Wealth Management

MARCH 13, 2024

Carina Diamond details her personal approach with clients in the first episode of season two of the Focused on the Future podcast.

Clients 99

Clients 99

Abnormal Returns

JANUARY 17, 2024

Podcasts Barry Ritholtz talks investor incompetence with Prof. Life is unexpected and your future tastes will likely be more expensive. David Dunning. ritholtz.com) Peter Lazaroff talks with Brad Stulberg, author of "Masters of Change." youtube.com) Retirement How to spend your time in retirement guilt-free.

Retirement 196

Retirement Retirement Planning Insurance Education 196

The Big Picture

SEPTEMBER 25, 2022

Their philanthropy focuses on inclusive entrepreneurship, impact investing, and civic engagement. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. Rubenstein.

Startup 311

Startup Government Investing Investments 311

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sarah-Catherine Gutierrez. Welcome everyone! Read More.

Financial Advisor 182

Financial Advisor Financial Planning Planning Fee Only 182

The Big Picture

DECEMBER 9, 2023

Before joining Fidelity in 1986, he served as a director of research and strategy at Bank of America Futures, a research economist at Drexel Burnham Lambert, and an analyst for the Value Line Investment Survey. All of our earlier podcasts on your favorite pod hosts can be found here.

Management 183

Management Portfolio Management Investing Investments 183

Nerd's Eye View

SEPTEMBER 6, 2022

Welcome back to the 297th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andy Panko. Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. Read More.

Tax Planning 246

Tax Planning Financial Advisor Financial Planner Retirement 246

Nerd's Eye View

APRIL 15, 2024

In this article, Managing Editor Sydney Squires explains how 1 piece of video content can be reused to cover 6 different marketing techniques: the video itself, podcasting, social media, blogging, newsletter drip marketing campaigns, and Search Engine Optimization (SEO) boosts. Read More.

Marketing 161

Marketing Marketing Engineering Media 161

Abnormal Returns

AUGUST 24, 2022

Podcasts Tim Ranzetta talks with Morgan Housel about the psychology of money. ngpf.org) Jonathan Fields talks wealth and psychology with Patrice Washington host of the “Redefining Wealth Podcast.” pragcap.com) There is a downside to focusing closely on your portfolio. tonyisola.com) The hedonic treadmill is real.

Retirement 249

Retirement Insurance Investing Investments 249

Nerd's Eye View

SEPTEMBER 26, 2023

Welcome back to the 352nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Bridget Venus Grimes. Read More.

Financial Planning 207

Financial Planning Financial Advisor Clients Planning 207

Nerd's Eye View

MAY 2, 2023

Welcome back to the 331st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jake Northrup. Jake is the Founder of Experience Your Wealth, an independent RIA based in Bristol, Rhode Island, that advises 78 client households with a 3-person team supporting more than $550,000 of ongoing revenue.

Financial Advisor 211

Financial Advisor Financial Planning Clients Planning 211

Abnormal Returns

AUGUST 7, 2023

Podcasts Daniel Crosby talks adviser self-care with Neil Bage who is the co-Founder of Shaping Wealth. wiredplanning.com) Meb Faber talks Future Proof and stock market valuation with Ben Carlson and Michael Batnick. kitces.com) A discussion about the future of the AUM model. wsj.com)

Financial Advising 130

Financial Advising Valuation Communication Clients 130

Nerd's Eye View

OCTOBER 31, 2023

Welcome back to the 357th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jon Henderson. Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. Read More.

Financial Advisor 205

Financial Advisor Estate Planning Clients Education 205

Nerd's Eye View

FEBRUARY 6, 2024

Welcome to the 371st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Savir. David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 billion in assets under advisement for 50 client households. Read More.

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 130

Nerd's Eye View

JULY 4, 2023

Welcome back to the 340th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melissa Joy. Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. Read More.

Financial Advisor 199

Financial Advisor CFP Clients Assets 199

Nerd's Eye View

DECEMBER 5, 2023

Welcome back to the 362nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jeff Brown. Jeff is the President of Stratos Private Wealth, an RIA based in San Diego, California, that oversees almost $1.5 billion in assets under management for just over 350 client households. Read More.

Compensation Planning 180

Compensation Planning Planning Financial Advisor Clients 180

The Big Picture

JULY 22, 2023

Rather than focusing on future predictions, he focuses on trying to fully understand what is going on right now, a task that is much harder than it sounds. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Economy 130

Economy Economics Banking Clients 130

Nerd's Eye View

MAY 30, 2023

Welcome back to the 335th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Tim Wyman. Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 billion in assets under management for 1,000 client households. Read More.

Financial Advisor 238

Financial Advisor Financial Planning Clients Planning 238

Nerd's Eye View

OCTOBER 4, 2022

Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi.

Clients 203

Clients Financial Advisor Education Retirement 203

Abnormal Returns

JANUARY 16, 2023

Podcasts Daniel Crosby talks with Lauire Lantos about why we take our autonomic nervous system for granted. riabiz.com) Advisers Ric Edelman, “A longer lifespan has profound implications for future planning.” (fa-mag.com) kitces.com) Should every adviser have a podcast? financial-planning.com).

Wealth Advisor 130

Wealth Advisor Financial Advising Tax Planning Financial Advice 130

Nerd's Eye View

MARCH 19, 2024

Welcome back to the 377th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Meredith Moore. 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. Read More.

Financial Advisor 166

Financial Advisor Recruitment Clients Assets 166

Nerd's Eye View

SEPTEMBER 5, 2023

Welcome back to the 349th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Olivia Luper. Olivia is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects. Read More.

Financial Advisor 178

Financial Advisor Marketing Marketing Media 178

Nerd's Eye View

JUNE 20, 2023

Welcome back to the 338th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Tony Hixon. Tony is the Co-founder and COO for Hixon Zuercher Capital Management, an independent RIA based in Findlay, Ohio, that oversees more than $300 million in assets under management for nearly 330 client households.

Retirement 234

Retirement Clients Financial Advisor Financial Planning 234

Nerd's Eye View

MAY 9, 2023

Welcome back to the 332nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Liz Hand. Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households. Read More.

Commission 191

Commission Planning Financial Advisor Financial Planning 191

Abnormal Returns

NOVEMBER 28, 2022

Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. talks with Joshua Brown about the future of the advisor conference. axios.com) Advisers Add Arta Finance to the list of tech-focused wealth startups.

Wealth Management 130

Wealth Management Startup Financial Advice Medical 130

Nerd's Eye View

DECEMBER 14, 2023

In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards delve into Carl's latest project – the "50 Fires" podcast. In the world of financial advisors, tradition often emphasizes technical numbers, structure, and a firm focus on solving financial problems. Read More.

Financial Advisor 187

Financial Advisor Communication Clients Financial Planning 187

Nerd's Eye View

JUNE 13, 2023

Welcome back to the 337th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danika Waddell. Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. Read More.

Financial Advisor 243

Financial Advisor Clients Startup Financial Planning 243

Nerd's Eye View

JULY 18, 2023

Welcome back to the 342nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Nancy Hetrick. Read More.

Financial Planning 150

Financial Planning Planning Financial Advisor Financial Planner 150

Nerd's Eye View

FEBRUARY 7, 2023

Welcome back to the 319th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jim Niedzinski. 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. Read More.

Clients 130

Clients Management Financial Advisor Wealth Advisor 130

Nerd's Eye View

SEPTEMBER 19, 2023

Welcome back to the 351st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jessica Polito. Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms.

Financial Advisor 157

Financial Advisor Fee Only Sales Wealth Management 157

Nerd's Eye View

JANUARY 23, 2023

One way to provide such a message is to create educational content, in the form of a blog, podcast, or social media posts (or a combination of the three), on topics that are relevant to the financial lives of the types of clients the advisor is trying to reach. reposted or reshared on social media). reposted or reshared on social media).

Marketing 221

Marketing Marketing Financial Planner Education 221

Nerd's Eye View

JANUARY 24, 2023

Welcome back to the 317th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jennifer Climo. Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households.

Management 216

Management Financial Advisor Planning Retirement 216

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here ). This year, we are upping the ante, with more guests speakers, more live podcast recordings, and more fun! It’s gonna be great, and I hope to see you there!

Wealth Management 152

Wealth Management Portfolio Management Management Investment Advisor 152

Nerd's Eye View

MAY 16, 2023

Welcome back to the 333rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jim Dew. Read More.

Valuation 194

Valuation Financial Advisor Financial Planning Recruitment 194

Nerd's Eye View

MARCH 28, 2023

Welcome back to the 326th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Erica Pauly. Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. Read More.

Financial Advisor 183

Financial Advisor Marketing Marketing Strategic Planning 183

Wealth Management

JULY 12, 2023

The Finity Group's Peggy Haslach discusses how to best serve LGBTQ+ clients and team members on the Focused on the Future podcast.

Financial Advisor 52

Financial Advisor Clients 52

Nerd's Eye View

JANUARY 31, 2023

Welcome back to the 318th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ali Swart. Read More.

Clients 191

Clients Retail Financial Advisor Recruitment 191

Steve Sanduski

FEBRUARY 13, 2024

Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast. Benjamin Brandt and I discuss: Why Benjamin only accepts new clients from his podcast audience and in limited cohorts. Learning to focus on leadership tasks as you grow into an RIA leader.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Fee Only Clients 52