Financial Advice ציבורי
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In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
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What's going on, what to know, and what else is happening in the financial world and beyond with Jeremy Udell, CFP®. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>1950 Ringling Blvd Ste 403, Sarasota, FL/ Phone:941.951.0443/ Email:Jeremy@wealthenjoyment.com/ www.wealthenjoyment.com________________________________________________>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Se ...
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Financial Advice is recorded weekdays at 12pm PST in the qNFT HUB Discord, live and unedited. Topics include regular updates from the team on all QUANTUM.TECH projects, crypto current events, NFT space drama, and more. We regularly have special guests join us ranging from artists discussing their own projects to industry experts providing insights into the more technical aspects of crypto and NFTs. Will there be financial advice? Maybe. Will the live recording screw up from time to time? Pro ...
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Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
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The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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Join @90DayMoneyPro as we empower people at any income or asset level with expert knowledge and guidance on how to create and implement an optimal Financial Plan in just 90 days. — Smart financial decision making is not properly taught in schools, tough to learn from family or friends, and yet is a vital part of a well-rounded and happy life. Allow us to help guide you to financial freedom and success as you listen to our valuable interviews, tips and discussions, and deep-conversations with ...
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Learn how to build wealth towards a comfortable and rewarding future with these practical tips and insights from an experienced investor. [Not a certified financial professional so please do your own research before making financial decisions]
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show series
 
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Part Two---Your Ultimate Guide to Resources from my Website and Beyond -------------------- LINKS FROM THIS EPISODE: Register for the Systems to…
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The magical, ephemeral deadline approaches. It may seem arbitrary, but if you aren't aware of the ways the year switch from 2023 to 2024 can affect you, it's important to do the research, and take stock before the calendar clicks over. And if you'd like to hear why Jeremy is looking forward to Chanukah again, make sure to listen to the end!…
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Clint and Keith chat about the disconnect between Consumer Sentiments negative trends and the actual market data that shows an upswing. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
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Every advisor dreams of a successful practice that runs like a well oiled machine, allowing you more time outside the office to enjoy the things you love. If that feels impossible or out of reach…the only thing standing in your way is that you don’t have the necessary systems and processes in place for your business to run effectively and efficient…
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About 10 years ago I conducted this experiment in my business. It's an atypical exercise FOR SURE, but it had such a profound and lasting impact on my business. What I learned from this 'Year of No' has continued to be the framework for how I make decisions about my time now--a decade later. After doing this for a year I gained major clarity on: Wh…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Part Two---Your Ultimate Guide to Resources from my Website and Beyond -------------------- LINKS FROM THIS EPISODE: Episodes Mentioned: Episode…
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I am excited to share a few additional resources to piggyback off Episode 137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond. As I’ve said, being a financial advisor is HARD, but having tested, effective tools and resources will help your business thrive in this fast-paced environment. The Efficient Advisor websit…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Free to Fee---How to Start Charging for Planning, Even in a BD World With Bryan Jansen —----------------------------------------- LINKS FROM THI…
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As every advisor knows, financial planning is a careful dance between building trust, offering expert advice, and growing a profitable business. Charging fees is too often seen as a massive hurdle many don’t want to scale. But if we’re being honest, this mindset will never drive your business towards profitability and sustainability. Our guest, Bri…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!) —---------------------------------------------- LINKS FROM…
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Nate Condon chats with Megan Jerabek about the NIL Rule changes and the Supreme Courts decision regarding student athletes --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
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There is serious science behind what we say and how we say it. And we all know that in order to run a successful practice, following-up with potential and existing clients is critical. But the WAY in which we follow-up is actually one of the key factors that will determine a client’s level of engagement. In this episode, Libby shares two phrases to…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Five Strategies I Used to Work 25 Hours a Week. ------------------------- LINKS FROM THIS EPISODE: Download the Family Tree Template Here Enroll…
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If you could cut your work week from 80 hours down to 25 without sacrificing revenue and maintaining your sanity, would you be the first to sign up?!? Many of you are shouting “HECK YES” through your computer screen! In this episode, Libby shares the five strategies she instituted in her business to decrease her time spent at the office while impro…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship ---------------------------- Connect with Libby on Linked…
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Managing client data can be overwhelming and cumbersome without tools to stay organized. Why struggle to remember every detail when you can implement a foolproof process to capture and update client information on the regular? In this episode, Libby shares one of her favorite tools to deepen relationships and human-to-human interaction. The Family …
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team --------------------------------------------------------…
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Every advisor has overheard a team member on the phone and thought “Oh man, that is NOT how I would have said that!” And, even with coaching and discussion, it’s hard for your team to remember those exact words or phrases the next time something pops up. Enter The Guided Response Document. Consider this the ultimate customer service cheat sheet. In…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Two Ways to Waste Less Time Every Single Week for You and Your Team —---------------------------------------- LINKS FROM THIS EPISODE: Connect w…
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Interest Rates are pretty high right now, at least compared to where they've been over the last decade. What mistakes do we need to avoid? Are there any opportunities to be taken advantage of? And can Jeremy sing as well as the great Davy Jones? Find out as you dig in to this week's bowl of Oodles!על ידי Jeremy Udell
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Everyone wishes there were more hours in the day, but we unfortunately only have so much time to accomplish our professional and personal goals. Stop wasting critical time and start implementing strategies to run your business more productively so you can minimize stress and boost your efficiency. In this episode, you’ll hear Libby deliver a compel…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Better Financial Planning Through Emotional Intelligence with Brendan Fraizer —------------------------------------- LINKS FROM THIS EPISODE Che…
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In the world of finance, the behavioral aspect plays a crucial role. It's an aspect that often goes unnoticed but can significantly impact the relationship between a financial advisor and their clients. In this episode, I am joined by Brendan Frazier, a seasoned consultant to financial advisors turned financial planner, to discuss this fascinating …
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane --------------- LINKS FROM THIS EPISODE: Book menti…
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Mitch DeWitt and Nate Condon talk about the HOT TOPIC that piqued everyone's interest this year. Times have changed, and getting a 3% APR on a loan feels like a long lost dream. Where are we at today with #interestrates, and when might they fall? #financialnews #usinterestrates #finances #heloc #loans #financialadvice #financialplanning --- Send in…
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Get ready to transform your prospecting efforts as I sit down with Robyn Crane, a marketing dynamo known for her successful strategies. Robyn shares her five-step Revenue Accelerator System and her unique approach to ‘cloning your ideal client’. This episode is all about maximizing your marketing reach and doing money-making activities that turn in…
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Alicia and Polly are back to discuss talking to your kids about money. It sounds so simple, yet can be a complicated topic. Listen to these two #womeninfinance discuss how they talk to their own kids about money, and why it is important. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message…
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Our expat team sat down with Tina Adatia from her London office. Ms. Adatia is an executive vice president and product strategist, focusing on global fixed income and ESG strategies at Pimco.PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested…
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I say this at least once a month or more on this podcast. Being a financial advisor is HARD. Running your own business is HARD. And having tools in your toolkit is your ticket to not just keeping up, but truly thriving in this fast-paced many hats environment is critical. I have put together a list of resources for you that will help you do all the…
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The commercials will show you people walking on the beach hand-in-hand, gardening with a smile, even taking on high risk adventures. Eventually, the retirement luster can wear off. It is important to have a plan, figure out how you will spend your days. We see this all of the time with clients. The reality of retirement can be different than the dr…
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Can you imagine the power that technology and artificial intelligence hold for the future of financial advising? We're bringing you an exhilarating conversation that peels back the layers of this fascinating subject. Our special guest, John Pendergast, CEO of Blue Leaf, provides a wealth of wisdom on how financial advisors can leverage digital magi…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA LINKS FOR THIS EPISODE: Find Kevin'…
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From New York Yankee to Certified Financial Planner! Today's guest, Kevin Thompson, former Yankees outfielder, walks us through his extraordinary path, from his encounters with a Ponzi scheme to his transition to an RIA, and ultimately, the establishment of his successful financial planning practice. He candidly shares anecdotes from his Major Leag…
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#luxurytravel becomes an attainable goal with this helpful information from Scott Poniewaz, Head of EXEC. EXEC is a highly curated hotel, travel, lifestyle, and business benefits program providing access to exceptional brands and experiences. It powers the benefits and perks programs of some of the world's leading associations and organizations.htt…
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Job loss is one of the toughest things you can experience in your career. Hopefully it leads to greener pastures for most, but recovery from the shock is a jarring task. We wanted to make it easier for you. Here is a run-down of the financial checklist you should consider if you find yourself in this difficult situation. Pensions, health insurance,…
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I LOVE when I find a good resource for advisors. When I think about what I ultimately want for the Efficient Advisor, a big piece of that vision is to be a hub for solid, vetted resources. A place where advisors can come to get great ideas to help them grow and leverage their practices. Today’s guest, Kelly Augspurger, is one of those resources. Ke…
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In this blog Emma Crossick talks to Alan Moran about his harrowing experience of a recent and severe fire at his home. The fire brigade believe this was a caused by a faulty phone charger. After going through this he talks about what you need to think about just in case it happens to you.על ידי Alan Moran
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It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through! In Week 6…it’s all about creating processes for LEADING your business…
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It’s Week 5 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through! In Week 5…it’s all about creating processes for SCALING your proces…
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Emma Crossick talks to Alan Moran from Interface Financial Planning about his recent experiences with insurance claims. Firstly his car was involved in a collision and then there was a major fire at his home. These incidents have meant a lot of contact with insurance companies to settle claims. Listen to find out more.…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Level 4 Processes of the Systems to Scale Framework: SYSTEMATIZE ---------------------- LINKS FROM THIS EPISODE: Sign Up for the Systems to Scal…
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Clint Walkner and Jonathan Jordan go over the business valuation process and how it fits into your financial planning. Also, Luke Combs #fastcar is quite the hit...who sang it better, him or Tracy Chapman? Debate away! --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message…
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Today, Jeremy is joined by a brilliant communicator and leader, his friend Scott Brown. Scott has written a book called Alignment, focusing on employee engagement. He’s an accomplished communicator, and has been a key note speaker, and won many speaking contests. Today, he’ll share some tips on improving our communications skills.…
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