Navigating the Challenges of Transferring Ownership in Financial Advisory with Matthew Delaney
Matt discusses the importance of transparency and open communication in client relationships during the transition process and the value of being involved in all aspects of the business.
The Three C’s to Simplifying Financial Planning with Ross Riskin
Ross talks about the importance of advisors learning the many ways clients learn to help with adding ways they teach their solutions.
Building a Boutique Wealth Management Firm with Michael Mahoney
Michael shares how he transitioned from the insurance business to wealth management and the importance of focusing on planning.
Financial Planning for NextGen Investors with Andy Krafft
Andy talks about his thought process of serving next-generation clients and the three Ts of client experience.
The Power of Referrals in Driving Business Growth with Randy Hardy
Randy speaks about how Clune & Associates has doubled its client base and increased assets under management more than fivefold.
Faith-Based and Family-Centric Advisory Service with Candido Palomarez
Candido talks about his unique approach to client relationships and how he provides financial advice from a faith-based and family-centric perspective.
From Number Crunching to Relationship Building with Brent Gunderson
Brent talks about building a firm in a small rural community like La Grande, Oregon and the values he and his team uphold.
Empowering the Next Generation of Investors with Dan Reese
Dan talks about why education is one of Avery Wealth’s core values and how he serves the younger generation of investors.
Managing Relationships During Transitions with Justin Ferri
Justin shares the decision points when considering succession or sale of an advisory firm and how potential sellers can maximize their value.
From the National Football League to Finance with Marques Ogden
Marques speaks about the four things every leader should know to succeed in any industry, and why authenticity, humility, and vulnerability are important qualities for advisors.
The Difference Between Life Planning and Financial Planning
Andrea Millar, Founder of Andrea Millar Life Planning shares the five buckets that make up a successful life planning conversation.
The Impact of Kindness on Building Relationships with V.J. Smith
V.J. talks about what inspired him to write his book and how a handwritten note can make a huge difference in someone’s life.
How to Build Trust and Competence in the Financial Industry with Ben Walker
Ben talks about the difference between going all-in in a relationship versus just having a great relationship.
Investing in True Alternative Solutions with Peter Nakada
Peter speaks about what alternatives are and how there’s a difference between true alternatives and just alternatives.
Unlocking the Secrets to Business Growth with Susan Foard
Susan shares her story of launching a wealth management firm while serving as the president of a long-standing CPA firm.
Understanding the Intersection of Mind and Markets
Daniel talks with Steve about behavioral management, the framework for helping clients make better investment decisions, and how advisors can differentiate themselves from their peers.
Helping Investors Overcome Their Fear with Matt Dixon
Matt talks with Steve about his ‘aha’ moments in sales, the investor’s fears when making investment decisions, and how advisors can help clients overcome these fears.
Establishing and Nurturing Professional Relationships with Skip Briggs
As a former practicing CPA turned wealth manager, Skip talks about how he embodies the behaviors and traits of a successful relationship. He shares what it takes to work with other professionals, how those relationships can be so rewarding, and why protecting the other professional’s reputation is critical to the relationship
