Podcasts about bam advisor services

Few things are as important to a client's success as having a great team of advisors. Great advisors are always on the hunt for new ways to help their clients grow and live better lives. They understand that it's not just about the business but also the person's life and family. But how can wealth management firms develop great advisors? In this episode, Steve talks with Alex Potts. Alex sits on the Board of Directors for Buckingham Wealth Partners while also serving as President of Buckingham Strategic Partners, comprised of BAM Advisor Services, LLC and Loring Ward. As president, he focuses on forward-looking strategies, vision, and growth for their Turnkey Asset Management Platform (TAMP) business. Alex talks with Steve about the origins of Admired Advisor as content for advisors at Buckingham, the difference between a trusted advisor and a leader, and what great advisors do to serve their clients.   Key Takeaways [01:40] - Alex's journey into the wealth management industry. [03:38] - What wealth management looked like 32 years ago. [06:21] - How TAMP advisors help clients deal with the complexity of investing. [10:05] - The qualities that make a great advisor. [13:18] - What Admired Leadership is and why it matters to advisors. [16:44] - The difference between a trusted advisor and a leader. [21:08] - How behavior affects clients' investment decisions. [27:42] - How can advisors assess if they are truly advisors or just facilitators. [32:09] - The advisors' response to the admired leadership concept. [34:32] - What great leaders do to serve the people around them. [38:05] - What Alex learned from an advisor that changed how he engages with clients. [39:27] - The work Alex is doing now to enhance advisors' client care.   Quotes [04:42] - "Advisors can build with thousands of asset classes, mutual funds, or ETFs out in the wild. You could build a great portfolio, but the portfolio is only as good as the solutions you bring your clients." ~ Alex Potts [12:18] - "When you see a great advisor, you see a great leader. Not only are they great advisors to their community of clients, but they're also great leaders outside of their advisory business." ~ Alex Potts [35:38] - "Great leaders are always on the hunt for ways to help people around them live better lives." ~ Alex Potts   Links  Alex Potts on LinkedIn Buckingham Strategic Partners Santa Clara University Chip Roame Dimensional Fund Advisors   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

The world of investing had a wild ride in 2020, and is continuing into 2021. In this presentation, Paul Merriman explores the history and nature of stock market bubbles, long bull markets and short bear markets, day trading, hedge funds and the uncertainty that can accompany market bubbles. Issues covered include the good, the bad and the ugly about Robinhood, 4 free lunches of investing, whether Bitcoin is the “new gold,” how to invest in a bubble and much more. Click here for the slideshow materials. This is the first in a 5-part series of Financial Literacy Month Events on Bainbridge Island co-sponsored by The Merriman Financial Education Foundation in partnership with the Bainbridge Community Foundation and Library U, a program of the Bainbridge Public Library. Calling upon some of his favorite nationally renowned experts in their fields, Paul organized five free virtual events in April 2021 to help you better plan for your future. Presenters include Paul, Christine Benz of Morningstar, Larry Swedroe, author and director of research for Buckingham Asset Management and BAM Advisor Services, and Tim Ranzetta of NextGen Personal Finance. This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this podcast, here are five ways to support the podcast and our foundation: 1) Leave a podcast review on your player of choice. 2) Sign up for our biweekly newsletter at PaulMerriman.com3) Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time fee at no cost to you, which helps support our financial education projects. 4) Buy our latest book, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement available at Amazon and other online outlets. 5) Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors. Thank you!

The world of investing had a wild ride in 2020, and is continuing into 2021. In this presentation, Paul Merriman explores the history and nature of stock market bubbles, long bull markets and short bear markets, day trading, hedge funds and the uncertainty that can accompany market bubbles. Issues covered include the good, the bad and the ugly about Robinhood, 4 free lunches of investing, whether Bitcoin is the “new gold,” how to invest in a bubble and much more. Click here for the slideshow materials. This is the first in a 5-part series of Financial Literacy Month Events on Bainbridge Island co-sponsored by The Merriman Financial Education Foundation in partnership with the Bainbridge Community Foundation and Library U, a program of the Bainbridge Public Library. Calling upon some of his favorite nationally renowned experts in their fields, Paul organized five free virtual events in April 2021 to help you better plan for your future. Presenters include Paul, Christine Benz of Morningstar, Larry Swedroe, author and director of research for Buckingham Asset Management and BAM Advisor Services, and Tim Ranzetta of NextGen Personal Finance. This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this podcast, here are five ways to support the podcast and our foundation: 1) Leave a podcast review on your player of choice. 2) Sign up for our biweekly newsletter at PaulMerriman.com 3) Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time fee at no cost to you, which helps support our financial education projects. 4) Buy our latest book, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement available at Amazon and other online outlets. 5) Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors. Thank you!

Flashback Friday, Original Release Date: March 4, 2013 It is possible to illustrate complex financial concepts and Jason Hartman interviews author/artist, Carl Richards, who developed a way to do this and led to his book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money.  Carl creates simple sketches that help people understand financial concepts, which he refers to as Visualizing Finance. People are primarily visual learners and Carl found that as he made the concepts visual, it was easier to communicate them to others effectively. He shares some of these visualizations, such as the market cycles, explaining the terms he uses and the psychology behind the buy/sell behaviors in the stock market. Using a Venn diagram, he is able to help people realize what they have control over and what they don’t, whether it’s investments or business, and enabling them to make better decisions and simplify their financial life. Carl became an accidental artist with his simple sketches that make complex financial concepts easy to understand for thousands of people every week on The New York Times Bucks blog. Richards’ art had its first showing at the Kimball Art Center, in Park City, Utah. His commissioned work is on display in businesses and educational institutions across the country. His sketches also serve as the foundation for his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl has appeared regularly on American Public Media's Marketplace Money, writes a column for Morningstar Advisor, and keynotes financial planning conferences and visual learning events. You can find more of his writing and sketches at BehaviorGap.com. A CERTIFIED FINANCIAL PLANNER™, Carl is also the director of investor education at BAM Advisor Services and lives in Park City, Utah, with his family. As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over with their money. They were letting emotion get in the way of making smart financial decisions. He named this phenomenon—the distance between what we should do and what we actually do— “the behavior gap.” A quote from his book states, “It’s not that we’re dumb. We’re wired to avoid pain and pursue pleasure and security. It feels right to sell when everyone around us is scared and buy when everyone feels great. It may feel right—but it’s not rational.”

My guest on today’s podcast took over as CEO of Buckingham Strategic Wealth and BAM Advisor Services a little over 10 years ago (at just 32 years old!) and has nearly quintupled its size since then. One of the youngest CEOs of any major advisory firm, Adam Birenbaum leads his organization in serving over 22,000 clients and overseeing more than $30 billion in assets under management. In this episode, Adam shares the growth strategies that have worked for Buckingham Strategic Wealth and BAM Advisor Services, as well as why the company has chosen to grow offices in multiple locations. Listen in to hear his advice for leaders of large wealth management firms, how he looks at the mergers and acquisitions marketplace today, and what he says will determine the most successful advisory firms in the future. For show notes and more visit: https://www.kitces.com/66

In Episode 87, Chris Cahill and Larry Swedroe, Director of Research Buckingham Asset Management and BAM Advisor Services discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin).  Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, plain English manner.  The first part of this interview aired previously and can be found here. You can find out more about Larry Swedroe and Buckingham here. Or you can find him here: Twitter: @larryswedroe LinkedIn You can find Larry's previous interviews with Financial Poise here & here.   About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012). He has also co-authored six books about investing. His latest work, “The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches,” was co-authored with Andrew Berkin and published in January of 2015. In his role as director of research and as a member of the firm’s Investment Policy Committee and Board of Managers, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing weekly to multiple outlets including MutualFunds.com and ETF.com. Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies. Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.

In Episode 86, Chris Cahill and Larry Swedroe, Director of Research at Buckingham Asset Management and BAM Advisor Services, discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin).  Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, plain English manner. The second part of this interview will air at a later date.   You can find out more about Larry Swedroe and Buckingham here.   Or you can find him here: Twitter: @larryswedroe LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59   You can find Larry's previous interviews with Financial Poise here & here.   About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012). He has also co-authored six books about investing. His latest work, “The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches,” was co-authored with Andrew Berkin and published in January of 2015. In his role as director of research and as a member of the firm’s Investment Policy Committee and Board of Managers, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing weekly to multiple outlets including MutualFunds.com and ETF.com. Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies. Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.

My guest today is Larry Swedroe, a Buckingham Asset Management principal. He is also a principal and co-founder of BAM Advisor Services, LLC, and serves as the director of research for both entities. Swedroe has authored or co-authored fourteen books and comes at investing from an evidence-based approach. The topic is outside the box market perspectives. In this episode of Trend Following Radio we discuss: Forecasters and prediction The three types of forecasters Confirmation bias How your political affiliation might change your willingness to listen to forecasts Value perspective vs. momentum perspective The anomaly of momentum The evidence-based thinking approach Momentum trading in 2008 How Swedroe prepares for the unexpected Not treating the unlikely like it's impossible Managing your risk Process vs. outcome The equity risk premium and bear markets Commonplace crises Planning ahead Diversification attempts to get outside of equities Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!

Michael Covel speaks with Larry Swedroe on today’s podcast. Swedroe is a Buckingham Asset Management principal. He is also a principal and co-founder of BAM Advisor Services, LLC, and serves as the director of research for both entities. Swedroe has authored or co-authored fourteen books and comes at investing from an evidence-based approach. Covel and Swedroe have different vantage points, but there are some commonalities in their thinking. They discuss forecasters and prediction; the three types of forecasters; confirmation bias; how your political affiliation might change your willingness to listen to forecasts; value perspective vs. momentum perspective; the anomaly of momentum; the evidence-based thinking approach; momentum trading in 2008; how Swedroe prepares for the unexpected; not treating the unlikely like it’s impossible; managing your risk; process vs. outcome; the equity risk premium and bear markets; commonplace crises; planning ahead; and diversification attempts to get outside of equities. Want a free trend following DVD? Go to trendfollowing.com/win.