Do you want to become a millionaire? Take the first step to becoming one with the Pay Less Tax book. Visit https://paylesstaxbook.com/ today to get your free copy!
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Prosperity Show Podcast. Financial Health | Business Success | Peace of Mind
Joan Sotkin - Prosperity & Mindset Mentor
A holistic approach to business, finances, and life!
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Success for Entrepreneurs from The Money and Business Hero with Florian Fritz
Florian Fritz
The Money and Business Hero Podcast is here to provide financial education and money making or wealth building tips for entrepreneurs. To achieve that we will talk about the three pillars of financial success: Money Mindset, Money Management and Money Making talking with experts in business or finance about their stories, experiences and best tips. We will have investment and trading tips for stocks, cryptos, and other assets.We will talk about business success for entrepreneurs by hearing a ...
…
continue reading
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 ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ignite Her Soul | Christian Entrepreneurs, Mindset Mastery, Online Business, Financial Success, Neuroscience, Increasing Income, Rewiring Your Brain, Prosperity, Living Faith, Betsy Croney
Betsy Croney | Certified Neuroscience Life Coach
Do you have a big dream, a desire that you’re certain God has placed in your heart? Do You see others who are crushing it in their business and their life, yet nothing seems to be working out for you? Do you have a deep desire for God to use your life and your business to impact the kingdom for his glory, yet you can’t seem to figure out why you keep doing the things you don’t want to do and you don’t do the things you really do want to do? Do You feel like God is nudging you to make a diffe ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Cashflow Lifestyle Show - Small Business Finance, Lifestyle Business Success & Financial Freedom
Susan Crichton
Here’s the truth: Many owners carry their small business on their back. We grow our business by relying on the only resource that seems to be truly “free” . . . . . . our own time. We give of ourselves. Hour after hour. Day after day. We sacrifice our time to our business. 18-hour days. Weeks without ends. We work for . . . well, essentially, we work for almost nothing. How would it feel to be financially free in your business – to have money set aside to pay your taxes when they are due – t ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Success Systems: Your Blueprint For Success in Mindset, Career, Relational, and Financial Health
Tom Vail & Steven Hurd
A place where highly motivated and ambitious individuals come to learn about foundational truths and how to apply practical systems in the areas of mindset mastery, career advancement, physical health, financial peace, emotional intelligence, and relationship success. Cover art photo provided by Robert Wiedemann on Unsplash: https://unsplash.com/@antilumen
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A with David Grau Jr.
1:30:00
1:30:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:30:00David Grau Jr. is the president of Succession Resource Group, an advisory consulting and valuation business based out of Oregon that serves independent financial advisors with RIAs and broker-dealers. What sets David apart is his two decades of experience supporting financial advisory firms, which has allowed him to identify best practices for foun…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 423: Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents’ Financial Needs with Cristina Livadary
1:30:00
1:30:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:30:00Cristina Livadary is the CEO of Mana Financial Life Design, an RIA based in Los Angeles (that works virtually with clients nationwide) overseeing approximately $70 million in assets under management for 119 client households. Cristina's firm helps “sandwich generation” clients by crafting financial plans that address their personal needs and goals …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A $13B AUM Enterprise with Kay Lynn Mayhue
1:30:00
1:30:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:30:00Kay Lynn Mayhue is the President of Merit Financial Advisors, a hybrid advisory firm based out of Georgia that oversees approximately $13 billion in assets under management for 26,000 households. What’s unique about Kay Lynn is how she cultivated her advisory, management, and leadership skills to progress to become president of a national RIA enter…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value with Daniel Friedman
1:24:11
1:24:11
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:24:11Daniel Friedman is the CEO of WMGNA, a hybrid advisory firm based out of Connecticut that oversees approximately $270 million in assets under management for 200 client households. What’s unique about Daniel is how his firm offers “in-house” tax return preparation as part of its one-stop-shop service, while outsourcing the actual preparation work to…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 420: Making Financial Planning More Repeatable Without Losing The Customization Where Clients Prioritize What Matters Most with Michelle Underwood Gass
1:29:59
1:29:59
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:29:59Michelle Underwood Gass is the Founding Principal of Paradigm Advisors, an RIA based out of Dallas that oversees approximately $110 million in assets under management for 80 client households. What’s unique about Michelle is how she developed a structured meeting process to guide new clients through her in-depth planning system, ensuring a standard…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach with Peter Krull
1:29:59
1:29:59
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:29:59Peter Krull is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based out of North Carolina that oversees approximately $200 million in assets under management for 250 client households. What sets Pete apart is his ability to grow his firm by helping clients align their portfolios with their personal values, turning investment…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For $3B Of AUM with Stacey McKinnon
1:30:00
1:30:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:30:00Stacey McKinnon is the chief operating officer of Morton Wealth, an RIA based out of California that oversees approximately $3 billion in assets under management for 1,300 client households. Stacey has spearheaded a leadership training program at Morton Wealth to support middle managers, many of whom transitioned from hands-on roles to managerial p…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 417: Establishing Your Authority As An Expert By Following A Short Book Formula For Authorship with Paul G McManus
1:40:00
1:40:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:40:00Paul G McManus is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. Paul advises financial advisors to write books not for potential royalties, but rather to establish their authority, differentiate themselves from competitors, and enhance c…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 416: Avoiding The Compliance Headaches When Going RIA By Choosing A ‘Supported Independence’ Corporate RIA Platform with Fran Toler
1:30:00
1:30:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:30:00Fran Toler is the CEO of Toler Financial Group, a DBA firm under the RIA Rossby Financial, that oversees nearly $200 million in assets under management for 280 households. Fran discusses how she transitioned from an independent broker-dealer model to a 'supported independence' corporate RIA platform to reduce her compliance burdens while paying low…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 415: Systematizing A Firm-Wide Planning Process By Leveraging Centralized Teams And A Ticketing Workflow System with Erika Wood
1:29:59
1:29:59
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:29:59Erika Wood is the Director of Wealth Management of VisionPoint Advisory Group, a hybrid advisory firm based in Dallas that oversees approximately $3 billion in assets under advisement for both 780 client households and retirement plans. Erika’s firm stands out for its use of centralized financial planning and service teams, along with a ticketing w…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 414: Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To $50M AUM In Just 3 Years with Eric Franklin
1:29:59
1:29:59
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:29:59Eric Franklin is the Managing Partner of Prospero Wealth, an RIA based out of Seattle that oversees $52 million in assets under management for 80 households. Eric uniquely grew his assets under management to $50 million in just three years by targeting employees at big tech firms and adapting his planning process into smaller, manageable segments. …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 413: Building An Internal Advisor Training Program To Solve The Talent Pipeline As A Growing $4B Advisory Firm with Kevin Leahy
1:30:00
1:30:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:30:00Kevin Leahy is the CEO of Connecticut Wealth Management, an RIA based out of Connecticut that oversees approximately $4 billion in assets under management for 1,100 households. Kevin's firm stands out for its systematized training program designed to onboard and develop young talent straight out of college, effectively maintaining a robust advisory…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For with Anjali Jariwala
1:29:59
1:29:59
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:29:59Anjali Jariwala is the Founder of FIT Advisors, a California-based RIA that operates virtually nationwide, managing $65 million in assets for 45 client households. Over the past six years, Anjali has tripled her annual revenue from $250,000 to $750,000 while only adding a net of 10 client households by focusing on physicians with complex tax needs …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach with Larry Kriesmer
1:30:00
1:30:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:30:00Larry Kriesmer is the Chairman of Measured Risk Portfolios, an RIA based out of San Diego that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients. What's unique about Larry, though, is how he is able to get clients comfortable with taking equity market risk using an a…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings with Emily Biehler
1:30:00
1:30:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:30:00Emily Biehler is the co-founder of TrailWise Financial Partners, an RIA based out of Colorado that oversees approximately $80 million in assets under management for 200 client households. What's unique about Emily, though, is how her firm ensures every client can be served profitably through a combination of a complexity-based minimum fee arrangeme…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 409: Adding 1,400 New Clients in a Year as an Extension of Doing (Profitable) Student Loan Consulting at Scale with Travis Hornsby
1:30:00
1:30:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:30:00Travis Hornsby is the founder of Student Loan Planner, an RIA and student loan consulting company based out of North Carolina that serves nearly 1,400 households with ongoing financial planning and has consulted with over 15,000 clients on student loan debt. Travis quickly expanded his financial planning client base to 1,400 in just over a year by …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep 408: Merging Into A Mid-Sized Firm To Grow Something Together (And Have A Real Piece Of It) with Maddi Keegan
1:32:15
1:32:15
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:32:15Maddi Keegan is a financial advisor and the Director of Operations at Frazier Financial Advisors, an RIA based out of Ohio that oversees $860 million in assets under management for 650 client households. After building a successful solo advisory firm, Maddi merged her business with Frazier Financial Advisors, where she secured a stake and stepped i…
…
continue reading