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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.
 
Will you outlive your retirement savings? How do you get out of debt? How much do you need to save before you leave your job? Every Friday, we answer Finance's most asked questions about wealth management by interviewing and sharing the stories of financial advisors from all types of professions. Our guests include the best Certified Financial Planners, health and life coaches, veterans, CEOs, accountants, pastors, authors, and more... Remember, your faith and your finances don't have to be ...
 
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
 
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.
 
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 ...
 
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.
 
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 ...
 
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 ...
 
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show series
 
As the market volatility and uncertainty in 2022 continues, many advisors are leaning on a true comprehensive financial planning approach to help clients plan for their long-term goals. Advisors, are you currently offering true comprehensive financial advice to your clients? If not, it may be the right time to look at this business vertical very Th…
 
A conversation with Kelly Milligan – Managing Partner, Quorum Private Wealth Overview Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as Chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth. Listen in… > Download a transcript…
 
It looks like, after a 2-day session, the Federal Reserve with a unanimous vote decided to raise the Federal Fund rate by .75% Wednesday. They stated their target inflation rate to be between 2.25%-2.50% annually. This is yet another aggressive move by the Federal Reserve which justified its decision by stating that we have robust job gains and low…
 
UTMAs can seem appealing to a physician for the tax break. However, using this account to hide money and present it to a child when they reach adulthood is a no-no. So then are UTMAs still a valuable tool for physician moms and dads? How might they help physicians in the process of giving their children money? Tune in today to learn more about the …
 
A conversation with Phil Fiore, Chief Executive Officer, Executive Managing Director, Co-Founder, Procyon Partners, LLC Overview 5 years ago, Phil Fiore and his team realized that working at UBS limited their ability to grow and offer customized services to their largely institutional client base. So they launched Procyon Partners and since have ex…
 
Every Financial Advisors wants you to join their mailing list but you are scared. Because you don't know what expect. Are you going to be bombarded by ads? Are you going to get emails with a bunch of links? Or are you going to get something of value? Well on this short episode, A.B. Ridgeway takes the time to actually READ one of our newsletters th…
 
You are a very intelligent person. Graduated with high marks. A top performer in your career. You raised some beautiful children who are also smart. But for some reason, when it comes to your personal finances, you could lead your way out of a wet paper bag. Why is that? Why are smart individuals making stupid decisions when it comes to their finan…
 
A conversation with Louis Diamond… Overview A financial advisor’s move should be to improve client service—because it’s the clients who ultimately drive business growth and value. Here’s how to communicate “what’s in it for them” so they fully understand the positive impact the change can bring. Listen in… > Download a transcript of this episode… A…
 
As the COVID-19 pandemic seems to be coming to an end, advisors and clients alike are getting back out into the world and engaging with each other in a face-to-face setting again. Like Jonathan Kuttin, many financial advisors that started their careers in the 1990’s utilized educational and dinner seminars to build out their client The post Leverag…
 
“For God so loved the world that He gave His only begotten Son, that whoever believes in Him shall not perish but have everlasting life” John 3:16 If you have spent at least one weekend at Vacation Bible School, then you know that scripture like the back of your hand. It is one of the cornerstone scriptures of our faith, and continues to be the bec…
 
A conversation with Bill Cates, President, Referral Coach International Overview Bill Cates has helped financial advisors move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients by accessing the power of referrals. Bill shares his best tips to create your own referral process with…
 
A physician has made the decision to change jobs or move out of state. What answers should a physician receive before they accept a new position? What key factors should a physician know before they establish new residency, such as taxes, insurance, debt, and retirement? How should a physician plan their move to avoid huge impacts to their life? Ev…
 
If your child was in their early 20s, recently married, with $8,000 in debt and a husband with $80,000 in student loans, what would you tell them to do? Well, our next guest, Charissa Quade, knows exactly what to tell them, because that 20 year old was her. Our next guest shares with us how she got out of debt and has been spreading the gospel of p…
 
It's 2022 and seemingly the 10 year bull market in US equities has come to an abrupt end. If you are an advisor in transition or a newer advisor to the industry, this type of environment may not be familiar or comfortable for you to make a business move or service your valued clients. Listen The post Transitioning as an Advisor During Down and Vola…
 
This 4th of July just might be the most expensive Independence Day you have seen in recent history because of inflation. So as you fire up the grill, send out the invitations via Facebook, and clean out the pool…we want to give you 4 tips to make sure that you and your bank account have the time of your life. No one wants to laugh now, and cry late…
 
We are talking about personal finance classes in our high schools. According to an article by CNBC High school students in Michigan will soon be guaranteed a personal finance course before they graduate. The Michigan House of Representatives on Tuesday passed HB 5190 by a vote of 94-13. The bill passed the state’s Senate in May with a vote of 35-2.…
 
What do you do after 20 years of faithful servitude to God through church ministry and God leads you down a different path? How do you balance business and the pursuit of profit with faith? And is the church the only way to do God’s work? He is a retired Pastor of 20 years who just can’t retire. He’s eager to see the family of Jesus actually be the…
 
The Government is trying to pass the Secure Act 2.0. In an age of political gridlock, one cause is gaining rare bipartisan momentum in Washington: helping Americans save for retirement. This may be one of the first time where the American people win from the passing of legislation. The House of Representative just passed The Securing a Strong Retir…
 
According to a recent news article from CNBC it states that “Panic is not a strategy” How investors and advisors can look beyond the traditional 60/40 in the second half of 2022. Hmm…This should be interesting. Join us as we discuss volatility, recession risk, and how rebalancing your portfolio to your investment risk may be the best strategy to pr…
 
A conversation with David Gehn, Partner, Ellenoff Grossman & Schole LLP Overview While advisors successfully transition out of non-Protocol firms each and every day, doing so comes with added risks. Attorney David Gehn, whose expertise is in representing advisors in transition from Protocol and non-Protocol firms alike, explores the topic and share…
 
Are you living paycheck to paycheck? If you are in America there is a 60/40 chance that you are. We discuss inflation and how a few changes can help bring you peace of mind so you thrive and not just survive! Click the link below to visit our podcast page and subscribe:https://lnkd.in/esvy3mxP Also click below to check out our merchandise store ful…
 
The finance world is in a whirlwind. The Feds are trying to curve this inflation as we are officially in a bear market and headed into a recession. Legislation has been submitted to eliminate the penalty for unused 529 assets if they are rolled over into a Roth IRA, and the SEC charges its first broker since the introduction of Regulation Best Inte…
 
We are going to see troubling times and this is not going to be any different. But that doesn’t mean that we hide under a rock. God has something better for us. In today’s scriptures it says that no matter how much suffering we may encounter there is no comparison to the glory that will be revealed to us if we stay faithful to God’s word…
 
The federal Trade commission is really cracking down on Walmart for it’s money transfer services. According to the article published by Reuters, The FTC is filing a lawsuit against the retail giant because it alleges that Wal-Mart has not done enough to stop finance fraud through their transfer services such as Western Union and MoneyGram.…
 
No more parties in LA. Air BnB announces a permanent ban on parties. According to the news outlet Reuters, Air BnB Inc plan of making a permanent ban on its parties in homes listed on its platform since a sharp drop in reports of unauthorized gathering since the prohibition was put in place in August 2020. So if you are a traveling and looking for …
 
One of the challenges of fiduciary financial planning is how to best communicate with clients. You'd like your clients to tell you more about their financial lives, but they might be afraid of wasting your time if they think of you as just a professional specialist. You also want them to understand your own confidence and professional advice, but w…
 
Talks of a recession have been on the tongues of every investor in the finance industry but one man Peter Schiff who called the 2008 financial crash says that this downturn will be the worst. If you are worried about what is coming up next and how to prepare yourself listen in.
 
A physician has made the decision to buy a house, so what’s the next step? How should physicians acquire a mortgage? What is the difference between a preferred lender vs. a standard bank loan? What type of loan is the best option for a physician? Tune in to learn the seven recommended steps for physicians in the home buying process that, with plann…
 
To be or not to be that is the question…that William Shakespeare asked but To Prenup or Not to Prenup is what Christians are asking. Today we are going to look at it from a Biblical perspective and also a financial perspective. This is the earliest introduction that we receive in the Bible. The 24th verse of the 2nd chapter. First creates the unive…
 
Today we will be breaking down some of the ideas from a recent article from ThinkAdvisor: In a recent survey, half of the retirees said that they would have changed their financial habits during their working years But those who paid a professional to develop a financial plan were satisfied and felt the service was worth the expense. Now listen to …
 
A conversation with Matt Cooper, President of Beacon Pointe and Sasank Chary, Managing Director of KKR Overview What does it take to garner the attention of one of the leading private equity firms in the world? Beacon Pointe’s President Matt Cooper and Sasank Chary, Managing Director of KKR, discuss the key drivers of their strategic partnership, e…
 
Mastermind Groups are a great avenue where like minded entrepreneurs, visionaries, and leaders can share best practices and collaborate to better improve themselves and their businesses. In this episode, our special guest host Jon Randall discusses with Jon Kuttin their joint experience leading the Quantum Growth Mastermind Program with high produc…
 
A conversation with John Klaas, Jr., CEO & Founder and David Millington, President & COO, Puzzle Wealth Solutions Overview UBS breakaways John Klaas, Jr. and David Millington share their journey to launching independent firm Puzzle Wealth Solutions with Gladstone Wealth Partners. They discuss their decision-making and transition processes, as well …
 
Most physicians–even those well into their career as an attending–will face decisions about student loans. What is the difference between refinancing and consolidating student loans and which one is better? What should physicians consider before they refinance their student loans? Are lower interest loans actually worth it? Should physicians pay on…
 
As the advice industry evolves, Financial Advisors, Attorneys and other Professionals are continuously making more of a concerted effort to seek out other Centers of Influence and Referral Sources to grow their practices. In this episode, Jon Kuttin speaks with Lisa Roser, Head of Marketing & Sales at Lawyers with Purpose. Listen in as they The pos…
 
A conversation with Jim Dickson, Founder and Chief Executive Officer, Sanctuary Wealth Overview Jim Dickson, founder and CEO of Sanctuary Wealth, revisits the show as the firm celebrates its 4th anniversary, to recap the early days of Sanctuary, discuss where the firm is today and the growth of supported independence, plus share lessons they’ve lea…
 
You want to protect your family but you don’t know where to start. What happens, if something happens to you? What if I told you, you can transfer some of that risk? What if there was a way that you would be able to protect your family and still live the retirement that you dreamed of. Well, our next guest is going to help us explore some of those …
 
A conversation with Louis Diamond and special guest Grier Rubeling of Advisor Transition Services Overview In a special Industry Update, Grier Rubeling, owner of Advisor Transition Services, shares practical portability tips and actionable transition advice for financial advisors considering or preparing to change firms. In an information-packed ep…
 
Changing jobs is common for physicians, but is money the main motivator? What are some other driving factors that lead physicians to change jobs? What if a new job requires a physician to move their family across the country to a city they’ve never been to and what types of factors should a physician consider if they are offered a new position? Tun…
 
On today’s show we are going to discuss if seeking personal financial advice from family and friends a good idea? We speak with a woman who was living pay to pay check to support her daughter, and how one piece of bad financial advice encouraged her to start her own investment firm. And right now, our guest is here to help you, the listener, gain c…
 
A conversation with Gary Hirschberg, CEO & Founding Member, Aaron Wealth Advisors Overview After 12 years at Goldman Sachs and building his business to over $1B in assets under management, Gary Hirschberg began to question whether he was able to act as a true fiduciary to his clients. Plus, he had the nagging desire to build a brand of his own. So …
 
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