This site uses cookies to improve your experience. By viewing our content, you are accepting the use of cookies. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country we will assume you are from the United States. View our privacy policy and terms of use.
my-life-client 
Wealth Management
JULY 31, 2023
A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Andrea Mac, founder of Prequal, a revenue consultancy for salespeople and female company founders based in suburban Chicago.
90 
Wealth Management
MAY 11, 2023
A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Mahesh Eswar of Princeton, N.J., an executive at a tech consulting company.
88 This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
MAY 5, 2023
A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Stan Kimer, president of Total Engagement Consulting by Kimer, a diversity and career consulting firm in Raleigh, NC.
102 
Wealth Management
JANUARY 13, 2023
A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Dennis Shirshikov, a strategist with Awning, a real estate investment platform.
99 
Nerd's Eye View
JUNE 20, 2023
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. Welcome back to the 338th episode of the Financial Advisor Success Podcast!
237 
Million Dollar Round Table (MDRT)
APRIL 2, 2024
By Sherry Lee Ong When your client is signing their application form, quickly take a photo of them. Include this note: “Today, [today’s date], I have made an important decision to take care of the future of my spouse and kids. I trust that my agent, and their company, will fulfill their promise.”
79 
The Big Picture
APRIL 21, 2024
My Sunday morning look at incompetency, corruption and policy failures: • ‘Water is more valuable than oil’: the corporation cashing in on America’s drought : In an unprecedented deal, a private company purchased land in a tiny Arizona town – and sold its water rights to a suburb 200 miles away. trillion in client assets.
154 
Nerd's Eye View
MARCH 21, 2023
My guest on today's podcast is Brenda Hiscock. Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.
246 
Nerd's Eye View
APRIL 25, 2023
My guest on today's podcast is Ari Weisbard. that oversees $143 million in assets under management (AUM) for nearly 75 client households. Welcome back to the 330th episode of the Financial Advisor Success Podcast ! Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C.,
241 
Nerd's Eye View
DECEMBER 12, 2023
My guest on today's podcast is Christa Madison. Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. Welcome back to the 363rd episode of the Financial Advisor Success Podcast!
The Big Picture
NOVEMBER 30, 2023
My morning train WFH reads: • Owners Keep Zombie Malls Alive Even When Towns Want to Pull the Plug : Aging malls often take a long time to expire, but they can remain valuable assets. The private equity firm with manages $27 billion in client assets. Washington Post ) • The Red State Brain Drain Isn’t Coming. .”
260 
Your Richest Life
AUGUST 4, 2023
Your Richest Life turns nine this month! I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. I’ve learned so much over the past nine years, but I couldn’t have gotten here without the clients who trusted me along the way.
Nerd's Eye View
MAY 2, 2023
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. Welcome back to the 331st episode of the Financial Advisor Success Podcast !
Nerd's Eye View
AUGUST 23, 2022
My guest on today's podcast is Shari Greco Reiches. Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.
184 
Million Dollar Round Table (MDRT)
DECEMBER 3, 2023
Forte, FCII, CFP My podcast was born of a desire to pass on the lovely anecdotes I was discovering when meeting some of my better-known clients. They would often share these amazing stories about how they achieved success or overcame challenges in life. The whole thing has taken on a life of its own.
84 
Your Richest Life
JULY 15, 2022
Eight years ago this month, I took a leap of faith and started Your Richest Life. But within these challenges are some opportunities, and I have been navigating these situations with my clients along the way. The Your Richest Life team grew this year, welcoming Erin McIntosh as a client services associate in the spring.
The Big Picture
AUGUST 2, 2023
My mid-week morning Plane reads: • A Generational Change : People view bonds as competition for stocks as a bad thing. Irrelevant Investor ) see also Stocks Crush ‘Year of Bond’ in Biggest Sentiment Shift Since ‘99 : Fixed income underwhelms as Teflon economy strands bears More than half of JPMorgan clients now see no recession.
246 
Nerd's Eye View
DECEMBER 20, 2022
My guest on today's podcast is Emily Rassam. Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families.
Nerd's Eye View
JULY 5, 2022
My guest on today's podcast is Patrick Kilbane. Patrick is a Partner and the Director of the Divorce Advisory Group for Ullmann Wealth Partners, an independent RIA based in Jacksonville Beach, Florida, that oversees $800 million in assets under management for 350 client households.
Nerd's Eye View
MAY 23, 2023
My guest on today's podcast is Meg Bartelt. Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households. Welcome back to the 334th episode of the Financial Advisor Success Podcast !
226 
Nerd's Eye View
JULY 12, 2022
My guest on today's podcast is Kamila Elliott. Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households. Welcome back to the 289th episode of the Financial Advisor Success Podcast !
Nerd's Eye View
MARCH 26, 2024
My guest on today's podcast is Michael Collins. Michael is the CEO & Founder of WinCap Financial, an RIA based in Boston, Massachusetts, that oversees $80M in assets under management for 70 client households. Welcome back to the 378th episode of the Financial Advisor Success Podcast !
Million Dollar Round Table (MDRT)
JANUARY 9, 2024
“I do social media marketing and handle the headlines, copy, and photos and ensure my content is relevant to my audience by studying what will hook their attention, which can be by sharing stories about previous clients, describing a scenario they may encounter in the future, or how our proposed actionable plans will help them during hard times.
77 
Nerd's Eye View
AUGUST 23, 2022
My guest on today's podcast is Shari Greco Reiches. Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.
143 
Nerd's Eye View
AUGUST 15, 2023
My guest on today's podcast is Jim Ludwick. Welcome back to the 346th episode of the Financial Advisor Success Podcast !
234 
Million Dollar Round Table (MDRT)
AUGUST 6, 2023
I had no money, no network and no expertise in selling life insurance. And yet, the case size of all my policies added up to less than a quarter of that from a colleague who closed big deals. That day, I firmly told myself that I must close bigger deals to upgrade my client market.
77 
Million Dollar Round Table (MDRT)
OCTOBER 3, 2023
By Julianne Hertel, CLU, ChFC As financial advisors and life insurance agents, we love helping our clients. Yet, if our clients are put off by some of the phrases or terminology we use, then it can become an obstacle. Fortunately, there are different words we can use. Language matters. Who wants to go through a process?
84 
MainStreet Financial Planning
APRIL 15, 2024
I recently met with a client who wanted to discuss how to prepare for the end of their lives. After my mom passed, I had been helping my dad get his estate planning documents and other financial activities in order. Over the years my dad felt comfortable that everything was in in good hands for when he passed.
52 
Sara Grillo
APRIL 15, 2024
Yes, there is life after AUM fees! She talks about why she made the jump and what life is like now as an hourly financial planner. For those of you who are new to my blog, my name is Sara. If you are a financial advisor reading this, I hope you’ll at least join my weekly newsletter about financial advisor lead generation.
Nerd's Eye View
JULY 4, 2023
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. Welcome back to the 340th episode of the Financial Advisor Success Podcast ! Read More.
Nerd's Eye View
JANUARY 2, 2024
My guest on today's podcast is Stevyn Guinnip. Welcome to the 366th episode of the Financial Advisor Success Podcast ! Stevyn is founder of Grow Wellthy, a health and wellness consulting firm based in Springfield, Missouri that specializes in working with busy – but not always healthy – financial advisors.
Million Dollar Round Table (MDRT)
APRIL 11, 2023
Future proofing When a client’s CPA recommends dropping life insurance, I ask them to put the recommendation in writing and give me a copy for my file. I tell the CPA that if the client were to die, I want to be able to respond to the frustrated spouse with the reason they don’t have life insurance.
82 
Sara Grillo
APRIL 19, 2024
Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. How can I stop a financial advisor from stealing my money? #1 When you first hire a financial advisor, in the Investment Advisory Agreement, as well as the advisor’s ADV, it will outline how the advisor works with clients.
The Big Picture
SEPTEMBER 15, 2023
My end-of-week morning train WFH reads: • Hip-hop stars and financial luminaries: Ritholtz Wealth Management redesigns the investment conference : Roughly 3,000 attendees are gathered to hear hip-hop legends Method Man and Redman, and financial headliners like Jeremy Siegel, Jeff Kleintop, Emily Roland, Cliff Asness, Jeff Gundlach and Jan van Eck.
Nerd's Eye View
JANUARY 24, 2023
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. Welcome back to the 317th episode of the Financial Advisor Success Podcast !
221 
Good Financial Cents
APRIL 24, 2023
.” -Brian Tracy 10 years ago, I enrolled in my first coaching program called The Strategic Coach , a program dedicated to helping entrepreneurs achieve exponential growth. My hope is that you’ll also gain some key takeaways that you can apply to your own life. You can read about some of my journey here and here.
Nerd's Eye View
AUGUST 16, 2022
My guest on today's podcast is Neel Shah. Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households. Read More.
The Big Picture
OCTOBER 28, 2023
Will we soon see a life-changing jump in younger generations’ net worth? Boston Review ) • What Mitt Romney Saw in the Senate : In an exclusive excerpt from my forthcoming biography of the senator, Romney: A Reckoning, he reveals what drove him to retire. ( trillion in client assets. What Is Your Biological Age?
Nerd's Eye View
AUGUST 16, 2022
My guest on today's podcast is Neel Shah. Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.
The Big Picture
MARCH 12, 2023
My Sunday morning look at incompetency, corruption and policy failures: • In the Hunt for Fraud, the Red Flags Start With the Auditor : With its Adani report, Hindenburg zeroed in on the tiny firm’s thin staff and client roster. Avert your eyes! Here, for the first time, we reveal how one of these systems works.
242 
MainStreet Financial Planning
DECEMBER 5, 2023
It applies to almost everything we encounter in life. I was telling my husband about the book choice and he mentioned that a woman he had worked with just published a book on habits, “ How to Change ” by Katy Milkman. So, I doubled down on my self-help and bought both books! can increase your motivation to change.
Steve Sanduski
FEBRUARY 13, 2024
In a Nutshell: Many advisors think about tech and marketing in terms of “more”: more reach, more productivity, more clients, more AUM. Benjamin Brandt and I discuss: Why Benjamin only accepts new clients from his podcast audience and in limited cohorts. Achieving qualitative and quantitative 10X in business and life.
Carson Wealth
DECEMBER 8, 2023
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. As has become an annual ritual, I used the holiday weekend to review any year-end actions which may be necessary or desired to impact my 2023 income tax liability.
143 
Random Roger's Retirement Planning
MARCH 5, 2023
This Tweet caught my eye; Here's a better look at the image. Are financial advisors necessarily qualified in these other realms, qualified as life coaches? I've been writing about these things for eons now and will confidently say my awareness of these life quality issues is strong. This is fascinating if accurate.
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content