Podcasts about advisors

Join Certified Financial Planners Greg Cooley and special guest John Windsor Attorney at Law on another episode of Advisors' RoundTable to discuss some of the new state laws in MS!

In C.S. Lewis's The Lion, the Witch and the Wardrobe, Aslan tells Lucy, “Things never happen the same way twice.” It's a good reminder that life brings changes. They're unavoidable, but how we choose to meet them is up to us. Sharon Epps joins us today with sage advice about preparing for life's transitions.Sharon Epps is the President of Kingdom Advisors, FaithFi's parent organization. Kingdom Advisors serves the broad Christian financial industry by educating and equipping professionals to integrate biblical wisdom and financial expertise.Lessons from NarniaC.S. Lewis's Chronicles of Narnia holds a surprising amount of wisdom for real life. In one poignant scene, Aslan comforts Lucy Pevensie about the changes she and her siblings are facing. “Things never happen the same way twice,” Aslan tells her. Change is constant, and each new season requires fresh wisdom. Even when we're no longer in school, the rhythms of August to May still shape our lives and planning.When Life Goes Into Transition, Money Goes Into MotionFinancial author Mitch Anthony says it best: “Money goes into motion when life goes into transition.” Whether you're sending a child off to college, caring for aging parents, or planning a move, each change brings financial decisions with it. Here are five strategies to help us steward these moments well:1. Pray for WisdomEvery new season needs fresh wisdom. You can learn the hard way through pain or the better way through prayer. Proverbs 3:6 reminds us: “In all your ways acknowledge Him, and He will make your paths straight.”2. Seek Godly CounselLearn from those who've been there. If you're sending your first child to college, ask parents of graduates what they'd do differently. Their experience can save you time, money, and stress.3. Plan the Financial Details of the TransitionWith college, for example, have you clarified who will cover living expenses? Will your child work part-time? Will you offer a monthly stipend? Define expectations now to avoid confusion later.4. Prepare for the UnexpectedThings rarely go according to plan. What if your child runs out of money mid-semester? Do you have an emergency fund? Thinking through these “what ifs” now builds resilience.5. Communicate Ahead of TimeGood communication brings clarity and accountability. Whether you're dealing with a child, a spouse, or a realtor, the earlier you clarify financial expectations, the smoother the transition will be.These five practices are simple but powerful. They'll help you stay grounded through every kind of life change. And remember, God doesn't just care about what we go through—He cares about how we go through it. Let's walk into our next season with prayerful wisdom, godly counsel, and faithful stewardship.On Today's Program, Rob Answers Listener Questions:I'm new to investing and want to understand the basics of the stock market, as well as how to avoid scams.I'm considering buying precious metals to pass on to my children and grandchildren. What's the best way for them to sell or redeem them in the future?If I give to animal charities, does that count as tithing? Or is tithing meant specifically to support ministries focused on people?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Join Certified Financial Planners Greg Cooley and special guest, mental health specialist Kasandra Decker on another episode of Advisors' RoundTable to discuss that everyone has anxiety!

In this episode, Matt and Micah discuss the inevitability of mistakes in client management and the importance of addressing them effectively. They emphasize the need for setting expectations with clients, taking ownership of errors, and having a structured process for handling mistakes. The conversation covers both major and minor issues, highlighting the significance of communication, accountability, and continuous improvement in client relationships.

In this episode, host Sara Rubin is joined by Cheryl Allen, RPh, founding partner at Curatio Advisors, to explore how manufacturers can evolve their access strategies in response to the growing complexity of specialty-like therapies. With a career spanning specialty pharmacy, digital health innovation and commercialization strategy, Cheryl shares how reframing these products as “enhanced retail” can unlock smarter, patient-centered support models.The conversation highlights how patient voices are shaping the next generation of hub services, starter kits and adherence programs, and why a product's clinical and administrative profile should inform infrastructure decisions from day one. Cheryl offers actionable guidance on building programs that not only help patients start therapy, but support long-term persistence in a fragmented and demanding access environment.The views expressed in this podcast belong solely to the speakers and do not represent those of their organization. If you want access to more future-focused, actionable insights to help biopharmaceutical companies better execute and succeed in a constantly evolving environment, visit the Syneos Health Insights Hub. The perspectives you'll find there are driven by dynamic research and crafted by subject matter experts focused on real answers to help guide decision-making and investment. You can find it all at insightshub.health. Like what you're hearing? Be sure to rate and review us! We want to hear from you! If there's a topic you'd like us to cover on a future episode, contact us at podcast@syneoshealth.com.

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

"We do not want to try to time the market." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Jill and Brittany Frazier discuss the importance of financial planning, particularly for women, and the implications of the upcoming wealth transfer. Brittany shares insights on gender differences in financial decision-making and investment strategies, emphasizing the need for financial literacy and education. They explore the role of financial advisors and how to navigate financial relationships, while also addressing mindset blocks that may prevent women from investing confidently. The discussion concludes with practical advice for engaging with financial advisors and overcoming common barriers to financial success. Connect With Our Guest Cain Watters - https://www.cainwatters.com Takeaways Brittany Frazier is a financial planner and CPA at Cain Watters.The Great Wealth Transfer will see women controlling two-thirds of US wealth by 2030.Women tend to invest for security and specific goals, while men prioritize performance.Education is key to building confidence in financial decision-making for women.Women often take longer to make investment decisions compared to men.The importance of aligning financial plans with individual and couple goals.Advisors should help clients define short-term, mid-term, and long-term goals.Women are less confident in financial decisions than men, leading to under-investing.It's crucial to understand the different investment strategies of men and women.Delegation is important for personal and professional growth.Chapters 00:00 Introduction to Brittany Frazier and Cain Watters03:03 The Evolution of Financial Planning for Women05:53 Understanding the Great Wealth Transfer09:03 Women and Financial Confidence11:51 Investing Strategies: Women vs. Men14:58 The Importance of Education in Financial Planning17:56 Generational Shifts in Financial Perspectives21:15 Understanding Couples' Perspectives in Financial Advising23:09 Defining Goals and Values in Financial Planning25:33 Investing with Purpose: Time Horizon and Risk Tolerance27:51 The Importance of Financial Advisors31:31 Mindset Blocks for Women in Investing34:44 Overcoming Fear in Financial Decisions37:27 The Importance of Long-Term Investment Strategies40:34 Final Thoughts and Speed Round Insights Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   New episodes drop every Thursday!    Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

Lindsay Pearlman, newly appointed president of Travel Leaders Network, talks with Alan Fine of Insider Travel Report about his vision for the network, including strategic growth, a more personalized approach to agency support, and major tech tools like Agent Profiler and Snap. Pearlman discusses recruitment success, the importance of targeted training, and why travel advisors remain critical as travelers seek more complex, customized experiences. For more information, visit www.travelleadersnetwork.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.

On episode 519 of The Nurse Keith Show nursing and healthcare career podcast, Keith interviews Dr. Georgianna Donadio, DC, MSc, PhD in a wide-ranging conversation that discusses, among other topics, how nurses can be powerful, purpose-driven advocates for patients who are navigating the confusing labyrinth of 21st-century healthcare. The work of Dr. Georgianna Donadio has touched the lives of millions. For over 40 years, she has been educating the healthcare community, as well as her patients, students and the public about how the 5 Aspects of Whole Health® — the physical, emotional, nutritional, environmental and spiritual aspects of our lives — can produce illness or wellness. Dr. Donadio's pioneering work began in 1976 when she established the National Institute of Whole Health in Boston, MA. In the process, Georgianna developed Whole Health Education®, a hospital-tested, relationship-centered, patient health education model. Today, NIWH is a accredited provider of evidence-based, Whole Health Education ® and Whole Person Care credentialing and continuing education programs for medical, allied health and education providers. A longtime proponent of the important role nurses play in healthcare, she is one of only six Florence Nightingale scholars in the U.S. She serves on the Board of Advisors of the national Health Care Education Association, and is an Associate Scholar of the Global Holistic Nurses Association. She is a sought-after MNA award-winning Nurse Advocate and the recipient of the “Best of Boston Award” for Outstanding Chiropractic Practice. Georgianna is also working to bring Whole Health Education to military spouses through the Department of Defense MyCAA education program for over 3 million military families, world wide as NIWH is an approved education provider for the Department of Defense My CAA programs. In addition, she is a popular and compelling speaker, author and media presenter whose expertise has been showcased through hundreds of speaking engagements, articles and interviews for TV, radio, print and online media. Dr. Donadio has been the subject of over 500 TV, radio, magazine, and print articles and interviews. Connect with Dr. Georgianna Donadio: ⁠⁠⁠⁠⁠⁠⁠⁠National Institute of Whole Health Facebook Instagram LinkedIn Contact Nurse Keith about holistic career coaching to elevate your nursing and healthcare career at ⁠⁠⁠⁠NurseKeith.com⁠⁠⁠⁠. Keith also offers services as a motivational and keynote speaker and freelance nurse writer. You can always find Keith on⁠⁠⁠⁠ LinkedIn⁠⁠⁠⁠. Are you looking for a novel way to empower your career and move forward in life? Keith's wife, Shada McKenzie, is a gifted astrologer and reader of the tarot who combines ancient and modern techniques to provide valuable insights into your motivations, aspirations, and life trajectory, and she offers listeners of The Nurse Keith Show a 10% discount on their first consultation. Contact Shada at ⁠⁠⁠⁠TheCircelandtheDot.com ⁠⁠⁠⁠or shada@thecircleandthedot.com.

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!  There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you're ready to learn more, visit jessupwealthmanagement.com and book your call today! Show Notes:·       US airstrikes on Iran resulted in stocks rising 1% while crude oil fell 9% ·       Markets climbing a ‘wall of worry' despite geopolitical risks ·       Currency impact on multinationals explained·       Rare market recovery pattern showing S&P 500 rallying from -18% ·       NASDAQ QQQ golden cross formed for first time since March 2023·       Small Cap vs Large Cap Analysis ·       Future Economic Scenarios and Fed Policy 

Episode Description:This week's travel headlines are big—and we're unpacking them all. Kelli Hayes Smith and Cyndi Williams dive into the stories making waves in the travel advisor world, from a real overboard incident on Disney Dream to the busiest travel week in 15 years, AI trip planning tools, and shocking Facebook account deletions.In this episode:[00:01] Disney Dream incident: how to handle tough conversations with clients[06:43] TSA & AAA numbers confirm the biggest travel surge in 15 years[08:47] Niching, flexibility, and riding the travel trend waves[10:43] Loyalty marketing strategies to increase repeat clients[14:52] Flight cancellations, crisis management & advisor visibility[18:40] Why training programs matter (and most are falling short)[26:58] Google's AI Trip Planner: threat or opportunity?[33:56] Using AI as a tool—not a replacement—for real service[37:11] “We Called It”: Facebook accounts being deleted for mass content[46:00] The exact policies Meta is cracking down on[52:26] Final reminders for Wander Beyond and our July 3rd payment plan deadline

Jamie Greenleaf is the Co-Founder of Fiduciary In A Box (FIAB) and a recognized expert in fiduciary governance. With a career dedicated to helping employers design and implement fiduciarily sound retirement programs, she has consistently focused on driving better financial outcomes for employees.In response to the Consolidated Appropriations Act (CAA) of 2021, Jamie co-founded Fiduciary In A Box to equip employers and their partners with the tools and framework needed to establish a strong fiduciary process for their health care plans, ensuring compliance and reducing risk for plan sponsors.In this episode, Eric and Jamie Greenleaf discuss:New transparency rules for healthcare plansEmployers must embrace fiduciary responsibilityAdvisors are essential partners in complianceSupport tools like Fiduciary In a Box can helpKey Takeaways:The Consolidated Appropriations Act of 2021 introduced major updates to employer-sponsored healthcare plans, building on ERISA's foundation. Key changes include the removal of gag clauses, mandatory compensation disclosures, and new reporting requirements on prescription spending and mental health parity.Employers are now expected to take a more hands‑on approach in managing their healthcare plans. This includes forming fiduciary committees, undergoing fiduciary training, verifying vendor information, and benchmarking service providers to ensure fair costs and quality.Advisors and brokers play a critical role in helping employers understand their fiduciary duties. They should offer transparent compensation details and guide the development of strong oversight practices to protect plan participants and maintain regulatory compliance.Platforms such as Fiduciary In a Box simplify the compliance process by providing resources, templates, and benchmarking tools. These solutions enable employers to implement proper fiduciary practices and make well‑informed, participant‑focused decisions.“Trust but verify, because at the end of the day, you are the fiduciary nobody else sitting at that table on the healthcare side is.” - Jamie GreenleafFiduciary In A BoxConnect with Jamie Greenleaf:Website: https://www.fiduciaryinabox.com/ LinkedIn: https://www.linkedin.com/in/jamie-greenleaf-aif-cbfa-c-k-p-4029365a/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to changeIt is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

Bonnie Garrett, business development manager for the West Coast at CIE Tours, joins James Shillinglaw of Insider Travel Report about what makes CIE Tours a top choice for booking group travel. She highlights the ease of managing groups thanks to dedicated support, strong earning potential for travel advisors, and exceptional guest satisfaction—boasting a 95 percent satisfaction rate backed by more than 90 years of expertise. To learn more, visit CIE Tours' Group Travel page at: https://www.cietours.com/travel-types/group-travel?utm_source=itr&utm_medium=video&utm_campaign=20250626_GroupsInterview_B2B All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.  

Marilyn Conroy, executive vice president of business development at Riviera Travel, talks with Alan Fine of Insider Travel Report about why travel advisors are central to Riviera's growth strategy. Conroy highlights the brand's high commissions (up to 18%), lucrative group policies, solo traveler options, and guaranteed guest satisfaction. Conroy also shares updates on new ships, training resources, and enhanced support tools for advisors. For more information, visit www.rivierarivercruises.com.  All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.  

In this debut episode of Advisors in Action, a new segment of the ChopTalk Podcast, meet the Lambda Chi Alpha Volunteer Support Team and learn how they're working to empower and equip our incredible Alumni volunteers. This episode also features a conversation with longtime volunteer Dave Arland (Butler, '85) who shares what inspired him to stay involved, the impact he's seen on Undergraduate Brothers, and what keeps him coming back to serve.

Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable to discuss confusion about employee benefits!

Mihaela Rupnik Cek, director general at TourSlove/TourismSlovenia, talks with Olivia Liveng of Insider Travel Report about what makes Slovenia a standout European destination—from Lake Bled and Ljubljana to the country's commitment to sustainability and authentic local experiences. Cek highlights Slovenia's unique blend of alpine and Mediterranean landscapes, immersive cultural activities, and diverse gastronomy, as well as its focus on avoiding mass tourism while preserving hidden gems. For more information, visit www.slovenia.info.  All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.  

Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable to discuss life's milestones!

Everybody wants to invest, but not everyone knows how. There just aren't many who can point investors in the right direction.Registered investment advisors, or RIAs—either individuals or corporates licensed by the stock-market regulator—are an endangered species in India. While the country had about 192 million demat accounts as of March 2025, there were only about 941 advisors. That's one advisor for over 200,000 investors. Pressure much?You'd think the problem goes away if there were more Sebi-registered advisors. If only. In fact, the number of registered advisors in India has been declining over the past few years. Just in 2020, there were over 1,500 of them. The drop was largely attributable to the regulator.Meanwhile, fintechs like ET Money and Value Research are attempting to plug this gap by offering investors automated advice for direct investment. But it's far from a done deal. Tune in. Listen to the latest episode of First Principles feat. Manish Sabharwal of Teamlease here.P.S The Ken's podcast team is hiring! Here's what we're looking for.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.Listen to the latest episode of Two by Two here

The Advisory Committee on Immunization Policy, an influential CDC committee that shapes U.S. vaccine policy, has become a flashpoint in recent weeks. Secretary of Health Robert F. Kennedy Jr. fired all 17 members and replaced them with 7 new members — many of whom do not have deep expertise in vaccines, and some of whom have spread vaccine misinformation. NPR public health correspondent Pien Huang was at the new working group's first meeting last week. This episode, she talks with Emily about the sweeping changes they promised to how vaccine policy is made in the U.S. — and resurrected issues that have been advanced by groups that question vaccines. Read more of Pien's reporting on this topic.Want us to cover more twists and turns in U.S. health policy? Or less? Either way, tell us by emailing shortwave@npr.org! We'd love to know what you're hearing — and want to hear from us!Listen to every episode of Short Wave sponsor-free and support our work at NPR by signing up for Short Wave+ at plus.npr.org/shortwave.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

The clearing price of optionality in the market is impacted by a myriad of factors. To be sure, the economy and corporate profit cycle, the stance of monetary policy and geopolitical risk all matter. Flows in the derivatives markets are also of consequence as they impact the environment for supply and demand. And in this context, it was excellent to welcome Benn Eifert, Founder and Managing Partner of QVR Advisors, back to the Alpha Exchange.Benn brings a data-driven lens to today's complex volatility markets, and in this conversation, he discusses the unintended consequences of crowded risk-managed option strategies, such as buffer ETFs and overwriting. We explore how structural flows have drained the volatility risk premium, especially from the front end of the curve where the flow has especially been one way, leading to substantial optionality being sold into the marketplace. Benn states that since 2012, the VRP has largely vanished, leaving the returns to owning short-dated straddles actually positive since then. For risk-managed ETFs, the implications are unfavorable as many of these strategies often reduce beta without providing meaningful downside protection, results that are posted on the QVR website. From Benn's perspective, even for a large and liquid options complex like the S&P 500, the sheer volume of capital chasing the same trade is distorting expected returns.We finish the conversation by exploring the evolution of QVR's trade implementation and risk management practices. Here, Benn shares that the listed options market has become a focal point relative to years ago when OTC products transacted bi-laterally with large banks were of greater importance. The approach now leans into technology and seeking to exit and enter trades more passively, with a market-making approach.I hope you enjoy this episode of the Alpha Exchange, my conversation with Benn Eifert.

Bitcoin is entering its most explosive phase yet. Advisors who once called Bitcoin risky are now urging 10–40% portfolio allocations. Trump's cabinet is stacked with Bitcoin supporters. ETFs are pulling in billions. The U.S. economy is heating up — and so is global liquidity. Analysts like Rick Edelman and Dr. Jeff Ross agree: all the conditions for a Bitcoin breakout are aligning. A $150,000 target by August is no longer just a dream — it's a data-driven probability. With only 5% of the world owning Bitcoin and supply forever capped at 21 million, the next wave could change everything. As Saylor warns, “In 21 years, you'll wish you bought more.”SPONSORS✅ Lednhttps://learn.ledn.io/simplySimply Bitcoin clients get 0.25% off their first loanNeed liquidity without selling your Bitcoin? Ledn has been the trusted Bitcoin-backed lending platform for 6+ years. Access your BTC's value while HODLing.

Tyler Polk, Partner & Senior Consultant at Fiducient Advisors, joins the podcast to explore the financial pressures facing physicians today. He discusses the growing burden of medical student debt, evolving physician compensation trends, and the ongoing challenges related to Medicare reimbursement rates. Tyler also offers insight into how healthcare organizations can strategically plan around these financial headwinds.

Most women think they need an advisor to manage their portfolio.Advisors often cost you more than they earn and the complexity they create is by design.In this episode, I break down why your portfolio might feel confusing right now, how to simplify it in hours (not months), and how firing your advisor could unlock hundreds of thousands of dollars in future wealth.I walk you through real client case studies and show you how a few small changes can completely shift your retirement numbers so the math actually math's.Tune in to learn:How simplifying your portfolio could save you over $660K in feesWhat ETFs are, and why they outperform most high-fee advisor-managed fundsWhy your retirement plan probably doesn't add up and how to fix it in minutesA shortbread cookie analogy you'll never forget (yes, seriously)Real numbers from women who added 800K+ to their portfolio with one shift

Paul Pennicook, interim CEO of Experience Turks and Caicos, talks with Alan Fine of Insider Travel Report about the destination's new DMO structure and how it supports sustainability, inclusiveness and competitiveness. He outlines developments including new hotels in South Caicos, high ADRs on Grace Bay, expanded outreach to consortia like Virtuoso, and a renewed focus on travel advisor education and fams. For more information, visit www.turksandcaicostourism.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.

Kevin Chin, CEO of VivoPower, and Adam Traidman, Chairman of the Board of Advisors for VivoPower, joined me to discuss VivoPower's XRP Treasury Strategy.Topics: - VivoPower(VVPR) Overview - Why XRP was chosen as a Treasury Asset - Building a DeFi ecosystem with XRP and Flare - Using BitGo for custody - Future of Crypto Treasury Strategy - Risks with market downsides - Holding and using the RLUSD stablecoin Show Sponsor -

The POSSIBLE 2025 conference series continues with Stephanie Lawrence-Shartrand from Nextdoor. With over 20 years of experience in digital media, strategy, and customer success, Stephanie is a passionate leader and advocate for the power of online communities and social networks. Stephanie joins Ally and I to share her strategies for building strong, lasting professional relationships, including how she's created her own personal Board of Advisors. Key Takeaways:// Build your own personal Board of Advisors. Made up of your best friends, past coworkers and mentors – these are the people you gut check career moves with, ask for help navigating difficult situations and help elevate your skill set.// Relationships require persistence and thriving in the uncomfortable. If you only reach out when you want something, people remember that. People will remember how you made them feel.// Don't undersell the value of in person connection and conversation opportunities – whether it be a 5 minute check-in or 30 minute coffee chat.// Professional confidence comes from believing in yourself and channeling your insecurities into opportunities for growth. Connect with Stephanie: LinkedInFollow along with Nextdoor: Website / InstagramConnect with Ally: LinkedIn / Instagram____Say hi! DM me on Instagram and let us know what content you want to hear on the show - I can't wait to hear from you! Please also consider rating the show and leaving a review, as that helps us tremendously as we move forward in this Marketing Happy Hour journey and create more content for all of you. ⁠Join our FREE Open Jobs group on LinkedIn: ⁠Join now⁠Get the latest from MHH, straight to your inbox: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our email list!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Get ready for a special episode as Mark McEvily takes the mic live from a recent investment conference where he led a high-powered panel discussion on the 2025 market outlook.On the Panel: Scott Martin, CIO of Kingsview Partners, and Travis Upton, CEO & Partner of The Joseph Group

As Managing Broker at VR Business Brokers of the Twin Cities and a Certified Business Appraiser, Young Bebus brings a rare mix of financial expertise, strategic insight, and deep empathy to her work with founders. After immigrating from South Korea and reinventing her career more than once, she now helps business owners make confident, well-informed decisions during one of the most pivotal chapters of their lives.Selling a business isn't just a financial decision - it's an emotional one. Many owners hesitate to engage an M&A advisor out of fear: fear of losing control, fear of hidden agendas, or fear of being misunderstood. In this episode, Young addresses those concerns head-on and explains how thoughtful, trust-based advisory can ease the emotional burden and maximize outcomes.The conversation explores real-world examples, including a complex deal that nearly unraveled - and what saved it. Listeners will also learn the one action every business owner should take now to protect value and lay the groundwork for a future sale, even if that sale is still years away.Don't miss Young's upcoming event: the Sell Well Summit on September 24, 2025, at the Graham Center of the Better Business Bureau. This all-day event is designed for business owners who want to build a transition plan, understand valuation, and position themselves for a profitable, tax-smart sale!To learn more or book a consultation, visit www.VRTwinCities.com, email youngb@vrtwincities.com, or connect with Young on LinkedIn: linkedin.com/in/vrtwincitiesConnect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

Lewis Louis, CEO of the Saint Lucia Tourism Authority, talks with Alan Fine of Insider Travel Report about why Saint Lucia is gaining traction with travel advisors. He outlines new development incentives, regenerative tourism initiatives, and how the island is channeling qualified travel leads directly to advisors through its Saint Lucia Expert program. For more information, visit www.stlucia.org. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.

“Not all financial advice is created equal — and for federal employees, the wrong advice can cost you thousands.”You don't need to work longer, you just need a better plan.Schedule a consultation with this link to tailor a plan that suits your unique financial goals:

Reputation used to take years to build and minutes to lose—now it's seconds. One bad review, one viral complaint, and suddenly the story being told about your business is out of your hands. It's not just about what you do anymore, it's how it's perceived and shared. When trust breaks, even loyal customers start to second-guess you, and rebuilding that trust isn't a quick fix. Elie Jacobs is a founding partner at Purposeful Advisors, where he helps companies handle high-stakes communication challenges. With deep experience in public affairs and reputation strategy, he guides businesses through risk management, crisis response, and stakeholder engagement. Today, he breaks down the difference between risks, issues, and full-blown crises—and why most companies confuse them. He stresses the value of scenario planning and having a clear, realistic message before problems hit. According to Elie, smart businesses don't wait—they prepare. Stay tuned! Resources: Purposeful Communications Follow Elie Jacobs on Facebook Connect with Elie Jacobs on LinkedIn

Chandler Nichols, Advisors Asset Management VP of ETF Development, joins Bilal Little, Director of Exchange Traded Products at the NYSE.

Interview recorded - 20th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Professor Steve Hanke. Steve is the Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University. He is also the co-author of the recently released book “Making Money Work: How to Rewrite the Rules of our Financial System”During our conversation we spoke about Steve's outlook for the economy, how uncertainty is created during this system shift, change in banking policy, how the FED are too hawkish, potential for a recession and more. I hope you enjoy!0:00 - Introduction2:48 - Outlook on the economy6:22 - Drivers of money supply7:40 - Higher interest rates11:04 - Changing bank policy?13:15 - Uncertainty in markets?16:49 - Recession?17:50 - Trump economic revolution?21:52 - FED too hawkish?25:12 - One message to takeaway?Steve H. Hanke is a Senior Fellow, Contributing Editor of The Independent Review, and a Member of the Board of Advisors at the Independent Institute. He is a Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University in Baltimore. He is also a Senior Adviser at the Renmin University of China's International Monetary Research Institute in Beijing, and a Special Counselor to the Center for Financial Stability in New York. Hanke is also a Contributing Editor at Central Banking in London and a Contributor at National Review. In addition, Hanke is a member of the Charter Council of the Society for Economic Measurement and a Distinguished Associate of the International Atlantic Economic Society. He is ranked as the world's third-most influential economics influencer by FocusEconomics in Barcelona, Spain.Steve Hanke: Book - https://link.springer.com/book/10.1007/978-3-031-63398-0X - https://x.com/steve_hankeBio - https://www.independent.org/aboutus/person_detail.asp?id=516WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4X - https://twitter.com/AnthonyFatseas

Leadership is evolving and so are the conversations happening inside today's boardrooms. Listen in to host Natalie Benamou talks with Meg Crosby about what boards, CEOs, and executive leaders need to focus on now.Meg is Co-Founder of PeopleCap Advisors, a board director, and co-author of Running the Gauntlet: Essential Questions CEOs and Boards Should Be Asking. She brings a practical, people-first approach to board leadership, culture, and growth—and this episode delivers insights you can use right away.In this episode:1. Better Questions, Stronger Boards“Organizations grow in the direction of the questions that board members ask.”2. Growth Requires the Right Structure“Structure follows strategy. If we're not meeting regularly, we're not building trust or accountability.”3. Don't Wait on AI“You don't need to be a tech company to start with AI. Just start. Pick one tool and let your people play with it.”Ready to Take the Next Step In Your Board Plans? The HerCsuite® Board Readiness Course starts July 7—get the strategy, support, and network to land your next board seat.

Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable to discuss financial issues when changing jobs!

In this episode of Grow a Small Business, host Troy Trewin interviews Julia Linehan, founder of The Digital Voice, a UK-based PR and marketing agency specializing in ad tech and martech. Julia shares her journey from a solo consultant to leading a remote team of 36, including 28 full-time equivalents. Over the past six years, she has grown the agency's revenue sixfold and doubled profits, driven by her people-first approach. Julia discusses the challenges of letting go, the power of consistent company culture, and the value of tools like Trello and Slack. She also highlights the importance of work-life balance and strong client relationships in building a sustainable, scalable business. Other Resources: When should a growing small business have a Board of Directors or Advisors? Get a return from an effective Chairperson of a Board An easy way to measure if your customers love you in 21 minutes – use the Net Promoter Score (NPS). And it's FREE. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Julia Linehan, the hardest thing in growing a small business is managing stress. She explains that without effectively handling stress, it can quickly become overwhelming and negatively impact both the individual and the business. She also highlights cash flow management as a significant challenge, noting the delicate balance required between growth, maintaining profitability, and ensuring financial stability. What's your favorite business book that has helped you the most? Julia Linehan's favorite business books that have helped her the most are "Big Impact Without Burnout" by Bianca Best and "Radical Candor" by Kim Scott. She also recommends "The One Minute Manager" and "Monkey Management" for their practical insights on leadership and team communication. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Julia Linehan recommends several valuable podcasts and online learning resources for small business growth, including her agency's own shows Off Record On Point and Legends of Adtech. She also highlights podcasts by Tamara Littleton and Paul Gubbins with Wayne Blodwell for insights into the ad tech and marketing industries. For ongoing learning, she suggests platforms like Skillshare and Coursera and encourages dedicating regular time, such as a weekly “Boost Your Power Hour,” to continuous professional development. What tool or resource would you recommend to grow a small business? Julia Linehan recommends using the right tools to support remote collaboration and project management when growing a small business. Her top picks are Trello, for organizing tasks and workflows with transparency, and Slack, for maintaining strong team communication and connection. She emphasizes that investing in effective software tailored to your business needs is essential for sustainable growth. What advice would you give yourself on day one of starting out in business? Julia Linehan's advice to herself on day one of starting out in business would be to be present, enjoy the journey, and smile through it. She believes that the more you enjoy what you're doing, the more others around you will too, creating a positive ripple effect in both team culture and client relationships. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: People over profits—invest in your team, and the returns will follow – Julia Linehan Let go, trust your team, and watch them fly – Julia Linehan You don't need to chase every opportunity – protect your culture first – Julia Linehan      

In this episode of the Tech M&A Podcast, Ryen Leva, CEO of Infinity Software, shares his journey of growing and selling his family business. He discusses the importance of building scalable processes, the family dynamics involved in the decision to sell, and the critical aspects of pitching and due diligence during the acquisition process. Ryen also emphasizes the significance of effective communication with team members and aligning offers with personal and family goals. Finally, he reflects on life after the sale and the newfound freedom it brings.   Takeaways Build your company in a way that is forward-looking. Family dynamics play a crucial role in the decision to sell. Having a solid pitch is essential for attracting buyers. Due diligence is critical to prove the business's value. Effective communication with the team is vital during the sale process. Aligning offers with personal and family goals is important. Choosing the right advisors can make a significant difference. The sale can provide new opportunities and choices. Money doesn't guarantee happiness but offers freedom. It's essential to set clear goals before entering negotiations.     Chapters 00:00 Introduction to Tech M&A Podcast 00:28 Ryen Leva's Journey with Infinity Software 01:08 Advice for Entrepreneurs Considering an Exit 01:51 The Decision to Sell: Family Dynamics 03:03 The Importance of Pitching and Due Diligence 04:59 Communicating with Team and Stakeholders 06:29 Aligning Offers with Personal and Family Goals 07:35 Choosing the Right Advisors for the Sale 07:56 Life After the Sale: New Opportunities

In this episode of Retire with Style, Wade Pfau and Alex Murguia talk with John Manganaro, senior reporter at ThinkAdvisor, about the shifting landscape of retirement income planning. They explore how technology is reshaping financial planning, the growing need for holistic advice, and the challenges both advisors and consumers face in finding effective tools. John offers insights into the future of financial software, the value of human advisors, and the behavioral side of planning-highlighting the importance of addressing both financial and lifestyle goals in retirement.   Takeaways Technology is expanding what financial advisors can do. Holistic advice is becoming essential for effective retirement planning. An aging population is driving greater demand for financial planning. Advisors are increasingly using advanced tools for tax-efficient retirement income strategies. The advisor's role remains critical in implementing and personalizing financial plans. Behavioral factors are just as important as the numbers in financial planning. More new advisors are focusing on serving middle-class clients. AI may help democratize access to quality financial advice. New software solutions are reshaping how the industry delivers financial planning. Many next-generation advisors are driven by a desire to help others, not just manage wealth. Chapters 00:00 Introduction to Retirement Income Planning 03:00 The Role of Technology in Financial Planning 06:03 Understanding Holistic Financial Advice 09:05 The Evolution of Financial Planning Tools 11:54 Challenges in Accessing Financial Advice 14:57 The Future of Financial Software Solutions 25:56 Exploring Social Security Strategies 28:07 Preparing for Retirement: Lifestyle Considerations 30:00 Behavioral Challenges in Financial Planning 33:00 The Evolution of Financial Software 39:07 The Role of AI in Financial Advice 42:57 The New Wave of Financial Advisors   Links Upcoming Retirement Researcher Webinar: What's Involved When Working With an Advisor. Join Jason Rizkallah and Brian Bass from McLean Asset Management on Wednesday, June 25th at 1PM ET for a FREE webinar exploring how to evaluate and work with a financial advisor. Register now at retirewithstyle.com/podcast. Explore the New RetireWithStyle.com! We've launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there's something you've been wondering about retirement, we want to hear it! The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean's free eBook, “Retirement Income Planning”

Fiona Ashton, event manager for the International Golf Travel Market (IGTM), talks with James Shillinglaw of Insider Travel Report about how this niche, B2B event connects top golf tour operators with resorts, courses and tourism boards from 45 countries. Ashton explains how hosted buyers are vetted and supported—with hotel and flight subsidies—and outlines the 2024 show format, which includes a golf tournament, one-to-one meetings, speed networking and a gala dinner, all taking place Oct. 20–23 at the Palais des Festivals in Cannes, France. For more information, visit www.igtmarket.com.  All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.  

Episode 349. I dive into the exposed corruption of Senator Mike Lee, who's earmarking the sale of public lands to his political cronies (and likely China) while sending his chief political advisor to personally insult several Veterans who've chimed in on the topic. Not a good look and we have the longest of memories. 

Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, as he unpacks Chapter 3 of his upcoming book, How the Rich Get Richer—a deep dive into the partnerships that fuel long-term wealth and stability.In this episode, you'll learn how the wealthy surround themselves with the right people:✅ Partners who promote discipline and long-term thinking✅ Emotional and financial allies who provide support during tough times✅ Advisors, CPAs, and attorneys who help turn strategy into results✅ A network built on trust, alignment, and shared goalsBecause building wealth isn't a solo act—it's a team effort.

TODAY ON THE ROBERT SCOTT BELL SHOW: Jonathan Emord, Offit Urges Lawsuits, New ACIP Advisors Convene, Sanders Targets RFK's Firings, Judge Reinstates Woke NIH Grants, Social Security Tapped, We're Always Sick, Mistrust in Science, FDA's Drug Testing Loophole, GLP-1 Fibromyalgia Link, Granatum and MORE! https://robertscottbell.com/fda-advisor-urges-lawsuits-new-acip-advisors-convene-sanders-targets-acip-firings-judge-reinstates-nih-grants-social-security-tapped-in-2034-were-always-sick-why-trust-in-science-fades-fda/https://boxcast.tv/view/jonathan-emord-offit-urges-lawsuits-new-acip-advisors-sanders-targets-rfk-mistrust-in-science---the-rsb-show-6-19-25-g8oum2cr3ap2xakm9njj Please read this disclaimer carefully before you (“you”, “your”) use our [Your Website URL] website (“website”, “service”) operated by the [Your Business Name] (“operator”, “us”, “we”, “our”). Purpose and Character The use of copyrighted material on the website is for non-commercial, educational purposes, and is intended to provide benefit to the public through information, critique, teaching, scholarship, or research. Nature of Copyrighted Material Weensure that the copyrighted material used is for supplementary and illustrative purposes and that it contributes significantly to the user's understanding of the content in a non-detrimental way to the commercial value of the original content. Amount and Substantiality Our website uses only the necessary amount of copyrighted material to achieve the intended purpose and does not substitute for the original market of the copyrighted works. Effect on Market Value The use of copyrighted material on our website does not in any way diminish or affect the market value of the original work. We believe that our use constitutes a 'fair use' of any such copyrighted material as provided for in section 107 of the U.S. Copyright Law. If you believe that any content on the website violates your copyright, please contact us providing the necessary information, and we will take appropriate action to address your concern.

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!  There's a quick survey to fill out https://app.precisefp.com/w/r37knl that will help guide the conversation and ensure your time is used efficiently. If you're ready to learn more, visit jessupwealthmanagement.com and book your call today!Show Notes:Chart from Ryan Detrick on 6/9/2025Post on X from Subu Trade on 6.6.25 - https://x.com/SubuTrade/status/1931079652103340268 Barron's magazine cover for JuneMarkets return difference between during the trading day vs. overnight…Update on the US Dollar…One final stat from Bespoke…

Send us a textWhat if you suddenly had to manage all your finances alone? Would you be ready?In this episode of Women and Money: The Shit We Don't Talk About, we talk with Samantha Hart, Director of Marketing Content Strategy at North American Company for Life and Health Insurance. Originally from Cape Town, South Africa, Sam spent 20 years in media and publishing before joining North American, where she leads a team focused on spreading awareness about annuities and financial opportunities.Sam brings a fresh, passionate perspective on the realities women face with money—especially around retirement and the looming Great Wealth Transfer. She opens up about her family's journey through divorce and how witnessing her mother's sudden financial vulnerability sparked her commitment to financial literacy. We cover why women need to be proactive, the gaps in retirement confidence, and the power of good guidance.This episode explores how the upcoming wealth transfer isn't just about inheritance—it's about women taking control of trillions in assets by 2030. Whether you're married, single, or somewhere in between, Sam's story will inspire you to face your finances head-on—because knowledge is power, and preparation is peace of mind.Episode Highlights:00:00 The Financial Industry's Disservice to Women 03:03 Introducing Sam and Her Work 08:00 Sam's Personal Financial Journey 16:24 The Great Wealth Transfer 20:12 The Emotional Side of Financial Planning 20:37 Women and Retirement: Key Findings 22:45 Challenges Women Face in Retirement 28:04 The Importance of Advisors 32:14 Taking Control of Your Future 36:49 Debunking Financial Myths 39:23 Defining Financial FreedomReady to plan for what's ahead? Join us June 26 for Money Talks, where we'll dig deeper into why retirement planning is urgent for women—and how to create a future that's truly yours. Click here to register for FREE—and bring your questions!Got a unique financial story? Whether you've crushed debt, built wealth, or had a money moment that changed your life, we want to hear it. Are you a professional helping women with money? Your experience could inspire others. Share your story here.Follow & Connect with Samantha: Website | LinkedInConnect with us! Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey

Key Highlights:-How long it really takes to prepare and execute a successful move.-What you can - and can't - say to clients during a transition.-The emotional cost of waiting too long to leave.-Why your assistant should be part of the due diligence process.-Using the transition conversation to grow your book of business.-Legal tips for navigating non-protocol firms.-The value of having a transition project manager on your team.Whether you're planning a move next month or just starting to consider your options, this episode provides actionable insights and firsthand advice from industry veterans who have seen it all.Ready to talk? Reach out to Stacey at Stacey@EliteConsultingPartners.com.

As a financial advisor, you're taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don't actually want?In this episode, I'm talking with Derek Coburn—longtime advisor and author of Let's Retire Retirement—to talk about how changing that one question can completely shift the way you serve your clients.Derek makes a strong case that instead of chasing some number or arbitrary retirement date, we should be asking: Do you even want to retire? And what are you putting off today for a future that might not play out the way you imagine?He shares why helping clients stay engaged in purposeful work—even part-time—can reduce financial pressure, increase fulfillment, and create more space for what matters most right now.Great advising isn't about getting clients to the end, it's about making the in-between years count.3 of the biggest insights from Derek Coburn …#1.) Why “Un-Retirement” Is on the RiseRoughly 25–30% of retirees are returning to work. Not because they need the money, but because they miss purpose, connection, and contribution. Derek explains why it's time for advisors to stop assuming retirement is the goal and start asking if it's even the right fit.#2.) The Time Machine Effect: Would You Pay to Go Back in Time?Derek shares a powerful thought experiment: how much would you pay to go back in time for just one more night with your kid at age 10? It's a reminder that time, not money, is our most valuable asset. As advisors, helping clients reframe retirement isn't just a financial strategy, it's a chance to give them more life in their years right now.#3.) How to Attract Clients You Actually Want to Work WithIf you're taking on clients just to hit a number, it's only a matter of time before your calendar is filled with people who drain you. Derek shares how he shifted from goal-chasing to values-aligned client growth—and why that mindset leads to both fulfillment and better results.SHOW NOTEShttps://bradleyjohnson.com/121FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a copy of Derek's book, "Let's Retire Retirement" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "121" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP06254535327See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.