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. In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. Do you have an estate plan?

Communication 52

Communication Engineering Financial Planning Clients 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. Modernize Your Website.

Wealth Advisor 52

Wealth Advisor Financial Advisor Media Clients 52

Indigo Marketing Agency

APRIL 28, 2023

Remember that headlines are searchable by keyword, so you’ll want to spend some time thinking about what your prospects might type into a search when trying to find an advisor to help them with their particular plight. Advisors often ask me whether they should list their job title and firm name in their headline.

Certified Financial Planner 130

Certified Financial Planner Wealth Management Financial Advisor Financial Planner 130

FMG

OCTOBER 5, 2023

Animal Name and Raising Updates Lawrence Sprung , founder of and wealth advisor at Mitlin Financial , thinks that there are better things than just physical gifts. Romero, CFP® , Senior Wealth Advisor at Carson Wealth , likes to send champagne to his clients every year, and this year it is Veuve Clicquot.

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

The Big Picture

OCTOBER 19, 2022

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. They’ll do tax planning, right? Sebastian Escobar is our audio engineer.

Clients 286

Clients Financial Advisor Taxes Investing 286