Podcasts about beacon point

There are many impressive things about Matthew Cooper. In addition to being featured in Forbes Magazine, he was named a finalist for “Individual Thought Leader of the Year” for the 2019 WealthManagement.com Wealthies Industry Awards, and he was the winner of “M&A Leader of the Year” for the 2022 WealthManagement.com Wealthies Industry Awards. But, most meaningful to Matthew is the business that he is a Founding Partner and President of, Beacon Pointe Advisors, one of the U.S.'s most successful RIA firms with locations spanning all over the country. The RIA industry wasn't Matt's first business calling. As a matter of fact, after graduating from college, he entered the life insurance industry. Nevertheless, life has its turns, and that life insurance firm branched out into the RIA arena and, as Matt says, “Here we are.” Since he was the one to work out deals when a client's loved one passed away, he had an early start at dealmaking. Through this early education in dealmaking, Matt took that knowledge and built Beacon Pointe into what it is today, a remarkable RIA powerhouse firm and acquirer. 13,000+ clients 375+ on staff nationwide 220+ Designations and Certifications including CFA, CFP®,JD, MST Since March 2020 -- after bringing in Beacon Pointe's first capital partner -- completed 24 successful transactions BRINGING IN A CAPITAL PARTNER For nearly 20 years, Beacon Pointe had no capital partner. That changed when they took on two underlying RIAs – one expressly for the inorganic growth side of the business – and discovered they weren't as aligned as they had believed. Not only did the M&A RIA start to grow larger than the other RIA, but several veteran shareholders were looking to exit and cash out. This misalignment paired with the timing of shareholders wanting to exit, caused Matt to see the natural need to bring in outside capital and merge the two RIAs together. Alignment is extremely critical in M&A; if one facet is out of sync, the entire thing might come crumbling down like a house of cards in a downpour. Matt took on the challenge, recognized the opportunity, and decided to bring in a capital partner to help the firm evolve. Choosing the right capital partner can: Help you strategically Offer your business more value Lessen potential risks Accelerate growth For Matt and Beacon Pointe, the right partner was KKR & Co. IT'S NOT A HOBBY As a dealmaker, Matt has been doing a lot of heavy lifting through Beacon Point. To make even one successful deal – let alone the volume and caliber of deals Matt makes – it takes a great deal of knowledge, tenacity, and dedication. Matt emphasizes the importance of dealmaking as a conscious exercise; “It's not a hobby,” he adds. Nothing could be truer. For Matt to make such effective deals at the volume he does, he has a process that he sticks by: Keeping his mindset sharp on the deal, remembering “it's not a hobby”. Having teams built and in place: one team to source the potential deals, do due diligence, and then build the LOI. Following the LOI, an integration team performs further due diligence and remains on-task post-close until the firms are fully integrated. Having all the department heads at Beacon Pointe be a part of the whole process Knowing when to push, and when to ease up in the deal-making process FULLY INTEGRATED MODEL TO SERVE CLIENTS As previously discussed in episode 199 of The DealQuest Podcast, there's debate within the M&A RIA space about aggregators versus integrators. Beacon Pointe is squarely on the fully integrated model side. This means: One brand One ADV One tech stack One company culture The goal, whether you're an aggregator or an integrator, is to reduce confusion of potential targets when there are so many options and choices available these days in the RIA space. To help mitigate confusion, Matt constructed a consistent story in the marketplace regarding Beacon Pointe's all-wealth approach. This allows the various teams across the U.S. to have the flexibility and speak with their own voices while remaining on agenda with Beacon Pointe's strategy. Matt's approach to dealmaking is very people-oriented, so it really is about how well people within his firms get along, so he has three pillars he focuses on with Beacon Pointe: Access to institutional quality investments Life and legacy planning Impact initiatives EQUITY-FORWARD AND MAJORITY INVESTORS Another feature of Beacon Point's integrator model is being equity-forward and doing only majority investment deals. Because of the need for cash flow at the time, Beacon Pointe's first nine deals featured a 100% equity swap, but they now prefer to keep the equity between 20% and 60%, with the sweet spot for a typical deal being the high-30% range. These percentages result from the fact that equity is the most expensive consideration for them. However, equity is generally a very attractive incentive to investors, as the higher multiples and growth rate of Beacon Point helps create greater enterprise value for all. Depending on your goals and expectations, bringing in majority investors can be viewed as positive or negative. Some of the attributes of bringing in majority investors: Founders can build their company to be a bit self-operating in that they can take a break from the daily operations by sharing responsibility with majority investors. Sometimes new ownership can add a fresh perspective, which might be precisely what a business needs to be reinvigorated. Each investor is likely going to have a series of people they trust on their end. They may very well want to bring those people in with them, which will offer a fresh perspective and expertise that you may not otherwise have had access to. For founders, a surface-level concern is the need to give up control to majority investors. However, Matt prefers to see and present it as giving a little to gain a lot in the long run. ATTRACTING THE RIGHT CLIENTS UNDER A FULLY INTEGRATED MODEL A significant part of the debate between aggregator versus integrator models is not only the route to the end goal but also the type of clientele you're aiming to attract to your business while avoiding wasting time on deals that won't function well with your model. Beacon Point targets firms with assets ranging from $3 million to $2 billion for Beacon Pointe's fully integrated approach. Those within that target range are the best prospective firms to whom Beacon Pointe can bring the most value in the future. Other attributes Matt seeks in potential firms: An earnest desire to be a planning-first type people, or driven to get a planning-first attitude Those looking to not make a quick exit, but remain for the long term; be it five, ten, or fifteen years. Their intention is to make those upcoming years more prosperous than the previous. Those looking to be proactive and active in building a solid long-term operating company for the clients Primarily standalone RIAs versus wirehouse or IBD advisors. The intention should always be to create your structure to be attractive to the people that want to be involved. If you're not projecting yourself in an appealing manner, you're not going to garner interest, pure and simple. Beacon Points approach is to ensure that equity is split all around to achieve a long-term outcome that satisfies all involved. IT'S ALL ABOUT GROWTH Growth does not only refer to the expansion of your own business, nor just your own personal achievements. The M&A RIA space has undoubtedly evolved and changed over the past decades. Currently, more RIAs are being founded than are being absorbed, so the market is expanding despite the consolidation caused by the aggregators and integrators. Whether you're an aggregator or integrator, or you lie somewhere in between, or considering selling to one, you are part of a natural maturation of the RIA space that will continue for some time. One of the many elements that enables this industry to continue to expand and flourish is healthy competition combined with increasing options for all involved. We appreciate Matt giving us further insight into Beacon Point, one of those quality options, and his view of the RIA industry and deal market in general. Listen to the Full DealQuest Podcast Episode Here • • • FOR MORE ON MATTHEW COOPER AND BEACON POINTE ADVISORS:https://www.linkedin.com/in/mattcooperbpwa/https://www.beaconpointe.com Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. If you want to find out how deal-ready you are, take the Deal-Ready Assessment today!

The post Ep. 151: July WealthTech News appeared first on and was written by Craig Iskowitz. Companies Mentioned Adelia Risk [29:45] Advisor360 [27:10] AdvisorCash [32:50] AdvisorGroup [22:05] AdvisorStream [9:45] American Century 24:40 Beacon Point [19:25] Bento Engine [06:40] Broadridge [09:45] Carson Group [17:50] Catchlight [12:00] Commonwealth Financial Network [27:30] Corvee [30:15] Creative Planning [19:25] DocuPace [22:00] Dropbox [10:47] Dynasty Financial [17:00] Echelon Partners [19:30] Envestnet [01:40] Fidelity [12:30] Financial Services Network […] The post Ep. 151: July WealthTech News appeared first on and was written by Craig Iskowitz.

Learn why setting real estate goals that are big and bold can help you break through your limiting beliefs and achieve the life you want. Hear insights about: How Euan moved to the United States from Scotland in 2008, and how he went through an unusual career path that taught him how to build relationships and a referral-based business How Euan made the transition to selling real estate, and how he managed to thrive even during the Great Recession by setting real estate goals that moved the needle What drives Euan to set big goals and then laser-focus on achieving them, and why he believes in giving as much as he can in all aspects of his life Why Euan attributes his success to focusing on the positives and the opportunities he has been able to create for himself in a new country Why making a bigger impact in his life and bringing more value to others is much more important than selling more properties and making more money Why “the treadmill” no longer holds any appeal to Euan, and how he made key changes in his life to feel more fulfilled by his work How Euan realized the importance of having a plan for the future so that he isn’t still on the treadmill selling real estate at age 65 What advice Euan would offer to real estate professionals looking for the success he has achieved, and why you shouldn’t overthink things and instead just take the dive Why being completely authentic and focusing on creating value and making a difference for others is what has made the biggest difference in Euan’s life Why Euan believes that leading by example and not asking others to do things you aren’t willing to do yourself is the key to life Why personal branding is an important leverage point and asset, and why working for a forward-thinking, innovative agency is a point of pride for Kristina Setting Real Estate Goals Euan Graham is a real estate agent who was named the 2011 Denver Metro Rookie of the Year. Euan is also a respected influencer in the real estate industry, a mentor and thought leader, and a true innovator. He was also the very first guest I ever had on the Pursuing Freedom podcast, all the way back in episode one! Euan is originally from Galashiels, Scotland, but he now lives in Colorado with his wife. Euan has an incredible passion for serving others. Coupled with his fearlessness, Euan found tremendous success when he began his career in real estate in 2010, even in the midst of the recession. He did this by setting real estate goals that were big, lofty and brazen! In his encore visit to Pursuing Freedom, Euan shares how his goals have evolved with his career, and he explains why he charts his success not in properties sold but in serving others and making a difference in people’s lives. Being Fearless My friend Euan is an extraordinary person who believes in diving in head first, without allowing fears of failure to hold him back. This mindset is powerful and has served him well in his career, and he has been able to achieve amazing things because he focuses not on the potential to fail but on bringing value to everyone in his life, from his clients to his family and friends. That passion, fearlessness and laser-focus allowed Euan to move to a new country, build a new life and new career, and thrive. Setting Real Estate Goals That Matter Euan has reached another transition period in his career, one in which he is ready to “get off the treadmill” and begin focusing not on more work but on more fulfilling work. He has begun the transition toward thought leadership and mentoring other agents and focusing on doing the things he wants to do rather than feeling as though he needs to take on any work that comes his way. Euan says his ambition is to focus on what makes him feel fulfilled by maximizing the impact he has on the lives of others. By following his passion and setting real estate goals that aren’t about chasing numbers but are about serving others to the maximum of his ability, Euan is shifting his focus toward making a lasting difference. As Euan said during his interview, his goal is to avoid being stuck and unable to retire. By surrounding himself with the right people and by building a reputation for giving his all to the people he serves, Euan is able to make this transition with confidence and pursue his freedom. How powerful is that? I’m honored to have such an amazing friend in Eua Graham, and I think we can all learn from the important life lessons Euan has recognized over the course of his career. About Euan Graham Originally from Galashiels, Scotland, Euan moved to Colorado in 2008 with his wife Mia. They are now established in the great community of Beacon Point in southeast Aurora with their daughter, Isla, and son, Finlay. As Denver Metro Association of Realtors 2019-2020 Chairman, his many volunteer responsibilities include traveling and representing the Denver Metro Area, as well as staying on top of real estate legislation at the capitol. Named the 2011 Denver Metro Rookie of the Year, Euan has been extremely successful in the Colorado real estate market. He is a respected industry influencer, innovator, thought leader and mentor. His entrepreneurial spirit, networking skills, and negotiation techniques have helped him build his reputation. Euan prides himself on building strong relationships in order to provide the highest level of service to his clients. He operates with great honesty and integrity and strives to always find the most advantageous terms for his customers. Whether you’re looking to buy, sell, or invest in the Denver Metro real estate market, Euan will always go the extra mile to ensure your satisfaction. How to Connect With Euan Graham Call Euan: (303) 619-4400 Email Euan: euan@grahamgroupdenver.com Website: www.grahamgroupdenver.com LinkedIn: www.linkedin.com/in/euangraham Facebook: www.facebook.com/grahamgrouprealestate Twitter: @euanjdgraham Balanced Growth Course: Website: https://pursuingfreedom.thinkific.com/courses/balanced-growth Additional Resources: Set for Success Planner Time Tracker 5-Step Guide to More Referrals

The World Famous Insurance Dudes chat with Travis GenslerTravis was born and raised in Independence, Missouri. His love of entrepreneurship started at an early age, at age 14 he started his own lawncare business. Travis graduated from Blue Springs South High School where he played soccer and wrestled while also building his businesses. After graduation, Travis moved to the small town of Lamoni, Iowa where he attended Graceland University and played Soccer. His love of entrepreneurship flourished while at Graceland with his involvement in Students in Free Enterprise. He graduated with a degree in Business Administration and emphasis in Entrepreneurship and Free Enterprise.After spending a couple years buying and renovating several rental properties, Travis decided it was time to move on to another project. He moved back to Kansas City and obtained his first insurance license while at the same time started teaching business classes and coaching soccer at a local high school. After 4 years teaching, Travis decided it was time to solve another need and opted for early retirement from teaching and purchased into a marketing franchise. In charge of Iowa and Illinois, Travis assembled a team and quickly grew sales the first six months. Unfortunately the parent company closed due to bad management which forced Travis to shut down his operations. Realizing he needed to be in complete control of his outcome, Travis decided he needed to get back into insurance where if he failed, it was only due to his efforts.Protection through Education because insurance is not as simple as many people would like to believe. We show you options others won’t and can’t. If you want an honest evaluation for your situation, give us a call now, you won’t be disappointed.In 2006 Travis Gensler started the agency as an agent for Farmers Insurance, but quickly found that his trusted clients had needs that he could not meet with products from just one company. Travis made the transition to a fully Independent Agent and is now a Trusted Insurance Advocate for his clients by working with them to provide many custom options to help meet their protection needs.Beacon Point was created to be the beacon in the pitch black, guiding you back to safety.If you are looking for a friend on the inside who will tell you the truth about how your coverages work for you and which companies are better suited to provide the right type of policy, you need to visit with Travis Gensler or one of his associates at Beacon Point Insurance Group. 15 minutes might save you 15% with some companies, but investing that 15 minutes with Travis Gensler or one of his associates could save you much more than that, including but not limited to insurance headaches, unpaid claims, 1-800 call center run about, etc. Having the right advocate in your corner is priceless!Apple | Google | Spotify | Stitcher | iHeart | Listen Notes

The bois give their earnest Scorsese-esque cinema critique on small independent horror film set on the appalachian trail. Also an update on the monkey/Bigfoot situation in Rock Creek.

So much has changed in the health insurance industry in the last couple of years. In this episode, Travis Gensler from Beacon Point is back to give us tips that could save your business money. Whether you have five employees or more, with the right information, you might find a better deal than what you currently have for you and your employees. Travis has over 10 years' experience in the industry. Beacon Point is an insurance firm located in Independence, Missouri, just outside of Kansas City. Find out more about how to start your own business Health Insurance - Key points The Health Care Reform Act has changed the rules on how health insurance is treated. The number of employees on your payroll should influence which insurance plan you select. The benefit of partially self-insured group health plans. You should review your healthcare plan every year because of regulatory changes. A business's location might affect the cost of premiums. Reduce your annual premiums by getting a health savings account plan (HSA). Work with your insurance broker to find an option that is the best fit for both the employee and the company. There are things outside regular health insurance that you can pay for out of your HSA. People that are willing to plan and look long-term can make the most of savings plans. Rather than be restricted to options from one company, work with an independent agent or broker. Ask your agent or broker what technical training they have done in the recent past. Find out how you could potentially save thousands of dollars annually. Links and Contact Information Beacon Point Here are some of our featured free resources. How Can I Organize My Financials? Should I Have A Business Plan? What Steps Should I Take Towards Branding? How Can Marketing Bring In More Clients? The Start-Up Checklist What Type Of Corporation Should I Be? Things To Consider When Scaling A Business

So much has changed in the health insurance industry in the last couple of years. In this episode, Travis Gensler from Beacon Point is back to give us tips that could save your business money. Whether you have five employees or more, with the right information, you might find a better deal than what you currently have for you and your employees. Travis has over 10 years’ experience in the industry. Beacon Point is an insurance firm located in Independence, Missouri, just outside of Kansas City. Find out more about how to start your own business Health Insurance - Key points The Health Care Reform Act has changed the rules on how health insurance is treated. The number of employees on your payroll should influence which insurance plan you select. The benefit of partially self-insured group health plans. You should review your healthcare plan every year because of regulatory changes. A business’s location might affect the cost of premiums. Reduce your annual premiums by getting a health savings account plan (HSA). Work with your insurance broker to find an option that is the best fit for both the employee and the company. There are things outside regular health insurance that you can pay for out of your HSA. People that are willing to plan and look long-term can make the most of savings plans. Rather than be restricted to options from one company, work with an independent agent or broker. Ask your agent or broker what technical training they have done in the recent past. Find out how you could potentially save thousands of dollars annually. Links and Contact Information Beacon Point Here are some of our featured free resources. How Can I Organize My Financials? Should I Have A Business Plan? What Steps Should I Take Towards Branding? How Can Marketing Bring In More Clients? The Start-Up Checklist What Type Of Corporation Should I Be? Things To Consider When Scaling A Business

Whether you have zero employees or thousands of them, you need workers compensation insurance or workers comp as it's known. On today's show, Travis Gensler of Beacon Point gives insights on this topic and talks about how to control your costs and avoid letting your payroll company dictate the type of insurance you need. Since his college days, Travis has always been an entrepreneur. He started with a lawn care business, ventured into property for a while, and then owned a digital advertising franchise before settling into the insurance world. Beacon Point is an insurance firm located in Independence, Missouri, just outside of Kansas City. Click here to find more information on our website. Workers Compensation Insurance - Key Points What exactly is workers compensation insurance? Each state has its own rules regarding workers comp. Payroll companies might not be the best place to look for advice, pricing, or assistance. Contracts you enter into with other parties may demand that you have workers comp on yourself. Health insurance policies sometimes exclude work-related injuries. The industry you work in, job descriptions and payroll information will determine the policy premium. Ideally, the insurance company will proactively outline the steps to take should an incident arise. Many insurers provide coverage on a national basis, but four states have their own state pool. Working with an agent or broker is often the best way to find the most appropriate insurer. Get more value by working with an organization that has gone through additional workers comp training. You are sure to get nuggets of information to help protect your purpose. Links Beacon Point If you have not checked out all of our free resources available to you. Click here for our site. Here are some of our featured free resources. How Can I Organize My Financials? Should I Have A Business Plan? What Steps Should I Take Towards Branding? How Can Marketing Bring In More Clients? The Start-Up Checklist What Type Of Corporation Should I Be? Things To Consider When Scaling A Business

Whether you have zero employees or thousands of them, you need workers compensation insurance or workers comp as it’s known. On today’s show, Travis Gensler of Beacon Point gives insights on this topic and talks about how to control your costs and avoid letting your payroll company dictate the type of insurance you need. Since his college days, Travis has always been an entrepreneur. He started with a lawn care business, ventured into property for a while, and then owned a digital advertising franchise before settling into the insurance world. Beacon Point is an insurance firm located in Independence, Missouri, just outside of Kansas City. Click here to find more information on our website. Workers Compensation Insurance - Key Points What exactly is workers compensation insurance? Each state has its own rules regarding workers comp. Payroll companies might not be the best place to look for advice, pricing, or assistance. Contracts you enter into with other parties may demand that you have workers comp on yourself. Health insurance policies sometimes exclude work-related injuries. The industry you work in, job descriptions and payroll information will determine the policy premium. Ideally, the insurance company will proactively outline the steps to take should an incident arise. Many insurers provide coverage on a national basis, but four states have their own state pool. Working with an agent or broker is often the best way to find the most appropriate insurer. Get more value by working with an organization that has gone through additional workers comp training. You are sure to get nuggets of information to help protect your purpose. Links Beacon Point If you have not checked out all of our free resources available to you. Click here for our site. Here are some of our featured free resources. How Can I Organize My Financials? Should I Have A Business Plan? What Steps Should I Take Towards Branding? How Can Marketing Bring In More Clients? The Start-Up Checklist What Type Of Corporation Should I Be? Things To Consider When Scaling A Business

Blue and Scott Salamon from upcoming horror film Beacon Point tell us about filming in a cave, why they love horror and sci-fi, why they figured out distribution before filming, and their upcoming Atlanta premiere!

Cisco is disrupting the Beacosystem with its new CMX Beacon Point vBeacon product. Moving beacons with a point and a click promises to change the way we look at the Total Cost of Ownership of large beacon developments. We discuss where vBeacons work best and see Cisco's web management tools in action. See acast.com/privacy for privacy and opt-out information.

In this new edition of Nowhere California Presents.. we're going into the woods and talking to some of the minds behind the new horror movie, "Beacon Point". In this installment, Josh talks with Eric Blue and Scott Salamon. Eric is the co-writer and Director of "Beacon Point" Scott is a producer on the movie and the conversation delves into their journey to getting the movie made. For More Information on Eric Blue and "Beacon Point" Go To.. http://www.bluelanternfilms.com/ For Everything Nowhere California.. Go To.. www.nowherecalifornia.com

This week, Adam and Kevin talk about a few films screening at this year's Dances With Films Festival in Los Angeles with reviews of Lilith's Awakening, Shortwave, and Dinner with the Alchemist. Other films discussed include X-Men: Apocalypse,Eat Your Bones, Popstar: Never Stop Never Stopping,The Intern, The Wailing, Marvin, Seth, and Stanley, Zootopia, Kukurantumi, Beacon Point, Virtual Revolution, Misfortune, Preacher, Outcast, and Bloodline. 00:03:00 - Movie news 00:12:20 - Lilith's Awakening review 00:28:39 - Shortwave review 00:47:11 - Dinner with the Alchemist review 00:56:50 - Watch list 01:28:35 - Movie predictions, new on VOD, Blu-ray releases Please consider supporting Film Pulse by contributing to our Patreon page at: patreon.com/filmpulse web: filmpulse.net twitter: twitter.com/filmpulsenet facebook: facebook.com/filmpulse

In this week's episode, Chuck and I discuss the films X-Men: Apocalypse, Manhunter, and Tangerine. Other films include the Riddick trilogy, A League of Their Own, Leviathan, Killer Dames, Beacon Point and more. Headlines include the Sicario sequel, Halloween directors, Power Rangers and more. Thanks for listening to the show! Find us on twitter @CinemaBluster and @HorrorUndergr

A group of hikers lost on the Appalachian Trail stumble across an ancient secret that threatens their survival. DirectorEric Blue WritersEric Blue Traci Carroll StarsRae Olivier Jon Briddell Eric Goins --- Send in a voice message: https://anchor.fm/gruesome-hertzogg/message Support this podcast: https://anchor.fm/gruesome-hertzogg/support

December 27, 2013 Eric Blue, known simply as Blue, is an award winning writer/director. He graduated from Georgia State University with a degree in Communications and Film. His short films have screened in film festivals around the world. In 2007 Blue directed, Lost Crossing, starring Melissa McBride from The Walking Dead, which won the Accolade Competition. Beacon... See full bio »

December 27, 2013 Eric Blue, known simply as Blue, is an award winning writer/director. He graduated from Georgia State University with a degree in Communications and Film. His short films have screened in film festivals around the world. In 2007 Blue directed, Lost Crossing, starring Melissa McBride from The Walking Dead, which won the Accolade Competition. Beacon... See full bio »

The Total Tutor Neil Haley will interview Sundance Channel Star Jayson Warner Smith. He will discuss discuss his career and his show Rectify.   Best known for his portrayal of Wendall Jelks on SundanceTV's Rectify, Jayson has recently been working all over the Southeast from Wilmington, NC to New Orleans. With roles on FOX's Sleepy Hollow and in the films, 99 Homes and Mississippi Grind, Jayson has been busy working with wonderful film makers and show-runners such as Ramin Bahrani,Ray McKinnon, Ryan Fleck and Anna Boden. He also found time to star in and play a supporting role in the films Heavy Water and Beacon Point respectively. Both are small budgeted high-end Atlanta produced independent films.    

Eric Blue, known simply as Blue, is an award winning writer/director. In 2007, Blue directed, Lost Crossing, starring Melissa McBride from The Walking Dead, which won the Accolade Competition and other festival accolades. Beacon Point, a full length Sci/Fi Thriller, had it's world premiere at the famous Chinese Theatre in Hollywood, California, ... See full bio » --- Send in a voice message: https://anchor.fm/gruesome-hertzogg/message Support this podcast: https://anchor.fm/gruesome-hertzogg/support