Podcasts about advisors

Most of the so-called marketing advice that advisors get sold by other marketing gurus isn't just flat-out wrong… But it also makes you focus on the wrong things!  This warped perception not only stunts your marketing efforts, but it derails your confidence, dupes you into believing certain tactics (or marketing as a whole) doesn't work, and causes you to toss and turn for hours each night as you drown in your own anxiety.  That's the bad news.  The good news? In today's show, I share 7 marketing rules of thumb that can help you prevent all of these problems mentioned above. Plus, it will help you avoid paying a marketing guru who's feeding on your insecurity.  And yes, it will make every marketing campaign you set live more successful than what you're doing today.  Listen now.  Show highlights include: The ONLY marketing metric that actually matters that almost every advisor completely ignores (2:29)  3 metrics every financial advisor must know to determine the health of your marketing strategy (and they have nothing to do with cost per lead, open rates, or click rates) (5:26)  The "brick method" for building trust that only the top 1% of financial advisors even think about, let alone implement into their marketing (7:27)  Why the fastest way to dry up your sales pipeline is by obsessing over new leads (and how to double your bottom line without a single new lead) (9:24)  How worrying about being annoying, being repetitive, or overdoing a certain follow-up strategy makes you an unsafe investment to prospective customers (10:36)  How to "tap into" the "mental environment" of prospective clients and hijack their minds until they become your best clients (10:59)  If you're making this mistake, you're one change away from complete and utter destruction of your financial advice business… (13:42)  Why you don't actually have "marketing problems" you have "sequencing problems" (and why adjusting the order can turn a flop into your best campaign) (14:39)  How to naturally soothe a prospective client's nervous system before it backs out of working with you (19:21)  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. 

Eileen Ross, an InteleTravel ambassador advisor, talks with Alan Fine of Insider Travel Report at Quest, the InteleTravel national conference at the Hard Rock Resort in Punta Cana, about how she discovered the host agency and built her travel business over the past decade. She also discusses helping develop InteleTravel's ambassador program, which trains and mentors new advisors, along with the company's broader education programs and new opportunities from acquisitions including Major Travel, MGME and Tickitto. For more information, visit www.inteletravel.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.

Send a textWelcome to Safe Dividend Investing's Podcast # 265 on March 7th of 2026. My name is Ian Duncan MacDonald, and I am the author of 7 investment books. My seventh investment book, Achieving Financial Independence Safely - 200 NYSE Stocks Analyzed and Scored" became available January 3rd on Amazon. You can easily find it by searching in Amazon or Google for "Ian Duncan MacDonald books". For more information on my other books and safe investing go to www.informus.caIn this week's podcast I ask the question, "Can Investment Advisors be Trusted". To  generate enough income to live on an advisor must service and sell a hundred or more investors.  The large financial institutions they work for provide bonuses and other incentives to push the investment advisor to exceed monthly targets. If these objectives are not achieved the investment advisor's job may be terminated. Being an investment advisor is a stressful job. To survive it can result in investment advisors bending the rules. Some financial institution turn a blind eye to practices that are not only shady but pure theft.  Before you turn over your life savings to an investment advisors consider the warnings in this podcast.In my first investment book, "Income and Wealth from Self-Directed Investing" I went into detail in how an 80-year-old widow was not only robbed by the investment advisor in one major bank but also by the investment advisor in the second bank she had transferred her investment portfolio to.  Her attempt to  find an honest investment advisor had failed.She then followed my directions and became a successful self-directed investor who was able to  recover the hundreds of thousands she had lost as a full service investor with the two major banks.I have been retired for 20 years and living very well off my investments. My high net worth continues to grow year-after-year along with my high income. I own no ETFs, no mutual funds or bonds. 100% of my portfolio is in financially strong, high dividend paying stocks. Even when the share prices declined in the market crashes of 2008 and 2020 my dividend income grew and was not impacted.I select the stocks by scoring them.  My background was in building large commercial risk scoring systems that rated millions of companies for banks, insurance companies and trade suppliers. To me stocks are just another form of commercial risk. My objective is to show investors how to safely invest.Ian Duncan MacDonald Author and Commercial Risk Consultant,President of Informus Inc 2 Vista Humber Drive Toronto, Ontario Canada, M9P 3R7 Toronto Telephone - 416-245-4994 New York Telephone - 929-800-2397 imacd@informus.ca

Are you investing in lead generation but not seeing results? SmartAsset, Facebook ads, seminars, LinkedIn, internet leads — here's the truth: they all work, and they all fail. The difference is not the platform. It's the execution and commitment. In this episode, we break down the six month rule for judging marketing, how to calculate lifetime client value, why systemization must come before scaling, and what actually converts in seminars, webinars, and online leads. We also explain why most advisors quit too early and lose momentum. If you want a realistic framework for scaling lead generation the right way, this episode is for you. Subscribe for weekly growth strategies built specifically for financial advisors.

Topics to include: Insured Retirement Institute (IRI) wants Congress to mandate lifetime income in 401k (really bro?), a deep look at 408b2 & 404a5, Fi360 (now Broadridge) vs RPAG vs Morningstar, How much money are Recordkeepers and Advisors making? a review of PLANADVISER's Adviser Value Survey, Fintok, Texas Tips and more....

Technology in wealth management isn't just changing, it's colliding with reality. Advisors are expected to deliver deeply personalized experiences, operate at consumer-grade speed and navigate increasing complexity, all on top of legacy systems never designed for this moment. As AI accelerates what's possible, the real challenge isn't adopting new tools, it's rethinking how technology supports the advisor experience from the ground up. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Vestmark CTO Freedom Dumlao to go behind the curtain of modern wealthtech and unpack why advisor experience, data integration and agentic AI are now the real battlegrounds for scaling RIAs.  Key takeaways: Why consumer software experiences are redefining advisor expectations at work How integration challenges quietly drain time and limit true personalization Why agentic AI is the real leap forward Why the advisor's moat is validation, not information How compliance doesn't kill innovation, it sharpens it Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with Freedom Dumlao: LinkedIn: Freedom Dumlao LinkedIn: Vestmark Website: Vestmark About Our Guest: Freedom Dumlao is the Chief Technology Officer at Vestmark, where he leads the firm's technology strategy with a focus on resilience, scalability, and building long-term client confidence. He brings a disciplined, hands-on approach shaped by senior leadership roles at Amazon, Zipcar, Flexcar, Wayfair, and Drift, including his work on the Alexa machine learning and AI platform. A strong advocate for open-source communities, Freedom also serves as a board member and treasurer of Ruby Central. Outside of work, he enjoys woodworking, cooking, and spending time with his two daughters building robots and experimenting with electronics.

The Federal government enters into a rights agreement with the Musqueam First Nations covering most of Metro Vancouver. What are the implications? We discuss with expert lawyer Tom Isaac. We also discuss the ongoing housing slump, the war in Iran, energy and fertilizer prices. Join Us For The Loonie Hour Investor Series - With Ben Rabidoux, Live In Calgary on March 23rd, and Vancouver on March 25th!Get Your Tickets Here!Calgary - https://www.eventbrite.com/e/loonie-hour-investor-series-with-ben-rabidoux-calgary-tickets-1984582823649?aff=oddtdtcreatorVancouver - https://www.eventbrite.com/e/loonie-hour-investor-series-with-ben-rabidoux-vancouver-tickets-1984583594956?aff=oddtdtcreatorStart an investment portfolio that's built to perform with Neighbourhood Holdings! For Investors and Advisors: https://www.neighbourhood.com/looniehourFor Mortgage Brokers:https://www.neighbourhood.com/looniehour-brokers

Today: It's that time of year again - yes... tax season. It sucks but it's something we all have to do, so why don't you make it a little less painful with a friendly helping hand! Our dear friend Gilbert walks us through the changes this year to taxes, how to make the most of your current finances, and has tips along the way - he's awesome. Have a great day, and we will be live tonight at 7!

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:Blog Post from Matt Cerminaro on February 24th titled “The Craziest Stat of 2026” - https://chartkidmatt.com/p/the-craziest-stat-of-2026 IRS Tax Withholding EstimatorUS-Israel strike on Iran & market reaction – VIX peaked mildly, institutional buying, investor confidence (03:24) Midterm year volatility expectations – Weak early months, Q4 rebound, historical resilience (06:41) Middle East conflicts & supply chain containment – Limited market disruption, quick recovery (09:23) US dollar trends & international equity outlook – Unexpected 3.5–4% rebound, impact on global stocks, diversification advice (12:12, 14:30) Mortgage rates & housing affordability – 30-year rates below 6%, improved buying conditions, sticky home prices (15:22, 16:30) Tech sector (MAG7) valuation shifts – Low valuations vs. defensive sectors, potential buying opportunities (18:13, 21:20, 28:37) Market technicals & behavioral insights – S&P 500 moving average contraction, disciplined investing, long-term perspective (22:33, 25:25) Tax planning & IRS tools – Withholding estimator, biannual review, avoiding penalties (31:46, 33:15)  Hosts:Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing PartnerAddress: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page

  1. From Bullying to Black Belt Leadership Dr. Terry's journey began at age 13 after being bullied in school. His father enrolled him in martial arts, which ultimately transformed his confidence and mindset. Martial arts became the foundation for his leadership philosophy. 2. Why Only 5% Reach the Black Belt Level Less than 5% of martial arts students earn a black belt. The same pattern appears in business: 70% of businesses fail within 10 years. The difference between good and great is the discipline to keep going beyond initial success. 3. The Foundation of Leadership: Belief The first principle in Dr. Terry's leadership philosophy is belief. You cannot achieve what you do not believe you are capable of achieving. Leaders must often lend belief to their teams until they develop it themselves. 4. The BLACK BELT Leadership Framework Dr. Terry outlines his leadership acronym: B – Belief Confidence in your potential and vision. L – Learning Commit to becoming a subject matter expert. A – Accountability Take ownership of outcomes and responsibilities. C – Communication Great leaders connect, not just communicate. K – Kinetic (Action) Success requires action, not just intention. B – Boldness Growth requires stepping into the unknown. E – Equipping Train others to eventually replace you. L – Loyalty Build trust and commitment within your team. T – Transformation Commit to becoming a better version of yourself every day. 5. The Leadership Trap: Doing Everything Yourself Many advisors struggle to scale because they refuse to delegate. Dr. Terry teaches the 80/20 rule of leadership: If someone can do a task 80% as well as you, let them do it. Focus 80% of your time on the 20% of activities you're best at. 6. Empowering Teams to Scale Leaders must build organizations of leaders, not followers. Empowering teams means allowing them to fail forward. Growth happens when people step outside their comfort zone. 7. The 1% Rule for Daily Improvement One of Dr. Terry's most practical leadership strategies: Improve just 1% per day in a key area. Over 30 days, that creates 30% improvement. Start with simple questions like: “Is this the best use of my time right now?” 8. The Power of Recognition Celebrating wins creates momentum. As Tony Robbins says: "What gets rewarded gets repeated." Recognition builds: team morale success habits stronger organizational culture. 9. The Danger of Stopping Growth Dr. Terry quotes Ray Kroc: "As long as you're green, you're growing. Once you're ripe, you start to rot." Successful leaders: pursue lifelong learning invest in personal growth continuously improve their mindset and skillset. Key Takeaways Belief is the foundation of leadership. Growth requires stepping into discomfort. Leaders must empower others to scale their impact. Small improvements compound into massive results. Lifelong learning separates elite performers from average professionals. **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

In Episode 96 of the Land to Lots™ Podcast, Carter Froelich continues his conversation with Scott Cox, Principal of SLC Advisors and a frequent contributor to The Builder's Daily, for a candid discussion on what is really driving builder stress right now. While margins may still look acceptable on paper, many private builders feel pressure building beneath the surface. The issue is not just today's closings, but higher-basis land in the pipeline, slower absorption, and the simple reality that time is expensive. Carter and Scott explore the difference between managing to a pro forma and managing to the market. They discuss why sales velocity often matters more than protecting the last point of margin, how to calculate the true monthly carrying cost of a community, and why that number alone can reshape pricing decisions. Scott also shares practical ways to protect backlog without losing momentum, how trapped cash impacts capital structure, and when it may be time to revisit product instead of relying only on incentives. In this episode, you'll learn: 1.      Why margin concerns today are often rooted in tomorrow's land pipeline. 2.      The dashboard metrics builders should be watching when absorption slows. 3.      How to calculate the real monthly cost of being in a project. 4.      How trapped cash impacts capital structure and future deal flow. 5.      When protecting backlog makes sense and when it becomes counterproductive. 6.      Why velocity protects more than revenue. 7.      How to evaluate product utility against competitors in a practical way. 8.      When it is time to revisit product instead of simply cutting price. Show Notes: Scott Cox 01scottcox10@gmail.com https://www.linkedin.com/in/scott-cox-25874154/ Plus: Whenever you're ready here are 4 ways Launch can help you with your project: Prepare a Special Tax District Bond Analysis for your Project – If you have a projects in AZ, CA, CO, ID, NC, NM, SC, TN, TX, UT, WA contact  Carter Froelich (ADD MY EMAIL LINK) and have Launch prepare an initial bond analysis for your project. Add Favorable Financing Language to Annexation and/or Development Agreements – Create certainty and flexibility related to your project's infrastructure financing by having Launch professionals prepare handcrafted favorable financing language for inclusion in your Annexation and/or Development Agreement. Perform The RED Analysis™ on your Project – We have developed a unique process at Launch called The RED Analysis™ in which we perform a diagnostic review of your project to determine possible ways to Reduce, Eliminate and Defer infrastructure construction costs in order to enhance project returns. Track Your Reimbursable Costs Utilizing The Launch Reimbursement System™ ("LRS") – Never lose track of your district eligible reimbursable costs and have Launch manage your district's costs reimbursement tracking, preparation of electronic reimbursement submittal packages and processing of your reimbursement requests with the district, jurisdiction and/or agency. Complimentary Offers for Land to Lots™ ListenersComplimentary Land to Lots book: https://www.launch-mpc.com/offer Complimentary Bond Sizing Analysis:  https://form.jotform.com/231376408765160 Carter Froelich hosts the Land to Lots™ podcast powered by Launch Development Finance Advisors. Carter shares how he and his team help their clients finance infrastructure, reduce costs, and mitigate risks all with the goal of enhancing project profitability Land to Lots™ is a registered trademark of Launch Development Finance Advisors

Dana Lattouf, founder and CEO of Tickitto, talks with Alan Fine of Insider Travel Report the InteleTravel national conference in Punta Cana, about how her InteleTravel-owned global ticketing infrastructure platform connects travel advisors to more than 90,000 concerts, sports and entertainment events worldwide. She also discusses how Tickitto integrates event inventory directly into travel booking systems and how travel advisors can add event tickets to client itineraries through white-label tools and API connections. For more information, visit www.tickitto.com  or www.inteletravel.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. 

Most financial advisors are really good at their job, and that might be exactly what’s holding them back! Duncan MacPherson is joined by Pareto coaches Jason Westover and Mike “Cy” Cajthaml Jr. for a candid, high-level conversation on what the best financial advisors are doing right now to stay ahead in a rapidly evolving industry. Together, they unpack what it truly means to become the “advisor of the future”,  from growing up-market and attracting ideal clients, to making the pivotal shift from technician to CEO. As disruption accelerates and AI reshapes workflows, the discussion centers on how top-performing advisors are leveraging both technology and human insight to build scalable, enterprise-value businesses. The conversation explores the widening gap between complacency and ambition, the power of intentional practice management, and why relationship excellence, not technical expertise alone, remains the ultimate differentiator. Jason and Mike also share real-world observations from coaching some of the most sophisticated advisory teams in North America, highlighting the habits, structures, and mindset shifts that separate sustainable firms from stalled practices. Key highlights include: Why growing “up-market” often starts with refining your top 50 relationships The transition from advisor to CEO, and why delegation unlocks scale How leading teams are using AI to compress time without compromising trust The importance of client advisory councils and feedback loops Why no one wants to buy your job, only your business This is a practical, forward-looking discussion for financial advisors who want to avoid plateauing, build enterprise value, and design a business that ultimately serves their life, not the other way around. Tune in for strategic insight, tactical ideas, and a clear roadmap for what's next in advisory leadership. Promotions: Pareto Systems: Turnkey Advisor Membership Connect With Duncan MacPherson:  Website: ParetoSystems.com Toll Free: 1.866.593.8020 Learn More: Schedule a Call LinkedIn: Duncan MacPherson Connect With Jason Westover: LinkedIn: Jason Westover Website: paretosystems.com/coaches/coach-jason-westover Connect With Mike “Cy” Cajthaml Jr.: LinkedIn: Mike “Cy” Cajthaml Jr. Website: www.paretosystems.com/coaches/coach-mike-cy-cajthaml-jr About Our Guests: Jason Westover has spent over 20 years helping financial advisors, sales teams, and wholesalers perform at their best. After discovering Pareto Systems 15 years ago, he became one of its strongest advocates, using its proven coaching methods to help top performers elevate their businesses. Today he’s also leading conversations on how AI tools can transform advisor effectiveness and client outcomes across the industry. Jason lives near Kansas City with his wife and three children. Outside of work he’s a competition BBQ cook and Brazilian Jiu-Jitsu competitor. Mike “Cy” Cajthaml Jr. brings 17 years of financial services experience to his role as a Pareto coach. His background spans insurance marketing, nationwide advisor consulting, and working alongside his father as a financial advisor in Overland Park, KS. That blend of wholesale and retail experience gives Mike a unique perspective in helping advisory firms integrate the Pareto Process and build toward their ideal practice. Mike lives in Overland Park with his wife Ashley and their two sons, Cameron and Carson. Outside of work he enjoys golf, a good cigar, and cheering on the Chicago Bears. Listen on Apple Podcasts

Infrastructure Capital Advisors CIO Jay Hatfield talked with Proactive's Stephen Gunnion about why listed preferred stocks can be attractive for income-focused investors, and how the current interest-rate backdrop may support the asset class. Hatfield explained that, in his view, preferreds tend to benefit during central bank cutting cycles, because investors can capture both coupon income and potential price appreciation back toward par. He outlined the fund's focus on US and North American-listed preferred securities, noting that being exchange-listed can mean tighter bid/ask spreads and easier access for investors. Hatfield also contrasted public issuers with private credit markets, saying the company prefers securities issued by public companies that report, protect credit quality, and typically have larger market caps. Hatfield discussed portfolio construction and risk management, emphasising credit selection, monitoring call features, and positioning across rate regimes (including using floating-rate exposure when rates are rising). He also shared his macro view, arguing that money supply dynamics can be an important signal for inflation and rates, and said: “We are forecasting inflation goes down to 2%. Rates drop… That's a great environment for preferred.” He added that the key risk is being wrong on inflation and rates, but highlighted how higher coupons can help offset market volatility over time. For more interviews and market insights, visit Proactive's YouTube channel—and don't forget to like, subscribe, and turn on notifications so you never miss an update. #PreferredStocks #IncomeInvesting #Yield #ETFs #FixedIncome #RateCuts #InterestRates #Inflation #CentralBanks #PortfolioIncome #TotalReturn #CreditRisk #ActiveManagement #PrivateCredit #Markets #Investing #DividendIncome #UCITS #AssetAllocation #ProactiveInvestors

For over 30 years, Robin has helped Investment Consultants, Retirement Plan Advisors, and recordkeepers better understand their competition, improve efficiency, elevate client service, and win new business. She began her career as a retirement plan sponsor in healthcare and manufacturing before moving into consulting roles with Deloitte and North Highland, and later serving as Head of Research at Ann Schleck & Co. Following its sale to fi360, she became a Senior Vice President overseeing the Fiduciary Score.In 2018, Robin founded WinMore Plans and relaunched the Practice Management Benchmarking Study for retirement plan advisors. Today, she partners with hundreds of advisory firms nationwide, providing benchmarking, coaching, win/loss analysis, and valuation services to help advisors implement practical growth strategies.In this episode, Eric and Robin Green discuss:Positioning the advisor as a true business partnerCapturing a history of plan accomplishmentsDelivering meaningful financial wellness supportClarifying contracts, data use, and rising expectationsKey Takeaways:Advisors should be treated as strategic partners, not just investment technicians. Committees can formalize this by adding a recurring Strategic Business Discussion as the first agenda item each year. This ensures the retirement plan aligns with the company's broader goals and workforce strategy.An important and very useful deliverable to consider; a concise document that tracks major milestones like fee reductions, vendor changes, and plan design improvements. This goes beyond an annual report by highlighting long-term strategic progress. It strengthens continuity during leadership turnover and supports the advisor's value in RFP situations.In many cases, employers now expect help for participants beyond the retirement plan itself. Advisors should support broader financial wellness, including debt, budgeting, and outside assets. For many participants, this may be their only access to professional financial guidance.Sponsors should review recordkeeper contracts to understand participant outreach and data usage. Decisions about who can contact participants must be intentional and documented. Advisors who provide strategic insight and participant-level impact will stand out in today's higher-expectation environment.“The plan sponsor, I want you to focus on your advisor as your business partner. Ask them, What am I missing? What else should we be doing here? And will you be my strategic business partner, not just tactical investment information?” - Robin GreenConnect with Robin Green:Website: https://winmoreplans.com/ LinkedIn: https://www.linkedin.com/in/robingreen/ 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 are general in nature and are 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 change.It 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.The opinions expressed by guests are not necessarily agreed by, or the same opinions of 90 North Consulting or of Eric Dyson.

Scaling an advisory firm is often framed as a tradeoff - more clients and complexity in exchange for less time and flexibility. This episode explores how advisors can grow in a way that protects the lifestyle they want. Andy Panko is the owner of Tenon Financial, an RIA based in Metuchen, New Jersey, that oversees $323 million in assets under management for 105 client households. He joins the show today to share why he chose to hire two additional advisors (even though his solo practice already met his lifestyle goals), as well as why he prioritized hiring mid-career professionals who could operate independently and stay for the long haul. We also discuss how his flat-fee model makes it easier to evaluate the time-and-revenue tradeoffs of adding clients, paying competitive salaries, and growing the team, as well as how he fuels a steady prospect flow through content creation, combats the loneliness of a small remote firm, and has adjusted his workload across seasons of life to be able to focus on his highest priorities. For show notes and more visit: https://www.kitces.com/479

Some advisors seem born with bold voices — but most are still whispering in thecorner. In this episode, hosts Justin Lakin and Wes Young sit down with Matt Halloran, co-founder of ProudMouth and creator of Sonic Boom Coaching, to unpack one of themost uncomfortable (and essential) topics in growth: resistance. They explore whywe avoid change, why good marketing often falls flat, and what it really takes tobuild and scale your influence. This episode isn't a pitch; it's a call to leadership. If you've ever felt stuck behind thescenes in your business, this one's for you. What to expect: Why most advisors think they're good at marketing, but aren't The three mindset barriers keeping you from real progress (fear, fatigue, andarrogance) The five returns on podcasting and why downloads aren't one of them How to build a brand worth talking about (and coaching tips to get there) And more! Resources: Submit your questions here Transform Learning Series “The War of Art” by Steven Pressfield “10x Is Easier Than 2x” by Dan Sullivan & Dr. Benjamin Hardy Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube Wes Young Live Website Connect with Matt Halloran: ProudMouth LinkedIn: Matt Halloran matt@proudmouth.com Calendly: Matt Halloran

In this episode of Building the Billion Dollar Business, Ray Sclafani delivers a direct message to advisory firms. Market appreciation is not the same as real growth. When AUM climbs because of a bull market, it may boost revenue, but it does not automatically build enterprise value.Ray challenges firms to separate capital market lift from true organic growth. Real growth comes from net new relationships, expanded wallet share, stronger engagement, and intentional investments in business development and marketing.He outlines the practical shifts the best firms make, including tracking net new assets accurately, funding growth strategically, upgrading marketing from SEO to AEO, and setting ambitious targets that are not dependent on market momentum.The message is clear: growth is not accidental. It is earned through deliberate choices, disciplined execution, and a mindset that refuses to confuse momentum with mastery.Key Takeaways70% of RIA channel growth over the past decade has come from capital markets.Firms must clearly distinguish net new assets from capital appreciation.Tracking client acquisition, retention, wallet share, and lifetime value is critical.Advisors must know their CAC (client acquisition cost) and LTV (lifetime value).Firms that build organic growth muscles win new clients even when markets stall.Questions Financial Advisors Often AskQ: What is the difference between market-driven growth and real organic growth for RIAs? A: Market-driven growth occurs when portfolios expand due to a bull run and AUM increases because of capital appreciation. Real organic growth is the kind that builds enterprise value by adding new ideal clients, increasing wallet share from existing clients, creating deeper engagement, and expanding capacity to serve more clients.Q: How can advisory firms accurately measure organic growth? A: Firms should separate net new assets from capital appreciation, monitor actual client acquisition and retention, track wallet share and client lifetime value, and analyze numbers as if the market did not change.Q: What reports should advisory firms review to track real growth? A: Firms should be able to track net new assets from existing clients, new assets from new clients, and opportunity reports showing client meetings and new opportunities created. They should generate reports that clearly distinguish net new assets from capital appreciation.Q: What should financial advisors do immediately to improve organic growth? A: Strip market gains from reports and analyze numbers without market lift. Develop a focused business development strategy with defined roles and funding. Audit marketing strategy, including SEO to AEO and AI usage. Define an ambitious growth target tied to new relationships and revenue streams.Q: What growth rate should firms target for real organic expansion? A: Firms serious about organic growth should pursue mid to high teens year-over-year growth, minus capital markets and inorganic growth.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Kim Andreello, vice president of corporate development and strategy for InteleTravel and president of BusinessTravel.com, talks with Alan Fine of Insider Travel Report at the host agency's conference in the Dominican Republic about Inteletravel's new corporate travel platform enabling independent travel advisors to book and manage business travel year round. Andreello also explains revenue potential, platform tools, referral opportunities, and how BusinessTravel.com integrates with InteleTravel's broader portfolio, which includes Tickitto, MGME and Major Travel. For more information, visit www.inteletravel.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. 

This week we’re talking about a story that came to be after unveiling of Regent Seven Seas Cruises’ upcoming Skyview Regent Suite. It's a veritable mansion-at-sea with a private gym, sauna, bar and dining room that seats 12. And what's more surprising than the price? The fact that it was booked within one minute on 10 of 13 itineraries. Or perhaps that's not a surprise. Advisors tell us that there are countdowns to sales launches and wait lists for the newest crop of ultra-palatial, ultra-big, ultra-luxurious cruise ship suites. With luxury advisor Carlos Edery and cruise editor Teri West, we look at what these top suites look like and what amenities they come with. Who are the customers and what do they want in a vacation? Is there a challenge of keeping up with guest expectations? And, of course, what might come next. Episode sponsor This episode is sponsored by AmaWaterways https://www.amawaterways.com Winter series: This episode is part of our annual Winter Series, where we feature some of our favorite recent Folo by Travel Weekly discussions. This episode was originally published Nov. 3 and has been edited for length and clarity. Related links: Focus on Cruise cover story: The megasuite is bigger than ever https://www.travelweekly.com/Cruise-Travel/The-cruise-megasuite-is-bigger-than-ever Regent Seven Seas Prestige suite will reach for new levels of opulence https://www.travelweekly.com/Cruise-Travel/Skyview-Regent-Suite-unveiled-for-Seven-Seas-Prestige From the archives: A look at luxury accommodations at sea (August 2005) https://www.travelweekly.com/Cruise-Travel/A-look-at-luxury-accommodations Luxury Cruise Connections https://luxurycruiseconnections.com/ CruiseWorld: https://www.cruiseworldshow.comSee omnystudio.com/listener for privacy information.

Send a textOn this episode of The Get Ready Before Life Happens Podcast, Tony sits down with Adam Koos, President of Libertas Wealth Management and host of The Retirement Fiduciary Podcast to explore why great financial planning starts with relationships, curiosity, and clarity.Key Takeaways:

If you're a travel advisor looking to confidently sell Ireland, Scotland, England, and Wales — or wondering how to finally start using AI in your travel business — this episode is for you. Lindsay sits down with Kate Thomas, founder of North & Leisure (a boutique Ireland & UK DMC) and Travel Pro Theory, to talk about: • What a Destination Management Company (DMC) actually is • How DMCs help travel advisors create customized, high-end itineraries • Budget guidelines for Ireland & UK travel (including high season pricing) • Selling multi-gen, fandom (Outlander, Harry Potter), and first-time international trips • When to use self-drive vs. driver-guide experiences • How to start marketing Ireland & the UK to your ideal clients Kate also shares tactical ways travel advisors can leverage AI tools like ChatGPT to: • Write newsletters and social captions faster • Improve client itineraries with personalized touches • Use Deep Research for destination and marketing insights • Build custom GPTs to streamline repetitive tasks If you want to sell more Europe travel and reclaim hours in your week, press play. Connect with Lindsay: https://www.lindsaydollinger.com https://www.facebook.com/lindsay.dollinger https://www.lindsaydollinger.com/membership Connect with Kate: 10 AI prompts every travel pro should have https://travelprotheory.kit.com/referral-prompts www.travelprotheory.com https://www.instagram.com/travelprotheory/ Join her newsletter here: https://join.travelprotheory.com/ccf0bfff/ If you love the show please subscribe and share it with a friend!

Welcome to the Social-Engineer Podcast: The Doctor Is In Series – where we discuss understandings and developments in the field of psychology.  In today's episode, Chris and Dr. Abbie discuss decision fatigue—how making too many choices throughout the day drains mental energy and affects judgment. They explain how stress and lack of sleep make it worse, how it differs from burnout, and why leaders and parents are especially vulnerable. The episode also shares simple, practical strategies to reduce daily decisions, protect mental energy, and prioritize recovery.  [Mar 2, 2026]  00:00 - Intro  00:56 - Show Updates and Sponsors  02:35 - What Decision Fatigue Is  03:34 - Stress, Sleep, and Mental Energy  05:12 - Mental vs. Physical Limits  07:13 - Decision Fatigue vs. Burnout  10:22 - Leadership, Empathy, and Hard Decisions  14:33 - Prevention: Routines and Breaks  20:43 - Advisors and AI Caution  24:38 - Everyday Life and Parenting Load  27:23 - Recovery Outlets and Wrap-Up  28:49 - Closing and Next Month's Topic (Diet Culture)    Find us online:    LinkedIn: linkedin.com/in/dr-abbie-maroño-phd    Instagram: @DoctorAbbieofficial    LinkedIn: linkedin.com/in/christopherhadnagy    References:   Baumeister, R. F., Bratslavsky, E., Muraven, M., & Tice, D. M. (1998). Ego depletion: Is the active self a limited resource? Journal of Personality and Social Psychology, 74(5), 1252–1265. https://doi.org/10.1037/0022-3514.74.5.1252   Baumeister, R. F., & Tierney, J. (2011). Willpower: Rediscovering the greatest human strength. Penguin Press.   Danziger, S., Levav, J., & Avnaim-Pesso, L. (2011). Extraneous factors in judicial decisions. Proceedings of the National Academy of Sciences, 108(17), 6889–6892. https://doi.org/10.1073/pnas.1018033108   Davidson, R. J., & McEwen, B. S. (2012). Social influences on neuroplasticity: Stress and interventions to promote well-being. Nature Neuroscience, 15(5), 689–695. https://doi.org/10.1038/nn.3093   Fleming, S. M., & Dolan, R. J. (2012). The neural basis of metacognitive ability. Philosophical Transactions of the Royal Society B: Biological Sciences, 367(1594), 1338–1349. https://doi.org/10.1098/rstb.2011.0417   Hagger, M. S., Wood, C., Stiff, C., & Chatzisarantis, N. L. D. (2010). Ego depletion and the strength model of self-control: A meta-analysis. Psychological Bulletin, 136(4), 495–525. https://doi.org/10.1037/a0019486   Kahneman, D. (2011). Thinking, fast and slow. Farrar, Straus and Giroux.  

The Future of Faith-Based Financial Advice: Rob West on Kingdom Advisors, Biblical Stewardship, and the $22 Trillion Opportunity Host John Coleman sits down with Rob West, CEO of Kingdom Advisors and host of the nationally syndicated Faith-Fi radio program, to explore how biblically-wise financial advice has moved from the fringes to the forefront of Wall Street—and what that means for the trillions of dollars in Christian hands today. From a founding cohort of 16 advisors to a network of 4,000, Kingdom Advisors is building an entire industry where faith and finance fully integrate. Rob shares the trends, data, and vision that make this one of the most exciting moments in the history of Christian investing. Key Topics: How Kingdom Advisors grew from 16 CFPs to 4,000 advisors and the Certified Kingdom Advisor (CKA) designation Why faith-based investing demand jumped from 20% to 50% of CKA searches in a single year—and what that signals for the market The $22 trillion gap: Christians hold $22T in public markets but only ~$170B is in faith-based investments AI, robo-advice, and the irreplaceable role of the values-based financial advisor How collaborative giving funds and strategic generosity are the next frontier for Kingdom capital The great wealth transfer and preparing the next generation of stewards Why 11 Christian universities are now training the next wave of Kingdom Advisors Notable Quotes: "There's 22 trillion in the hands of Christians in the public markets today. And we've got, best case, 170 billion in faith-based investments in public market offerings. So the need and the opportunity is massive." – Rob West "When you go into a values conversation, AI can't replicate that." – Rob West "When we see money as a tool to advance God's kingdom—yes to enjoy, yes to provide—but to give generously, to invest strategically… we're just gonna help God's people experience kingdom impact in a way perhaps they never have considered." – Rob West

“Some failures are actually successes, you just don't realize it — that tough moment to refocus and challenge everything you're doing.”Jeff Wuest is the CEO of SynFiny Advisors, a global management consulting firm founded in 2014 by former Procter & Gamble executives, focusing on improving financial and operational performance. Jeff is a business strategist and leader who partners with organizations to achieve sustainable, extraordinary growth. Jeff works closely with executive teams to navigate today's complex business environment where innovation, disciplined strategy, and smart risk-taking are essential for success. Jeff's expertise spans strategic planning, rapid market expansion, and operational scale-up, helping organizations create environments where growth is accelerated and value is maximized. Under Jeff's leadership, SynFiny Advisors has been recognized by Inc. Magazine on the Inc. 5000 list as one of the nation's fastest-growing private companies for six consecutive years. An accomplished entrepreneur, Jeff has mentored startups and emerging companies while also serving as a trusted advisor to multi-billion-dollar global enterprises. With over 30 years of experience, he has developed and executed game-changing strategies across industries, categories, products, and services. His work is centered on enabling forward-thinking leaders to succeed through breakthrough strategy, execution, and operational excellence. Prior to founding SynFiny Advisors, Jeff spent 25 years at Procter & Gamble as a finance executive, holding leadership roles across multiple geographies and playing a key role in driving business transformation and growth. You'll enjoy this candid conversation about reinvention across continents, saying yes before you have all the answers, and what it really takes to move from corporate leadership to entrepreneurial life.This conversation was hosted by Ida Abdalkhani, Change Catalyzer — an award-winning entrepreneur, speaker, and P&G Alumni Board Member.This is a sponsored episode with our partners at Synfiny Advisors, a proud sponsor of the P&G Alumni Network. Interested to feature your company and executives on the P&G Alumni Podcast? Reach out to jswuest@pgalums.com

In this quarterly review episode, Julie and Jacquie reflect on what private practice owners experienced in 2025 and what to expect in 2026. From staffing challenges and rising expenses to burnout and big leadership transitions, they share what they are seeing behind the scenes with real practices. If you want clarity, stability, and a plan for navigating uncertainty, this conversation will help you focus on what you can control and build a business that lasts.3 Reasons to ListenLearn what is actually happening in private practices right now. Get real insights from end-of-quarter reviews with dozens of practice owners. Avoid the most common financial mistakes owners are making.From lifestyle creep to overpaying clinicians to stepping back too quickly, they break down where practices are getting into trouble and how to prevent it.You will learn why emergency funds, intentional growth, and strong leadership habits matter more than ever in a changing economy.Highlights[00:01:31] Private practice is still viableSuccess remains possible across models.[00:02:43] Awareness, intention, attentionThree traits of stable practices.[00:03:23] Clinician pay expectation mismatchHigh pay, low caseload tension.[00:04:14] Benefits must match revenueSustainability over generosity alone.[00:05:35] Owner draws under pressureLifestyle creep creates hidden risk.[00:06:56] Emergency funds are essentialRisk planning protects your practice.[00:07:41] Something will always happenPlan for inevitable disruptions.[00:08:57] Ten years of steady growthSlow growth beats flashy scaling.[00:09:51] Strong foundations matter mostStructure supports long-term success.[00:10:21] The power of saying noAlignment over shiny opportunities.[00:11:23] Advisors prevent bad decisionsOutside perspective adds clarity.[00:13:47] Owners want to step backBurnout driving leadership changes.[00:14:26] Gradual clinical director transitionShift responsibilities slowly.[00:16:54] One-year transition timelineStability requires patience.[00:17:19] Never abdicate responsibilityStay engaged with your numbers.[00:18:35] Protect yourself from surprisesKeep access to key systems.[00:20:23] 2026 uncertainty aheadInsurance and intake instability.[00:21:16] Control what you canFocus on efficiency and accountability.[00:22:27] Hard conversations are necessaryActionable steps over blame.[00:23:29] You always have choicesOwnership means responsibility.Resources & LinksSchedule a free consultation with GreenOak Accounting: https://www.greenoakaccounting.com/consultationMoney for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production, Audio Mixing, and YouTube Video Production by James Marland Get the All About Taxes Course.

Gary Sadler, executive vice president of sales and industry relations for Unique Vacations, sales representative for Sandals and Beaches, shares how guests can head to Jamaica with confidence as Sandals and Beaches resorts are open and being renovated. He notes strong demand for the highly anticipated opening of Treasure Beach Village at Beaches Turks & Caicos on March 1, 2026, and a $1 billion Beaches 2.0 expansion designed for today's multi-generational traveler. Sadler also highlights the growing value of travel advisors, with Sandals paying industry-leading commissions, a new TAPortal and support from dedicated business development managers. For more information, visit www.taportal.sandals.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.

Farmers are right to be skeptical of conservation and carbon programs that don't have a trusted local advisor.

Toronto new condo sales fall to lowest levels since 1981. The private credit crunch is accelerating with SAAS stocks plunging. Electricity consumption is surging, creating social frictions and challenges for new data centres. The bull case for commodities. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Investors and Advisors: https://www.neighbourhood.com/looniehourFor Mortgage Brokers:https://www.neighbourhood.com/looniehour-brokersSubscribe To The Channel For More Videos Like This One: https://www.youtube.com/@saretsky✉️ Media & Real Estate Inquries: steve@stevesaretsky.comStay up to date on industry information -

Find us on social media: Facebook & InstagramEmail us: hello@thetinlounge.com Discussion:Open Mic: Top Marketing Tips for Travel AdvisorsWhat Airline Passenger Rights Don't Cover — And Why Travel Insurance Fills the Gap As heard on Excess Baggage:Regent Seven Seas Cruises Unveils New Collection of Pre/Post Land ProgramsVirgin Voyages Pokes Fun at Other Cruise Lines’ Dress CodesApplications are open for GTM North America and GTM WestMarriott Autograph Collection opens its first safari camp, in TanzaniaASTA Urges Virginia Lawmakers to Reject Proposed Tax on Travel Advisor ServicesWill 2026 Be the Year of Good Airfare Deals? Here’s What Experts ThinkFrance Keeps Crown as World’s Top Destination, Breaks Visitation RecordNational Geographic-Lindblad Expeditions Donations Support Historic Return of Giant Tortoises to Floreana IslandSee omnystudio.com/listener for privacy information.

In this episode of GREAT POWER PODCAST, host Ilan Berman speaks with Randy Schriver and Mike Kuiken, the Chair and Vice-Chair of the U.S.-China Economic and Security Review Commission, about the USCC's latest report to Congress, and what they see as the future domains of our unfolding competition with the PRC. MATERIALS REFERENCED:-- The Commission's 2025 Annual Report to Congress (available here: https://www.uscc.gov/annual-report/2025-annual-report-congress)BIOGRAPHIES:Randall Schriver is the Chairman of the Board of the Institute for Indo-Pacific Security (IIPS) and a partner at Pacific Solutions LLC. He is also a lecturer for Stanford University's “Stanford-in-Washington” program, is on the Board of Advisors to the Sasakawa Peace Foundation USA, and is on the Board of Directors of the US-Taiwan Business Council. He served for two years (2018-2019) as the Assistant Secretary of Defense for Indo-Pacific Security Affairs, where he led a team of nearly one hundred professionals and was the principal advisor to the Secretary of Defense on matters related to the Indo-Pacific region.Michael Kuiken serves as Vice Chair of the U.S.-China Economic and Security Review Commission following nearly 23 years in the U.S. Senate and is a Distinguished Visiting Fellow at Stanford University's Hoover Institution. In the private sector, Mike is the Managing Member of Silver Valley Strategies, where he advises founders, CEOs, and investors on geopolitical and government strategies.

In this episode of the DecaMillionaire Decoded podcast, host Justin Goodbread addresses financial advisors and business owners who feel stuck at a revenue plateau . He delivers a counterintuitive message: the very thirst for knowledge and credentials that helped build their initial success is now the primary obstacle preventing them from reaching DecaMillionaire status . Justin contends that for high-level advisors, pursuing more credentials often serves as a way to delay difficult ownership decisions . Studying feels "safe" and productive, but at higher revenue levels, it becomes a form of procrastination that replaces true leadership . Learn more about Relentless Value Coaching:  https://www.justingoodbread.com/coaching/

Consistency Beats Intensity in Growth   Hi everyone, Carl Gould here with your #70secondCEO. Just a little over a one minute investment every day for a lifetime of results. Now, as a general rule of thumb, we say 90 minutes a day of business development. Whatever these five are to the best that you can, do 90 minutes a day. If you can't avoid it, try not to do more than that. Unless you're like, I'm at a networking event. It's eight hours long. Like when I'm at Board of Advisors, Ray and I are members of Board of Advisors in Minnesota, you know, it's an all-day event. So I'm, you know, networking more than 90 minutes those days, but then there are some days I don't do it, right. You know, if you stick to 90 days, it's not too much. It's enough that you stay consistent. Right? And so you could build 90 minutes a day, or 90 minutes into a day, reasonably. Reasonably. Now, you might say, Well, can I leverage that up to my team? Yes, you can. However, I would say don't yet. Until you nail your– you nail. Like you walk into a room and you're like, where are my bad four-quarter Johns? 1,2,3,4 I could tell by your dress how bad that quarter was. I know exactly what to ask this one. Like you walk into a home and you know that room. Like and follow this podcast so you can learn more. My name is Carl Gould and this has been your #70secondCEO.  

#ThisMorning | #Investors Want More #Help from their #Advisors with #Charitable #Giving | Emily Barczak, @TRowePrice  |#Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

Most financial planning is built around goals.  Goals like:  Retiring at 60  Spending more time traveling  Leaving a legacy through philanthropy   But there's a structural flaw in that model: human beings are notoriously poor predictors of their future preferences. What we think will make us happy at 60 often looks very different once we get there.  Yet as Advisors, we routinely ask clients to define long-term goals without fully pressure-testing the assumptions behind them.   In this episode, Meghaan Lurtz explains how we can shift away from the shortcomings of goals-based planning by focusing on the power of experiments.  Instead of asking our clients to commit to big, static goals, we can help them design small, intentional experiments.  Help them test the retirement, test the travel, and test the hobbies they “think” they'll enjoy one day.  Because a client who has tried something knows what they want. And an Advisor who helps them get there becomes indispensable.  If you want deeper conversations, more engaged retirees, and clients who actually use their money in ways that improve their lives, then this episode offers a practical framework you can implement immediately.  You'll Learn:  Why goals-based planning may be unintentionally limiting your clients' happiness  The simple 4-step experiment framework that unlocks confident spending and clearer decisions  How to help chronic under-spenders safely test higher spending without triggering fear  Why debriefing client experiences may be more powerful than the financial plan itself  Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here    Links To Resources Mentioned:  “Helping Underspenders and Savers Understand They Can Spend More With 4 Stages Of Experiments”  Connect With Brendan:  RFG Advisory  LinkedIn: Brendan Frazier  About Our Guest:  Meghaan Lurtz, Ph.D., FBS™ is a globally recognized expert on the psychology of financial planning and the human dynamics of money. She is a partner at Beyond The Plan®.  Dr. Lurtz is also a Professor of Practice at Kansas State University, teaching in the Advanced Financial Planning and Financial Therapy Certificate Programs, and a Lecturer at Columbia University, where she teaches Financial Psychology. Her academic and professional contributions include published research in Journal of Financial Planning, Journal of Consumer Affairs, and Financial Planning Review, as well as regular columns on Kitces.com.  Her expertise has been featured in The Wall Street Journal, BBC, Million Dollar Roundtable, New York Magazine, and more. She has co-authored chapters in the CFP Board's textbook Client Psychology and serves on multiple fintech boards bridging financial advice with mental health. Meghaan is a past President of the Financial Therapy Association.

Tax season doesn't excuse bad preparation.In this solo micro-episode of The Growth Minded Accountant, Lee Reams shares a practical 5-minute AI workflow to help you walk into every client interview informed, confident, and positioned as an advisor — even during your busiest stretch of tax season.Most accountants don't feel underprepared because they don't care.They feel underprepared because they're overloaded.Back-to-back meetings.No time to reread prior returns.No mental space to spot planning opportunities.In this episode, Lee explains:• Why “directional awareness” matters more than perfect prep• How to use AI as a thinking partner — not a replacement• A simple prompt you can use to summarize prior-year returns and financials• How to generate thoughtful client questions in minutes• Why better prep leads to better positioning as an advisorThis isn't about outsourcing tax advice to AI.It's about using technology to show up sharper, ask better questions, and elevate the client experience.Five minutes of prep can change the tone of the entire meeting.Advisors don't memorize clients.They prepare for them.—Host: Lee ReamsPodcast: The Growth Minded AccountantTopic: AI for accountants, tax season efficiency, client interview preparation

The Sandwich Generation - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

This week, I welcome Shannon Kittner, founder of The Wander Network, to first discuss the latest trending news in travel, including the chaotic weekend of storms, civil unrest in Mexico, Global Entry shutdown, and more news. Later, Kittner shares her top tips for travel advisors using social media. Should advisors be on every single platform? What types of content should they be posting? How can advisors best generate leads through social media? Kittner provides insights on these questions and more. The social media discussion begins after the 16-minute mark. Today's episode sponsor: Globus family of brands If your clients are asking about escorted touring, Globus and Cosmos should be at the top of your list. Together, they offer the widest touring portfolio in the industry — from affordable adventures with Cosmos to immersive, experience-rich journeys with Globus. Touring with Globus means everything is handled — hotels, transportation, sightseeing — all led by expert Tour Directors who manage logistics, unlock local insight, and bring destinations to life. That’s the difference between touring and FIT travel, where clients are left juggling the details. Add in strong commissions and dedicated advisor support, and Globus makes escorted touring easy to sell — and easy to trust. 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.

What if the reason you feel stuck isn't because you're not working hard enough, but because you're too busy executing to decide what actually matters? In this solo episode, Brianna unpacks why so many travel advisors find themselves in a cycle of nonstop busyness that somehow still feels stagnant. She breaks down five specific ways advisors get stuck: building for everyone instead of someone, being great at what they do but unable to explain why, growing a business they don't actually want, treating everything as urgent, and delegating tasks without delegating ownership. This isn't a productivity pep talk. It's an invitation to pause, get intentional, and start leading your business like the CEO you already are. If you've ever felt like you're working harder than ever but not moving forward, this episode will help you see where the real shift needs to happen.

In this episode of The Distribution, Brandon Sedloff sits down with Katie Fasken, founder of August Advisors, to unpack the overlooked depth of Canadian institutional capital. Drawing on her experience building institutional relationships at Slate Asset Management and launching her own boutique placement firm, Katie explains why Canada is far more than just the “Maple Eight” pensions. She breaks down the size of the broader market, the nuances of fundraising across provinces, and what it really takes for global GPs to succeed with Canadian LPs. The conversation spans real estate, private equity, infrastructure, continuation vehicles, and the emerging private wealth channel, offering a tactical look at capital formation north of the border. They discuss: Why Canada's pension market is closer to 4 trillion in assets and where the opportunity lies beyond the Maple Eight What mid-sized Canadian pension funds look for in lower mid-market private equity and real estate managers Infrastructure's rise in allocation and how LPs are redefining what qualifies as infrastructure Geographic shifts toward Europe and how Canadian investors are thinking about US exposure amid political uncertainty The growing role of continuation vehicles and liquidity solutions in private equity portfolios The realities of tapping the Canadian wealth channel and why platform access can take years Links: Katie on LinkedIn - https://www.linkedin.com/in/katie-fasken-8b433a12/ August Advisors - https://www.augustadvisors.ca/ Brandon on LinkedIn - ⁠https://www.linkedin.com/in/bsedloff/⁠ Juniper Square - ⁠https://www.junipersquare.com/⁠ Topics: (00:00:00) - Intro (00:02:07) - Katie's career and background (00:07:26) - Launching August Advisors (00:09:32) - Beyond the maple eight to 4T in pension assets (00:12:38) - Why GPs miss Canada + what's driving allocations (00:18:56) - Real assets pulse (00:21:55) - Private equity trends (00:23:51) - Defining ‘infrastructure' in 2026 (00:25:14) - US vs Europe allocations, politics, and fiduciary reality (00:28:31) - Canada's information gap (00:29:30) - August's playbook (00:33:37) - Operating rhythm (00:36:05) - The Canadian wealth channel (00:41:35) - Portfolio rebalancing: real estate vs infrastructure vs lower mid-market PE (00:43:36) - Final takeaways + how to reach August Advisors

Most travel advisors think they need better marketing.More reels.More visibility.More followers.But visibility without positioning is just noise.In this episode of The Social Takeoff Podcast, Kelli Hayes Smith breaks down the difference between marketing and positioning for travel advisors.. and why you need both to build a predictable, scalable travel business.You'll learn:The real difference between travel marketing and travel positioningWhy you can go viral and still make no salesHow positioning builds trust while marketing builds visibilityWhy authority is what turns followers into booked clientsThe FAME Framework for travel advisors who want consistent growthThe FAME Framework:F — Find Your PersonA — Articulate the ProblemM — Market With IntentionE — Establish AuthorityIf you've been creating content but not seeing consistent bookings, this episode will help you audit your strategy and fix what's missing.Want more strategy like this?Get your free Wanderlust Campus account at:

With Artificial Intelligence increasingly used in legal practice, our guest today says it's time for everyone - from first year law students to the most senior law firm partners - to be trained on AI. We're talking on “The Legal Impact” with Robert Lucic. He's an attorney at Sheehan Phinney Bass & Green, a major firm with offices around New England. Bob is also President-Elect of the New Hampshire Bar, and chairs the Bar's Special Committee on Artificial Intelligence. At the UNH Franklin Pierce School of Law, Bob serves on its Rudman Center's Board of Advisors. 

Where and Why are Americans Moving - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Josh Rogin describes the conflict between Trump's Wall Street advisors seeking trade deals and hardliners pushing for a trade war during the early 2017 Mar-a-Lago summit with Xi Jinping. 2

Most women assume advisors outperform because they're “experts.” The data inside real portfolios tells a very different story. In this episode, I take you behind the scenes of reviewing real client portfolios - many advisor-managed, ranging from $30K to over $3M, and show you exactly what's working, what's quietly draining wealth, and why it's not only possible, but easy, for women to outperform advisors without a finance degree or prior investing experience.Tune in to learn: Why it's possible to outperform an advisor even if you've never invested on your own The real returns inside advisor-managed portfolios  and how they compare to the market The one critical thing advisor-managed portfolios are missing Why advisor portfolios are designed for complexity, not returns How fees and underperformance compound into millions lost over time

Jason Wenk joined as the featured guest on Retireholics. Topics include: Aaron Schumm and Vestwell raise 365 million, SEC backs new $300 gift limit for Advisors, Fred Barstein thinks 401k plans are an illusion, Altruist's Ai platform Hazel is making big waves in wealth management. For those that don't know Jason is the real deal... the firm (Altruist) he founded is a disruptor custodian competing with the likes of Charles Schwab, Fidelity Investments, and Pershing. In 2025 Altruist was valued at approximately 2 Billion dollars!

With early exposure to Paul Tudor Jones and then stints on the sell-side in credit research, Michael Contopoulos is now Deputy CIO of Richard Bernstein Advisors, a macro-oriented asset manager overseeing roughly $20 billion across long-only portfolios. Our discussion centers on portfolio construction in an era of extreme equity concentration and shifting global leadership.On the equity side, the firm is under-weight the most concentrated segments of U.S. equities and overweight international markets, citing valuation gaps, earnings acceleration abroad, and under-ownership by investors.Using his background in quantitative credit strategy and a Merton framework for modeling  spread risk, Michael brings a structural lens to today's corporate debt markets. Our conversation focuses on the surge in long-dated issuance tied to AI infrastructure build-outs. He argues that history rarely rewards lenders who finance capital-intensive growth booms at their peak.Drawing parallels to late-1990s telecom boom, Michael questions whether investors are being adequately compensated for duration and technology risk embedded in 40- and 50-year debt issued by hyperscalers building data centers. The core concern is twofold: that AI-driven revenue gains may not justify the scale of investment, and that infrastructure built today may not remain technologically relevant decades from now.I hope you enjoy this episode of the Alpha Exchange, my conversation with Michael Contopoulos.Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Andy Unanue is the founder and Managing Partner of AUA Private Equity Partners, an operationally-focused, lower middle market investment firm with expertise in supporting and growing family-owned and demographic-driven businesses. Andy is a member of AUA Private Equity's Investment Committee, and under his leadership, AUA has deployed over $800 million of capital to date.   AUA's business model is driven by Andy's own family background – he is a member of the Unanue family, which owns and runs Goya Foods, the largest producer of Spanish- and Latin-American foods in the United States. Andy's grandfather, Prudencio, founded the company in 1936, and Andy's father, Joe, was a legendary CEO of the company himself. Andy was a leader of Goya for many years, ultimately serving as its Chief Operating Officer before founding AUA.   Andy currently serves on the boards of Tropical Cheese Industries and Westminster Pet Products, and previously served on the board of Goya Foods. Additionally, he serves on several not-for-profit boards including his family's charitable foundation, The C&J Unanue Foundation. Andy is a member of the University of Miami's Dean's Advisory Committee, the New America Alliance and is on the Columbia University Medical Center's Board of Advisors.   Andy received his M.B.A from the Thunderbird School of Global Management and his B.B.A. from the University of Miami.

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 from Gunjan Banerji on February 11th: https://x.com/GunjanJS/status/2021621102540476665?s=20Post on X from Unusual Whales and Trendspider on February 2nd: https://x.com/trendspider/status/2018321929133085044?s=12&t=Godkt5FzuqWcmpmvo2G5JgPost on X from Ryan Detrick on February 1st: https://x.com/ryandetrick/status/2018162240344490198?s=12&t=Godkt5FzuqWcmpmvo2G5JgInfo from Amanda Orson on X: https://x.com/amandaorson/status/2010035644127670660?s=12&t=Godkt5FzuqWcmpmvo2G5JgInflation Update: January inflation cooled to 2.4%, easing concerns about persistent price pressures.Earnings Volatility: Largest post-earnings stock swings since 2012, highlighting a more reactive market environment.Stock Selection Strategy: Focus on price strength and sector leadership over narratives and headlines.Analyst Forecast Skepticism: Caution around bold price targets and hype-driven projections.Volatility as Opportunity: Spikes in fear indicators have historically created buying opportunities.Credit Card Rate Cap Proposal: A 10% cap could restrict credit access and disrupt risk-based lending.Impact on Rewards & Lenders: Potential reduction in credit card perks and profitability pressures for issuers.

I've been working with advisors for many years, and I've seen this pattern play out over and over again. Advisors get to a point where their marketing and selling are on point, but as they start to scale, that growth has a way of exposing cracks in the foundation.In this episode, I'm breaking down the most overlooked role inside growing advisory firms: operations. I'll explain why most advisors procrastinate on developing their ops department, how the best operations leaders evolve as you scale, and why doing more of what worked early on as a small team eventually stops working.If you've ever left the office at the end of the day thinking, " Why does this business feel like a prison,” this episode will give you the framework to step out of the chaos, create leverage, and build a firm that fulfills the promises you make—without having everything in the business flow across your desk.3 of the biggest insights from Brad Johnson…#1.) Operations Is the Missing Role in Most Growing FirmsMost advisors don't hit a growth ceiling because of marketing or sales. They stall because the execution of their operations stops working. Without a clear operations leader, the founder becomes the bottleneck and the team gets stuck.#2.) Ops Is Not a Side Project—It Evolves as You ScaleWhat worked as a team of five eventually breaks at fifteen, forty, or seventy-five. Your operations must evolve from task-based delegation into true responsibility, structure, and division leadership as firms grow.#3.) Great Operations Drive Referrals Better Than Any SystemThe most referral-rich firms don't rely on scripts or programs. They remove friction, create remarkable client experiences, and let execution do the selling.SHOW NOTEShttps://bradleyjohnson.com/156FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW 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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.