a close, the team at Carson Wealth Pella has been hard at work helping to ensure our clients remain on track with their financial goals. Investing in professional growth remains a priority for our team as we continually strive to enhance the service we provide to our clients.

Taxes 52

Taxes License Wealth Advisor Clients 52

Wealth Management

JULY 24, 2025

RIAs have been expressing interest in creating their own ETFs for the past five years, noted Mike Venuto, chief investment officer at Tidal Financial Group, a white label ETF solutions platform whose clients include Nicholas Wealth, NestYield and Family Dynasty Advisors. Concept of digital social marketing.

Wealth Management 204

Wealth Management Estate Planning Compliance Clients 204

Carson Wealth

JULY 17, 2025

As summer is in full swing, we wanted to take a moment to reflect on an eventful and meaningful past few months here at Carson Wealth Pella. Exciting News for Associate Wealth Advisor, Zach Vande Weerd & Hannah We’re thrilled to share that Zach and his wife Hannah are expecting their first child — a baby boy due October 28th !

Wealth Advisor 52

Wealth Advisor Food Education Planning 52

Abnormal Returns

JULY 10, 2023

Podcasts Meb Faber talks with Blake Street is a Founding Partner and CIO of Warren Street Wealth Advisors. mebfaber.com) Ashby Daniels talks with Hannah Moore about "doing" financial planning. wiredplanning.com) Laurence Kotklikoff talks with David Blanchett about problems with conventional financial planning tools.

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Compliance Recruitment Financial Planning Wealth Advisor 244

Nerd's Eye View

JULY 10, 2023

As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family.

Financial Planning 246

Financial Planning Retirement Planning Clients 246

Nerd's Eye View

FEBRUARY 7, 2023

Welcome back to the 319th episode of the Financial Advisor Success Podcast ! Jim is a Co-Founder of Motive Wealth Advisors, an independent RIA based in the suburbs of Detroit, Michigan, that oversees $250 million in assets under management for nearly 50 families. My guest on today's podcast is Jim Niedzinski.

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Clients Management Financial Advisor Wealth Advisor 130

Nerd's Eye View

JANUARY 10, 2023

Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households. My guest on today's podcast is Lisa Brown.

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Tobias Financial

JANUARY 25, 2023

He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER professional certification. A s a Financial Planning Associate, Alexander assists our Wealth Advisors in many different areas. We are excited to welcome Alexander Bailey to our team.

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Certified Financial Planner Financial Planner Certification Financial Planning 98

Nerd's Eye View

AUGUST 6, 2024

Jaime is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based in Atlanta, Georgia, and Covington, Louisiana that oversee a total of $1.2 billion in assets under management for approximately 900 client households. My guest on today's podcast is Jaime Benedetti.

Retirement 130

Retirement Commission Financial Advisor Recruitment 130

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP 52

CFP Financial Planning Planning Certification 52

Nerd's Eye View

APRIL 9, 2024

Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C., that oversees approximately $750 million in assets under management for about 200 client households.

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Financial Advisor Consulting Clients Wealth Advisor 130

Carson Wealth

APRIL 17, 2023

Paul West and Michael David of Carson Wealth have been recognized in the 2023 Forbes Best-in-State Wealth Advisors list. This prestigious accolade recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients. “It

Wealth Advisor 52

Wealth Advisor Compliance Clients Financial Planning 52

FMG

JULY 14, 2022

For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. Do you ever plan on expanding your repertoire? Modernize Your Website.

Wealth Advisor 52

Wealth Advisor Financial Advisor Media Clients 52

FMG

OCTOBER 14, 2022

One of our favorite parts of working with our financial advisors and broker-dealers is the reveal of each new website. It’s so exciting to see the unique personality and perspective of each advisor expressed through a website. Check out the site here: Financial Freedom Wealth Management. Peabody Wealth Advisors.

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Financial Advisor Wealth Management Wealth Advisor Clients 98

Tobias Financial

APRIL 3, 2023

Recently, our Wealth Advisor Yesenia Realejo, CFP® was a guest on the NextGen Planners podcast hosted by Dan Graham. She also shared why it is crucial to work with younger clients and why she is passionate about it. She also shared why it is crucial to work with younger clients and why she is passionate about it.

Clients 52

Clients Wealth Advisor CFP Financial Planning 52

Tobias Financial

APRIL 5, 2023

They often possess significant amount of wealth, are highly educated and skilled but unsure what to do when it comes to financial planning. Many of our team members at Tobias Financial Advisors are also first-generation immigrants or first-generation Americans.

Clients 52

Clients Wealth Advisor CFP Financial Planning 52

Darrow Wealth Management

JUNE 14, 2023

There are many different types of sudden wealth events, for example: Receiving an inheritance Stock options or equity compensation Sale of a business Winning the lottery Asset division in a divorce Proceeds from a lawsuit Professional athletes (signing bonus, performance, sponsorships, etc.)

Management 105

Management Wealth Management Wealth Advisor Taxes 105

Tobias Financial

NOVEMBER 20, 2024

We are excited to share that our Wealth Advisor, Franklin Gay, CFP®, EA , has been recently featured in a National Association of Personal Financial Advisors (NAPFA) Advisor article. He encourages team members and young professionals alike to embrace challenges, lead with integrity, and remain client-focused.

Financial Planner 52

Financial Planner Financial Planning Wealth Advisor CFP 52

International College of Financial Planning

OCTOBER 26, 2023

In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Carson Wealth

SEPTEMBER 26, 2024

The six-person team, led by managing partner, wealth advisor, Ty Vogele, and wealth advisors David Guenthner, CEPA ® and Ryan Wittman, AIF ® , manages over $400 million in assets. As advisors, we often find ourselves wearing too many hats,” said Ty Vogele, managing partner and wealth advisor. “We

Wealth Advisor 52

Wealth Advisor Estate Planning Clients Tax Planning 52

Tobias Financial

OCTOBER 13, 2024

We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! Franklin will share his knowledge during the “Practical Applications Working with Allied Professionals” panel.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Financial Planning Wealth Advisor 52

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax.

Planning 143

Planning Retirement Planning Taxes Retirement 143

Ballast Advisors

SEPTEMBER 13, 2023

Suite 314-N Saint Paul, MN 55114 ballastadvisors.com James Heimler, CFP® Wealth Advisor James Heimler is a Certified Financial Planner (CFP®) with over 7 years of industry experience, having started in 2016. Feel free to reach out to James for professional financial planning services and expertise at Ballast Advisors.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planner Financial Planning 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. billion in client assets.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Tobias Financial

MAY 3, 2024

We are thrilled to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, has been honored with the 2024 New Professional Award by the National Association of Personal Financial Advisors (NAPFA)! He embodies the essence of a true fiduciary, consistently prioritizing the best interests of our clients above all else.

Ethics 52

Ethics Fee Only Wealth Advisor CFP 52

Darrow Wealth Management

MAY 3, 2024

To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor. Planning After a Windfall There’s a lot of financial planning to do after receiving a windfall!

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Taxes 52

Darrow Wealth Management

MAY 3, 2024

To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor. Planning After a Windfall There’s a lot of financial planning to do after receiving a windfall!

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Taxes 52

FMG

SEPTEMBER 7, 2022

Like any business, we here at FMG love it when our clients give us reviews whether they be negative or positive. One client sent me a response that he really appreciated the card. I am thrilled to have creative ways to reach clients and prospects. “FMG has positively impacted my communications with clients and prospects.”

Communication 52

Communication Financial Planning Clients Wealth Advisor 52

Tobias Financial

SEPTEMBER 29, 2022

September is Life Insurance Awareness Month, and at Tobias Financial Advisors one of our goals is to educate our clients on the importance of Life Insurance and the role it can play in protecting their family’s financial security. . When and Why May You Need it. Consider life events.

Insurance 52

Insurance Financial Planning Wealth Advisor Education 52

Steve Sanduski

SEPTEMBER 13, 2023

Guest: Louis Barajas , an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors , where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries.

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Wealth Advisor CFP Wealth Management Financial Services 59