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3 episodes with ameriprise
2 episodes with ameriprise
2 episodes with ameriprise
2 episodes with ameriprise
On Day 2 of Advisor Talk live from IGNITE, Frank LaRosa is joined by Brian Mora, Senior Vice President at Ameriprise, for a powerful conversation on leadership, advisor growth, and the evolving expectations in today's wealth management landscape. From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose. Tune in for behind-the-scenes insights from the IGNITE conference floor.
This new podcast episode is derived from the "Breaking News" BISA webinar conducted last week in response to current market conditions.Join John Olerio, BISA President and Head of Wealth Management at Lighthouse CU, Kevin McCarthy, SVP at Synovus Securities, and Anthony Saglimbene, Chief Market Strategist at Ameriprise for a timely 30-minute discussion on how you should be working with your clients during extreme market volatility.Topics include:Coaching advisors to handle client anxiety as well as their own anxiety.Managing proactive communication.Building trustHelping clients stay the course.The importance of financial planningLeveraging the learning moment for advisors who don't do enough financial planning.
On this episode of Through The Pines, we'll discuss how to build a winning business plan, including… What is an annual Business Plan? Why do you need an annual Business Plan? What benefits do you see from a Business Plan? How do you write a business plan? Mission / Vision Statement Past Goals / Year in Review Current State of Business Future Goals Activities Needed to Achieve those goals Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while puffing on his Beehive branded cigar, this is Through the Pines. Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com 2023 & 2024 Forbes Best in State Wealth Management Teams For Utah - Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of the Ameriprise Client Experience Award - Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates Notes: Refer to Ameriprise 2024 Stock Market Year in Review: https://www.ameripriseadvisors.com/rex.m.baxter/insights/2024-stock-market-reflections?CID=MOD_ME_1224_C_2 _________________________________________________________ This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah. Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia WATCH & SUBSCRIBE to us on YouTube @throughthepines LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/ Through the Pines - Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams. **** This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much. Through the Pines Podcast Copyright, The Banyan Collective - 2025
On this episode of Through The Pines, we'll discuss how to build a winning business plan, including… What is an annual Business Plan? Why do you need an annual Business Plan? What benefits do you see from a Business Plan? How do you write a business plan? Mission / Vision Statement Past Goals / Year in Review Current State of Business Future Goals Activities Needed to Achieve those goals Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while puffing on his Beehive branded cigar, this is Through the Pines. Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com 2023 & 2024 Forbes Best in State Wealth Management Teams For Utah - Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of the Ameriprise Client Experience Award - Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates Notes: Refer to Ameriprise 2024 Stock Market Year in Review: https://www.ameripriseadvisors.com/rex.m.baxter/insights/2024-stock-market-reflections?CID=MOD_ME_1224_C_2 _________________________________________________________________ This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah. Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia WATCH & SUBSCRIBE to us on YouTube @throughthepines LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/ Through the Pines - Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams. **** This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much. Through the Pines Podcast Copyright, The Banyan Collective - 2025
Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: https://UHNWC.com/Michael Bernberg (https://www.linkedin.com/in/michaelbernberg/ ), a seasoned financial advisor with over 33 years of experience at Ameriprise Financial Services, LLC. Michael shares his journey from the plastics industry and management consulting to becoming a top financial advisor. Learn about his unique approach to utilizing options to manage risk, his transition from Merrill Lynch to Ameriprise, and his effective strategies for client referral and financial planning. Michael also discusses his love for golf, music, and science fiction, providing a well-rounded look at his professional and personal life.In this episode, Chris and Michael discuss:1. Career Background, Plastics, and Management Consulting.2. Transition Into Finance, Merrill Lynch and Ameriprise.3. Strategies For Finding New Clients And Growing The Business.4. Personal Interests, Golf, and Science Fiction.Connect With Michael:LinkedIn: https://www.linkedin.com/in/michaelbernberg/ Website: https://www.ameripriseadvisors.com/m.bernberg/ Follow us to maximize your marketing, close more clients, and amplify your AUM:Instagram: https://instagram.com/ultrahighnetworthclientsTikTok: https://tiktok.com/ultrahighnetworthclientsYouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastiTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.comWork with us: https://famousfounder.com/faDISCLAIMER: This content is provided by Chris Brodhead for general informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your personal goals, needs, and risk tolerance.
The Ameriprise private wealth advisor shares her top priorities when working with clients who fall on hard times and discusses the importance of instilling them with hope. Host: Greg Bartalos.
Having recently merged her Ameriprise practice into Rise Private Wealth Management, Pell shares insights about the best ways for advisors to navigate succession planning. Host: Ray Sclafani.
Take Charge of Your Finances with Eva Moulton, CFP®Join Eva and Katana as they discuss:The first steps to building a healthy financial foundation for taking control of your money.The best resources and strategies to help you manage and grow your finances.The one simple step you can take today to make a lasting impact on your financial future.Eva started her career with Ameriprise as a financial advisor over 25 years ago and now runs a practice focused on empowering and guiding clients to financial stability and fulfillment by offering comprehensive solutions, through expertise and unwavering integrity. As a mom of three girls, and a daughter to a woman who was widowed at 57, she is an ardent advocate of women in finance and was the president of the Ameriprise Women's Empowerment network which sought to not only educate and engage women in finance both personally and professionally but also to empower them to strive for financial equality.To learn more about Eva, visit www.ameripriseadvisors.com.#SmartWomenTalk #EvaMoultonCFP #MoneyMatters #WomenWhoInvest #InvestSmart#FinancialFreedom #WealthBuilding #FinanceForHer #BudgetLikeABoss #CFPTipsDISCLAIMER: The information Smart Women's Empowerment and Smart Women Talk provides is for general informational purposes only. All information is provided in good faith; however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF OR RELIANCE ON ANY INFORMATION PROVIDED SOLELY AT YOUR OWN RISK. We cannot and do not offer financial and/or medical advice. The information is provided for general informational and educational purposes only and is not a substitute for professional advice. Accordingly, we encourage you to consult with the appropriate professionals before taking any actions based on such information.
After years of hard work, the last thing you want is to see your savings and investments at risk just as you're nearing retirement. Market volatility can make it feel like your financial future is out of your hands, adding stress to what should be a time of security and peace of mind. The challenge is finding a balance—ensuring growth while protecting what you've built so unexpected downturns don't derail your plans. The key is having a strategy that prioritizes stability without completely shutting the door on opportunity. Jan Levine is a seasoned financial professional with over four decades of experience in the industry. He has worked with various companies, including the predecessor of Ameriprise and his current role as a financial agent at Bankers Life, a 146-year-old company specializing in retirement planning. Today, Jan Levine shares his insights on the importance of financial planning, particularly for individuals approaching retirement. Stay tuned! Resources Connect with Jan Levine on LinkedIn Check out Jan Levine's Bankers Life Profile Follow Jan Levine on Facebook
This week Ivy Slater, host of Her Success Story, chats with her guest, Niraj Chhabra. The two talk about the unique financial challenges faced by women and attorneys, the personalized strategies Sidebar Advisors employs to address these challenges, and the innovative ways Niraj leads his team to create a fulfilling work culture. In this episode, we discuss: Niraj Chhabra's unexpected career path The decision to launch Sidebar Advisors Sidebar Advisors unique approach toward women lawyers The importance of educational workshops Differences in financial planning between men and women Niraj Chhabra is the Managing Director of SideBar Advisors. Before launching the firm in 2022, he was an advisor with Ameriprise Financial since 2005, concentrating on clients in the legal profession. His central focus includes family finances, tax and estate strategies, retirement, and financial planning for small businesses. His goal is to help attorneys navigate their unique tax challenges and modify their financial plans as their careers evolve. He does this by offering attorneys holistic financial planning and complimentary educational workshops. Interesting Facts Favorite quote: James Dean, who says, “Dream as if you'll live forever. Live as if you'll die today.” Niraj loves brewing his beers. He enjoys spending time outdoors, running marathons, gardening, and snowboarding. Inside, he likes to start his day by meditating and catching up on his favorite books. When he's not working, Niraj enjoys international travel with his wife and son and giving back to his community. Education Niraj received his MBA in finance at Rutgers University in 2015. Before, he attended Montclair State University and graduated in 2005 with a bachelor's in business administration, management, and marketing. Qualifications CFP® CERTIFIED FINANCIAL PLANNER™ practitioner CLTC® Certified Long Term Care® CRPC® Chartered Retirement Planning Counselor℠ Series 66 – Uniform Combined State Law Examination Life and Health Insurance Professional Associations Financial Planner's Association of NJ, Membership Committee Community Participation De Novo Harriers Oasis-A Haven for Women & Children, Volunteer Savvy Ladies, Volunteer Niraj Chhabra, CFP®,MBA,CLTC,CRPC® Financial Planner Direct: (201) 484-7464 LinkedIn | Facebook Website: https://sidebaradvisors.com/ Social Media Links: https://www.facebook.com/SideBarAdvisors https://www.linkedin.com/in/nirajchhabra/
Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also in this episode - what a lawsuit against Ameriprise can teach us all about saving and investing. Clark Stinks: Segments 1 & 2 Savings Rate Rip Offs: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Are Extended Warranties Ever Worth It? Should You Buy an Extended Warranty for Your TV? Travel Insurance Checklist: 5 Types of Coverage To Consider 4 Things To Know Before You Buy a Digital TV Antenna T-Mobile 5G Home Internet: 5 Things To Know Before You Sign Up Best Credit Cards for Students: Top Picks for 2024 Barrons: Ameriprise Asks Judge to Toss Clients' Cash-Sweep Lawsuit 17 of the Best High-Yield Online Savings Accounts in January 2025 High-Yield Savings Account (HYSA) Calculator MyCredit Guide - American Express Submit a complaint | Consumer Financial Protection Bureau What Is a 403(b) and How Does It Work? Clark.com resources Episode transcripts Community.Clark.com / Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
150. Create Your Rules for Success (with Heather Whelpley) Heather is a speaker, award-winning author, executive coach, and leadership development consultant passionate about empowering women to live, work, and lead with grounded confidence. With her unique blend of expertise and authenticity, Heather has become a frequent speaker for conferences and companies, where she creates engaging presentations that encourage people to share their voice, create impact, and step into their authentic leadership. Prior to becoming a speaker, Heather spent over a decade at Cargill and Ameriprise in a wide variety HR, leadership development, and change management roles in both offices and plants across the U.S., Latin America, and Australia. She's the author of two transformative books—An Overachiever's Guide to Breaking the Rules and Grounded Wildness: Break Free from Performing Your Life and Start Living It. Heather lives in Colorado where she spends as much time hiking and exploring as possible. In this episode: Heather introduces her book, An Overachievers Guide to Breaking the Rules, that contains a lot of her own experience of being an overachiever (listen to the poem that is read by Sue at the beginning!) How identity can be attached to achieving and where it starts. Why we focus so much on proving ourselves. How our dependence on achievement can be tied to our need for love and belonging. What can happen in our brain, when we try to slow down from our fast pace life. Rules may also be known as limiting beliefs or stories. Why are we so focused on being liked? What are some examples of rules that people may not realize are rules that they are following? Information on Heather: HeatherWhelpley.com Heather Whelpley on LinkedIn (in/heatherwhelpley) The Book that Heather Recommends: The Firekeeper's Daughter by Angeline Boulley Thank you for listening to The Visibility Factor Podcast Check out my website to order my book and view the videos/resources for The Visibility Factor book. As always, I encourage you to reach out! You can email me at hello@susanmbarber.com. You can also find me on social media everywhere – Facebook, LinkedIn, and of course on The Visibility Factor Podcast! I look forward to connecting with you! If you liked The Visibility Factor, I would be so grateful if you could subscribe and rate it where you listen to podcasts! It helps the podcast get in front of more people who can learn how to be visible too! Thank you to the team at Sheep Jam Productions for the amazing support of The Visibility Factor Podcast!
42In this episode titled “Second Story Advisor Success” we discuss the qualities that make a good book-based advisor, increasing wallet share, AUM, and client retention. In addition we discuss how these second story advisors can be effective mentors.Our guests are Jane Ellen Porter from Wilmington Advisors at M&T, and Kevin McCarthy from Synovus Financial Services. And our special guest co-host is Chris Melton from Ameriprise.
In this episode titled “Leveraging Data for Growth”, with Brian Venn from California Credit Union and Chris Melton from Ameriprise, we discuss the following: Taking an active approach to data miningLeveraging data across channelsUsing data to identify advisory and planning prospectsUsing data to right-size advisor books
Compelling new podcast episode featuring Kimberly Cole and Mike Wyatt of Ameriprise where we discuss the following:Developing relationships with COIs inside and outside the institution. The best COIs to work with. How to build trust with COIs. Fostering two-way referrals. Community building with COIs
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Tim Henry, a private wealth advisor with Ameriprise and CEO of the Henry Group shares his journey from being an accounting major to a top financial advisor, discussing pivotal moments in his career, the importance of community involvement, and insights for navigating major market events. Learn about, the significance of comprehensive financial planning, and the value of strong client relationships. In this episode Chris and Tim discuss: 1- Evolution of the Industry 2- Building Momentum and Client Relationships 3- Community Involvement and Client Acquisition 4- Team Building and Succession Planning LinkedIn: https://www.linkedin.com/in/timothymhenry/ Website: https://www.ameripriseadvisors.com/team/the-henry-group/ Twitter: https://x.com/timothymhenry1 Facebook: https://web.facebook.com/timhenryameriprise/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
Our guest in this episode is Mark Cheeley, Financial Advisor and President of Synergy Wealth Management. Mark and his Ameriprise team work with a lot of business owners, many of whom are in the throes (or should be) of exit planning. Most financial advisors work with individuals, so their knowledge of the exit process is limited or non-existent, and that's OK. Most clients fall under the individual category. But for owners of companies, it's important you work with an advisor who knows the process and can help you assemble a strong team of advisors, so you can achieve your best outcome. Mark says it all starts with a plan! Mark and his team implement a comprehensive process, incorporating many types of tax saving and estate planning strategies alongside their financial planning and wealth management work. They also help owners with key person retention strategies and investment strategies that help keep the drawdown at a minimum. Mark's style is very collaborative and client centric; no wonder he's a top advisor for Ameriprise! You'll want to learn more about him and his expert advice. Listen to the episode here.Connect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor
If you're enjoying the content, please like, subscribe, and comment! Please consider supporting the show! https://anchor.fm/worldxppodcast/support Rick's Website: https://optimumlife.us/ Rick has lived a fascinating multifaceted life including: In 1993 he began working with Anthony “Tony” Robbins and The Anthony Robbins Companies, where being recognized for his skills quickly rose through the ranks to become the first Platinum Trainer and traveled the world with and on behalf of Anthony Robbins. In the year 2000 he set out on his own, training presentation skills and quantum dynamic behavior to sales teams across the country for Cisco Systems and executives in Aerospace and Department of Defense Contractors, such as Lockheed Martin, Raytheon, Boeing and The Strategic Command in their proposal management process. Rick has been an acknowledged top achiever as a Sr. Vice President Financial Wholesaler, coaching financial advisors, brokers and retirement planners on retirement during his 8 years with American Express, RiverSource, Ameriprise and Allianz Financial Services. Beginning in 1983 as a SAG Actor, Rick co-starred in eleven feature films in addition to soap operas, sitcoms and episodics. He held a position of Sr. Manager with The Los Angeles Olympics Organizing Committee. ______________________ Follow us! @worldxppodcast Instagram - https://bit.ly/3eoBwyr @worldxppodcast Twitter - https://bit.ly/2Oa7Bzm YouTube - http://bit.ly/3rxDvUL Spotify - http://spoti.fi/3sZAUTG Anchor - http://bit.ly/3qGeaH7 #coaching #presentation #life #lifestyle #lifecoach #travel #restaurant #server #management #network #actor #diehard #finance #tonyrobbins #motivation #speaker #hardship #business #opportunity #podcast #longformpodcast #podcasts #podcaster #newpodcast #podcastshow #podcasting #newshow #worldxppodcast --- Support this podcast: https://podcasters.spotify.com/pod/show/worldxppodcast/support
Welcome back to Making Bank! Today's episode we have Andre Swanston, a dynamic tech innovator and media magnet, recently made history with the fifth largest exit of any Black CEO. A regular contributor to Bloomberg, Rolling Stone, and Fast Company, Andre's insights have made waves across the industry. Born in the Bronx, New York, he honed his exceptional sales skills at Ameriprise and J.P. Morgan Chase before earning a B.A. in Economics from the University of Connecticut. Today, Andre is here to share some exciting insights and experiences from his remarkable journey. (2:03) Background Story From a young age, Andre Swanston embraced a mindset that set him apart. Conforming never interested him; instead, he sought different approaches to everything, from tying his shoelaces to solving math problems in unique ways. This natural inclination to think differently laid the foundation for his entrepreneurial journey. (8:17) First Steps In A Business The first crucial step in any business venture is recognizing your strengths and weaknesses. Once you have that clarity, the key is to surround yourself with people who excel in areas where you may not. (12:24) Stepping Stones Three key moments shaped the company's journey: raising initial capital in 2014 to hire the first team, securing major enterprise deals in 2017 as connected TV gained traction, and anticipating competition from industry giants, which guided our successful execution strategy. (16:27) The Future Of Digital Ads In the future of digital ads, impartiality and trust are key. As data privacy and regulations tighten, partnering with a neutral third party ensures transparent and compliant data analysis, avoiding conflicts of interest from media or device companies. This approach helps navigate industry challenges and build a reliable foundation for the evolving ad landscape. (19:12) Selling A Company When preparing to sell a company, focus on securing multi-year contracts. These contracts significantly increase your company's valuation, often yielding a higher revenue multiple compared to one-time deals. Understanding this can strategically position your business for a more lucrative sale. (21:31) Growing A Business When growing a business, maximize what you can do without external capital. This gives you control and flexibility to pivot and adapt early on, allowing for smoother growth before bringing in outside investors. It also demonstrates commitment and resilience to potential investors. (26:19) Motivation The most important advice for entrepreneurs is to trust your instincts and understand your motivations. Your unique life experiences shape your perspective, and leveraging these insights is crucial. Remember, entrepreneurship is tough and success often comes from sheer ambition and perseverance, not from any inherent superiority. Tags: Instagram: Andre Swanston @dreswan06
Welcome back to Making Bank! Today's episode we have Andre Swanston, a dynamic tech innovator and media magnet, recently made history with the fifth largest exit of any Black CEO. A regular contributor to Bloomberg, Rolling Stone, and Fast Company, Andre's insights have made waves across the industry. Born in the Bronx, New York, he honed his exceptional sales skills at Ameriprise and J.P. Morgan Chase before earning a B.A. in Economics from the University of Connecticut. Today, Andre is here to share some exciting insights and experiences from his remarkable journey. (2:03) Background Story From a young age, Andre Swanston embraced a mindset that set him apart. Conforming never interested him; instead, he sought different approaches to everything, from tying his shoelaces to solving math problems in unique ways. This natural inclination to think differently laid the foundation for his entrepreneurial journey. (8:17) First Steps In A Business The first crucial step in any business venture is recognizing your strengths and weaknesses. Once you have that clarity, the key is to surround yourself with people who excel in areas where you may not. (12:24) Stepping Stones Three key moments shaped the company's journey: raising initial capital in 2014 to hire the first team, securing major enterprise deals in 2017 as connected TV gained traction, and anticipating competition from industry giants, which guided our successful execution strategy. (16:27) The Future Of Digital Ads In the future of digital ads, impartiality and trust are key. As data privacy and regulations tighten, partnering with a neutral third party ensures transparent and compliant data analysis, avoiding conflicts of interest from media or device companies. This approach helps navigate industry challenges and build a reliable foundation for the evolving ad landscape. (19:12) Selling A Company When preparing to sell a company, focus on securing multi-year contracts. These contracts significantly increase your company's valuation, often yielding a higher revenue multiple compared to one-time deals. Understanding this can strategically position your business for a more lucrative sale. (21:31) Growing A Business When growing a business, maximize what you can do without external capital. This gives you control and flexibility to pivot and adapt early on, allowing for smoother growth before bringing in outside investors. It also demonstrates commitment and resilience to potential investors. (26:19) Motivation The most important advice for entrepreneurs is to trust your instincts and understand your motivations. Your unique life experiences shape your perspective, and leveraging these insights is crucial. Remember, entrepreneurship is tough and success often comes from sheer ambition and perseverance, not from any inherent superiority. Tags: Instagram: Andre Swanston @dreswan06
Welcome back to Making Bank! Today's episode we have Andre Swanston, a dynamic tech innovator and media magnet, recently made history with the fifth largest exit of any Black CEO. A regular contributor to Bloomberg, Rolling Stone, and Fast Company, Andre's insights have made waves across the industry. Born in the Bronx, New York, he honed his exceptional sales skills at Ameriprise and J.P. Morgan Chase before earning a B.A. in Economics from the University of Connecticut. Today, Andre is here to share some exciting insights and experiences from his remarkable journey. (2:03) Background Story From a young age, Andre Swanston embraced a mindset that set him apart. Conforming never interested him; instead, he sought different approaches to everything, from tying his shoelaces to solving math problems in unique ways. This natural inclination to think differently laid the foundation for his entrepreneurial journey. (8:17) First Steps In A Business The first crucial step in any business venture is recognizing your strengths and weaknesses. Once you have that clarity, the key is to surround yourself with people who excel in areas where you may not. (12:24) Stepping Stones Three key moments shaped the company's journey: raising initial capital in 2014 to hire the first team, securing major enterprise deals in 2017 as connected TV gained traction, and anticipating competition from industry giants, which guided our successful execution strategy. (16:27) The Future Of Digital Ads In the future of digital ads, impartiality and trust are key. As data privacy and regulations tighten, partnering with a neutral third party ensures transparent and compliant data analysis, avoiding conflicts of interest from media or device companies. This approach helps navigate industry challenges and build a reliable foundation for the evolving ad landscape. (19:12) Selling A Company When preparing to sell a company, focus on securing multi-year contracts. These contracts significantly increase your company's valuation, often yielding a higher revenue multiple compared to one-time deals. Understanding this can strategically position your business for a more lucrative sale. (21:31) Growing A Business When growing a business, maximize what you can do without external capital. This gives you control and flexibility to pivot and adapt early on, allowing for smoother growth before bringing in outside investors. It also demonstrates commitment and resilience to potential investors. (26:19) Motivation The most important advice for entrepreneurs is to trust your instincts and understand your motivations. Your unique life experiences shape your perspective, and leveraging these insights is crucial. Remember, entrepreneurship is tough and success often comes from sheer ambition and perseverance, not from any inherent superiority. Tags: Instagram: Andre Swanston @dreswan06
Welcome back to Making Bank! Today's episode we have Andre Swanston, a dynamic tech innovator and media magnet, recently made history with the fifth largest exit of any Black CEO. A regular contributor to Bloomberg, Rolling Stone, and Fast Company, Andre's insights have made waves across the industry. Born in the Bronx, New York, he honed his exceptional sales skills at Ameriprise and J.P. Morgan Chase before earning a B.A. in Economics from the University of Connecticut. Today, Andre is here to share some exciting insights and experiences from his remarkable journey. (2:03) Background Story From a young age, Andre Swanston embraced a mindset that set him apart. Conforming never interested him; instead, he sought different approaches to everything, from tying his shoelaces to solving math problems in unique ways. This natural inclination to think differently laid the foundation for his entrepreneurial journey. (8:17) First Steps In A Business The first crucial step in any business venture is recognizing your strengths and weaknesses. Once you have that clarity, the key is to surround yourself with people who excel in areas where you may not. (12:24) Stepping Stones Three key moments shaped the company's journey: raising initial capital in 2014 to hire the first team, securing major enterprise deals in 2017 as connected TV gained traction, and anticipating competition from industry giants, which guided our successful execution strategy. (16:27) The Future Of Digital Ads In the future of digital ads, impartiality and trust are key. As data privacy and regulations tighten, partnering with a neutral third party ensures transparent and compliant data analysis, avoiding conflicts of interest from media or device companies. This approach helps navigate industry challenges and build a reliable foundation for the evolving ad landscape. (19:12) Selling A Company When preparing to sell a company, focus on securing multi-year contracts. These contracts significantly increase your company's valuation, often yielding a higher revenue multiple compared to one-time deals. Understanding this can strategically position your business for a more lucrative sale. (21:31) Growing A Business When growing a business, maximize what you can do without external capital. This gives you control and flexibility to pivot and adapt early on, allowing for smoother growth before bringing in outside investors. It also demonstrates commitment and resilience to potential investors. (26:19) Motivation The most important advice for entrepreneurs is to trust your instincts and understand your motivations. Your unique life experiences shape your perspective, and leveraging these insights is crucial. Remember, entrepreneurship is tough and success often comes from sheer ambition and perseverance, not from any inherent superiority. Tags: Instagram: Andre Swanston @dreswan06
Carl interviews "Stacking Benjamins" host Joe Saul-Sehy. Joe is a former financial advisor and has represented American Express and Ameriprise in media. He left his financial advisor career at age 40 and reinvented himself into what he truly wanted to do. He was the "Money Man" on WXYZ-TV in Detroit and has appeared in countless newspapers and magazines, including the Los Angeles Times, Chicago Sun-Times, Detroit News and more. And now, his award-winning podcast is one of the most listened to in the personal finance sphere. Plus, he's funny as hell! (Full disclosure: Carl is a total fanboy of the show.) Joe's show Stacking Benjamins has the same tone as the former NPR show "The Car Guys". With Car Guys, you didn't need to be a car person to love listening to the show. Same can be said about Joe's show. You don't need to be financial investment aficionado to love listening. Joe and his cast of characters make it entertaining to listen to a subject matter that is generally perceived as dull to the general public. "Stackers" (reference to the listeners of the show) are anything but bored listening to him and his sidekick Josh Bannerman (AKA OG), Doc G, Paula Pant and of course Mom's Neighbor Doug. Oh, the running gag is that the show is produced in Joe's Moms basement. Joe is a perfect example of an (un)retirement success story. As a young man he was personally a financial disaster. Ironically, he became a very successful financial adviser. But at 40 he realized he liked his job but didn't love it. He sold his business. And 18 years later he's become a financial media star. Helping hundreds of thousand listeners stacking benjamins one at a time! • More about Joe Saul-Sehy: https://www.stackingbenjamins.com/about/ • Joe's Book STACKED: https://www.stackingbenjamins.com/stacked/ • Episode Content: https://pickleballmediahq.com/blog/Joe-Saul-Sehy-Interview-Stacking-Benjamins-in-his-Moms-Basement • Sponsored by How to Retire and Not Die: https://garysirak.com/how-to-retire-and-not-die/ • Sponsored by Capital Advantage: https://capitaladvantage.com/promotion/retirement-planning-guide/ • I Used to be Somebody World Tour: https://pickleballmediahq.com/tour/ • Subscribe to "I Used to be Somebody" newsletter: https://pickleballmediahq.com/contact/subscribe
The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos.
For this episode entitled “The State of Advisor Training” we discuss current tactics and challenges related to advisor training as our channel evolves from a transactional-based model to more of a relationship-based wealth management model. Part of that equation is also the growing prominence of technology as an enabler in that regard, and how those dynamics affect training strategies. Join us as our panelists, David Chan from Citibank, and Joshua Hinsch from Ameriprise provide insights.
If you're enjoying the content, please like, subscribe, and comment! Please consider supporting the show! https://anchor.fm/worldxppodcast/support Rick's Website: https://optimumlife.us/ Rick has lived a fascinating multifaceted life including: In 1993 he began working with Anthony “Tony” Robbins and The Anthony Robbins Companies, where being recognized for his skills quickly rose through the ranks to become the first Platinum Trainer and traveled the world with and on behalf of Anthony Robbins. In the year 2000 he set out on his own, training presentation skills and quantum dynamic behavior to sales teams across the country for Cisco Systems and executives in Aerospace and Department of Defense Contractors, such as Lockheed Martin, Raytheon, Boeing and The Strategic Command in their proposal management process. Rick has been an acknowledged top achiever as a Sr. Vice President Financial Wholesaler, coaching financial advisors, brokers and retirement planners on retirement during his 8 years with American Express, RiverSource, Ameriprise and Allianz Financial Services. Beginning in 1983 as a SAG Actor, Rick co-starred in eleven feature films in addition to soap operas, sitcoms and episodics. Held a position of Sr. Manager with The Los Angeles Olympics Organizing Committee. ______________________ Follow us! @worldxppodcast Instagram - https://bit.ly/3eoBwyr @worldxppodcast Twitter - https://bit.ly/2Oa7Bzm YouTube - http://bit.ly/3rxDvUL Spotify - http://spoti.fi/3sZAUTG Anchor - http://bit.ly/3qGeaH7 #photography #vietnam #photo #fineart #travel #restaurant #server #management #network #actor #diehard #finance #tonyrobbins #motivation #speaker #hardship #business #opportunity #podcast #longformpodcast #podcasts #podcaster #newpodcast #podcastshow #podcasting #newshow #worldxppodcast --- Support this podcast: https://podcasters.spotify.com/pod/show/worldxppodcast/support
A new survey called "Couples, Money & Retirement" surveyed 1,510 American couples and found that while they trust each other to make decisions, they also face several issues when it comes to planning for retirement. Join us for this mini-episode interview with Marcy Keckler, Vice President of Financial Advice Strategy at Ameriprise Financial about the survey's findings and what couples can do to better communicate about these very important financial issues. About Marcy Keckler: Marcy Keckler, CFP®, CRPC®, RICP®, is the Senior Vice President of Financial Advice Strategy at Ameriprise Financial. She leads the overall strategy for financial advice at Ameriprise, enabling thousands of financial advisors to help millions of clients achieve their financial goals and dreams. Keckler has been with Ameriprise Financial for 27 years in a variety of positions in financial planning, marketing, and interactive development. Her commentary and quotes on retirement and personal finance have been featured in numerous media outlets including The Wall Street Journal, USA Today, MarketWatch, Forbes and US News and World Report. Keckler is a CERTIFIED FINANCIAL PLANNER certificant (CFP®), a Chartered Retirement Planning Counselor (CRPC®) and a Retirement Income Certified Professional (RICP®). She also holds Series 7 and Series 24 FINRA securities licenses. She is a graduate of Georgetown University. Keckler serves on the board of directors for the Angel Foundation, which provides financial and emotional support to adults with cancer and their families. For more information visit https://www.ameriprise.com/ Please like and subscribe to our podcast and leave a 5-star review so we can reach more parents like you! Subscribe to our podcast by sending an email to subscribe@teachingyourtoddler.com For more expert interviews, fun activities and story time podcasts, please visit our website at TeachingYourToddler.com Check us out on Facebook at Teaching Your Toddler and on twitter at @TeachingToddler and on Instagram at @teachingyourtoddler To support great future content, please click here and help us out with a $5 gift: glow.fm/teachingyourtoddler Leave us some feedback on this show and your ideas for future shows! #parenting #toddlers #moms #momlife #kids #podcast #toddlerlife #financialeducation #financialplanning
Bob Bonfiglio, co-founder of Rise Private Wealth Management, an Ameriprise private wealth advisory practice in Bedford, shared insights into leadership development, succession planning and the importance of building a business with legacy in mind.
In this episode we discuss leveraging technology to enhance the client experience, engender trust, optimize client discovery, identify next best actions, and strike a balance between high-tech and high-touch. Our guests include Jonathan Allen, President of Wescom Financial Services, and Scott B. Wilkins, VP of Ameriprise's Advisor Business Development Group
The final update before Super Tuesday of early presidential primary voting shows more than 88,000 ballots are in so far in Minnesota.And about a hundred janitors joined a picket line Monday morning outside of Ameriprise headquarters in downtown Minneapolis, as workers who clean more than a hundred buildings across the Twin Cities started a three-day strike.That story and more in today's evening update from MPR News. Hosted by Elena See. Music by Gary Meister.
Dive into Episode 8 where we explore the dynamic shifts in the fundraising world, spotlighting significant job changes and strategic movements. We highlight Seth Marshall's venture, Endeavor Wealth Strategies, under LPL Financial and Exemplar Financial Network, bringing a fresh approach to wealth management in Fort Wayne, Indiana. The episode also covers the Guthrie Rouner Group's transition from Merrill Lynch to Ameriprise Financial, signifying Ameriprise's continued growth with an additional $320 million in client assets. Further, we delve into Santa Barbara's ambitious 2024 strategic plans for private equity, real return, and real estate, aiming to make impactful commitments across various sectors. Norwood and Plymouth County's global equity manager searches signify a proactive approach to diversifying investment portfolios. Highlighting new investments, we discuss the University of Houston's $50 million commitment to global equities and Montana's $100 million commitment to private equity. Join us as we navigate these pivotal changes and their implications on the industry.
Each of us has our own mountain to climb, but it's the journey, the setbacks, and the community we build along the way that truly defines our success. For today's episode, Scott Carson sits down with the co-host of the #1 finance podcast, Stacking Benjamins, Joe Saul-Sehy. They talk about Joe's journey, the financial mistakes he has had to overcome, what drives him, and how we all have our mountains to climb. From the importance of surrounding yourself with good people to the power of setting clear goals, Joe discusses how these principles have shaped his journey and contributed to his success. Learn about the importance of finding your "who" – the right people and resources to support you on your journey. Tune in now! Want to talk to Scott? Book a call with him HERE.Watch the original episode video HERE!About Joe Saul-Sehy: Joe is the creator and co-host of the Stacking Benjamins podcast and co-author of STACKED: Your Super-Serious Guide To Modern Money Management. Current board member at large of The Plutus Foundation. Former board president and Board Member of Partnership For The Pathway. While Joe's “money expert story” includes being a former financial advisor (16 years) and representing American Express and Ameriprise in the media, his real story is how he was a money disaster in his early life, pulled his financial house into order, and left his business at age 40 to pursue an entirely different path. Joe was the “Money Man” at Detroit television WXYZ-TV, appearing twice weekly. His advice has appeared in Bride, Best Life, and Child magazines, the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers. He's also appeared online in more than 200 different places, including CNBC.com and WSJ.com. The Stacking Benjamins Show was called the “Best Personal Finance Podcast” by Kiplinger. Lifehacker listed the show as one of the top 10 of 2021. Joe and the SB team have won five Plutus Awards and the Academy of Podcasters “Best Business Podcast” award (beating well-known shows like The Tim Ferriss Show, How I Built This, and Gimlet's StartUp). The Stacking Benjamins Show is created in Joe's mom's basement in Texarkana, Texas, where Joe lives with his spouse Cheryl and their cat Cooper.Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest
The Ameriprise advisor and president of the Black Empowerment Advisory Community Network explains why she evangelizes for financial literacy. Host: Greg Bartalos.
In the first episode of the Dakota Fundraising News Podcast, Konch and Pat update listeners on recent fundraising news from Dakota Marketplace. From significant consultant job changes that reflect an ongoing trend, to mergers and acquisitions such as Ameriprise's strategic addition and Blue Spring Wealth's continued expansion. We also spotlight Oregon PERF's $850 million investment across multiple asset classes, including private equity, real estate, and credit. Join us as we unpack these developments, providing insights into what has been happening over the last few days for our audience of fundraisers.
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Jim Barnash (https://www.jabarnashassociates.com/) is the President of JA Barnash & Associates. Jim shares his journey from the insurance industry to financial planning, his teaching experience at DePaul University, his stint at Ameriprise and Edelman Financial, and his eventual decision to set up an individual practice. He explains his unique client selection process, the effective tax reduction strategies he uses, and how he effectively collaborates with his wife in their financial planning business. In this episode, Chris and Jim discuss: 1-Client Selection and Relationship Building 2-Strategies for Explaining Finances 3-Tax Planning and Reduction Strategies 4-Personal Goals and Happiness LinkedIn: https://www.linkedin.com/in/jamesbarnash/ Website: https://www.jabarnashassociates.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
After a lifetime of service to the growing minds of America, teachers deserve a quality retirement. Educators looking to save money beyond their pension plan are being taken advantage of by predatory retirement plans, and I want to put a stop to it. On this episode, I'm breaking down how to avoid bad 403(b) and 457 retirement plans and steps you can take toward better retirement solutions. You will want to hear this episode if you are interested in... The teacher retirement problem [1:33] What are 403(b) and 457 retirement plans? [3:41] Avoiding high costs and variable annuity retirement plans [5:58] Taking steps towards better retirement solutions [9:24] Understanding the educational retirement dilemma Teachers hold a special place in my heart, thanks to my mom's decades-long dedication to kindergarten education. They often go unrecognized for their hard work, especially in terms of retirement savings. In Connecticut and beyond, teachers have pension plans, but they're often taken advantage of by certain financial institutions pushing additional investment through high-fee retirement accounts. I recently spoke with a client whose daughter, a new teacher, was pitched a retirement plan at her school by an insurance company. These plans seem beneficial, but hide exorbitant fees in fine print that siphon away teachers' hard-earned money without their awareness. 403(b) and 457 retirement plans are not inherently bad of course. A 403(b) plan is a retirement savings option tailored for non-profit organizations, much like the 401(k) for other sectors. With a $23,000 contribution limit pre-tax (and the option for after-tax contributions), it's a way to save for retirement while potentially reducing taxable income. There's also a $7,500 catch-up provision for individuals over 50. The problem lies in the predatory fees charged by some of the institutions that offer them. The real problem with variable annuity retirement plans One of the biggest issues is that cities and school districts are not negotiating better retirement plan options for their teachers. Teachers across several states, including Connecticut, are facing a concerning trend in their retirement savings due to the proliferation of high-cost variable annuity retirement plans. These plans, often offered by companies like AXA, Ameriprise, and others, impose hefty fees, sometimes as high as 3% annually, eating into teachers' hard-earned savings before any growth. The problem is exacerbated by additional charges like surrender fees, lasting up to 10 years, unique to these plans. What's alarming is that while other retirement plans have evolved to lower costs, these variable annuity plans haven't kept pace. These fees erode the potential for robust retirement savings and need urgent attention to protect teachers' financial futures. Listen to this episode for steps you can take toward better retirement solutions! Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel 403bwise Connect With Morrissey Wealth Management www.MorrisseyWealthManagement.com/contact
Faith Full GivingAccording to Hebrews 11:1, faith is confidence in what we hope for and assurance about what we do not see. Faith is the heartbeat of our walk with God. Today we'll find out what the story of Cain and Abel has to tell us about faith as it relates to giving.Our confidence, or faith, that God is who he says he is, and that Jesus is the way, the truth, and the life…are rooted in God's word. We have purpose and hope because of our faith, which touches every area of life, including our finances. Today, we're going to take a trip way back into Genesis to find out how faith in the area of giving played a part in the story of brothers Cain and Abel.You may remember that Cain and Abel were sons of Adam and Eve, born after the couple sinned and were driven from the Garden of Eden. Their story is found in Genesis 4. It's a tragic tale of resentment and murder. Cain killed his younger brother Abel because of an offering. Here's what it says in Genesis 4:2-5:Now Abel kept flocks, and Cain worked the soil. In the course of time Cain brought some of the fruits of the soil as an offering to the Lord. And Abel also brought an offering—fat portions from some of the firstborn of his flock. The Lord looked with favor on Abel and his offering, but on Cain and his offering he did not look with favor. So Cain was very angry, and his face was downcast.WHAT CAN WE LEARN FROM CAIN AND ABEL ABOUT FAITH IN GIVING?- Faith, as defined in Hebrews 11:1, is crucial in all aspects of life, including financial matters.- The story of Cain and Abel in Genesis 4 shows contrasting attitudes in giving: Abel's offering was favored by God due to his faith-filled approach, while Cain's lack of faith was evident in his lesser offering.- Abel demonstrated faith by offering the best parts of his firstborn flock, signifying trust in God's provision. In contrast, Cain's offering lacked faith, evident in his choice to give only some fruits without prioritizing the first fruits.WHY DID GOD FAVOR ABEL'S OFFERING OVER CAIN'S?- Hebrews 11:6 states that without faith, it is impossible to please God, highlighting the importance of faith in our actions, including giving.- Abel's gift was an act of faith, reflecting his submission to God's authority and trust in His provision.- Cain's offering, lacking faith, showcased an attitude not aligned with Godly submission or trust, leading to God's disfavor.HOW DOES THE STORY OF CAIN AND ABEL APPLY TO CHRISTIANS TODAY?- The story emphasizes the importance of faith and right attitudes in our relationships and offerings.- Jesus teaches in Matthew 5:23-24 about reconciling with others before offering gifts to God, stressing the significance of faith and relationships in our spiritual lives.“Therefore, if you are offering your gift at the altar and there remember that your brother or sister has something against you, leave your gift there in front of the altar. First go and be reconciled to them; then come and offer your gift.”- As Christians, we have opportunities every day to “do what is right”. By the power of the Holy Spirit in us, we can choose to walk in faith, as Abel did. On today's program, Rob also answers listener questions: - I'm looking to transfer property to a family member while I'm still alive, although it's already in my will. I need advice on how to do this correctly.- As a 59-year-old truck driver, I'm considering retiring at 62. Should I rely on my investments until I'm 65 and then claim Social Security, or should I file for Social Security at 62 and let my investments grow?- I'm thinking about making an investment and need advice on choosing an investment company. I currently have investments with Fidelity and am considering Ameriprise.- Recently baptized and new to faith, my wife and I agreed to give a small amount to our church. I want to give more, but she's uncomfortable with that. I need guidance on how to handle this situation.RESOURCES MENTIONED:FidelitySchwab intelligent portfoliosTD AmeritradeEdward JonesRaymond JamesFind a Certified Kingdom Advisor Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network as well as American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community, and give as we expand our outreach. Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.
In this episode, Carolyn shares her journey from a commission only job as a new graduate to becoming the CEO of her own wealth advisory practice and finding the through line between passion and career.She shares what it was like to be one of the few women in an office of men and how the transparency of sales drove her to hit significant money milestones as a young professional.We discuss the habits needed to stay consistent, and focused on your goals as well as the habits we no longer have room for in our lives. Carolyn shares her journey from drinking too often to not drinking at all and the impact it's made on they way she can orchestrate her life seamlessly. To connect with Carolyn click hereTo learn more about Ameriprise click hereTo follow Gateless click hereTo subscribe to the Gateless newsletter click hereTo subscribe to the YouTube page click hereTo connect with Kara click hereTo connect with Haley click here
Yes they are, along with other foreign countries! But what's the overall impact, and how did we get to a place where Arizona Democratic Governor, Katie Hobbs, is stripping a Saudi Arabia alfalfa farm of its lease for abusing water rights? We welcome in Kyle Lechtenberg, who's a Nebraska alfalfa producer and financial planner with Ameriprise, that specializes in family farm estate planning, to give this layered topic the attention it deserves. Kyle Lechtenberg contact info: kyle.lechtenberg@ampf.com | 402-685-5706
Jake Burnette Jake Burnette/Laveer Wealth Management – Ameriprise Laveer Wealth Management is a private wealth advisory practice of Ameriprise. Their vision is to be a nationally recognized, multi-generational practice that supports clients in their quest for a meaningful life and legacy. Their practice is dedicated to helping you formulate a strategy for retirement that considers […] The post Jake Burnette with Laveer Wealth Management – Ameriprise appeared first on Business RadioX ®.
Dr. Heidi Hanna is the Chief Energy Officer of Synergy Brain Fitness, a company providing brain-based health and performance programs to individuals and organizations, an instructor at Harvard Extension, and a Fellow and Advisory Board Member for the American Institute of Stress. She is a New York Times bestselling author who has written seven books, including The Sharp Solution, Stressaholic, Recharge and What's So Funny About Stress? Dr. Heidi has been featured at many global conferences including the Fortune Magazine Most Powerful Women in Business Summit, ESPN Leadership Summit and the Million Dollar Round Table. Her clients have included Google, Starbucks, Microsoft, Principal Insurance, Morgan Stanley, Ameriprise, and WD40 as well as the PGA Tour, and the National Football League. Dr. Heidi is also a Certified Humor Professional with the Association for Applied and Therapeutic Humor although she won't admit she's funny. Dr. Hanna's Books: https://heidihanna.com/stress-toolkit/ - Learn more about IMS and future sessions with thought leaders like Dr. Heidi Hanna: https://ims-online.com/ Single Servings (bite-sized video clips that answer your most pressing leadership and management challenges) - https://www.youtube.com/playlist?list=PLNwWl_bClmVyp_YJxfrDJy4kGhRxaxJZm Relevant IMS Leadership and Management Articles - https://blog.ims-online.com/ Connect on LinkedIn - https://www.linkedin.com/in/charlesagood/ Chapters: (00:00) Introduction (01:26) Heidi's insights on stress (04:40) Stress is when demand exceeds capacity (07:33) Stress addiction and it's prevalence (10:51) Importance of stress and recovery on a regular basis (12:37) Tool: 5 steps of the Stressaholic Model (13:10) Rest phase: Balancing your brain chemistry with strategic relaxation and recovery (16:14) Repair phase: Nourishing the mind by practicing gratitude (23:23) Research on the importance of gratitude (22:39) Healthy humor is therapeutic (23:55) Rebuilding phase: Strengthening mental and physical fitness (29:14) Rethinking phase: Seeing stress as a challenge, instead of a threat (32:35) Redesign phase: Developing BEAT (Boundaries, Expectations, Attitude, Time) (37:13) Purpose of writing the book Recharge (39:05) Key Takeaway (40:24) Conclusion
This episode is a continuation of last month's episode on advisor recruiting. We are joined by Bob Corsarie from Fifth Third Bank, and Iain Balfour from Ameriprise to discuss topics including recruiting the next generation of financial advisors, female advisors, recruiting internally, leveraging internships, mentorships, social media, and technology. As well as the best sources for candidates.
On this week's episode of Field Notes: An Exploration of Functional Medicine, Dr. Rob Downey is joined by Dr. Heidi Hanna to discuss stress, how it impacts the brain and body, and tips for how we can be more resilient to stress. [05:30] How can stress bring out the best in us? [14:00] How can people deal with stressful things that come their way without getting swept up into a stressed state? [17:13] Questioning breathing techniques. [21:56] “Quick wins” to trick your brain. [26:49] Acute stress in trying times. [35:56] Acknowledging stress as opposed to fighting it. Dr. Heidi Hanna is the Chief Energy Officer of Synergy Brain Fitness, a company providing brain-based health and performance programs to individuals and organizations, a Senior Researcher with the Brain Health Initiative, and a Fellow and Advisory Board Member for the American Institute of Stress. Dr. Heidi is also an instructor at Harvard at a regular lecturer at Canyon Ranch Resort and Spa. She is a NY Times bestselling author who has written seven books, including The Sharp Solution, Stressaholic, Recharge and What's So Funny About Stress? Dr. Heidi has been featured at many global conferences including the Fortune Magazine Most Powerful Women in Business Summit, ESPN Leadership Summit and the Million Dollar Round Table. Her clients have included Google, Starbucks, Microsoft, Principal Insurance, Morgan Stanley, Ameriprise and WD40 as well as the PGA Tour and the National Football League. Dr. Heidi is also a National Board Member and Certifed Humor Professional with the Association for Applied and Therapeutic Humor although she won't admit she's funny.
I'm IN! Two Upcoming Events for Business Owners and Advisors! We were joined today by Michael Hubsmith, Senior M&A Advisor with True North M&A to cover the highlights of two must-go events for owners and advisors. The first event on Sept 13 is the True North M&A Summit, to be held at the Minneapolis Event Center, beginning at noon and ending with Happy Hour at 5:30pm. The Opening speaker is none other than Super Bowl Champion, Ben Utecht who will speak on "The Champion Creed: Build Your Culture of Belief." This will be followed by the Keynote Speaker, Russell T. Price, Chief Economist with Ameriprise and deemed by Bloomberg to be one of the country's most accurate economists. Brian Slipka, CEO of True North will then take the stage for a short talk on how to "Maximize Your Life's Work". The remainder of the afternoon will feature several breakout sessions for attendees to choose from, wrapped up with a Shark Tank format of Private Equity experts who will weigh in on the viability of a Case Study they've been presented. A Social Hour will follow for open networking. Register for this Free Event here: https://www.tnma.com/m-and-a-summit/The Twin Cities Metro Area Chapter of the Exit Planning Institute is hosting its 5th Annual Owner's Forum on October 5 at Midland Hills Country Club in St Paul MN, from 2-6 pm! If you have attended an EPI Owner's Forum in the past, this one will be as high quality as we've ever had for content. First, the results of the most recent State of Owner Readiness Survey will be revealed. Compared to the 2017 project of the same survey, the results are quite telling, and in a positive way! Scott Snider, President of EPI Global will be here to present and discuss the results and compare the MN market with other areas of the country. Come and learn how our MN market stacks up and what work we still have left to do. Keynote Speaker, Sean Hutchinson, who will present on the work of the Value Growth Advisor whose job it is to help business owners increase business value from "where it is" to "where it needs to be" based on the owner's personal financial goals and next stage of life. Sean will be using a combination of presentation and interactive case study to discuss how owners can put their best foot forward and learn how a buyer would view their business with and without improvements. Sean is one of the foremost Value Growth Advisors in the country! Registration Here!Thank you to our show sponsors! Dayta, JAK, Sunbelt Business Advisors andAre you ready for your best exit? There is no time like the present to prepare. Check out these resources offered by KeyeStrategies: Business Readiness Transition online course Free Ebook download here Purchase Poised for Exit book here
The Ameriprise private wealth advisor explains why she sees a bright future for women in the industry. Host: Greg Bartalos.
While the 2008 financial crash turned out to be a reliable source of career lessons for many of our finance leader guests, Joel Campbell may be the first CFO to share with us a customer support lesson learned from the crisis. Back in 2006, Campbell, a seasoned treasury executive, had been recruited to help to build a robust treasury function for Ameriprise Financial, the recently spun-off financial planning division of American Express. “Those first 2 years were really about finishing this spin-off process, but the day that's burned infamously into my mind is September 16, 2008,” remembers Campbell, who reports that this was the day when a money market fund widely used by Ameriprise customers “broke the buck.” “It became the first money market fund in investing history to let its net asset value drop below a dollar—and this had just never happened before,” continues Campbell, who adds that the fund served more than 300,000 Ameriprise customers who had routinely deposited their excess cash into it with the intent of using the proceeds to pay a variety of expenses, from mortgages to college tuitions. Not more than 10 days after the fund “broke the buck,” Ameriprise's management team committed $400 million from its own balance sheet to support those customers impacted by the fund's sudden collapse. Besides underlining the prioritization of customer care, Campbell notes, the experience also shaped his perspectives on treasury and finance. “It helped me to think about how to look forward,' remarks Campbell, who continues to laud Ameriprise's response, “and I'm saying ‘look forward' with regard not just to what's happening in a business but also to trying to understand where the market is headed. It's all about reading the signs so that you can step back and make sure that you're making the right decisions from a risk or liquidity standpoint to be able to both run your business and support your customers in the right way.” Says Campbell: “It's the response that sticks with me. It was how the executive team quickly pivoted and said, ‘We need to take care of the customer, period. Full stop.'” –Jack Sweeney
Before you check out this week's podcast, I wanted to remind you about our upcoming live event in September 2023. We have a special offer just for our loyal listeners - a $500 discount on registration that you can put towards your hotel stay. Use coupon code free hotel to get your discount. This event is all about adding six figures of planning revenue to your business, and we guarantee that it will pay for itself in the first planning client. So, make sure to sign up and secure your spot! You can find all the details at the URL below. http://www.HowToChargeLive.com. We had a fantastic guest joining us, Bill Williams, the Executive Vice President of Ameriprise Independent Advisors. Bill brings a wealth of experience and knowledge to the table, representing over 8,200 independent financial advisors who generate over $5 billion in annual revenue for the firm. Bill shares his journey, starting as a financial advisor back in 1989 and eventually transitioning into a leadership role. He opens up about the challenges and benefits of being a leader in the industry, giving us a unique perspective on what it takes to succeed. Bill reveals some fascinating insights from surveys conducted by Ameriprise, showing that advisors who incorporate planning into their practice have better client engagement, handle more assets, sell more insurance, and have three times better client retention. It's clear that clients are craving a holistic and comprehensive approach to financial advising. But here's the catch - many advisors are hesitant to charge for comprehensive planning services. Bill acknowledges that asset management is easier to sell, as clients are accustomed to paying a small percentage of their assets under management. However, he emphasizes the importance of separating asset management from comprehensive planning. Managing money is just one aspect of the services advisors provide. Comprehensive planning involves personalized attention, meetings throughout the year, and addressing all financial questions and concerns. Many advisors are afraid to charge for planning because they've never done it before. But he urges advisors to recognize the value they bring and be willing to offer comprehensive planning to their clients. If they don't, clients may seek these services elsewhere, potentially leading to a loss of business. Bill further emphasizes that relying solely on investment management as a value proposition is risky. With do-it-yourself firms improving their asset management offerings at lower prices, clients may be tempted to switch. That's why it's crucial for advisors to step up their game and provide comprehensive planning services that truly differentiate them. We're grateful that Bill joined us on today's show. Here's his bio page at Ameriprise.
If you're interested in how finding your fit can change everything and how well the equity compensation niche has worked for XYPN member Christine Amill Centeno, CFP®, MS, founder of Simplicity Wealth Management, this episode is for you! Christine started her career in financial services at Ameriprise in 2007 and worked in a variety of broker's side roles until she ultimately decided to launch her own firm in 2019. Having just celebrated her firm's fourth birthday, she has grown quickly with over 40 client households and 400,000 of recurring revenue. How has she had so much success? You probably guessed it, she has a really well defined niche. Christine specializes in equity compensation, and almost all of her growth from the last two years have been from client referrals. She also shared about her experience hitting the ceiling, realizing that she was working way too many hours and had let the business really take over her life. She hit the reset button, defined her financial mission statement, and has been really intentional about building the business to support her life moving forward. This was a really great conversation that you are not going to want to miss. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/363
As a former Division 1 basketball captain, Jennifer learned leadership and resilience, skills she took with her as she pursued her law degree and eventually, her career in financial planning. Starting out as an advisor to others, Jen eventually formed, ran and sold her very successful practice. She is now the Chief Experience Officer and Partner at WestPoint Financial group, one of the largest advisory firms in the midwest. Jennifer loves to solve problems and she loves getting to know the people she works with, mostly so that she can help them succeed. In this podcast, Jennifer emphasizes the importance of emotional intelligence and managing your emotions at work. She talks about how vital patience and resilience are to being a good employee. But Jennifer's ultimate superpower? Her competitive nature. She says her athletic background has helped her deal with the complexity of her career. On a personal note, Jennifer has had challenges with her health that led her to making self-care a priority. She balances pushing herself and meeting her goals with getting plenty of sleep and exercise. She doesn't really believe in work/life balance but rather finding a perfect imbalance. This podcast is a wealth of insight and inspiration we've just touched on here, so join us as Jennifer shares her wisdom with us in this podcast. Highlights: [03:35] Jennifer's professional timeline [07:28] What she's learned at work to be a better mom [08:24] Lessons learned [11:51] What to do when you get knocked down [13:27] Her super power: competitiveness [15:19] Division 1 background in basketball [18:18] Great advice about being an introvert [19:50] Importance of community [22:31] The key to gaining clarity about career [24:23] Being goal oriented [26:15] What she wants her kids to know [28:53] Jennifer's daily habits [30:11] Taking risks [31:37] Forming a personal cabinet [33:46] Modern communication and relationships [35:50] Overcoming fears and limiting beliefs [38:42] A typical day in Jennifer's life [41:51] Finding mentors and sponsors [45:24] Looking back and moving forward [48:04] Lightning Round Questions Quotes: “I always think, what else can we do better?” – Jennifer des Groseilliers “Community develops over time because you have common interests and common activities you want to do together.” – Jennifer des Groseilliers “I have discovered for myself there is no work-life balance. There's just perfect imbalance at any given time.” – Jennifer des Groseilliers Lightning Round Questions: What book has greatly influenced you? - “Fast. Feast. Repeat.” by Gin Stephens What is your favorite inspiring quote or saying? - "Left foot, right foot, breathe, repeat." Pat Summitt What is one word or moniker you would use to describe yourself? - Competitive What is one change you've implemented that made your life better? - Intermittent fasting. What power song would you want playing as you walk out onto a stage? - "No Roots" by Alice Merton About Jennifer des Groseilliers: Jennifer des Groseilliers has achieved many of her life goals, yet she has found her greatest success in helping others. A lawyer, award-winning financial service provider, wife, mother of three, and former Division 1 basketball captain, Jen is most proud of knowing that she has motivated and inspired others to succeed. After practicing law for three years, Jen was drawn to financial planning as a way to make a positive impact on people's lives. In 2001, she joined Ameriprise and discovered that her legal training provided her with keen insights into financial markets, tax ramifications of financial decisions, and financial planning strategies. She quickly distinguished herself as a top financial advisor. The coaching and motivational skills she discovered as an athlete translated to business, and soon she was helping other advisors achieve similar success. Fast-forward to today, Jennifer is now a Partner at WestPoint Financial Group (WPFG). She leads the Investment Department, Compliance, Practice Development and Financial Planning. Jen is also the owner of Comprehensive Financial Concepts (CFC), which is a Property and Casualty specialty company located in the greater Chicagoland area. Her experience as CEO & General Agent of Mass Mutual Illinois Agency, helped propel her into her current role when three independent financial services firms operating as general agencies of MassMutual announced they merged to into WestPoint Financial Group. This created one of the largest insurance and wealth management firms in the Midwest. The firm's strength and differentiator lie in the diverse backgrounds, experience and specializations of its 400+ financial service representatives and an unwavering commitment to delivering exceptional client service. Relentless in pursuing her vision of being an inspiring leader, Jen seeks those who share in her core values: integrity, intelligence, work ethic, and inclusivity. Her top priority is to foster an environment where her team have the support, guidance, and tools necessary to succeed. In doing so, she has built a culture that values diversity, excellence and collaboration. Jen's capabilities as both a financial advisor and leader have won her the accolades of clients, company representatives, and industry experts. She is a cum laude graduate of the New England School of Law and received her Bachelor of Arts from State University of New York Buffalo. Jennifer also holds Series 7, 24, 66, 4 and 51 FINRA licenses. Jen and her spouse live in Glenview, Illinois with their three children. She enjoys hot yoga, biking, cooking and making memories with her family. Links: LinkedIn URL: https://www.linkedin.com/in/jenniferadesgroseilliers/
Writing a book can be daunting, especially for new writers, so we invited experienced author Joe Saul-Sehy to help aspiring authors streamline the process of book writing and marketing. He also shares tips for developing a compelling topic so you can take a step closer to fulfilling your dream of being an author!Key Takeaways from This EpisodeAn important question to ask yourself before writing a bookWhy you should buy books in a physical store rather than onlineSignificance of reading books and watching movies as a writerEffective ways to jumpstart your book-writing processTips for condensing an overwritten book draftReasons book marketing is a must for authorsResources Mentioned in this episodeStacked by Joe Saul-Sehy and Emily Guy Birken | Kindle and HardcoverThe Hardy Boys' Detective Handbook by Franklin Dixon | HardcoverWho Thought This Was a Good Idea? by Alyssa Mastromonaco | Kindle and PaperbackList of books by author Howard SternThe Stacking Benjamins ShowOn Writing by Stephen King | Kindle and PaperbackStephanie Plum One, Two, Three by Janet Evanovich | KindleI Will Teach You to Be Rich by Ramit Sethi | PaperbackNikeAbout Joe Saul-SehyJoe is the creator and co-host of the Stacking Benjamins podcast and co-author of STACKED: Your Super-Serious Guide To Modern Money Management (Avery, imprint of PRH, 2021). While Joe's “money expert story” includes being a former financial advisor and representing American Express and Ameriprise in the media, his real story is how he was a money disaster in his early life, pulled his financial house into order, and left his business at age 40 to pursue an entirely different path. Joe was the “Money Man” at Detroit television WXYZ-TV, appearing twice weekly. His advice has appeared in Bride, Best Life, and Child magazines, the Los Angeles Times, Chicago Sun-Times, Detroit News, and Baltimore Sun newspapers. He's also appeared online in more than 200 different places, including CNBC.com and WSJ.com. The Stacking Benjamins Show was called the “Best Personal Finance Podcast” by Kiplinger. Lifehacker listed the show as one of the top 10 of 2021. Joe and the SB team have won five Plutus Awards and the Academy of Podcasters “Best Business Podcast” award.Love the show? Subscribe, rate, review, and share! Here's How » Join The Author's Corner Community today: Website: Robin ColucciLinkedIn: R Colucci, LLCFacebook: Robin ColucciTwitter: @Robin_ColucciRobin Colucci's Book: How to Write a Book That Sells You: Increase Your Credibility, Income, and Impact
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