The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Turf Agronomy News and Advice
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Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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Hey, we are the advisory blog we like inspiring and making people smile. We post every Monday and Friday and podcasts on Sunday http://alyadvisoryblog.wixsite.com/mysite Cover art photo provided by Autumn Studio on Unsplash: https://unsplash.com/@autumnstudio
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EJIL: The Podcast! aims to provide in-depth, expert and accessible discussion of international law issues in contemporary international and national affairs. It features the Editors of the European Journal of International Law and of its blog, EJIL: Talk! The podcast is produced by the European Journal of Law with support from staff at the Blavatnik School of Government, University of Oxford.
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== About the 'Coffee & Geography' podcast == The aim of ‘Coffee & Geography’ is to get to know, explore and celebrate the diverse & intersectional range of people and their love for the world. We’ll have fun exploring all the myriad of ways that connects your life to geography. Wait – you don’t think you’re a ‘geographer’? Well, that’s ok! If you have a love and passion for the world then you probably are more than you know. If you're interested in being a guest or want to find out more, the ...
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Podcasts from our wellbeing experts
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This is the blog for episodes of the Pinnacle Financial Advisors Podcast. Pinnacle Financial Advisors (http://www.pfacentral.com) is a wealth management and financial advisory firm in Marlton, NJ.
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DENNIS TUBBERGEN has been working in the financial industry for over 25 years. He is CEO of Personal Legacy Planners, a personal legacy company, and CEO of USA Wealth Management, LLC, a federally registered investment advisory company. Dennis Tubbergen has authored two books for consumers: Economic Consequences: Can You Survive, Even Prosper, From 100 Years of Bad Money Decisions, and The Retirement Resolution. Mr. Tubbergen has also been writing an online financial blog since 2008 which can ...
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The Beyond Devices podcast is brought to you by Jan Dawson and Aaron Miller. Jan is the author of the Beyond Devices blog, as well as the owner and Chief Analyst at Jackdaw Research, a research and advisory firm focused on the consumer electronics market. Aaron is a business school professor, but in a past life ran one of the most popular iMovie blogs and co-authored several books in the iMovie: the Missing Manual series with David Pogue, and remains an avid follower of all things Apple. Jan ...
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Emotional Wealth is an American video, podcast, and Blog hosted by Wealth Advisor, Lon W. Broske, CFS®, CFP®. Using the current most relevant financial climate and topics, Lon is able to give his opinion on what is really going on with your finances. Topics include stock market performance, retirement savings, current events and how they impact the financial climate, general financial education and tips, and much more! Investing involves risk. Loss, including loss of principal, may occur. No ...
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After turning $1100 into $7015 in the stock market right out of college, Michelle worked 15 years on Wall Street at Morgan Stanley, Citigroup and Goldman Sachs. She writes a nationally syndicated online investing blog called "The Wall Street Geek" with investment tips and insights for everyday investors, has written a book called "How to Buy Stocks Online", and runs an independent investment advisory company in NYC called Price Capital LLC. She has degrees from Rice and Stanford Universities ...
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Practical Product is the most actionable and practical podcast for B2B and SaaS Product Managers. This show is hosted by Jason Evanish, a Product Manager for over 12 years as a Founder, coach, and early-stage Product Leader. Practical Product will talk about building a great strategy, avoiding pitfalls, balancing the many demands of a career in product management, and so much more. We have many awesome guests lined up, some you've heard of in the Product Management space and some lesser-know ...
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Brewer Consulting Audio: Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors
Patrick Brewer, CFA, CFP
Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors.
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How to Fix the Demons That Hold You Back
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What separates the people who are successful from the those who are not? The answer can be found in the power of our brain and subconscious mind, which has always been a fascinating topic to me. So often, success is all about mindset rather than being born with incredible attributes or natural ability, and our guest today has written a lot about th…
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Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning with Zack Hubbard
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Zack Hubbard is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based out of Maryland that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets. Zack and his firm have developed a financial wellness off…
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Ep 400: Sizing Up Versus Scaling Up To Build An Enduring Advisory Business with Mark Tibergien
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Mark Tibergien is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and a longtime practice management consultant and thought leader in the financial advisory industry. Over his 50-year career in financial services, Mark has witnessed the evolution of the financial advice industry and has actively defined …
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Ep 399: Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Locations) with Kelli Kiemle
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Kelli Kiemle is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based out of California that oversees $3.1 billion in assets under management for 75 households. Kelli uniquely spearheads initiatives at Halbert Hargrove to uphold the firm’s four core values and foster a strong corporate culture, a critical task as t…
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Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm With Eric Wulff
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Eric Wulff is the CEO of Marcum Wealth, an RIA based out of Cleveland that oversees $2.5 billion in assets under management for approximately 2,700 households. Eric has uniquely developed Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, largely by fostering mutually beneficial relationships with inter…
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Episode 27: Preoccupied: The ICJ’s Palestine Advisory Opinion
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In this episode, Dapo Akande, Marko Milanovic and Philippa Webb are joined by Yuval Shany, and discuss the recent advisory opinion of the International Court of Justice on the Legal Consequences arising from the Policies and Practices of Israel in the Occupied Palestinian Territory, including East Jerusalem. The hosts and their guest explore the Co…
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Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors With Jaime Benedetti
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Jaime Benedetti is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based out of Georgia and Louisiana that oversee a total of $1.2-billion in assets under management for approximately 900 households. Jaime's firm has uniquely expanded to over $1 billion in AUM over the last 20 years, largel…
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I recently got back from a visit with a friend who went through cancer recovery and is now doing great. It was amazing to see how he changed his life, from the lifestyle he lives to the passion he has for the things he’s doing. It took near-death experience to change his perspective on life, but it’s not much different than what many business owner…
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Ep 396: Leveraging Business Coaches To Delve Deep Into A Divorce Specialization That Brings A Steady Flow Of Ideal-Fit Clients With Michelle Klisanich
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Michelle Klisanich is a Wealth Advisor for Financially Wise Divorce, a hybrid advisory firm based out of Minnesota that oversees $87-million in assets under management for 91 households. Michelle stands out by effectively applying insights gained from multiple business coaches throughout her career, enabling her to precisely target and market to he…
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Coffee & Geography 4x26 Emma Baines (Climate Ambassadors West Midlands)
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Special #ClimateAmbassdors mini-series! Learn more about the scheme and get to know each of the England regional teams. Joining Kit Marie from the West Midlands hub is Emma Baines, talking about influences of youth progression into university, voluntourism and research in the Global South, jiu-jitsu, and more!The first 10 years of Emma’s career has…
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Ep 395: The Rise Of Bank Financing To Fund Independent Advisor Acquisitions And Succession Plans With Dustin Mangone
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Dustin Mangone is the Director of Investment Advisor Services of PPL Loan, a firm based out of Texas that facilitates conventional bank loans to financial advisors. Dustin's firm uniquely enables financial advisors to access bank lending—a traditionally difficult source of debt capital in the advisory industry—for financing various transactions, in…
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Coffee & Geography 4x25 Zoe Gilbank (Climate Ambassadors Yorkshire & Humber)
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Special #ClimateAmbassdors mini-series! Learn more about the scheme and get to know each of the England regional teams. Joining Kit Marie from the Yorkshire & Humber hub is Zoe Gilbank, talking about California’s redwoods, road tripping, access to green spaces for women, and more!Zoe was born in Leeds and has lived there ever since all through scho…
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Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients with Christi Van Rite
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Christi Van Rite is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households. Christi, whose firm is on track to generate nearly $1.5M in revenue this year, offers her insights into the complexities of managing extensive personal finances. You'll learn about the four pr…
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Coffee & Geography 4x24 Stephen Blenkinsop (Climate Ambassadors NE)
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Special #ClimateAmbassdors mini-series! Learn more about the scheme and get to know each of the England regional teams. Joining Kit Marie from the Northeast hub is Stephen Blenkinsop, talking about culture in the Northeast, inequality in the Northeast, his love of Spain, Doctor Who and more!Stephen is Senior Lecturer in the School of Engineering at…
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Ep 393: Taking The Risk Of A Multi-Million-Dollar Succession Loan To Make The Business What You Want It To Be with Alex Lewis
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Alex Lewis is the owner of Blackbridge Financial, a hybrid advisory firm based out of South Carolina that oversees approximately $330 million in assets under management for 415 households. At just 29 years old, Alex boldly acquired his firm through a multi-million-dollar loan, stepping in as the successor to the founder. Over the past four years, h…
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Coffee & Geography 4x23 Annie Risner (Climate Ambassadors London)
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Special #ClimateAmbassdors mini-series! Learn more about the scheme and get to know each of the England regional teams. Joining Kit Marie from the London hub is Annie Risner. Being connected to the sea, keeping fit using aerial hoops, working with Early Years settings and more!Annie was born in London and grew up in Kent, where she spent most of he…
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Ep 392: Crafting Your Specialization When There Is No Standard Playbook To Learn It with Kristopher Heck
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Kristopher Heck is a Founding Partner of Tanager Wealth Management, an RIA based out of London that oversees approximately $1.1 billion in assets under management for 630 households. Kristopher's firm stands out by scaling to over a billion dollars in AUM, specializing in serving clients with financial and personal ties to both the United States an…
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Have you ever heard of a benevolent dictatorship? This is a system where one person at the top makes decisions with kindness, care, and wisdom. While we might never see a benevolent dictator in government, this model can be incredibly effective in business. In today’s episode, we’re going to discuss why advisors need to lean into this effective for…
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Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones
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Christopher Jones is the Founder of Sparrow Wealth Management, an RIA based out of Orlando that oversees approximately $110 million in assets under management for 69 households. Chris has distinguished himself by building a highly efficient solo practice that operates under 25 hours per week, enabling him to spend more time with his family. He achi…
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2024-06-23 Retirement Lifestyle Advocates Radio w/ Karl Denninger
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This week’s interview on RLA Radio features Karl Denninger. RLA host Dennis Tubbergen gets Denninger’s comments on the economy, medical system, and politics. They also discussed the current state of the economy and the stock market. Denninger compared the market’s refusal to decline despite bearish economic indicators to Pavlov’s dog experiment, su…
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Coffee & Geography 4x22 Matilda Crane (Climate Ambassadors East Midlands)
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Special #ClimateAmbassdors mini-series! Learn more about the scheme and get to know each of the England regional teams. Joining Kit Marie from the East Midlands hub is Matilda Crane. Drinking some Dragonfly Tea, they chat about faith and the environment, Jane Austin, and more!Matilda is the Climate Ambassadors East Midlands Regional Hub Manager. Sh…
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Ep 390: Helping Prospects Find Their Way To You Online With (Local) SEO with Brent Carnduff
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Brent Carnduff is the Founder of Advisor Rankings, a marketing firm based out of Idaho that specializes in search engine optimization for financial advisors. Brent's firm uniquely assists advisors by enhancing their organic SEO through targeted content creation, designed to attract prospects with specific planning needs, and also boosts advisors' l…
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Coffee & Geography 4x20 Cormac Lawler (Climate Ambassadors Northwest)
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Special #ClimateAmbassdors mini-series! Learn more about the scheme and get to know each of the England regional teams. Joining Kit Marie from the Northwest hub is Cormac Lawler. They sip a Yorkshire Tea and chat about how Irish life changed during the ‘Celtic Tiger’, staring into ponds, amongst other things!Cormac is the Climate Ambassadors Northw…
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Coffee & Geography 4x21 Gemma Bailey (Climate Ambassadors South East)
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Special #ClimateAmbassdors mini-series! Learn more about the scheme and get to know each of the England regional teams. Joining Kit Marie from the Southeast hub is Gemma Bailey. Sticking with juice, they and chat about the influence of local authorities, reintroducing bison to Kent, baking, amongst other things!Gemma is based in Kent, but works at …
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Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg
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Mark Berg is the Founder of Timothy Financial Counsel, an RIA based out of Illinois that's on track to generate $5 million in annual revenue this year serving 800 households. Mark's firm stands out for its rapid growth, scaling from $1.8 million to $5 million in revenue within just six years while maintaining a 25% profit margin, achieved entirely …
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