Financial Advisors ציבורי
[search 0]
עוד
Download the App!
show episodes
 
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.
  continue reading
 
Artwork

1
Kitces and Carl - Real Talk for Real Financial Advisors

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

Unsubscribe
Unsubscribe
חודשי+
 
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.
  continue reading
 
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 ...
  continue reading
 
Artwork

1
The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

Unsubscribe
Unsubscribe
שבועי
 
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.
  continue reading
 
Artwork

1
Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

Unsubscribe
Unsubscribe
חודשי
 
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.
  continue reading
 
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 ...
  continue reading
 
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 ...
  continue reading
 
Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work. Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guest ...
  continue reading
 
The EmpowHER Podcast is a platform for women to come together to gain financial insight and strategies with a tribe of brilliant women. CERTIFIED FINANCIAL PLANNER ™️ Michelle Hipskind leads this monthly show. She educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving listeners access to the appropriate professionals that can help solve the problems many women face. In-person events are held ...
  continue reading
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
  continue reading
 
Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life. In each episode, host Howard Caplan and a member of ...
  continue reading
 
Artwork

1
Financial Advisors Advantage

Brett McDonell - Financial Advisor Sales & Marketing Ally

Unsubscribe
Unsubscribe
חודשי
 
Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
  continue reading
 
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
  continue reading
 
Loading …
show series
 
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…
  continue reading
 
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…
  continue reading
 
Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize. Instead, financia…
  continue reading
 
With Jeremy Holly, Executive Vice President Strategic Business Development and Jared Fingeret, Senior Vice President—LPL Financial Overview Succession and monetization are hot topics for advisors in every model. LPL Financial’s Liquidity and Succession program representatives discuss what advisors, independent business owners, and next gens need to…
  continue reading
 
In this episode of the Physician Family Financial Advisors podcast, hosts Nate Reineke and Ben Utley, both Certified Financial Planners, delve into a variety of financial strategies tailored specifically for physician families. They explore how to maximize the safety and returns on extra cash by examining different investment options such as U.S. T…
  continue reading
 
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: …
  continue reading
 
In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to create deeper conversations and deeper connections. For full show notes, see kitces.com and thesocietyofadvice.com.
  continue reading
 
In this podcast, we delve into the tragic story of the Fandango founder, who was recently identified as the man who committed suicide in New York earlier this week. This heartbreaking event has shocked many and serves as a powerful reminder that wealth and success do not always equate to happiness or mental well-being. The founder of Fandango, a ma…
  continue reading
 
In this deeply moving podcast, we discuss the recent passing of Joe "Jelly Bean" Bryant, the father of legendary basketball player Kobe Bryant. Joe Bryant's contributions to the world of basketball and his legacy are remembered and honored. His death, however, brings to light an important, yet often overlooked topic: financial planning for the inev…
  continue reading
 
A.B. Ridgeway addresses the common financial pitfalls associated with vacation spending. He emphasizes the importance of planning and budgeting for vacations to avoid long-term debt. Ridgeway shares personal insights and professional advice on how to enjoy a well-deserved break without compromising financial health. He advocates for a proactive app…
  continue reading
 
Breaking news! Trump was just injured by what seems to be bullets. Here is the audio. 💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridgewaywm/consultation Next Steps 📞 Have a question for the show? Email us at: aridgeway@abrwealthmanagement.com 🏦 Download our Free E-book- https://www.abr…
  continue reading
 
A.B. Ridgeway explores the phenomenon of supersavers—individuals who contribute significantly to their retirement savings. He discusses the historical context of supersavers, their financial habits, and practical strategies for listeners to become supersavers themselves. Ridgeway emphasizes the importance of consistent saving, the power of living b…
  continue reading
 
A.B. Ridgeway speaks about the growing trend of personal finance education in high schools. With 26 states now mandating a personal finance course for graduation, this shift could significantly enhance financial literacy among young Americans. A.B. Ridgeway explores the recently passed bill in California as a case study, examining its potential imp…
  continue reading
 
A.B. Ridgeway talks about the retirement crisis facing many Americans. Despite having checking and savings accounts, many people find themselves unprepared for retirement. Ridgeway discusses why high-yield savings accounts aren't sufficient and emphasizes the importance of early and strategic financial planning to avoid the harsh reality of working…
  continue reading
 
Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients. In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important c…
  continue reading
 
With Jeff Brown – President, Stratos Private Wealth Overview Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Yet a nagging “what if” feeling inspired him to conduct strategic due diligence, leading him first to sell a minority stake in his business and later a majority stake. Now,…
  continue reading
 
A.B. Ridgeway tackles the conventional wisdom of saving more and spending less as a surefire strategy for retirement. Through historical analysis and personal anecdotes, he underscores how modern financial challenges—such as high inflation, increased debt, and lower savings interest rates—demand a more nuanced approach. Ridgeway explores the pitfal…
  continue reading
 
Find the secrets to optimizing your retirement and investment strategies with our latest episode! Discover why solo 401(k) might outshine SEP IRAs for self-employed physicians, especially if backdoor Roth conversions are on your radar. We'll also guide you through the critical decision-making process around contributing to 457(B) plans, dissecting …
  continue reading
 
Host of Elementality, Jordan Haines, CFP®, discusses the importance of being curious with clients even in the most functional of interactions. It’s often while discussing financial data, presenting the financial plan, or even just chatting with a client that an emotional response will be triggered. But if you’re not looking for it, you may miss an …
  continue reading
 
AB Ridgeway delves into the recent news of Bronny James, son of NBA legend LeBron James, being drafted by the Los Angeles Lakers. This episode explores the implications of this high-profile draft pick, the potential for LeBron James' free agency decision, and the broader themes of family legacy and influence within professional sports. Ridgeway con…
  continue reading
 
A.B. Ridgeway discusses the highly anticipated debate between President Joe Biden and former President Donald Trump. Ridgeway explores the implications of their economic policies, particularly on Christian financial health. He highlights the significant issue of debt plaguing many Christians and delves into practical solutions for debt management a…
  continue reading
 
Welcome back to Quantum Growth for Financial Advisors! This week, Jon interviews Brittany Anderson about her concept of the 90-10 transformation, which addresses the challenges faced by highly driven individuals in the financial industry. Brittany shared insights into the impact of the pandemic on different individuals, highlighting the distinction…
  continue reading
 
Host of Elementality, Jordan Haines, CFP®, and Josh Humada, founder of Boundless Wealth, discuss the value of focusing on core financial behaviors with clients rather than over-optimizing each person we work with. They explore the question “what if we could build a successful financial advice business by only delivering on these core habits and beh…
  continue reading
 
In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in order to create impactful conversations about money. For full show notes, see kitces.com and thesocietyofadvice.com.
  continue reading
 
With Duncan MacPherson, CEO, Pareto Systems Overview Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business. It’s like having a free session on growth with one of the best coaches in the business. Listen in… > Download a transcript of this epi…
  continue reading
 
Using the example of the rivalry between WNBA stars Caitlin Clark and Angel Reese, he explores how financial disparities and societal expectations shape perceptions and behavior in sports. Ridgeway connects these issues to a biblical perspective, referencing 1 Timothy 6:10 to discuss the moral implications of the love of money. The Love of Money an…
  continue reading
 
Host of Elementality, Jordan Haines, CFP®, discusses two things every financial advisor should do with a client before they engage in financial planning with them: Step 1: Ensure the client is sufficiently oriented to their financial situation Step 2: Ensure the client has the foundational financial behaviors in place Jordan explores why every advi…
  continue reading
 
With Dustin Cali and Daniel Ventura – Founding Partners, Praetego Private Wealth Overview While the built-in referral mechanism of a bank brokerage firm can help grow a client base, over time, the firm’s “guardrails” naturally limit those who have their sights set on creating something bigger and better. Dustin Cali and Daniel Ventura of Praetego P…
  continue reading
 
With billions of dollars sitting unclaimed in state treasuries, you could be missing out on money that rightfully belongs to you. On this episode, I break down the process of finding and claiming this money and offering practical steps to ensure you're not leaving any of your financial assets behind. Tune in to learn how to secure your financial fu…
  continue reading
 
On today’s episode we answer more of your questions! Are we on track for retirement? My mom and dad need a little help with money - how much can I help? Is now the right time to upgrade in house? Another physician inheritance: what should I do with my extra money? I am looking at hiring a financial advisor, what questions should I ask them? I keep …
  continue reading
 
We all are going to die. But not all of us are preparing our families for it. And that is just sad. Because they need you to have your affairs in order. Or they will have to carry that burden on top of their already hard life, including losing someone so special to them. So preparing for death is not just spiritual, but also financial. Preparation …
  continue reading
 
Today we discuss the recent proposal by the US Treasury Department to close a major tax loophole for wealthy taxpayers, aiming to raise $50 billion over the next decade. He emphasizes the importance of understanding the true impact of such policies and the division they create among citizens. Ridgeway critiques the government's approach and encoura…
  continue reading
 
In this episode, host AB Ridgway shares a personal story about his childhood fear surrounding the bedtime prayer "Now I Lay Me Down to Sleep," leading to an important discussion on the importance of financial planning and the legacy we leave behind. Key Takeaways: The Power of Instructions: Instructions are essential in various aspects of life, fro…
  continue reading
 
AB Ridgeway returns from a brief hiatus to share exciting updates and improvements to the podcast and website. He emphasizes the goal of the podcast: to teach listeners to be rich in spirit and righteous in action, regardless of their financial status. Ridgeway discusses the importance of making financial information easily accessible and announces…
  continue reading
 
In this episode of Elementality Jordan Haines talks with Brandon Galici, founder of Galici Financial, about the standalone value of orienting people to their financial situation. In particular, they explore real-life examples of when orienting someone to their financial situation may be the very thing that they want from a financial advisor, and no…
  continue reading
 
In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale. For full show notes, see kitces.com and thesocietyofadvice.com.
  continue reading
 
With Corey Kupfer—Attorney, Deal-maker, Speaker, and Author Overview Expert industry attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move, plus how to prepare your business for change, with actionable best pract…
  continue reading
 
Welcome back to Quantum Growth for Financial Advisors! This week, we welcome back Bill Cates again, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and to talk about how to truly believe in the value you provide to your The post The Language of Referr…
  continue reading
 
In this episode of "Financial Advisors Say the Darnedest Things," host AB Ridgeway explores the concept of wealth and what it truly means to be rich. He challenges listeners to rethink their perceptions of money and self-worth, emphasizing that the idea of being "rich" is highly subjective and influenced by our backgrounds and environments. Ridgewa…
  continue reading
 
Understanding Inheritance: A Comprehensive Guide for Financial Planning Discover the essential aspects of inheritance and financial planning in our comprehensive guide. Learn about IRA rules, taxes, and estate strategies. Inheritance can be a complex and emotionally charged topic. Inheritance laws, taxes, and planning strategies can feel like a maz…
  continue reading
 
Understanding Inheritance: A Comprehensive Guide for Financial Planning Discover the essential aspects of inheritance and financial planning in our comprehensive guide. Learn about IRA rules, taxes, and estate strategies. Inheritance can be a complex and emotionally charged topic. Inheritance laws, taxes, and planning strategies can feel like a maz…
  continue reading
 
Recorded on location at ACP's Annual Conference held November 2023 in Spokane, Washington, this special episode is a collage of ideas from a sampling of ACP financial planners. Sharing best ideas from the last year and what they started doing in 2023 that they think would help other advisors in 2024, ACP advisors were asked to provide their top tip…
  continue reading
 
To register for the workshop go here: https://getelements.com/resources/webinar/how-to-choose-the-right-marketing-strategy/ In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing get ready for our upcoming Marketing Strategy Workshop and explore how advisors can lay the fou…
  continue reading
 
Loading …

מדריך עזר מהיר