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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Tiffany spend their days advising listeners on how to build and manage their wealth. Find them at http://Momentum-Advisors.com.
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Working together is how we get things done. And it’s easy…until people get involved! That’s why building and growing teams is one of the most valuable skills in business today. On the Clarity Advisors Show, we’ll explore timely ideas and timeless principles, hard-earned wisdom and current trends, what works – and what doesn’t – in today’s environment.
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Mortgage Broker Advisors Podcast

MKG Enterprises Corp Third-Party Originator NLMS 1370494

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Home equity has proven to be one of the strongest ways for families to build and pass on intergenerational wealth and MKG Enterprises Corp Mortgage Brokerage NLMS 1370394 is committed to guiding clients through the mortgage process while promoting equal and fair access to homeownership.
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Join College Essay Advisors' Founder and Chief Advisor, Stacey Brook, and Director of Advising, Becca Myers, for the inside scoop on all things college essay-related – from brainstorming tips to real time essay reviews. This is your chance to go behind the scenes at CEA and discover what admissions is really looking for!
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DEI Advisors Podcast

David Kong, Dorothy Dowling, Rachel Humphrey, Lan Elliott

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Every week, DEI Advisors brings you practical advice and insightful perspectives from hospitality industry leaders or other accomplished professionals with the goal to inspire future leaders and improve their career trajectories. Each interview highlights an advisor who shares inflection points of his/her career journey and lessons learned from overcoming challenges and taking risks. The interviews are full of useful tips on finding mentors and advocates, networking, continuous learning, ove ...
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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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Federal Employees enjoy incredible benefits but it can get confusing to know exactly how to handle it all. This podcast is the place for all the tips and tricks to get the most out of your Federal benefits and federal retirement. We cover topics such as the TSP, FEHB, FEGLI, your pension, investing, and much more.
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The Advisors Option

The Options Insider Radio Network

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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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The Apex Business Advisors Podcast

Apex Business Advisor Podcast

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Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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Join Bobby Moyer and Sandy Wiggins as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and e ...
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Welcome to Business and Life Advice with Ataande & Advisors! This is a podcast for business owners and leaders like you to get your burning questions answered for free. If you sign up to be on our podcast, you will have the opportunity to sit with our experts and have impactful conversations about your needs and challenges. Our CEO, Achumboro, has longed for years to provide the guidance he wished he had during his business journey. There's no cost or obligation to use any of our services in ...
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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Transaction Healthcare is a podcast focused on addressing questions and concerns at the intersection of healthcare, transactions, and business. In each episode, partners from Merritt Healthcare Advisors, an investment bank with a unique focus on healthcare providers and their businesses, share conversations on topics such as practice valuation, industry trends, and selling a healthcare practice.
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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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A show where we highlight the intersection of innovation, leadership, and collaboration in the middle market. We aim to demonstrate the depth and breadth of our dimensional perspective, proving the power of big picture thinking in navigating today's complex landscape. Join us as we explore the ideas, trends, and strategies shaping the investment banking & advisory landscape, and discover the company we keep along the way.
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Travel Industry Disruptors welcome! In this weekly podcast, I share, along with featured guests, the actual strategies that will keep your travel business moving forward. We discuss foundations, marketing, sales, client experience, systems, supplier relations, and everything in between to empower you to run an effective and profitable travel business, and not just another travel hobby. For travel agents/advisors, travel suppliers, tour operators, tourism professionals, travel coaches, travel ...
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Looking for Christian Counsel on Money Matters? This podcast provides Christian Stewards like you with professional insights about creating a Financial Plan and strengthening your bond with God, all from a biblical perspective. Each episode is based on current news events and insights around the 4 pillars of Christian Investing: -Debt Management -Savings - Investing and -Estate Planning/Family Dynamics The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional, w ...
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Address Advisors

Address Advisors

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Address Advisors is a professional Indian property consultancy firm headquartered in Bangalore. A consulting and advisory approach to real estate brokerage services, Address Advisors is a one-stop shop for all real estate brokerage solutions. With more than 100+ years of consolidated experience, Address Advisors has grown from a boutique real estate firm to a leading property consulting organization. True to the spirit of our name, we play both advisory and consultancy roles for our clients ...
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Export Advisors

Export Advisors

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Export Advisors is a podcast about international sales. We examine the key elements of a successful export sales operation, in a series of short episodes about topics such as structuring an international sales department, export pricing, programs, payments, logistics and finding the right distribution partners. www.export-advisors.com
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Join Bobby Moyer and Sandy Wiggins as they discuss how the evolving political landscape and the CrowdStrike incident are affecting the markets. Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational…
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Send Rita a text with your thoughts! Welcome to the sixth episode in the Summer Selling Series. Diane Frisch, Founder of Diane Frisch Destinations, is our guest and we're touching on all things river cruising. If you're a travel advisor wanting to sell more river cruises, you're in for a treat from the 2024 ASTA River Cruise Travel Advisor of the Y…
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Show Notes: X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/? Tweet from Michael Kantro, Chief Investment Strategist at Piper Sandler on 7/23 https://x.com/MichaelKantro/sta…
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Join Stacey and Becca as they discuss the risks that accompany reading too many college essay examples and ways students and parents alike can best set themselves up for success before starting the college essay writing process. Watch some of our YouTube videos: https://www.youtube.com/watch?v=0MaLsIu1vdE https://www.youtube.com/watch?v=a6VxiKDeqQc…
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Welcome back to the Apex Business Advisors podcast! In this episode, host Andy Cavanaugh and Doug Hubler discuss recent business closings, including a notable deal in the durable medical equipment industry. They explore the complexities of business transactions, landlord challenges, and screening potential buyers. Special guest Byron Ginsburg, an e…
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Host of Elementality, Jordan Haines, CFP®, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System). During this discussion Jordan and Adam talk about how financial advisors can get their business out of thei…
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In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning. For full show notes, see kitces.com and thesocietyofadvice.com.
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With Russell Crow and William “Billy” Diehl — Partners, Managing Directors, Beacon Pointe Overview The first breakaway team to join Beacon Pointe Advisors offers a perspective on change at the wirehouses, the value of being a true fiduciary, the responsibility to a client and advisor’s business on serving an expanding list of client needs, taking a…
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In this episode, Toby Mathis of Anderson Business Advisors welcomes Neal Bawa back to the show for another eye-opening appearance. Neal is the founder and CEO of Grocapitus, a commercial real estate investment company, and CEO of MultifamilyU, an apartment investing education company. Neal reports some jaw-dropping stats: 18 million families are pr…
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Discover why RV Park investing is worth your attention, how the RV Park business model works, steps for buying your first property, plus the 5 keys to successful RV Park investing. This comprehensive guide will provide everything you need to know about this lucrative and under-the-radar niche.על ידי Peter Harris
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Homebuyers Alert! Did you know there are over 100 rural homes available in Fresno that can be purchased with $0 down and no closing costs? Homeownership is now just a pre-approval away! With our USDA Mortgage and SmartBuy DPA, you can achieve your dream of owning a home without the upfront financial burden. To qualify, you need: • A minimum credit …
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This week on “Inside the Economy”, we discuss housing, the Federal Reserve interest and Federal funds rate, and the Consumer Price Index (CPI). The Federal funds rate is currently higher than all main U.S. inflation measures. Is the cost of money greater than inflation by design? In other news, per the CPI Primary Shelter measure, rents continue to…
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In this insightful episode, we delve into the multifaceted world of financial planning for physician families. Hosts Nate Reineke and Ben Utley provide expert advice on navigating home building, real estate transactions, and investment strategies, all tailored to the unique needs of medical professionals. From addressing the emotional and financial…
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In this special bonus episode of "Business and Life Advice with Ataande & Advisors," we dive into an insightful archived interview where Achumboro Ataande sits down with Chukwuebuka Uyanwa. Together, they explore the crucial topic of finding and keeping the right mentor. Drawing from their rich experiences, they discuss the importance of mentorship…
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On this “Ask Me Anything” edition of The Clarity Advisors Show, host Ken Trupke answers listeners’ questions. This week he explains how being fun and being professional isn’t an either/or proposition, and he offers some recommendations for your summer reading list. If you have a question that you’d like Ken to answer in a future episode, you can em…
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Jonathon shares what he's learned from living all over the world. He talks about how several company mottos have, in ways, evolved into his own personal mantra. Jonathon also discusses how running is an important part of his business travel experience, he relies on his network to keep growing and learning, he perceives taking risks and tackling cha…
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This week, Microsoft and CrowdStrike caused the world to temporarily grind to a halt. Flights were grounded, hospitals struggled, and emergency services faced disruptions - all because of a tech glitch. Now, closer to home, what if your bank suddenly went silent? This week's episode dives deep into the recent technology outage, then zooms in on you…
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Mark Lewis, founder of Mark's Money Secrets, shares his journey from being a film composer to becoming a finance expert. He emphasizes the importance of corporate structure for tax reduction, asset protection, and legacy preservation. Mark explains how he discovered a unique combination of corporate structures that provide maximum benefits. He also…
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In today's episode, we visit an article by Dr. Art Rayner that discusses the seven lies teenagers believe about money. This episode is crucial for parents, grandparents, and young adults alike. Therapists often say that how we think and act today is influenced by our upbringing. With busy work schedules and school activities, monitoring our kids 24…
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In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James. We discussed why advisors make the move from the employee side of the business to the independent side. With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense. We also discussed how Todd …
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This week, we have a special episode featuring Jon Kuttin and Brittany Anderson on the Ultimate Advisor Podcast! Tired of dreaming small? Learn how one advisor built his practice beyond $9.5 billion in AUM without a client in sight! On this episode, Jon Kuttin reveals how he removed himself from client work over a decade The post Featured Podcast: …
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Join us on the latest episode of the SideBar Advisors Podcast as we dive into the remarkable journey of Kristin Grant, Founder of Grant Attorneys at Law. From her early aspirations in pre-med to her dynamic transition into patent law, Kristin shares invaluable insights gleaned from her diverse experiences. Discover how her entrepreneurial spirit le…
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