Podcasts about advisors

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back the ever-insightful Michele Dole, MS, CFP, Senior Vice President at Key Private Bank and cherished faculty member. Michele brings her unique perspective as both a former fundraiser and a current financial advisor, helping to demystify the world of wealth and financial advising for those in the nonprofit sector. From her origins in hospital foundations to earning her Certified Financial Planner certification, Michele shares how her deep understanding of financial strategy intersects beautifully with charitable giving. “It's not just about tax efficiency,” she emphasizes, “but about helping clients make meaningful, effective gifts.” The conversation shines a light on how fundraisers and financial advisors can, and should, collaborate. Advisors, Michele explains, aren't gatekeepers; they're partners. With full visibility into a client's financial picture, they can help determine not just if a gift should be made, but how, when, and with what assets. Whether it's a cash donation, a stock transfer, or a required minimum distribution from a retirement account, financial advisors are instrumental in making philanthropic dreams a financially sound reality. And yes, Michele confirms, she and her colleagues often raise the topic of philanthropy with clients, driven by their role in supporting holistic financial and personal goals. For fundraisers wondering whether to engage with a donor's advisor, Michele has one golden rule: ask for the donor's permission first. Once that's secured, sharing a comprehensive gift proposal with the advisor can be immensely beneficial. Advisors often know what else is on a donor's financial horizon: other commitments, business sales, or major expenses, that could impact the timing or structure of a gift. And if you're hosting breakfast events for local planners? Keep it up! While they may not be gatekeepers, financial professionals are key connectors in the community and valuable allies in understanding and championing your mission. This episode also introduces an exciting new offering: Philanthropy for Advisors, a course designed to equip financial professionals with a deeper understanding of charitable giving and the nonprofit sector. Michele is stepping in as lead faculty, bringing her full-circle experience to bear in educating a new generation of philanthropic partners. As always, Bill closes the episode with a hearty reminder; when fundraisers team up with informed financial advisors, donors win, missions grow, and generosity thrives.

Most of your clients' financial planning goals don't fail because they're unrealistic. They fail because behavior hasn't changed. In this episode, Brendan Frazier breaks down why clients struggle to follow through and achieve their most important financial goals and what Advisors can do to change that. If you want to help your clients maximize the likelihood of accomplishing their goals, you have to understand the psychology of goals. In this episode, you'll learn: Why understanding motivation matters more than setting better goals How clarity, confidence, and small wins increase follow-through Why identity-based change leads to more sustainable client behavior At RFG Advisory, our Chief Behavioral Officer, Brendan Frazier, helps Advisors improve prospecting, communication, and client relationships using proven behavioral frameworks that lead to sustainable growth. Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Links to Additional Resources: Blog Article: Busy Isn't Strategic: How Time Fragmentation Sabotages Financial Advisor Growth Downloadable Playbook: Reactive to Intentional: The Financial Advisor Playbook for Sustainable Growth

Laura Blanco from AIC Hotel Group joins the podcast today to talk about their portfolio of hotels and all-inclusive resorts, promotions for your clients, and benefits for Advisors. Plus, stay tuned to hear about Hard Rock Punta Cana, the location of this year's ITQ! 

Sten Morgan is the Founder of Legacy Investment Planning and the Elite Advisor Network, and he joins the show to share his journey to becoming a firm owner. If you're interested in what it really takes to find your place in the profession, build a thriving firm, and expand your impact through leadership and coaching, this episode is for you. Listen in as Sten opens up about why he began his career as an intern in the insurance channel, what kept him there for so many years, and what prompted a search for the right fit across several firms. You'll hear how he came to the decision to start his own firm, how he grew the business, and the mistakes he made along the way. Sten also shares why he launched a coaching network, as well as how it helps other advisors streamline their path to success. You can find show notes and more information by clicking here: https://bit.ly/4qNDxWA

Send Rita a text with your thoughts!Get me as your personal photographer at Summer Camp at Sea: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/Fresh off of PodFest 2026, I'm sharing the 6 biggest marketing trends that kept coming up and they apply directly to growing your travel business.  We're talking LinkedIn, the power of relationships over vanity metrics, getting paid what you're worth, and why you absolutely need a website in 2026. Plus, I'm calling out the busy-work trap that's keeping you invisible and sharing why being a small fish doesn't mean you can't land big opportunities. If you're ready to stop spinning your wheels and start building real visibility and revenue in your travel business, this one's for you.Questions this episode answers:Why should travel advisors be using LinkedIn in 2026? How do I grow my travel business without a large following? What's more important than follower count for travel advisors? Do I need a website for my travel agency? How can I get paid more as a travel advisor? Why am I busy but not making money in my travel business? How do I find clients as a new travel advisor? What networking strategies work best for travel businesses? How can small travel advisors compete with larger agencies? Why isn't my travel business growing despite all my effort?Enjoy (and take action)!--------------------------------------------------------------- Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now consults and strategizes with travel entrepreneurs, so they, too, can be empowered in travel entrepreneurship. She's on a mission to help travel advisors grow profitable travel businesses that are sustainable to their individual lifestyles and needs. 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

On this episode of the Temple 10-Q&A, Temple Law Professor and Temple 10-Q Faculty Editor Jonathan Broder (LAW '83) sat down with Dennis Arouca (LAW '77). A member of the Temple Law School Board of Advisors, Mr. Arouca narrates his path to, through, and beyond Temple Law, recounting the twists and turns of his legal career.

Show highlights include:  -Why focusing only on upfront payouts can leave money on the table.-How growth-minded advisors evaluate leadership, technology, and firm culture.-What truly separates firms that say they help you grow from those that actually do.-Why due diligence matters more than most advisors realize.-The importance of viewing your firm as a long-term partner, not a temporary stop.If you're considering a move - or even thinking about your future trajectory - this episode will challenge you to rethink what success really looks like and how to avoid costly mistakes along the way.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/

Show Notes: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 $)335 Topics:Earnings Growth: Goldman Sachs sees 7% EPS growth for Q4 2025; double-digit growth expected in all 2026 quarters.Interest Rates: Current fed funds rate at 3.62%; 65% chance of a rate cut by June, likely two cuts by year-end.Investment Risks: Illiquidity in private investments risks trapping capital; only 20% of private investments succeed long-term.Financial Planning: Estate planning essential for all; consider healthcare directives and financial powers of attorney.Investor Behavior: Market returns fluctuate; focus on long-term fundamentals and avoid emotional responses to market news. Post on X from Ryan Detrick on 1/5/26 - https://x.com/RyanDetrick/status/2008223219913036143/photo/1 Blog Post from Nick Maggiulli on November 18th of 2025 titled “The one thing my worst investments had in common” - https://ofdollarsanddata.com/the-one-thing-my-worst-investments-had-in-common/ https://x.com/amandaorson/status/2010035644127670660?  

There are different ways that financial advisors can be paid. Let's talk about those different ways... Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

Topics:“99% Right Is 100% Wrong” MindsetMaximizing Outcomes in a Sale ProcessPost-Close Seller Regrets...and so much more.Top TakeawaysMake your first deals your brand. Matt emphasizes that early deals define how the market sees you and become proof of your standards and the caliber of clients you can win. That's why it pays to set a clear bar for what you'll take on: deal quality, counterparty strength, and your ability to run a clean process.Build an advisory board with a clear purpose. Matt notes that advisory boards only create value when you're clear on what you want from them At Edgeview, advisors were brought in for credibility, introductions, and high-level guidance. That clarity kept the relationship lightweight and efficient. Decide early whether you need a stamp-of-approval and network board with periodic check-ins or an operator board that requires heavy preparation and greater accountability.Private business owners: not every great outcome is a sale. The best path forward might be a recap, a minority partner, or a keep-and-grow strategy with the right buyer. Before going to market, owners should align on liquidity needs, legacy goals, leadership succession, and employee impact. That clarity reframes value from price alone to after-tax outcomes and long-term fit.Mid-level bankers: don't get stuck as “the execution person.” If you don't build a revenue lane, you'll never leave the trenches. The bankers who create real leverage carve out a clear wedge—a vertical, sponsor set, buyer niche, or unique POV—and spend real time developing deal flow and ideas, not just executing.About Matt SalisburyMatt Salisbury has built, scaled, and exited two successful investment banking firms over a 25+ year career, advising on 100+ M&A and strategic transactions primarily for private business owners. Matt launched EVP Strategic Advisors to focus on helping entrepreneurs navigate complex strategic decisions with clarity and confidence.About EVP Strategic AdvisorsEVP Strategic Advisors is a boutique advisory firm dedicated exclusively to privately held and family-owned businesses. Rather than pushing owners toward a transaction, EVP helps founders clarify their long-term goals, evaluate strategic options, and maximize outcomes across growth, liquidity, and legacy.

In this episode, I sit down with Triad members Matt Dixon and Byron Hurren to break down how True North evolved from a founder-led advisory firm into a scalable, system-driven business.Just a few years ago, Matt was still running client appointments, and growth flowed almost entirely through him. Byron was another advisor on the team, trying to keep up inside a model that relied heavily on individual talent. Today, Matt is fully out of client meetings, Byron is leading and training a five-person sales team, and the firm is pacing for over $200M in new assets this year.We unpack exactly what changed — how they replaced personality-driven selling with a repeatable sales process, why conversations are replicated nearly word-for-word, and how training, accountability, and culture turned individual production into firm-wide scale. This episode is a clear look at what it actually takes to grow beyond the founder without losing control of the business. 3 of the biggest insights from Matt Dixon & Byron Hurren… #1.) Scaling Requires One Process, Not Multiple StylesTrue North didn't grow by hiring more talented closers. They grew by eliminating variation. Once every advisor followed the same repeatable process, results became predictable, coachable, and scalable. #2.) Selling the Plan Changed EverythingThe shift from pitching products to selling an ongoing planning process created clarity for clients and confidence for advisors. Planning became the product, and the team became the value. #3.) Accountability Is the Growth MultiplierWeekly training, recorded meetings, and direct feedback created a culture where improvement was non-negotiable. Advisors either followed the process or self-selected out.SHOW NOTEShttps://bradleyjohnson.com/152FOLLOW 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. 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.

  Ron Blue is a pioneering Christian financial planner, longtime CPA, and founder of the firms and ministries that helped shape today's faith-based financial movement. After growing up in Indiana, studying at Indiana University, and working for KPMG in New York, Dallas, and San Francisco, Ron returned home to start his own CPA firm in 1970. That firm would grow into one of the top 50 accounting firms in the country, and later, Ron would go on to launch a fee-based financial planning firm for Christians, work closely with Campus Crusade (Cru), and help birth Kingdom Advisors and related initiatives that now influence thousands of advisors and families around the world.  In this episode of The Wow Factor, Brad sits down with Ron to trace how a rigid religious upbringing, an intense drive for success, and a quiet conversion moment on the way to a golf game all led to a radical decision to walk away from a thriving CPA practice and follow God's call to Atlanta. Ron shares how that step of faith, a series of "turning points" he only recognized in hindsight, and a growing conviction that there's no such thing as an independent financial decision laid the groundwork for Christian financial planning, national-level generosity, and ultimately the founding of Kingdom Advisors.  "Everything turned when I realized it all hinged on the resurrection. If the resurrection happened, Christianity is true and I had to respond to that." - Ron Blue  "There's no such thing as an independent financial decision. Every choice you make with money touches your family, your future, and your ability to give." - Ron Blue  "I really believe the church is the next frontier for biblical financial wisdom. We're just now seeing how all these years of proof-of-concept were preparation for serving the local church." - Ron Blue  This Week on The Wow Factor:  • Ron's Indiana roots, early success track, and what drew him to the "big time" at KPMG in New York  • Leaving a secure global firm to start a CPA practice in Indianapolis and realizing most work was really counseling around money and taxes  • Childhood legalism, the soapbox derby story, and how early church experiences shaped his reaction against faith  • Ron's journey from "success first" to wrestling with the resurrection and praying to receive Christ alone in his car  • Moving to Atlanta after a clear call from Philippians 3 and a literal "For Sale by Owner" sign in the attic  • How a time-based CPA model became the blueprint for a fee-for-advice Christian financial planning firm  • The "first million-dollar giver" and the early financial plan that proved generosity could increase cash flow  • Being let go by the board of the firm that bore his name—and why that painful moment was a turning point  • Practical stories of cash-in-hand generosity to families, single moms, and unseen workers  • Ron's vision for serving local churches through trained Kingdom Advisors and holistic financial discipleship  Ron Blue's Word of Wisdom:  Ron believes the local church is the next major frontier for biblical financial discipleship. After decades of proving that faith-based financial principles work, he sees churches uniquely positioned to help people understand stewardship, generosity, and calling at every life stage.   Connect With Ron Blue:  Kingdom Advisors  Ron Blue Institute   Blue Trust    Connect With Brad Formsma:  WOW Factor Website    Brad Formsma on LinkedIn    Brad Formsma on Instagram    Brad Formsma on Facebook    Brad Formsma on X     

Dr. Beckett and Jeremy Lee discuss the creation and development of the Jeremy's Hobby Spectrum assessment. They delve into the origins, purpose, and future enhancements of this diagnostic tool designed for sports card collectors and investors, including the directory feature, the diverse archetypes, and how the assessment aims to build community and facilitate connections within the hobby.   00:23 Jeremy Lee's Hobby Spectrum Assessment 01:34 Development and Community Building 02:38 Archetypes and Collector Identity 05:57 Intensity and Evolution in Collecting 08:48 Advisors and Development Team 12:44 Future Plans and Monetization    

Lindsey Pearlman, president of Travel Leaders Network, talks with James Shillinglaw of Insider Travel Report about how the group and its advisors did last year and the outlook for this year. Pearlman, who was named president last June, also details the programs and services that Travel Leaders advisors can use to develop profitable businesses at a time when it's great to be an advisor. For more information, visit www.travelleadersnetwork.com.  All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox. 

For episode 278, Sharon sits down with author and friend, Parvati Markus, the editor of the new Ram Dass book, “There is No Other: The Way to Harmony and Wholeness.” Parvati is a developmental editor who has been midwifing non-fiction books and memoirs since her first efforts with Ram Dass's classic Be Here Now. She serves on the Board of Advisors for the Love Serve Remember Foundation and has helped with many other spiritual organizations and events. Parvati is also the author of numerous books, including Whisper in the Heart and Love Everyone. This is Parvati's first appearance on the Metta Hour.In this conversation, Parvati and Sharon speak about:How Parvati found her pathMeeting Neem Karoli BabaRam Dass and Parvati's friendshipParvati's contribution to “Be Here Now”The inspiration for “There is No Other”Moving past “us” and “them”Balancing real life & spiritual lifeSubstituting noticing for judging Neem Karoli Baba's directive of serviceRam Dass learning to accept helpMoving from Role to SoulHow to be here now in times of difficultyCommunity as the future BuddhaJoseph Goldstein's fateful meeting with Ram DassWhat is Loving AwarenessRam Dass's final public appearanceThis episode closes with a guided meditation from Ram Dass that invites us to let go of the heaviness of confusion and our rigid models of who we are and how it is. Learn more about Parvati's many book projects right here and get yourself a copy of Ram Dass's new book “There is No Other” right here in hardcover, ebook and audiobook formats.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this insightful episode of Alternative Allocations, Tony talks with Paul Jodice of Morgan Stanley about the evolving landscape of alternative investments. Advisors are seeking incremental alpha, differentiated yields, and enhanced diversification in their portfolios, and Paul shares his expertise on how they're turning to alternative investments to meet these needs. The conversation delves into portfolio construction, market outlook, and the drivers of advisor adoption. As someone working closely with advisors, Paul offers valuable insights into the strategies and challenges of integrating alternative investments into portfolios. Paul Jodice is Co-Head of the Global Investment Manager Analysis (GIMA) team, which provides manager analysis and due diligence on alternative and traditional investment strategies. As co-head, Paul primarily leads the evaluation and manager selection for alternative strategies. Previously, he was an investment officer and head of the Private Equity research team within the GIMA group. Paul joined Morgan Stanley Wealth Management in 2017. He began his professional career with Cambridge Associates (Boston/Singapore) in 1999. He joined Merrill Lynch in 2006, the Abu Dhabi Investment Company - Invest AD (Abu Dhabi, United Arab Emirates) in 2007 and Bank of America Merrill Lynch in 2015. Paul graduated from Babson College with a BS in Investments and Economics. He received his MBA from the Olin Graduate School of Business at Babson College. Resources: Paul Jodice | LinkedInAlternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2026 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 & Action Items 3:11 – Recapping 2025: Market Performance Overview 6:06 – Looking Ahead: 2026 Market Outlook 10:11 – International Markets: Opportunities & Risks 16:32 – Emerging Technologies & Investment Themes 17:59 – FOMO in Private Markets: Are Investors Missing Out? Visit www.denverwealthmanagement.com to schedule a free consultation. 

Uniquely successful families have different needs from their advisor compared to other, less successful clients. A windfall wealth event represents both a wonderful gain (of money) and a painful loss (of identity, role, belonging, meaning and purpose of life). Because of this, the UHNW client needs their advisor to help them not only manage their assets but to manage their needs for creating a new meaning and purpose and to be able to create a vision for their family that extends out several generations into the future. Most advisors are fully capable of managing significant pools of assets, but many have not developed the skills to meet uniquely successful families and their new point of need. In this fast paced conversation Ken and Scott explore the mistakes advisors typically make with these types of clients and what an advisor can do to avoid them. See more from the AB Advisor Institute: https://www.alliancebernstein.com/us/en-us/investments/advisor-institute.html?mid=sco:usr:insights:youtube:2025 Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach DISCLAIMER Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The head of Schwab Family Office explains why advisors often lose influence, trust, and assets as the complexity of their clients' financial plans increases. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Trade Secrets is on a winter break but will return with new episodes in early 2026. For now, enjoy some old favorites. Welcome to season five of Trade Secrets. In this episode, hosts Emma Weissmann and Jamie Biesiada welcome Nexion Travel Group president Jackie Friedman on the show to talk about the value of travel advisors. They discuss the modern history of the profession and the evolution from “agent” to “advisor,” then answer listener questions about standing out from the crowd, how advisors can sell their own value and what makes a good elevator pitch. This episode was sponsored by the Globus family of brands. Further resources Nexion Travel Group on the web Reach out to Jackie Friedman via email Mentioned in this episode: Erica Carr’s bookitbox Travel Christine Potthoff’s travel beCAUSE Courtnie Nichols’ client gifting strategy Need advice? Call our hotline and leave a message: 201-902-2098 Email us: tradesecrets@travelweekly.com Theme song: Sock Hop by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4387-sock-hop License: https://filmmusic.io/standard-license See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

MeidasTouch host Ben Meiselas reports on Donald Trump's rapidly deteriorate health as his advisors are panicking and can't keep it together. Go to https://www.trymiracle.com/meidas and use code: MEIDAS to claim your free 3 piece towel set and save over 40% off. Visit https://meidasplus.com for more! Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast The Influence Continuum: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan Mea Culpa with Michael Cohen: https://www.meidastouch.com/tag/mea-culpa-with-michael-cohen The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 Political Beatdown: https://www.meidastouch.com/tag/political-beatdown On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Coalition of the Sane: https://meidasnews.com/tag/coalition-of-the-sane Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Resignations. Calls for a hiatus. The expert group tasked with helping Ottawa cut emissions faces an existential crisis. We hear from Catherine Abreu, who quit the Net Zero Advisory Body, because it wasn't consulted about the federal government's pipeline deal with Alberta. Meanwhile Michael Bernstein, one of the few remaining advisors, says the group can balance climate policy with political reality, but it needs a reset first.

We'd love to hear from you. What are your thoughts and questions?In this conversation, Rick Peck discusses the deeper meaning of philanthropy, emphasizing that true generosity is rooted in values and personal fulfillment rather than mere financial transactions. He shares insights on how to guide individuals and families in crafting intentional giving plans that align with their values and desired impact. The discussion also highlights the importance of collaboration among financial advisors, estate attorneys, and philanthropic advisors to create a holistic approach to philanthropy. Ultimately, the conversation underscores the significance of meaningful conversations and self-reflection in the journey of giving.Main Points:Generosity is about meaning, not just money.Fulfillment often comes from making an impact.Understanding personal values is crucial in philanthropy.Crafting a giving plan requires thoughtful reflection.Advisors should facilitate intentional conversations about values.Philanthropy involves a holistic ecosystem of support.The five T's of giving can enhance impact.It's important to know what impact looks like for you.Legacy planning should include family discussions.Meaningful conversations can strengthen generational bonds.Connect with Rick Peck:thephilanthropyguy@gmail.comhttps://www.thephilanthropyguy.comhttps://www.linkedin.com/in/richard-peck/https://www.facebook.com/people/The-Philanthropy-Guy/61550822280346/#https://www.instagram.com/rick_peck_the_philanthropy_guy/https://www.youtube.com/@ThePhilanthropyGuy

Luca Russignan highlights the impending $83.5 trillion wealth transfer and the critical talent risk it poses, with one in four advisors planning to leave their firms. Russignan emphasizes that A.I. and automation are crucial for enhancing advisor efficiency, expanding capacity, and meeting the evolving expectations of digitally native inheritors. He details how A.I.-powered dashboards and assistants, integrated into daily workflows, can offer real-time market intelligence, portfolio insights, and sentiment analysis, ultimately driving client retention and revenue growth for wealth management firms.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Show highlights include:-The difference between being a practitioner vs. a true business owner.-Why growing too fast can break your systems, operations, and culture.-How to scale without sacrificing your core values.-Why “making the right move” matters more than making the next move.-How to define your ideal client avatar beyond just AUM.-Why more RIAs are exploring M&A - and what's driving the trend.If you're thinking about growth, transitions, acquisitions, or simply want to build a business that still feels like you, this episode is packed with real-world insights you won't want to miss.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/

Robert Khachatryan is the founder and CEO of Freight Right Global Logistics, a Los Angeles–based international freight forwarder. A lifelong entrepreneur, Robert began his business journey at age nine selling newspapers on the streets of Yerevan. A member of the Board of Advisors at USC's Randall R. Kendrick Global Supply Chain Institute, Robert founded Freight Right in 2007 during the global financial crisis with a vision to modernize freight forwarding through technology and execution excellence. Today, Freight Right is recognized as a leading innovator in logistics and a trusted launch partner for emerging supply chain technologies. Robert's insights have been featured in Bloomberg, Forbes, the Journal of Commerce, FreightWaves, and the Los Angeles Times, and he has spoken at leading industry events including TPM, FreightTech, and the USC Supply Chain Summit. In This Conversation We Discuss: [00:00] Intro[01:08] Taking the leap during economic uncertainty[03:45] Eliminating shipping delays that kill buyer intent[09:04] Building Ecommerce solution around freight hurdles[11:05] Callouts[11:16] Bridging commercial freight and ecommerce needs[13:29] Identifying hidden customer pain points early[15:45] Building an MVP from customer feedback[18:00] Rethinking traditional processes to reduce cost[20:41] Unlocking new markets with minimal effortResources:Subscribe to Honest Ecommerce on YoutubeInternational Freight Forwarder freightright.com/Follow Robert Khachatryan linkedin.com/in/khachatryanrobertIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

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:o  https://x.com/ryandetrick/status/2009368981023412471?o  https://x.com/subutrade/status/2009399104686752010?Substack post from Duality Research on January 5th titled “Bullish, With Eyes Wide Open” - https://dualityresearch.substack.com/p/bullish-with-eyes-wide-open Post on X from TheMarketStats on 12/5/25: https://x.com/themarketstats/status/1996970098666373405?

With Jason Ozur, Founding Partner, Chief Executive Officer, Lido Advisors Overview As firms pursue scale, advisors face a critical question: how do you grow without compromising the client experience? Jason Ozur joins the show to explore what intentional growth really looks like and what scale can enable when culture and clarity come first. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… Over the last decade, scale has become one of the defining themes in wealth management. Larger firms promise broader resources, deeper infrastructure, and expanded opportunity. But they also raise a fair question: at what point does growth begin to work against the client experience it's meant to enhance? That's the center of today's conversation. Jason Ozur and his partners at Lido Advisors have built one of the largest RIAs in the country, managing more than $40B in assets, while maintaining a family-office mindset and a distinctly client-first culture. What's notable is not just the firm's growth, but how intentionally it has been pursued. Jason talks about Lido's growth story and more with Jason Diamond, including: The real constraints on growth—and the roles of culture, capital, and clients. The role of the wirehouses in the modern landscape and how the RIA model differs. The realities of scale—and what it enables when done thoughtfully. The concept of “bigger is better”—and why Jason sees that as an oversimplification. Integration versus aggregation—and how Lido evaluates acquisitions. The evolving role of private equity in the RIA space—and why access to capital doesn't have to come at the expense of independence or client outcomes. It's a candid look at what sustainable growth actually means—and what advisors and owners should consider as firms across the industry continue to grow. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Is Scale a Necessary Evil in Wealth Management? Scale can provide a competitive advantage. Yet there might be scenarios in which bigger isn't always better. How to Set Up Your Business to Maximize Enterprise Value Jason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples. IBD vs. RIA – Which Model Fits Your Future This guide offers a clear, side-by-side view of the two models—including distinctions between the DIY route of building an RIA from scratch and opting for a supportive independence platform to help align your business goals with greater options and opportunities. Jason Ozur Chief Executive Officer Jason Ozur is the Chief Executive Officer of Lido Advisors, where he considers client focus central to his leadership and devotes significant time and attention to the individuals and families he serves. Based in Los Angeles, he also serves as Co-Chair of the investment committee, overseeing Lido's alternative investment platform and leading due diligence on real estate oriented strategies. A Certified Public Accountant, Jason earned his B.S. from California State University at Northridge before beginning his career in public accounting. He worked as a CPA performing audits, preparing tax returns, and providing back-office services for numerous hedge funds. In 1999, he joined a large family investment office, becoming part of the team that managed the family's substantial investments. During this time, he also served as CFO of the family's worldwide water conservation company, which operated in more than 22 countries, and later provided financial oversight as controller for a multi-billion-dollar Los Angeles–based hedge fund. In addition to his executive and investment responsibilities, Jason is deeply committed to shaping Lido's culture. He takes an active mentorship role within the firm, fostering an environment rooted in progression, excellence, and integrity. Also available on your favorite podcast app and other media sites

In this episode, Josh and Amelie discuss the confusing world of financial advisors and give listeners ideas for evaluating a potential advisor. The hosts explain why job titles are meaningless and certifications vary widely in rigor, with the Certified Financial Planner® (CFP®) standing out as the gold standard. They clarify how the fiduciary standard works, including why just the Series 65–only advisors are legally bound to act in a client's best interest at all times. The conversation then walks through how to use BrokerCheck and Form ADV to uncover an advisor's licenses, conflicts of interest, fees, custody arrangements, and more. Together, these tools may help consumers find the right advisor for their needs. Top takeaways: Job Titles Are Meaningless: Vice president, wealth manager, and similar titles are unregulated and don't indicate competence or ethics. Certifications Vary Widely Over 400 financial certifications exist; many require little more than paying a fee. The CFP® is the gold standard for personal financial planning due to its rigorous exam, education requirements, enforced code of ethics, and continuing‑education requirements. BrokerCheck Is Your First Stop (https://brokercheck.finra.org/) Every licensed advisor remains in the system permanently. If an “investment professional” isn't listed, they're either an insurance agent or they're operating illegally. Review disclosures carefully; multiple complaints or hidden details are red flags. Fiduciary Status Is Critical Only advisors with a Series 65 license (look for “IA” in BrokerCheck) and no other licenses are legally bound to act in the client's best interest at all times. Advisors with multiple licenses (e.g., IA and broker) can switch roles—and obligations—mid‑conversation (and without telling you they switched roles). Commissions Influence Advice Academic studies show that advisors recommend products with higher commissions. Brokers and insurance agents are legally obligated to act in the best interest of their firms, not their clients. Form ADV Part 2 Shares Key Information About the Advisor Required for all registered Investment Advisers (IAs). Includes services, fee schedule, conflicts of interest, investment philosophy, and custody details (who is the custodian of your money). Good advisors make their ADV and fee schedule easy to find. Custody Protects You Look for advisors who use large, third‑party custodians who will protect you (not the firm). Small custodians can be vulnerable to conflicts of interest, as seen in the Bernie Madoff case. Transparency Is Important Advisors who openly share fees, conflicts of interest, and regulatory documents demonstrate integrity. Marketing transparency often reflects operational transparency. One Advisor Profile to Look For (in our opinion) Series 65 license only (legal fiduciary duty) CFP® designation (rigorous training and ethics) Clear, accessible disclosures and fee transparency Uses a large, reputable third‑party custodian Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Biz DIY, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/biz-diy - Are you excited by financial coaching but not running a coaching business? MoneyCoach Network partners with financial coaches to handle the entire “business” side of having a financial coaching business. Sign up to Beta Test MoneyCoach Network (https://form.jotform.com/231063470154043)

Are you a financial advisor planning for succession or retirement? How to navigate the complex world of advisor transitions with a personalized, consultative approach. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Andrew D. Mirolli, CEPA®, Co-Founder and Managing Partner at buyAUM.com, who explains how his company acts as a “financial matchmaker,” helping financial advisors plan their succession or sale to the right buyers. Drawing from over a decade in private equity and capital raising, Andrew shares insights on how to approach succession planning, what impacts valuations, and how technology like AI and blockchain is shifting the industry. If you're a financial advisor thinking about the future of your practice, this episode provides invaluable advice on making your business more marketable and transferable. Key Takeaways: → How buyAUM.com matches financial advisors with the right buyers. → Why buyAUM.com focuses on deep conversations and understanding the seller's needs. → How the surge in market consolidation has increased seller fatigue, making a personalized approach to matchmaking even more important. → Why AI and blockchain are changing the financial advising landscape, especially in managing client relationships and valuations. → How asking the right questions can help clients discover their ideal succession plan. Andrew D. Mirolli, CEPA®, is Vice President at buyAUM.com, where he helps independent RIAs and advisory teams design client-safe successions and growth-minded partial equity transactions. He partners with firm owners to evaluate strategic options—full exits, mergers, or “sell & grow” structures—then builds operator-grade playbooks around valuation levers, documentation, and client communications that protect trust, culture, and enterprise value. Drawing on experience with solo practices and multi-partner firms, Andrew focuses on aligning partner timelines, de-risking handoffs, and preserving retention through a clear cadence of client re-introductions and meetings. Known for translating complex deal mechanics into simple steps advisors can act on next quarter, he brings a practical lens to high-stakes transitions. Andrew is a Certified Exit Planning Advisor (CEPA®) and a frequent resource to advisors who want to prepare years before they sell—so they can exit (or scale) on their terms. Connect With Andrew: Website: https://buyaum.com/ Instagram: https://www.instagram.com/buyaum/ LinkedIn: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode SummaryHappy New Year! In this episode, Kelli and Cyndi dig into the worst advice travel advisors hear online — and why it's so dangerous when you're trying to build a real business.They break down three big myths that keep advisors stuck:“Don't charge fees.”“Suppliers will train you on everything you need.”“Just post on social media and clients will come.”You'll also hear practical truth bombs about what luxury clients actually expect, why systems matter more than hustle, how to think about marketing like a real machine (not a hope-and-pray strategy), and the mindset shift that helps you move faster without crumbling later.They wrap with the best advice to start your year strong: get crystal clear on your goals, make decisive moves, and allow yourself to win or learn.Why “free” marketing language can quietly destroy your valueHow fees protect your time, revenue, and client experienceWhy supplier training ≠ business training (and what's missing)The “Lego” analogy that explains why piecing random advice together failsWhy posts don't equal bookings, and what actually creates salesThe importance of a conversion path + multi-channel marketingThe fastest-scaling advisors aren't always the smartest — they're decisiveHow to set goals that are measurable, actionable, and aligned00:00 – Welcome to 202600:48 – The problem with “loud” advice from people without results04:40 – Bad advice #1: “Don't charge fees”07:30 – Please stop marketing your services as “free”10:02 – Why vacations aren't a $24.99 impulse buy12:05 – Deal-of-the-day marketing attracts the wrong clients16:41 – Bad advice #2: “Suppliers will teach you everything”18:05 – The Lego box analogy: why you need instructions22:15 – Fast, cheap, quality: you only get two29:45 – Bad advice #3: “Just post on social media”33:29 – Marketing is multi-channel, and it requires testing36:28 – The conversion path question: “Where do they go?”42:29 – The best advice for 2026: clarity + decisive action44:50 – Join the Goal Mapping Workshop + Open House46:00 – WLC upgrades, alumni updates, and what's new for 2026Open House: https://wanderlust-ceo.com/open-houses/Goal Mapping Call: https://wanderlust-ceo.com/goalmapping/Free WLC Account: https://wanderlust-ceo.com

Donna White, The Hormone Defender, is the visionary founder of the BHRT Training Academy, creator of The Bioidentical Hormone Revolution, and international best-selling author of The Hormone Makeover. With over 30 years in women's health, she recognized early on that conventional approaches were failing women—and pioneered evidence-based hormone optimization long before it gained mainstream acceptance.Through the Academy, Donna is on a bold mission to train 100,000 providers and transform the health of 100 million women worldwide. Her programs deliver clinically rigorous, functional medicine–based protocols that emphasize comprehensive assessment, safer dosing strategies, and holistic patient care.A respected speaker and educator, Donna is reshaping the global standard of hormone therapy and serves on the Board of Advisors for the Menopause Association.www.bhrttrainingacademy.comhttps://www.facebook.com/BHRTTrainingAcademy_______________________________________________________________________________________Join the Buff Muff Method https://get.buffmuff.com/methodRejuve is a line of pelvic health and whole body health supporting supplements that are helping women have a daily poogasm, eliminate leaks and prolapse symptoms, and keep their vulvovaginal tissues supple and resilient. Get your Rejeuve Supplements https://rejeuve.com/ and use code Podcast to save 10% off your first order.Thank you so much for listening! I use fitness and movement to help women prevent and overcome pelvic floor challenges like incontinence and organ prolapse. There is help for women in all life stages! Every Woman Needs A Vagina Coach! Please make sure to LEAVE A REVIEW and SUBSCRIBE to the show for the best fitness and wellness advice south of your belly button. *******************I recommend checking out my comprehensive pelvic health education and fitness programs on my Buff Muff AppYou can also join my next 28 Day Buff Muff Challenge https://www.vaginacoach.com/buffmuffIf you are feeling social you can connect with me… On Facebook https://www.facebook.com/VagCoachOn Instagram https://www.instagram.com/vaginacoach/On Twitter https://twitter.com/VaginaCoachOn The Web www.vaginacoach.comGet your Feel Amazing Vaginal Moisturizer Here

Reviewing My Annuities - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

BackgroundBioArticles and Papers Discussed“The Theory Behind the Age-Related Positivity Effect,” Andrew Reed and Laura Carstensen, NIH.gov, Sept. 27, 2012.“Investing Without Blind Spots,” Better Vantage podcast, Nov. 12, 2025.“Out of Sight, Out of Market: The IRA Cash Drag,” by Andy Reed et al., Vanguard.com, Sept. 5, 2024.“Advisors and Investors Split on Inflation, Bond Views,” by Xiao Xu and Andy Reed, Vanguard.com, Sept. 12, 2025.“Stress, Debt, and the Power of Planning,” by Anna Madamba and Andy Reed, Vanguard.com, April 9, 2025“Improving Retirement Outcomes by Default: The Case for an IRA QDIA,” by Andy Reed, et al., Vanguard.com, July 2024."Maximizing versus Satisficing: Happiness Is a Matter of Choice," by Barry Schwartz, Andrew Ward, et al., NIH.gov, November 2002.“The Ostrich Effect: Selective Attention to Information,” George Loewenstein and Duane Seppi, CMU.edu, Feb. 11, 2009.“Inside the Minds of Equity Income Fund Investors,” Sharon Hill and Paulo Costa, Vanguard.com, Aug. 26, 2025.“Trading Is Hazardous to Your Wealth: The Common Stock Investment Performance of Individual Investors,” Brad Barber and Terrance Odean, Berkeley.edu, April 2000.Books DiscussedThe Paradox of Choice: Why More Is Less, by Barry SchwartzNudge: Improving Decisions About Health, Wealth, and Happiness, by Richard Thaler and Cass SunsteinThe Elements of Choice: Why the Way We Decide Matters, by Eric JohnsonOther“Was Bogle's Princeton Thesis Eerily Prescient?” by Jess Bebel, Morningstar.com, May 27, 2022. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What if familiarization stays didn't require waiting for an invitation or hoping the timing worked out? In this episode, Whitney sits down with Lotte Gossage, founder of Hotel FAM Club, to challenge the way travel advisors think about FAMs and hotel partnerships, offering practical insight into positioning yourself as a professional partner rather than a passive participant. Lotte shares how her background in hospitality and sales shaped a more proactive, business-first approach to creating familiarization opportunities. They unpack why travel advisors should stop being grouped with influencers, how hotels actually evaluate ROI, and what decision-makers on properties really care about. If you're ready to take control of your FAM strategy, this episode delivers a fresh and empowering perspective.

My guest today is Robert Gardiner, Chairman and Co-Founder of Grandeur Peak Global Advisors. Robert has over four decades of experience investing in small and micro-cap companies across global markets, and in this conversation, he shares how his core investment philosophy has remained remarkably consistent over that entire period. His approach is rooted in bottom-up research — identifying high-quality growth businesses early in their lifecycle, partnering with strong management teams, and maintaining strict valuation discipline. A major theme of this episode is why Robert believes the most compelling opportunity in micro-cap investing today is outside the United States. He explains how international micro-cap markets now resemble the U.S. micro-cap environment of the 1990s — a time defined by a large and growing universe of public companies, limited institutional coverage, and meaningful inefficiencies. We discuss why regulatory changes and the rise of private equity have shrunk the opportunity set in the U.S., and why regions like Japan, the UK, and the Nordics now offer what he describes as “mouthwatering” opportunities. Robert also walks through Grandeur Peak's two-phase investment process — starting with rigorous quantitative screening across a global universe of roughly 35,000 companies, followed by deep qualitative research that emphasizes direct engagement with management and extensive on-the-ground company visits. We talk about why “touching the company” still matters in an era of AI and data abundance, and how global “dot connecting” can make investors better decision-makers, even in domestic portfolios. Finally, Robert shares lessons from a recent three-year sabbatical that prompted meaningful refinements to both process and culture at Grandeur Peak — including the importance of balancing breadth with depth in research, reinforcing buy and sell discipline, and building a firm culture where every team member feels true ownership. This is a wide-ranging conversation that touches on global markets, micro-cap inefficiencies, investment process, leadership, and long-term perspective from someone who has seen multiple cycles firsthand. For more information about Grandeur Peak Global Advisors, please visit: https://grandeurpeakglobal.com/  We just announced our full slate of investor conferences for 2026, powered by MicroCapClub. Our next major event is Planet MicroCap: LAS VEGAS, happening June 16–18, 2026, at the Bellagio. Registration is now open for that. And, later in the year, we'll be heading back to Toronto, October 27-29, 2026 at the Arcadian Loft. The mission is to bring the best microcap investors and companies together to gather, connect, and grow. This includes your participation. We know you are putting your 2026 investor conference calendars together, and we'd like to humbly invite you to join us for one or both of them. Please visit www.planetmicrocapshowcase.com for more information. See you in Vegas and Toronto! Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

In this episode, Ray Sclafani dives into the concept of transfers of trust and how advisory firms can design client confidence beyond a single advisor. As firms scale, trust often remains concentrated around the founder or lead advisor, creating fragility and limiting growth. Ray explains how high-performing teams transition to shared advisory models, where multiple advisors and specialists collectively deliver advice, creating enduring client confidence, stability, and enterprise value.You'll learn practical strategies to expand trust externally to clients, introduce advisors effectively, and build a team-centered approach that strengthens relationships and supports long-term growth.Key Takeaways Trust often concentrates around one advisor, which can make growth fragile.External transfers of trust occur when clients expand confidence from one advisor to the broader team.Internal transfers of trust involve founders delegating authority, credibility, and leadership to the next generation.Shared advisory models create client experiences that feel stable and enduring, rather than dependent on one person.Designing trust intentionally improves client retention, referrals, and long-term firm stability.Questions Financial Advisors Often AskQ: What is a transfer of trust? A: Transfers of trust describe the process of moving client confidence from a single advisor to the broader advisory team. It ensures the client experiences multiple advisors as capable, credible, and worthy of trust.Q: Why is it important to transfer trust beyond the lead advisor? A: When trust is concentrated with one person, the firm is vulnerable. Expanding trust to the team creates stability, scale, and endurance, ensuring clients continue to feel supported even if the lead advisor is unavailable.Q: How do high-performing advisory teams expand trust? A: They operate as interdependent ensembles, with distinct roles such as lead advisor, planning specialist, investment partner, and relationship manager. Each advisor contributes advice and expertise, allowing clients to experience the team's credibility collectively.Q: How can advisors identify which clients need more exposure to the team? A: Advisors can categorize clients into advocates, engaged clients, and at-risk clients. Advocates can help reinforce the team's credibility, engaged clients adapt naturally to new advisors, and at-risk clients may need more time and attention for trust to expand.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.

Will AI replace financial advisors—or make the best ones better? In this episode of Money Matters, Christopher Hensley sits down with Matt Halloran, author of Shut the F Up and Listen and Chief Evangelist at Zocks, to continue a conversation that began with one core idea: great advice starts with great listening. Now, that philosophy is colliding with a new reality—AI assistants. Matt explains why AI assistants won't replace financial advisors, but will raise the standard for what clients expect. From AI note-taking to tools that capture emotional cues, automate follow-ups, and turn conversations into actionable client intelligence, this episode breaks down what's actually changing—and what still belongs squarely in the human domain. You'll hear why AI assistants are helping advisors reclaim 10+ hours per week, how better recall builds deeper trust and referrals, and why the real risk isn't AI itself—but ignoring it while other advisors move ahead. In This Episode, You'll Learn: Why AI note-takers are just the beginning How AI assistants capture details advisors miss during meetings The difference between generic AI tools and purpose-built advisor platforms Why better listening leads to stronger trust and referrals How advisors should reinvest the time AI gives back Why AI can actually help advisors become more human, not less Key Takeaway: AI won't replace financial advisors. Advisors who use AI well will replace those who don't. About the Guest Matt Halloran is the Chief Evangelist at Zocks and the author of Shut the F Up and Listen. With over two decades in financial services, Matt is known for helping advisors improve communication, client experience, and practice growth by blending behavioral insights with modern technology. Connect & Learn More Learn more about Matt & Zocks: https://zocks.io Follow Christopher Hensley for more conversations on advice, AI, and the future of financial services

Interview recorded - 12th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Professor Steve Hanke. Steve is a renowned economist, the Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University who has authored many books.0:00 - Introduction1:22 - FED BoJ scenario9:35 - Inflation rising11:14 - 2025 in review14:13 - Equities in 202616:59 - Bonds & the dollar19:31 - Problems with inflation20:24 - Venezuela24:14 - Any other trends for 2026?26:15 - One message to take away?Steve H. Hanke is a Senior Fellow, Contributing Editor of The Independent Review, and a Member of the Board of Advisors at the Independent Institute. He is a Professor of Applied Economics and Founder and Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University in Baltimore. He is also a Senior Adviser at the Renmin University of China's International Monetary Research Institute in Beijing, and a Special Counselor to the Center for Financial Stability in New York. Hanke is also a Contributing Editor at Central Banking in London and a Contributor at National Review. In addition, Hanke is a member of the Charter Council of the Society for Economic Measurement and a Distinguished Associate of the International Atlantic Economic Society. He is ranked as the world's third-most influential economics influencer by FocusEconomics in Barcelona, Spain.Steve Hanke: Book - https://link.springer.com/book/10.1007/978-3-031-63398-0X - https://x.com/steve_hankeBio - https://www.independent.org/aboutus/person_detail.asp?id=516WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

The Future of Social Security - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Most financial advisors believe they're good communicators.The data says otherwise.In this episode we explore why the words you use — not your technical expertise — may be quietly costing you clients, referrals, and long-term retention.This conversation breaks down the science behind communication and message mapping, and why many otherwise strong advisory practices struggle to retain assets during key transition moments.In this episode, you'll learn:Why clients evaluate advisors more by how they communicate than what they recommendHow small word choices influence trust, confidence, and decision-makingWhy “good” advisors still lose clients — especially around retirement and income planningKey takeaways for independent advisors:The communication habits that weaken client retention without you realizing itHow research-backed message mapping can immediately improve client conversationsPractical ways to strengthen trust, engagement, and long-term relationshipsThis episode is designed for independent financial professionals who want to grow smarter, retain more clients, and elevate their practice without adding complexity.

Carole O'Neill's guest today on the Online for Authors podcast is Shelley Blanton-Stroud, author of the book An Unlikely Prospect. Shelley grew up in California's Central Valley, the daughter of Dust Bowl immigrants who made good on their ambition to get out of the field. Recently retired from teaching writing at Sacramento State University, she serves as President of the Board of 916 Ink, an arts-based creative writing nonprofit for children, and serves on the Board of Advisors for the Gould Center for Humanistic Studies at Claremont McKenna College. She also interviews mystery and thriller authors for the Mystery Review Crew. Shelley is the author of the critically acclaimed Jane Benjamin Mystery series, which includes Copy Boy, Tomboy, and Poster Girl. Her writing has been a finalist in the Sarton Book Awards, IBPA Benjamin Franklin Awards, Killer Nashville's Silver Falchion Award, the American Fiction Awards, and the National Indie Excellence Awards. She and her husband live in Sacramento, surrounded by photos of their out-of-town sons, their wonderful partners, very first grandchild, and a lifetime of beloved dogs.   In her book review, Carole O'Neill stated: An Unlikely Prospect is historical fiction by Shelley Blanton-Stroud. I immediately found myself routing for Sandy Zimmer who inherits the job of publisher of the Prospect newspaper when she becomes a widow at the age of thirty-two. As San Francisco erupts in celebration, the VJ Peace Riot results in eleven deaths and six rapes throughout the city.   While everyone around her celebrates, Sandy is forced to take over her husband's former duties and win the support of her controlling father-in-law. She guides her newspaper to cover the riot by printing the truth of the assaults on the victims. However, her father-in-law tries to use his position on the board to bury the scandal in order to attract the United Nations Headquarters to San Francisco.   She knows she must navigate between the needed reporting and the required votes on her board to keep her job and save the Prospect. Convincing the other newspaper publishers in the city to divide the issues and report the truth results in her finding her voice in the male dominated world of 1945 journalism.   Subscribe to Online for Authors to learn about more great books! https://www.youtube.com/@onlineforauthors?sub_confirmation=1   Join the Novels N Latte Book Club community to discuss this and other books with like-minded readers: https://www.facebook.com/groups/3576519880426290   You can follow Author Shelley Blanton-Stroud Website: https://shelleyblantonstroud.com/ FB: @blantonstroudauthor IG: @blantonstroud   Purchase An Unlikely Prospect on Amazon: Paperback: https://amzn.to/48IkFku Ebook: https://amzn.to/4pWLb0D   Teri M Brown, Author and Podcast Host: https://www.terimbrown.com FB: @TeriMBrownAuthor IG: @terimbrown_author X: @terimbrown1   Want to be a guest on Online for Authors? Send Teri M Brown a message on PodMatch, here: https://www.podmatch.com/member/onlineforauthors   #shelleyblantonstroud #anunlikelyprospect #historicalfiction #terimbrownauthor #authorpodcast #onlineforauthors #characterdriven #researchjunkie #awardwinningauthor #podcasthost #podcast #readerpodcast #bookpodcast #writerpodcast #author #books #goodreads #bookclub #fiction #writer #bookreview *As an Amazon Associate I earn from qualifying purchases.

Sean and Andy start off 2026 with a bang, as live sound “renaissance man” Danny Abelson joins the show to discuss a wide range of bold positions, from how to prepare for a career in live audio to whether or not the quality of sound at shows today has kept up with the quality of the gear available to us to use at them. This episode is sponsored by Allen & Heath and RCF.With a 50-plus-year career that started as a teenager working in New York City in the middle of “anything and everything” in the live music industry in the 70s, becoming friends and eventually in-laws with one of Clair's first employees, as well as having one of the Taits as another in-law, if you saw Danny's life story in a movie, you might not believe it's real! From touring with the Eagles and Cheap Trick in the 70s to a theatre degree in the 80s and mixing NFL, MLB, and D1 sports, as well as long tenures on the manufacturing/distribution side of the industry for companies ranging from Turbosound to ATI mixing consoles, high-density Wi-Fi and ultrasonic signaling, and installations in venues as varied as Carnegie Hall, the Grand Ole Opry, and Lambeau Field, there's quite literally nothing in the live sound field that Danny hasn't done at some point!Danny has written many articles published in Live Sound and FOH magazines, and currently writes the monthly “FOH-At-Large” column with close friend and writing partner Dave Natale for front of house. He is member of the Parnelli Awards Board of Advisors.Episode Links:Danny Abelson Archive On ProSoundWebSignal To Noise Episode 57 With Wayne PauleySignal To Noise Episode 287 The Return Of Wayne PauleyFOH Blog Meet The New GuysEpisode 312 TranscriptConnect with the community on the Signal To Noise Facebook Group and Discord Server. Both are spaces for listeners to create to generate conversations around the people and topics covered in the podcast — we want your questions and comments!Also please check out and support The Roadie Clinic, Their mission is simple. “We exist to empower & heal roadies and their families by providing resources & services tailored to the struggles of the touring lifestyle.”The Signal To Noise Podcast on ProSoundWeb is co-hosted by pro audio veterans Andy Leviss and Sean Walker.Want to be a part of the show? If you have a quick tip to share, or a question for the hosts, past or future guests, or listeners at home, we'd love to include it in a future episode. You can send it to us one of two ways:1) If you want to send it in as text and have us read it, or record your own short audio file, send it to signal2noise@prosoundweb.com with the subject “Tips” or “Questions”2) If you want a quick easy way to do a short (90s or less) audio recording, go to https://www.speakpipe.com/S2N and leave us a voicemail there

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

More advice from Dating University! Trust your gut, trust your Board of Advisors (you have one, right?)--and FACETIME them before you go!See omnystudio.com/listener for privacy information.

More advice from Dating University! Trust your gut, trust your Board of Advisors (you have one, right?)--and FACETIME them before you go!See omnystudio.com/listener for privacy information.

In this episode, Dylan and Brett Werner share how they built Elevate Talent Advisors from the ground up, navigating early uncertainty, relying on relationships, and refining a people-first recruiting model. They also offer advice for employers and job seekers on finding the right fit, pursuing passion, and building sustainable careers in a changing market.

Show Highlights Include:-Why manual data entry remains one of the biggest (and most expensive) time drains in advisory firms.-How CRM integrations with custodians can reduce errors and eliminate redundant work.-Why note-taking and meeting documentation are critical for client experience, continuity, and scale.-How long onboarding timelines quietly delay revenue - and how some firms shrink onboarding from 60 days to 15.-Why operational efficiency directly affects practice valuation and buyer confidence.-The role automation plays in reducing key-person risk and increasing scalability.This episode is a must-listen for advisors who feel busy but not scalable — and for firm owners who want their systems, data, and processes to work for them instead of against them.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/