Podcasts about advisors

Key Highlights from the Episode:0:00 – Introduction & Topic Overview1:15 – The Three Core Constraints Advisors Face3:40 – Capacity Challenges & Team Leverage6:10 – Revenue vs AUM: Rethinking Profitability10:45 – Pricing Psychology & Raising the Floor15:45 – Deliverables, Value, and Client Experience20:00 – AI and Technology for Advisor Efficiency23:00 – Quality Growth Over Quantity29:20 – The ‘Who Not How' Mindset & Scaling Leadership37:00 – Raising Minimums & Continuous ImprovementResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comeXtraordinary Coaching | Free Growth Guide + Resources: https://www.xfa.coachListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

In this episode of The Good Fight Club, Yascha Mounk, Renée DiResta, Jacob Mchangama, and Jonathan Rauch discuss threats to free speech under Joe Biden vs Donald Trump, how to protect free speech, and the administration's new compact for universities. Renée DiResta is an Associate Research Professor at the McCourt School of Public Policy at Georgetown and author of Invisible Rulers: The People Who Turn Lies Into Reality. Jacob Mchangama is the Executive Director of The Future of Free Speech and a research professor at Vanderbilt University. He is also a Senior Fellow at The Foundation for Individual Rights and Expression (FIRE) and the author of Free Speech: A History From Socrates to Social Media. Jonathan Rauch is a senior fellow in the Governance Studies program at the Brookings Institution, and a member of the Persuasion Board of Advisors. If you have not yet signed up for our podcast, please do so now by following this link on your phone. Email: leonora.barclay@persuasion.community Podcast production by Mickey Freeland and Leonora Barclay. Connect with us! Spotify | Apple | Google X: @Yascha_Mounk & @JoinPersuasion YouTube: Yascha Mounk, Persuasion Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, I welcome Global Travel Collection advisors and stars of the show, “NBC’s 1st Look Presents — Extra Mile Club” Leslie Tillem and Curtis Parris. Together, we first discuss the latest trending news in travel, including how the government shutdown is impacting travel, ASTA's new tool, and more. Later, Tillem and Parris share their story on how they auditioned for and landed parts on the show "Extra Mile Club." Now entering Season 3, the show features Tillem and Parris competing to design the ultimate celebrity getaway. Both advisors provide details on what it was like filming for the show and what they learned along the way. The discussion on "Extra Mile Club” begins after the 15-minute mark. Today's episode sponsor: Europe Express Planning remarkable European travel has never been easier with Europe Express. Think of us as your backstage pass: custom FIT travel, private groups, and now, our brand-new loyalty program—Passport to Perks—rewarding you for every booking. Whether it’s Italy’s coastal gems or luxury escapes with Elevated Journeys, we’re here to make sure your clients are impressed—and that you are too. Start building your next itinerary today at EuropeExpress.com. Have any feedback or questions? Want to sponsor the show? Contact us at Podcast@TravelPulse.com and follow us on social media @TravelPulse.See omnystudio.com/listener for privacy information.

Search is changing faster than ever—and it's not just about Google anymore. As AI-powered platforms like ChatGPT and Perplexity reshape how travelers look for information, the rules of online visibility are shifting. In this conversation, Brianna Glenn and SEO strategist Meg Clarke of Clapping Dog Media break down what travel advisors need to know to stay discoverable. From optimizing for engagement and authority to showing up consistently across platforms, Meg shares practical steps to help you stand out in the age of AI search.Learn more about Meg: https://clappingdogmedia.com/

Christiana Smith Shi is a seasoned leader in global, multichannel retail, co-author of national, best-selling book Career Forward: Strategies From Women Who've Made It, founder and principal at Lovejoy Advisors, LLC., and an experienced corporate director on multiple Fortune 100 boards. Christiana made an early career pivot from finance to join McKinsey & Company, where she ultimately served as Senior Partner. After 25 years in management consulting, Christiana became the President of Direct-to-Consumer at Nike. In 2016, she retired from Nike and founded Lovejoy Advisors to help provide guidance around digital transformation for consumer and retail businesses. She joins Roy to share insights into navigating a rewarding career, talent lessons from McKinsey and Nike, and much more. Highlights from our conversation include:The timely issue that prompted her to write a book (3:58)Why Christiana puts career first, job second (9:18)How to take a strategic long view with your career (10:55)Advice for building “professional equity” (15:27)What it means to “think like an investor” when it comes to your career (16:58)Christiana's core leadership philosophy (22:20)Her perspective on the value of leadership coaching (25:38)The role of feedback as a leader (26:47)Lessons learned about hiring and talent and the major differences between hiring at McKinsey and Nike (30:25)How Christiana worked to integrate her team into the culture of Nike (35:35)Identifying strengths and opportunities of a team (37:20)How to avoid what she calls "benevolent stagnation” (42:09)How Christiana has applied her career experience and strategies to her work on boards (45:19)Advice for landing board roles (46:45)The ultimate payoff of a rewarding career and what Christiana is thinking about for the future (55:05)Visit HowIHire.com for transcripts and more on this episode.Follow Roy Notowitz and Noto Group Executive Search on LinkedIn for updates and featured career opportunities.Subscribe to How I Hire:AppleSpotifyAmazon

Key Highlights from the Episode:0:00 – Introduction: AI, NLP, and sentiment analysis explained2:10 – What sentiment analysis is and why it matters for advisors4:30 – How AI scores positivity, negativity, and client reactions6:00 – Real-world use cases: client emails, brand perception, and practice reviews8:30 – Why “no bad publicity” isn't always true in financial services10:15 – Sentiment analysis as a supplement to traditional KPIs12:00 – Spotting early warning signs of client attrition14:00 – How generational wealth transfer creates new sentiment insights18:30 – Turning social proof and negative feedback into opportunities23:00 – Compliance considerations when using recording and AI tools25:00 – How sentiment can feed into lead scoring and forecasting27:30 – Final takeaways: actionable, not overwhelmingResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Larry Johnson : Trump Duped by His Own Advisors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In the past 10 years, I've seen financial advisors finally start adopting CRMs to help automate and simplify their businesses. This was not the case when I first started.  But as you'll discover from today's guest, Jeff Rusin, co-founder of Advisor Tech Partners and advisor-specific CRM whiz, most advisors still aren't tapping into the full productivity powers of their CRM.  That's why Jeff and I recorded this show: To help your financial advice business become more productive, more profitable, and even more pleasurable.  Listen now. Show highlights include: This high-quality touchpoint trick might help you sell a prospective client before your first intro meeting (5:25)  The “Gloved CRM” approach that will save your entire team so much time that you might have to find a new hobby (6:38) The single most common CRM mistakes advisors make without even realizing it (14:43)  How the rarely discussed “pattern recognition” benefit of CRMs can boost your bottom line by up to 80% (15:49)  Why shiny object syndrome as an advisor will make your team hate your guts (and how to prevent being overwhelmed by its seductive pull) (28:31)  A real life example of how business owners sabotage themselves, their business, and their legacies every day by making this simple error (31:03)  If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at https://advisortechpartners.com and click the big, orange button.  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

What if the real secret to growing your advisory practice isn't found in working harder—but in who you surround yourself with? In this episode, I share why associating with like-minded advisors is one of the most powerful levers for success. From collapsing years of trial-and-error into months, to getting accountability, honest feedback, and new perspectives that crush blind spots—your community can determine how far and how fast you go.

Paul Gauger, executive vice president of the Americas, Australia and New Zealand for VisitBritain, talks with Jeanie Fang of Insider Travel Report about driving tourism growth across key markets. Gauger discusses screen tourism trends, regional exploration beyond London, and working with travel advisors to promote Britain through webinars, educational trips and face-to-face training. For more information, visit www.visitbritain.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.  

Key Highlights from the Episode:0:00 – Introduction3:21 – Professional scarcity: why focusing on fewer clients creates greater impact5:12 – Shifting from book of business to real business7:10 – Why client experience outweighs investment performance9:15 – The law of familiarity and loyalty fatigue14:23 – How to reset client relationships during a transition18:16 – Fee worthiness and setting rules of engagement25:03 – How processes and intellectual property drive valuation29:12 – Depersonalizing your practice to build enterprise value31:40 – The role of AI in practice management34:17 – Balancing high-tech with high-touch in client relationships40:23 – Breaking the status quo to unlock potentialResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com  Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com  Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com  JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com  Connect with Duncan Macpherson on LinkedIn: https://www.linkedin.com/in/duncanmacpherson  Visit Pareto Systems: https://www.paretosystems.com  Download Duncan's AI Whitepaper: https://paretosystems.com/ai-strategies-for-financial-professionals.html  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/  Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners   

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This week we will be joined by Cory Earl, President & Publisher of the Dayton Business Journal. With over a decade of leadership in Dayton's business community, Cory brings unique insights into the current state of the Dayton economy, the industries driving growth, and the challenges and opportunities shaping our region's future.Tune in to hear Cory's perspective on how the DBJ supports local business, what's fueling Dayton's momentum, and where we go from here.https://app.precisefp.com/w/r37knl

AI is already reshaping the way we work—but the most successful firms won't be the ones that adopt the most tools. They'll be the ones that adopt them with purpose. On this episode of The FutureProof Advisor, I sit down with Jason Wenk, Founder and CEO of Altruist, to talk about what it really means to modernize through AI—without losing the human connection at the heart of advisory work.Jason brings decades of experience at the intersection of wealth management and technology, sharing how he's seen AI evolve from early experiments in algorithmic trading to its current role in everyday advisory operations. We talk through practical examples, like Hazel—Altruist's AI assistant designed to replicate a first hire's tasks—and how tools like this are freeing advisors to focus more on empathy, creativity, and trust-building. But Jason makes it clear: none of this works without good data. Firms that ignore data hygiene and operational clarity will fall behind—fast.As AI becomes more powerful, the advisor's role will evolve—not disappear. Jason sees a future where firms split: some leaning into AI-first operations, others branding themselves as AI-free. But those who succeed will strike a balance—embracing automation where it enhances the client experience, and doubling down on the distinctly human skills that technology can't replicate. For firms ready to think strategically about growth, relevance, and scale, this is the conversation to start with.

Women control more wealth than ever—so how do you find an advisor who listens, explains clearly, and shares your values? According to McKinsey & Company, by 2030, women are expected to control nearly two-thirds of U.S. assets—around $30 trillion. With that kind of stewardship comes both opportunity and responsibility. Today, Sharon Epps joins us to share five simple practices that women should expect from their financial advisors.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.Key Practices Every Client Should Look ForWhen it comes to choosing a financial advisor, women don't need a different standard—they simply need the right standard done well. At Kingdom Advisors, we train Certified Kingdom Advisors (CKAs®) to integrate biblical wisdom into their practices while also serving clients with excellence and care.If you're interviewing an advisor, here are five practices to watch for. These principles will help you find someone who not only understands finances but also values clarity, empathy, and shared purpose.1. Clear TerminologyFinancial jargon can be overwhelming. Terms like RIA or CFP® often make sense only to industry insiders. A good advisor should be able to pause, explain concepts in everyday language, and use analogies that make complex ideas easier to understand. Look for someone who welcomes your questions and ensures you truly understand the path forward.2. A Warm and Welcoming EnvironmentWe often say to “light a candle”—not literally, but figuratively. The goal is to create a space that feels safe and welcoming, rather than intimidating. Just like hotels offer warm cookies to make guests feel at home, a thoughtful advisor will create an environment where you feel respected and comfortable.3. Transparency in All ThingsAn advisor has a fiduciary responsibility to be transparent—but the best ones go beyond compliance. They openly share how they are compensated, outline every fee on paper, and invite accountability. As a client, don't hesitate to ask where you can see these details clearly documented.4. Interest in More Than MoneyWe teach advisors to “use a magnifying glass”—to look beyond the numbers. Money is simply a tool to help you fulfill God's calling on your life. A trusted advisor should ask about your values, dreams, and purposes—not just your portfolio. That's why the CKA® designation is so important: it connects you with advisors who share your values and can integrate them into financial decisions.5. Developing God's Heart for the Whole PersonThe most important practice is what we call whole-person care. Advisors aren't just money managers—they're disciple-makers. They should walk alongside you and your family in prayer, through significant life transitions, and in building unity between spouses. Women's voices should be heard and respected just as much as men's in every financial conversation.Our prayer is that these five practices give you confidence as you search for the right advisor. You deserve clarity, empathy, and values that align with your faith. If you'd like to find a Certified Kingdom Advisor in your area, visit FindaCKA.com.On Today's Program, Rob Answers Listener Questions:Back in 2018, my home insurance company agreed to replace my roof. In 2020, contractors found I also needed new decking, and an insurance employee told me they'd cover it once the work was finished. Now the company is threatening not to renew my policy unless I replace the roof at my own expense. How can I get them to honor their commitment?My dad passed away over a year ago, and my mom is trying to qualify for Social Security benefits. The issue is that my dad didn't have 40 credits, and neither does she. Is there any way their credits can be combined so she can meet the requirement?I heard about a provision in a new bill that allows accounts to be set up for children. Is it true that the government will put money into accounts for kids born in the next few years? If so, how would I participate?I'd like to encourage my two adult children to start investing in Roth IRAs. Where can they open accounts with low fees, especially since they'll only be making small contributions at first?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Sound Mind Investing (SMI)Wise Women Managing Money: Expert Advice on Debt, Wealth, Budgeting, and More by Miriam Neff and Valerie Neff Hogan, J.D.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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Ohio for Jesus Podcast, host Tara Zimmer is joined by Network Operations Director, Amy Parsell, for an insightful conversation with Jimmy Spencer, Executive Agency Director of Lightwell Insurance Advisors. Together, they unpack crucial resources and tools for pastors, churches, and ministry leaders in Ohio.From background check processes to insurance solutions tailored for churches and ministries, this episode is packed with practical information to help you protect your people, steward resources wisely, and stay compliant with important policies and procedures.Whether you're a lead pastor, administrator, or board member, this episode gives you the tools you need to better serve your church and community.Connect with Jimmy Spencer

Email marketing is evolving rapidly as Apple introduces new priority placement algorithms and AI search engines reshape how prospects find advisors—strategies that worked last year are already obsolete. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, fresh from INBOUND – HubSpot's Marketing and Sales conference. Discover how Apple's email rules are changing inbox strategy, why the shift from SEO to AEO (Answer Engine Optimization) matters for your practice, and how HubSpot's Loop Marketing Framework replaces traditional funnels. Whether you're testing negative emojis in subject lines or optimizing for AI search, this episode offers specific tactics you can implement this week.Resources:Conferences Mentioned: HubSpot INBOUND ConferenceCRM Referenced: HubSpot C2P Advisors only:Marketing services referenced: The Agency at C2P

This week, we are previewing an episode from newly launched The Hivemind Podcast. For more episodes like this, add it to your weekly podcast roundup (new episodes release on Thursdays.) Seville embodies what travelers imagine when they think of ‘classic Spain'—flamenco, tapas, Moorish palaces, and lively plazas. Sam Lister, Founder & CEO at Tailormade, shares why this southern city is both a cultural icon and a versatile base for travel advisors planning Spain. From must-sees like the Cathedral and Alcázar to unique experiences like flamenco jam sessions, tapas in local barrios, and art restoration studios, Sevilla offers something for every client profile. Learn how to structure itineraries, when to avoid the summer heat, and why 4–5 nights in Seville unlock both the city and its rich day-trip options, from Córdoba to Ronda, Cádiz, and jamón farms.Learn more at: https://www.thehive.travel/podcast-posts/the-essentials-seville

The executive director of the Women's Leadership Alliance discusses the importance of providing a clear career path to employees and creating a company culture that prioritizes trust and belonging. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, career strategist Janel Abrahami shares a practical framework for knowing when to change lanes, the six types of pivots you can make (from mini moves to major overhauls), and how to use a personal Board of Advisors and an “energy résumé” to decide what's next. Then, author Adam Ferguson walks through his provocative checklist for kids—50 things to do before you get a phone —and why those experiences build skills, character, and connection. For newcomers to Canada, BMO's Sumit Sarkar explains first steps for banking, credit, and building a personalized plan with BMO's tools. Finally, Owen Winkelmolen (Adviice—yes, with two i's) shows how DIYers can build and iterate a retirement plan, and why decumulation strategy matters more than you think. To find out more about the guests check out: Janel Abrahami: janelabrahami.com | Instagram | TikTok | LinkedIn Adam Ferguson: beforethephone.com Sumit Sarkar: bmo.com | X/Twitter | LinkedIn Owen Winkelmolen: adviice.ca Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

In this episode, Mark Brodson, President and Managing Broker of Resource Commercial Advisors, shares how his firm helps healthcare providers, including DSOs and direct primary care practices, navigate real estate from site selection to lease management.

Think you need 10 years of house flipping before you can go big in real estate? In this episode, Michael Blank sits down with Kent Ritter—Founder of Hudson Investing and host of Ritter on Real Estate—who scaled from solo operator to managing 2,000+ units and leading his own in-house property management firm. He didn't wait for permission. He didn't grind for a decade. He built systems, teams, and a killer culture that made scale inevitable.They unpack how he made the leap from flipping houses to running a real syndication business, and why skipping the “single-family hustle” may be the smartest move you can make. If you're tired of thinking small, this episode will wake you up.Key TakeawaysWhy Single-Family Strategies Keep You StuckFlipping and landlording create income—but not freedom.Most "passive" single-family models are just high-paying jobs in disguise.You don't need 10 years of grinding to go multifamily—you need a mindset shift.How to Build a Real Business (Not Just Do More Deals)Learn why Kent's first plateau happened—and how he broke through it with the right partner.Discover how he scaled from 7 to 30 team members overnight by bringing property management in-house.Building culture and hiring to core values was Kent's unfair advantage—here's how to do it right.The Hidden Challenge of Raising CapitalWhy your friends and family won't take you seriously at first—and what to do instead.The #1 perception you must change to consistently raise from private investors.You don't need to know everyone—you just need to earn trust and prove expertise.Public-Private Partnerships: The Future of Development?How Hudson Investing makes new construction deals pencil in 2025 and beyond.Why cities are partnering with operators—and how that benefits your returns.The real risk difference between building new vs. buying value-add.Why the Midwest Is Still WinningKent breaks down why Midwest markets like Indianapolis and Fort Wayne are outperforming.Supply constraints = stronger rent growth and less risk—here's where to look.Why Midwest deals may be boring… but boring works.Connect with Kenthttps://www.kentritter.com LinkedIn InstagramRitter on Real Estate PodcastYoutube Connect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of Advisors

Key Highlights from the Episode:0:00 – Introduction0:44 – Future-proofing your CRM and architecting for scalability2:23 – Why most CRMs fail when firms grow5:08 – AI in CRMs: more than just dashboards10:34 – Inside “Elite Genie” and how it supports advisors11:48 – Why your CRM is really a data warehouse14:05 – Integration-first architecture for efficiency and scale25:19 – Data hygiene: the foundation of advisor valuations33:15 – Overcoming skepticism around AI adoption38:08 – A roadmap to future-proofing your tech stackResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Get ready for an energetic episode of Adventures in Advising with Temple Carter, Director of Advising Programming and Development for the Texas A&M University System. Temple shares how lessons from theater and the corporate world bring fresh ideas to advisor training, professional development, and organizational growth. You'll hear creative strategies for supporting advisor wellness, building connections across institutions, and keeping curiosity at the center of advising. It's a lively mix of storytelling, practical takeaways, and even a debate over pineapple on pizza! Follow the podcast on your favorite podcast platform!The Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

The Chrisman Commentary Daily Mortgage News Podcast delivers timely insights for mortgage lenders, loan officers, capital markets professionals, and anyone curious about the mortgage and housing industry. Hosted by industry expert Robbie Chrisman, each weekday episode breaks down mortgage rates, lending news, housing market trends, capital markets activity, and regulatory updates with insightful analysis, expert perspectives, and conversations with top professionals from across the mortgage industry. Stay informed, gain actionable insights, and keep up with developments in mortgage banking and housing finance. Learn more at www.chrismancommentary.com.In today's episode, we go through the SEC seeking comments on MBS. Plus, Robbie sits down with NEO Home Loans Ryan Grant for a discussion on a growing shift in the mortgage industry as originators seek platforms that offer true operational control, pricing transparency, and long-term business support, delivering on promises the traditional broker model often fails to keep. And we look at how retail spending could influence both the Fed and mortgage rates.This week's podcasts are sponsored by Spring EQ, one of the nation's leading non-bank home equity lenders, giving partners more ways to serve customers. Known for speed, service, and innovation, Spring EQ makes tapping into home equity easier.

In this episode, Mark Longo and Matt Amberson (ORATS) reflect on the evolution of options trading and the role of financial advisors since the show's inception in 2011. They discuss the dramatic growth in options volume, the rise of zero-DTE trading, the democratization of tools and education for advisors, and the increasing client demand for options strategies. They also delve into current market conditions, strategies like collars and the wheel, and the potential impact of AI on options trading. Listener questions about tax implications and the implications of AI in options trading are answered, providing a comprehensive look at the state of options and advisory services today. 00:00 Introduction and Welcome 04:40 Market Update: P&L Statement 11:19 Earnings Volatility Report 20:16 Options Market Evolution 31:39 The Evolution of Weekly Options 32:24 The Impact of Zero DTE Options 33:21 Backtesting and Zero DTE Strategies 36:21 The Democratization of Options Trading 38:06 The Rise of Trading Tools for Advisors 40:51 Understanding Volatility and VIX 43:31 Earnings Trading and Data Analysis 46:57 Client Demand and Advisor Evolution 49:08 Office Hours: Answering Listener Questions 59:45 Final Thoughts

Paul remembers a big push in the '90s by professors and economists, like Fama and French, to teach advisors why stock picking is hurtful to their clients and how to help people invest without opening them up to unnecessary risk. Today, Paul talks about some of these lessons, why stock picking is still so prevalent in the industry, and what you can look out for to avoid advisors like these.  Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

In this episode, Mark Brodson, President and Managing Broker of Resource Commercial Advisors, shares how his firm helps healthcare providers, including DSOs and direct primary care practices, navigate real estate from site selection to lease management.

In this episode, Mark Longo and Matt Amberson (ORATS) reflect on the evolution of options trading and the role of financial advisors since the show's inception in 2011. They discuss the dramatic growth in options volume, the rise of zero-DTE trading, the democratization of tools and education for advisors, and the increasing client demand for options strategies. They also delve into current market conditions, strategies like collars and the wheel, and the potential impact of AI on options trading. Listener questions about tax implications and the implications of AI in options trading are answered, providing a comprehensive look at the state of options and advisory services today. 00:00 Introduction and Welcome 04:40 Market Update: P&L Statement 11:19 Earnings Volatility Report 20:16 Options Market Evolution 31:39 The Evolution of Weekly Options 32:24 The Impact of Zero DTE Options 33:21 Backtesting and Zero DTE Strategies 36:21 The Democratization of Options Trading 38:06 The Rise of Trading Tools for Advisors 40:51 Understanding Volatility and VIX 43:31 Earnings Trading and Data Analysis 46:57 Client Demand and Advisor Evolution 49:08 Office Hours: Answering Listener Questions 59:45 Final Thoughts

Today Dominic Bowen hosts Broderick McDonald on the podcast to discuss the future of Syria. They dive into the different external actors and their interests, the challenges that the new government of Syria is facing, the fine line of institutional reform and unity, the need for inclusion of the minority groups, what the impact is of sanctions relief, lessons from Syria for global conflict, and much more!Broderick McDonald is a Research Fellow at Kings College London's XCEPT Research Programme and a Research Associate the Oxford Emerging Threats Group. Prior to this, he served as an Advisor to the Government of Canada and was a Fellow with the United Nations Alliance of Civilizations (UNAOC). Broderick's writing and commentary has appeared in The New York Times, The Washington Post, The Wall Street Journal, Foreign Affairs, Financial Times, The Guardian, The Telegraph, and The Globe and Mail amongst others. Alongside his research, Broderick provides expert analysis for a range of international news broadcasters, including ABC News, BBC News, BBC America, CBC News, Good Morning America, France24, and Al Jazeera News.Broderick currently serves on the Global Internet Forum to Counter Terrorism's (GIFCT) Independent Advisory Committee and the GLOCA Board of Advisors. He previously lived in the Middle East and has conducted extensive fieldwork with combatants from ISIS, HTS, and other armed groups. Alongside his research, Broderick has advised governments, NGOs, law enforcement agencies, intelligence agencies, international prosecutors, parliamentarians, AI Safety Institutes, frontier AI labs, and social media companies on security threats and emerging technologies.The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical volatility and organised crime, to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Dominic is the go-to business advisor for leaders navigating risk, crisis, and strategy; trusted for his clarity, calmness under pressure, and ability to turn volatility into competitive advantage. Dominic equips today's business leaders with the insight and confidence to lead through disruption and deliver sustained strategic advantage.The International Risk Podcast – Reducing risk by increasing knowledge.Follow us on LinkedIn and Subscribe for all our updates!Tell us what you liked!

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction to Investment Insights & Action Items 6:34 – Investment Market Overview & Economic Insights 12:44 – Stock Selection & Investment Strategies 19:51 – Valuations & Market Trends 28:36 – Interest Rates & Bond Strategies 37:41 – Final Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation. 

I recently attended a financial advisor conference — impressive businesses, billions in annuities and AUM… but almost no mention of life insurance. And that's the problem. Most advisors ignore one of the most powerful wealth-building tools available: leveraged life insurance. When structured correctly, it can: ✅ Generate tax-free retirement income ✅ Serve as a funding vehicle for real estate & other investments ✅ Reduce your lifetime taxes (income + estate) ✅ Create a lasting family legacy Meanwhile, most clients are stuck with taxable investments, “tax-deferred” retirement plans, and strategies that enrich Wall Street — not them. This isn't a gimmick. It's a strategy built on 100+ year-old companies with proven stability. Done right, it can transform a “good” financial plan into a great one.

Send Rita a text with your thoughts!Save your spot for Prep for Wave Week :) https://programs.steeryourmarketing.com/prep-for-wave-weekGet access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776Hotel representation companies might be one of the travel industry's best kept secrets, and if you've never heard of them before, you're definitely not alone because I hadn't either when I first started in this business. We're breaking down exactly what hotel rep companies do, how they're different from booking engines, and why they could be the game-changer you need for finding those unique boutique properties that make your clients' trips unforgettable. Angelique Johns from Wanderlux Collection shares the insider scoop on how these B2B partners work as an extension of hotel sales teams, connecting travel advisors with stunning properties across Europe that you simply can't find through traditional channels. You'll learn how to leverage these relationships to differentiate yourself from other advisors, especially if you're doing a lot of FIT travel and want to offer those authentic experiences your clients are craving. Plus, we're talking about everything from marketing support to group bookings and why these partnerships might be exactly what your business needs to take things to the next level.Check out Wanderlux Collection and their properties across Europe: https://www.wanderluxcollection.com/Join us for this year's Plan Your Year Workshop: https://prepforwaveweek.com/planyouryearQuestions this episode answers:How do hotel rep companies differ from booking engines like Classic Vacations?Why do hotels hire representation companies instead of handling sales directly?What types of properties do hotel representation companies typically represent?How can travel advisors differentiate themselves using hotel rep company partnerships?What services do hotel representation companies provide beyond hotel bookings? Are hotel representation companies only for luxury properties or do they cover other price points?How can travel advisors find and connect with hotel representation companies?What marketing materials and support do hotel rep companies offer travel advisors? How do hotel rep companies help travel advisors save time on research?What makes boutique hotels through rep companies different from chain properties? What unique experiences can hotel rep companies provide for travel clients?What should travel advisors expect when working with a hotel representation company?Enjoy (and take action)!---------------------------------------------------------------Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

Key Highlights from the Episode:0:00 – Introduction1:02 – Should I stay or should I go next year?  2:27 – Why Q4 is often the best time to transition  3:59 – How holidays and client schedules factor into timing  5:35 – Deferred comp considerations for advisors  10:23 – Why firms sweeten deals in Q4 to hit quotas  12:48 – The myth of the “perfect” time to move  14:42 – Leveraging holiday parties and events for client communication  17:08 – Why every advisor's timing decision is unique  23:12 – Emotional readiness vs. waiting too long  25:27 – Rip the Band-Aid off: once you decide, just go  27:09 – Risks of delaying and firm pushback  28:11 – How to connect with Frank & Stacey  Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

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 (https://www.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 (https://www.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 (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link:https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Show Notes:Post on X from Alfonso De Pablos, CMT on 9.18.25 - https://x.com/AlfCharts/status/1968785798053925196 Post on X from Rob Anderson on 9.15.25 - https://x.com/_rob_anderson/status/1967631583059591615 Post on X from NullCharts on 9.16.25 - https://x.com/nullcharts/status/1968015060741292360 #319 topics:NASDAQ Overbought Conditions Reaching Historical ExtremesSmall Cap Renaissance Following Federal Reserve Policy ShiftSeasonal Strength Pattern Expected October Mid-MonthThrough Year-End based on historical trading day analysisTechnology Sector & Bubble Comparison AnalysisQualified Charitable Distribution (QCD) Strategy Implementation for tax-efficient charitable giving in 2025 tax year 

In this mini episode we discuss the role of WanderLuxe Destinations in the luxury travel industry, how travel advisors can best partner with the our Team, the tools and resources available to support them and the importance of nurturing lasting client relationships. Follow us on IG here.

Sam Libby is President and Managing Director of TCB Capital Advisors, a healthcare-focused investment and advisory firm with a focus on improving patient outcomes in oncology, neurodegenerative diseases, and women's health. The firm evaluates early-stage companies based on the strength of clinical data, scientific and medical expertise, and technology, which may have been overlooked or struggled to raise funding. Trends TCB is keeping an eye on include diagnostics and preventive healthcare, as well as the growing interest in women's health, an underinvested sector that presents significant opportunities for innovation and investment. Sam explains, "I think first and foremost, we look at the clinical data. So the way that we built TCD is that we have a team of experienced bankers and investors who work with early-stage companies. We also have on the other side of the house commercial experts and consultants who can do, I like to always say they can do all the things that bankers talk about. So, post-merger integration, building out the sales funnel, and applying for grants." "The other side, which I believe is probably the most important, is the scientific, strategic, and clinical advisory boards. And so when you're looking at one of these early-stage companies, the first thing is, does the science work? Is the actual foundation for the company solid? And so having experts that can drill into that because it's very easy when you start talking about deals and an early-stage company, everyone gets excited by the vision of the CEO or founder."  #TCBCapitalAdvisors #Healthcare #HeatlhcareInvestments #PatientOutcomes #Oncology #NeurodegenerativeDiseases #WomensHealth   TCBcapitaladvisors.com Download the transcript here

Sam Libby is President and Managing Director of TCB Capital Advisors, a healthcare-focused investment and advisory firm with a focus on improving patient outcomes in oncology, neurodegenerative diseases, and women's health. The firm evaluates early-stage companies based on the strength of clinical data, scientific and medical expertise, and technology, which may have been overlooked or struggled to raise funding. Trends TCB is keeping an eye on include diagnostics and preventive healthcare, as well as the growing interest in women's health, an underinvested sector that presents significant opportunities for innovation and investment. Sam explains, "I think first and foremost, we look at the clinical data. So the way that we built TCD is that we have a team of experienced bankers and investors who work with early-stage companies. We also have on the other side of the house commercial experts and consultants who can do, I like to always say they can do all the things that bankers talk about. So, post-merger integration, building out the sales funnel, and applying for grants." "The other side, which I believe is probably the most important, is the scientific, strategic, and clinical advisory boards. And so when you're looking at one of these early-stage companies, the first thing is, does the science work? Is the actual foundation for the company solid? And so having experts that can drill into that because it's very easy when you start talking about deals and an early-stage company, everyone gets excited by the vision of the CEO or founder."  #TCBCapitalAdvisors #Healthcare #HeatlhcareInvestments #PatientOutcomes #Oncology #NeurodegenerativeDiseases #WomensHealth   TCBcapitaladvisors.com Listen to the podcast here

Retirement planning isn't broken—it's rigged.Paul Sippil joins the Futures Edge with Bob Iaccino to expose the hidden fees, conflicted incentives, and lack of accountability baked into the 401k industry. They dive deep into forensic retirement consulting, a practice that helps participants and employers uncover where their money is really going, while questioning the role of advisors, oversight, and economic policies that continue to erode capitalism.TAKEAWAYS: - The 401k industry lacks transparency and accountability.- Forensic retirement consulting educates clients about hidden fees.- Advisors often benefit from commissions without adequate service.- Self-directed brokerage accounts can help participants avoid fees.-Law firms often face high fees due to poor advisor oversight.TIMESTAMPS:00:00 Introduction and Sponsorship02:42 Health and Wellness through Community Dining05:36 Crime and Safety in Chicago09:40 Forensic Retirement Consulting Explained17:34 Understanding 401k Fees and Transparency22:31 The Overpayment Dilemma in Financial Advisory24:14 Opting Out: Self-Directed Accounts and Fee Structures26:43 Empowering Participants: Knowledge is Key27:51 Understanding the Ideal Client: Who Needs Help?29:04 The Future of Financial Advisors: AI and Automation30:21 Law Firms and Financial Mismanagement: A Case Study32:10 Corporate 401k Plans: Are They Worth It?33:31 The Struggles of Communication: Understanding Advisors' Roles36:14 Facing Backlash: The Risks of Challenging the Status Quo38:29 Private Credit in 401k Plans: A Cautious Outlook40:02 Economic Perspectives: The Current Landscape44:17 Connecting with Paul: How to Reach Out

Originally uploaded September 15th, reloaded September 25th. Jeffrey Mosher welcomes Karena Hamlet, program director of business services for the Economic Alliance, a division of the Flint & Genesee Group, Flint area, MI. Their discussion covered several topics: Summit Growth & Demand – What drove the strong demand after the first Immerse Summit, and how are you scaling this year's event to meet the needs of more entrepreneurs? Practical Business Value – With sessions ranging from accessing capital to mastering elevator pitches, how do you ensure the programming directly addresses the most urgent challenges small businesses face in Flint and Genesee County? Networking & GEN Partners – The summit highlights the Genesee Entrepreneurial Network. How does GEN strengthen the business ecosystem, and what advantages do local businesses gain from those connections? Recognizing Excellence – The Immerse Awards spotlight local businesses that have shown customer service and growth. What impact do you see that recognition having on the winners and the broader community? Future Impact & Support – Beyond the summit, what upcoming programs or initiatives from the Flint & Genesee Economic Alliance and Small Business Support Hub should entrepreneurs be watching for? » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/ Please join Flint & Genesee's Small Business Support Hub for the 2025 Immerse Entrepreneurial & Small Business Summit. Thursday, September 25, 2025 8:30 a.m. to 2:30 p.m. Gateway Center Wyndham Hotel, 5353 Gateway Centre Blvd., Flint Exhibitors Breakout Sessions Networking Registration is closed, but walk-ins are welcomed. Breakout Sessions include: Second Act, First Business: Becoming Your Own Boss (Presented by the Small Business Development Center) – Learn to assess entrepreneurial readiness, develop and validate business ideas, plan finances, and create strategies for marketing and customer acquisition. Opening Doors: Your Path to Brick and Mortar (Presented by the Uptown Reinvestment Corporation) – Learn how to navigate the risks and opportunities of opening a first retail location through informed, strategic decision-making. Profit and Loss Code for Food Based Business (Presented by In the Business of Food) – Learn how to strip away the mystery behind two of the most important financial tools for your business: the profit & loss statement and the break-even analysis. Retail Business and E-Commerce Essentials (Presented by Townsquare Media) – Learn how to dive into retail and e-commerce, master consumer insights and craft effective pricing, merchandising, and promotional strategies for traditional, online, and omnichannel markets. Business Structure and Legal Compliance (Presented by Cline, Cline, and Griffin) – Learn how to choose the right legal structure for your business, understand LLC types, and navigate key legal requirements for offering products and services. Also: Marketing and Promotion (Presented by Professor Lorita Cummings, Eastern Michigan University) Mastering Elevator Pitches (Presented by Beauty Image Inc.) Accessing Capital (Presented by Genesee County Area Business Bankers) Digital Marketing for Small Business (Presented by Spectrum) Leveraging AI for Small Business (Presented by the Small Business Development Center) Understand the Foundations of Small Business Insurance (Presented by Hartland Insurance) Understanding Small Business Taxes (Presented by Yeo & Yeo CPA's & Advisors)

What happens when you chase growth, double revenue year after year, and finally realize the business you've built is slowly consuming your life? Brad Johnson, Co-Founder of Triad Partners and former host of The Elite Advisor Blueprint, shares the raw story of leaving behind a secure, high-paying role to pursue a new vision of what success in financial advice can look like. From sleepless nights as a new entrepreneur to creating a culture that prioritizes family and freedom, Brad opens up about the lessons, struggles, and breakthroughs that shaped Triad's mission: help Advisors build a business that blesses their life, not becomes their life. If you've ever felt the pull between professional success and personal fulfillment, this candid conversation will challenge the way you think about growth, leadership, and the true definition of winning as an Advisor. You'll Learn: Why the most addictive drug for Advisors is the biweekly paycheck—and how to move beyond it The dangers of redlining success and how to avoid building a business that becomes your prison How to shift from Advisor to CEO by scaling sales, planning, and service the right way Why “Do Business, Do Life” isn't just a slogan, but a model for building something bigger than yourself To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier About Our Guest: Brad Johnson is the Co-Founder of Triad Partners, a coaching and community platform helping growth-minded financial advisors build businesses that bless their lives instead of becoming their lives. For more than 15 years, Brad has worked alongside some of the most successful advisors in the country, shaping strategies around practice management, leadership, and client experience. He's also the host of the Do Business. Do Life. podcast and the former host of The Elite Advisor Blueprint, where he interviewed thought leaders inside and outside of finance to bring fresh perspective to the advisory profession. A Kansas farm kid turned industry leader, Brad is passionate about redefining what “success” looks like for Advisors—focusing not just on revenue growth, but also on family, freedom, and fulfillment. Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

Financial advisors face the real challenge of proving their worth to clients who have more options and skepticism than ever before.  How do today's top advisors cut through the noise, establish credibility, and attract clients in a way that actually works? In this episode, Referral Coach Bill Cates interviews Michael Kitces, Chief Financial Planning Nerd … Continue reading #98 – The Crisis of Differentiation: Michael Kitces on What Actually Works for Advisors →

Kama Winters, president of Delta Vacations, talks with James Shillinglaw of Insider Travel Report, about Delta Vacations University, held in Atlanta earlier this month. The event, which is now being held every two years, helps educate travel advisors about the products and destinations they can book through Delta Vacations, as well as how they can lucratively sell travel to Delta SkyMiles and Medallion members, a massive customer base. For more information, visit www.deltavacations.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.  

Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe, co-founder of Quin, to explore how an AI-powered assistant is transforming the way financial advisors handle everyday tasks. From CRM updates to inbox management, Quin is designed to feel like a true digital team member that lightens the workload and creates more space for meaningful client engagement.In this episode, you'll learn:How Quin differs from tools like ChatGPT and why it's tailored specifically for advisorsReal-world use cases of how Quin manages tasks like email, meeting prep, and CRM updatesWays advisors can integrate Quin into their practice alongside current staff for maximum efficiencyHow much time Quin can save per week and how that impacts profitability and client experienceWhat's next on the roadmap for Quin, including future integrations and smarter automationBy the end, you'll have a clear picture of how AI assistants like Quinn can give you back 15–20 hours each week, allowing you to focus on client relationships and scaling your practice. This isn't about replacing people—it's about removing the tasks no one enjoys and giving your team the freedom to work on what matters most.Learn more about Quin HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Hey there, Capitalist Culture listeners!I'm thrilled to share some incredible insights from my recent conversation with Stan Gregor, the CEO of Summit Financial. With nearly 38 years in wealth management, Stan's journey is nothing short of inspiring. Here are some key takeaways from our chat that you won't want to miss:Key Lessons and Ideas:  • Unexpected Beginnings: Stan's career in finance started unexpectedly, pivoting from law school to Wall Street. His parents were skeptical, but he embraced the challenge and thrived.  • Leadership Evolution: Stan candidly admits he was a “crappy leader” at first. Over time, he learned the importance of collaboration and integrity, thanks to mentors like Don Froude.  • Navigating Crises: Leading through the 2008 financial crisis at Wachovia was one of Stan's toughest challenges. His commitment to open communication and leading by example helped his team navigate the turmoil.  • Transformative Leadership: At Quicken & Riley, Stan shifted the firm from a transactional model to a full-service advisory business, emphasizing client relationships over short-term gains.  • Summit Financial's Unique Culture: Stan was drawn to Summit for its collaborative, selfless culture and integrated services. The firm's advisor retention and commitment to long-term success stood out to him.  • Explosive Growth: Since 2020, Summit has grown from $3 billion to $25 billion in assets under management, driven by organic growth and a client-centric philosophy.  • Team Approach: Stan encourages the next generation of advisors to embrace a team model, bringing together experts in different areas to provide comprehensive client service.  • Listening and Humility: Stan emphasizes the importance of listening and being humble enough to admit when you're wrong. This approach has been crucial to his professional and personal growth.  • Redefining Success: For Stan, success is about collective achievement. It's not just about winning alone but winning together as a team and a family.Curiosities:  • Personal Connections: Summit's culture fosters deep personal connections among employees, with many attending family events and even serving as godparents to each other's children.  • Generational Shifts: Stan sees significant opportunities for younger advisors to grow through mergers and acquisitions, leveraging the experience of retiring advisors.  • Unique Business Structure: Summit's model allows advisors to remain independent business owners while benefiting from the resources of a larger organization.Stan's journey and insights are a testament to the power of integrity, collaboration, and long-term thinking in building a successful career and business. I hope these highlights spark your curiosity and inspire you to listen to the full episode.Thank you for being part of the Capitalist Culture community. Stay tuned for more insightful conversations!P.S. Don't forget to check out the full episode with Stan Gregor for more in-depth stories and valuable lessons!Send us a textConnect with Kip on LinkedInhttps://www.linkedin.com/in/kipknippel/Watch Bite-Sized Clips on YouTubehttps://www.youtube.com/@capitalistculture/shorts

Key Highlights from the Episode:2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valuation7:45 – Succession planning and clean data: how preparation today drives higher multiples tomorrow10:50 – Custodian and CRM integrations (Salesforce, Redtail, Wealthbox) that streamline advisor workflows13:00 – Why scalable, repeatable processes matter for growth and long-term success14:20 – The rise of AI tools in wealth management and how advisors can take advantage16:05 – JEDI's new partnerships: approved with Schwab, plus collaborations with Salesforce, Wealthbox, and Redtail18:10 – Freeing up staff through workflows and automation so advisors can focus on growth and client relationshipsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

In this episode of More Than Commas, Cory explores one of the most overlooked roles of a financial advisor: protecting clients from their own instincts. It's not just about picking investments or predicting the market, it's about acting as a guardrail when fear and desire tempt us into costly mistakes. Cory illustrates how emotions drive poor financial decisions, from panic-selling during downturns to chasing trends at market peaks. Advisors provide perspective, discipline, and strategy, ensuring clients stay aligned with their long-term goals. Using vivid analogies, Cory shows how advisors add real value, especially during turbulent times. He challenges listeners to rethink what they expect from an advisor, focusing less on promised returns and more on partnership, clarity, and peace of mind in building a life that truly matters.   -- Timestamps: 00:50 – March 2020: emotions vs. the market 01:40 – Fear, desire & behavioral finance traps 02:50 – Advisors as guardrails against bad decisions 04:10 – Why outside perspective matters in money decisions 05:20 – Guardrails, budgets & freedom through discipline 06:40 – Advisors as chefs: strategy vs. randomness 07:50 – Final takeaway: advisors help you live better, not just invest better   -- This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Key highlights from the episode:0:00 – Introduction  4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse  6:45 – Real examples of how inflated promises derail transitions and waste time  9:55 – What advisors should demand up front to ensure accurate pro formas and offers  16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes  36:35 – Closing thoughts & contact info  If you're considering a transition, don't let hype or half-truths guide your decision. Learn how to spot red flags, negotiate effectively, and choose a firm that truly supports your business.--Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

If you're an advisor who loves golf, here's the truth: the game teaches more about winning clients and building lasting trust than most people ever realize.That's exactly what I dive into with today's guest, Marisa Messana. She went from leading Clemson's women's golf team to the national championship, to competing as a professional golfer, to now coaching Fortune 100 companies, investment firms, and business owners.Through her work, Marisa helps in two ways:First, through her High Performance Training, where she equips people to perform like “corporate athletes.” This is the work that helps advisors shift from solopreneur to CEO, lead with more clarity, and create the space they need to actually grow.Second, with her Golf Experiences, she shows how to turn a round of golf into a trust-building, referral-generating opportunity. She blends fun on the course with growth-focused conversations off the course, creating the kind of experiences clients never forget.In this episode, Marisa shares how golf becomes more than a pastime, it's one of the best ways for advisors to build trust, win clients, and grow their business.4 of the biggest insights from Marisa Messana…1.) Winning On Paper, Falling Apart InsideAt Clemson, Marisa hit the pinnacle of success—leading her team to nationals and winning the Elite 90 Award. But behind the accolades, she was overwhelmed, burned out, and holding back tears. Her story exposes the danger of chasing external success without the systems and self-awareness to sustain it.2.) Self-Awareness Is What Separates Amateurs From ProsIn golf, pros track every stat after a round to find patterns and improve. Marisa realized she wasn't doing the same for her life. That's when she built her “mental gym,” a process of auditing habits, energy, and emotions. By tracking patterns and adjusting, she turned awareness into action—and that's what creates real, repeatable growth.3.) New Game, New Rules: Solopreneur to CEOMost advisors start as solopreneurs, where success depends on sheer hustle. But scaling a firm requires a different identity: leader, coach, CEO. Marisa shares how this shift mirrors her journey from athlete to business builder—and why so many advisors get stuck when they keep playing the old game by the old rules.4.) How to Host Golf Events That Drive ReferralsGolf is more than just a pastime for advisors—it's a powerful business tool. Marisa breaks down how to design unforgettable golf experiences that combine fun on the course with meaningful, growth-oriented discussions. By pairing the “golf component” (18 holes, a clinic, or even a simple range session) with a “growth component” (roundtable conversations, workshops, or keynotes), advisors can break down barriers, connect as equals, and build deep trust with prospects & clients.SHOW NOTEShttps://bradleyjohnson.com/134FREE GIFT + JOIN THE DBDL INSIDER CREWMarisa is offering a FREE 1:1 coaching call to the first 3 listeners who reach out with a specific business challenge they want to solve.Text “134” to 785-800-3235 and we'll share the details with the qualifiers. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *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. TP09254797076See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.