Podcasts about brightplan

In this episode, Cameron Howe is joined by Peter Lazaroff, CIO of Plancorp and Brightplan, overseeing over $6 billion in assets under management for over 1,500 clients nationwide. Peter is also the author of the book "Making Money Simple," with a foreword by Sam Altman.   Portfolio Construction Philosophy [00:59]   There is no perfect one-size-fits-all portfolio. The perfect portfolio is the one an individual can stick with through market ups and downs. Plancorp's approach starts with an investment philosophy rooted in peer-reviewed academic research to avoid deviating from the established portfolio. The starting point is the total market portfolio, as that's the likely benchmark for most investors. Factors like liquidity needs, employment status (human capital), and risk tolerance inform deviations from the total market portfolio. Home country bias is common, with investors tending to overweight domestic holdings. Quantitative vs. Fundamental Approach [10:16]   Plancorp takes a more quantitative approach, focusing on factors with robust research backing and proven out-of-sample data across asset classes. They primarily use three or four factors like value, profitability, and in some cases, size and momentum. The goal is to implement robust factors while avoiding the "bad side effects" of implementing unsuccessful factors from data mining. Reducing Emotional Biases [28:45]   Clients, advisors, and portfolio managers all have inherent biases that must be accounted for. Techniques like red team/blue team debates, blind voting on portfolio metrics, and keeping investment committees small help reduce bias. Humility and viewing decisions through the lens of process rather than just outcomes is crucial. Advisors should be aware of biases introduced by marketing from asset managers. Key Takeaways   Don't overcomplicate investing; the simplest solutions are often best. Embrace an evidence-based, hypothesis-testing approach to portfolio decisions. Reducing behavioral biases requires processes that foster diverse perspectives and honest self-evaluation. An advisor's role is to help clients stick to their long-term investment plan and avoid costly mistakes driven by emotion. Connect with Peter Lazaroff   Social Media: @PeterLazaroff Website: www.thelongtermportfolio.com Podcast: The Long Term Portfolio

This week in HR Tech: Workday introduces new technology for workforce planning; Brightplan helps employees understand their compensation.

This week on DisrupTV, we interviewed Neha Mirchandani, CMO & head of people at BrightPlan, Adam Nathan, CEO of Almanac and Josefine Campbell, Author of Power Barometer. DisrupTV is a weekly Web series with hosts R “Ray” Wang and Vala Afshar. The show airs live at 11:00 a.m. PT/ 2:00 p.m. ET every Friday. Brought to you by Constellation Executive Network: constellationr.com/CEN.

In episode ten of A Seat at the Table, we're joined by Neha Mirchandani. She leads the people and marketing functions at BrightPlan, an HR tech company specializing in total financial wellness. Listen in as we discuss the importance of having a voice that counts, the evolution of leaders and rise of the rise of the empowered employee, why DEIB should be a C-suite issue, as well as how inclusion is tied to well-being, and more.

The gang is back together! Today on Money Monday's; should you accept stock over a higher raise? We like money honey! Also, what if you could get a second chance with the one that go away? Jeff Perla, contestant of new experimental reality dating series The One That Got Away for Prime Video joins us to share his experience. Did he find love? Plus, so much more!    Special guests:  Daniel Lee - Director of financial planning at BrightPlan and a personal finance instructor at University of California, Berkeley Extension who teaches students about stock compensation. Jeff Perla - Contestant of new experimental reality dating series The One That Got Away.  

I'm joined by Neha Mirchandani, Chief Marketing Officer and Head of People at BrightPlan. Listen in as we discuss the importance of financial wellness and how COVID-19 has affected employee engagement, DEI efforts, and financial planning.

This week we have storytelling about BrightPlan with Marthin De Beer. During this episode, Marthin and I talk about how practitioners make the business case or the use case for purchasing BrightPlan.Marthin is an expert in all things business and leadership. His passion for delivering business results through innovation and operational excellence really comes through during the podcast.

LifeBlood: We talked about financial wellness, the disturbing reality that half of American employees are financially illiterate, how employees can help their pepe become more financially successful, and how technology is helping to make it happen with Scott Spann, PhD, CFP and Senior Director of Financial Education at BrightPlan.   Listen to learn why everyone needs a plan for their money! For the Difference Making Tip, scan ahead to 17:20! You can learn more about Scott at Brightplan.com, Facebook, Twitter, Instagram and LinkedIn. Thanks, as always for listening!  If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well.  You can learn more about us at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or you'd like to be a guest on the show, contact George at Contact@GeorgeGrombacher.com.

This week on DisrupTV, we interviewed Andrew Shikiar, Executive Director & CMO, FIDO Alliance, Shep Hyken, Chief Amazement Officer of Hyken and Neha Mirchandani, CMO + People of BrightPlan. DisrupTV is a weekly Web series with hosts R “Ray” Wang and Vala Afshar. The show airs live at 11:00 a.m. PT/ 2:00 p.m. ET every Friday. Brought to you by Constellation Executive Network: constellationr.com/CEN.

This episode was produced remotely using the ListenDeck standardized audio production system.  If you're looking to upgrade or jumpstart your podcast production please visit www.listendeck.com.  You can subscribe to this podcast and stay up to date on all the stories here on Apple Podcasts, Google Play, Stitcher, Spotify, Amazon and iHeartRadio. In this episode the host John Siracusa chats remotely with Marthin De Beer, Founder & CEO of BrightPlan. BrightPlan provides Total Financial Wellness for all employees by creating a plan to achieve their financial goals.   Tune in and Listen. Subscribe now on Apple Podcasts, Google , Stitcher, Spotify, Amazon and iHeartRadio to hear next Tuesdays episode with Duke Chung from TravelBank. About the host:   John, is the host of the  ‘Bank On It' podcast recorded onsite in Wall Street at OpenFin and the founder of the remotely recorded, studio quality standardized podcast production system ListenDeck.   Follow John on LinkedIn, Twitter, Medium

This episode was produced remotely using the ListenDeck standardized audio production system.  If you're looking to upgrade or jumpstart your podcast production please visit www.listendeck.com.  You can subscribe to this podcast and stay up to date on all the stories here on Apple Podcasts, Google Play, Stitcher, Spotify, Amazon and iHeartRadio. In this episode the host John Siracusa chats remotely with Thejo Kote, Founder & CEO of Airbase. Airbase serves as an all-in-one spend management platform that helps companies with their financial control and visibility.   Tune in and Listen. Subscribe now on Apple Podcasts, Google , Stitcher, Spotify, Amazon and iHeartRadio to hear Thursdays episode with Marthin De Beer from BrightPlan. About the host:   John, is the host of the  ‘Bank On It' podcast recorded onsite in Wall Street at OpenFin and the founder of the remotely recorded, studio quality standardized podcast production system ListenDeck.   Follow John on LinkedIn, Twitter, Medium

Chris Kerckhoff is the CEO of Plancorp, a fee-only RIA firm. Chris first joined the company as an intern right out of college in 1997. Through hard work and a passion for ensuring the quality of their client experience, Chris advanced through the ranks over the years and was named President in 2010. The company has experienced tremendous growth under his watch, scaling from $1 billion to $5 billion in assets under management. Chris believes in helping people live their best lives and has led Plancorp to serve as financial advocates for over 1,300 families, businesses, and institutions. Chris has also been instrumental in launching Plancorp's sister company, BrightPlan, a financial wellness solution for fiduciary excellence.   Chris joins me today to share his journey from being an intern to becoming the CEO of Plancorp. He explains the importance of asking great questions and why leadership is about looking for people you can count on. He describes how he used to create an inauthentic “work version” of himself when interacting with clients and how embracing authenticity has supported his success. He also discusses the complex financial situations employees face and underscores the importance of connecting with your clients' humanity.   “Humans are relationship-driven species; as an advisor, everything is about the relationship you build with clients and becoming a trusted advocate for them.” - Chris Kerckhoff   This week on The Model FA Podcast:   Chris's 24-year-long career with the firm, from intern to CEO How his dedication to ensure amazing client experiences helped him get to the CEO role Common characteristics of rising financial advisor stars Plancorp's true team approach and its vision for the future How to turn clients into raving fans Why Chris doesn't think the approach to a financial crisis should be 100% digital The financial stress many employees feel and how BrightPlan is addressing it The transparency and honesty issues the financial management industry faces How advisors can become more transparent with their clients by cultivating relationships How becoming authentic with his clients contributed to Chris's success in the firm The relationship between transparency and an advisor's faith in their value proposition   Resources Mentioned:   Book: Catch-22 by Joseph Heller Book: Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear Book: The Snowball System: How to Win More Businesses and Turn Clients into Raving Fans by Mo Bunnell Book: The Great Game of Business: The Only Sensible Way to Run a Company by Jack Stack Book: On Fire: The 7 Choices to Ignite a Radically Inspired Life by John O'Leary   Our Favorite Quotes:   “Some people don't get the attention they need because they don't fit advisors' business models. Treat humans as humans regardless of the assets they may or may not have.” - David DeCelle “Provide an amazing client experience and they'll spread the word. You'll have raving fan-clients who are going to give out your name more often.” - Chris Kerckhoff “When you build relationships with clients, the less important the fees become and the more comfortable you feel with transparency because you know you've won the relationship.” - David DeCelle   Connect with Chris Kerckhoff:   Plancorp Email: chris@plancorp.com Plancorp on LinkedIn Plancorp on Facebook Plancorp on YouTube Chris Kerckhoff on LinkedIn     About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

You can subscribe to this podcast and stay up to date on all the stories here on Apple Podcasts, Google Play, Stitcher, Spotify and iHeartRadio. Today is a very special episode, one we’re honored to host.  We wanted to take the time to draw attention for companies to hire and promote more females in the fintech industry.  To do this we have a guest host Neha Mirchandani from Brightplan & guests Holly Danko from Unison, Meilinda Huang from Credit Sesame and Mary Kathryn Lynch from Renew Financial.     Subscribe now on Apple Podcasts, Google , Stitcher, Spotify and iHeartRadio to hear Thursdays interview with Christopher Oster from Clark.  This episode was produced remotely using the ListenDeck standardized audio production system.  If you’re looking to upgrade or jumpstart your podcast production please visit www.listendeck.com.   About the host:   John, is the host of the  ‘Bank On It’ podcast recorded onsite in Wall Street at OpenFin and Million Dollar Startup, a fully remote, high quality pitch competition podcast..   He's also the founder of the remotely recorded, studio quality standardized audio production system ListenDeck.   Follow John on LinkedIn, Twitter, Medium

This episode was produced remotely using the ListenDeck standardized audio production system.  If you’re looking to upgrade or jumpstart your podcast production please visit www.listendeck.com.  You can subscribe to this podcast and stay up to date on all the stories here on Apple Podcasts, Google Play, Stitcher, Spotify and iHeartRadio. In this episode the host John Siracusa chats remotely with Jason Gardner, founder & CEO of Marqeta. Marqeta is a modern card issuing platform that provides infrastructure and tools to help companies build and manage payment programs. Tune in and Listen. Subscribe now on Apple Podcasts, Google , Stitcher, Spotify and iHeartRadio to hear next Tuesdays special women in fintech episode with episode host Neha Mirchandani from Brightplan & guests Holly Danko from Unison, Meilinda Huang from Credit Sesame and Mary Kathryn Lynch from Renew Financial.    About the host:   John, is the host of the  ‘Bank On It’ podcast recorded onsite in Wall Street at OpenFin and Million Dollar Startup, a fully remote, high quality pitch competition podcast..   He's also the founder of the remotely recorded, studio quality standardized audio production system ListenDeck.   Follow John on LinkedIn, Twitter, Medium

This week on DisrupTV, we interviewed Feyzi Fatehi, CEO of Corent Technology, Inc., Marthin De Beer, Founder & CEO at BrightPlan, and Robert Rosenberg, former CEO of Dunkin’ Donuts & Author. DisrupTV is a weekly Web series with hosts R “Ray” Wang and Vala Afshar. The show airs live at 11:00 a.m. PT/ 2:00 p.m. ET every Friday. Brought to you by Constellation Executive Network: constellationr.com/CEN.

"Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment plan to begin with and following that investment plan. It might be automating your investments somehow through a robo-advisor, that might require you to hire an advisor. I think any of those options work as long as you have a plan and a system in place." - Daniel Lee In this episode of GET READY!, I spoke with Daniel Lee, a fiduciary financial planner who is the head of Plancorp’s San Francisco office about the benefits of having an investment plan. Daniel discussed the components of an investment plan and what to keep in mind when reviewing your investment portfolio. We also discussed how people can incorporate socially and environmentally responsible investing into their strategy. Bio: Daniel Lee, CFA®, CFP®, is a fiduciary financial planner dedicated to helping busy people make intelligent financial decisions. He is the head of Plancorp’s San Francisco office, a full-service wealth management company, and consults for BrightPlan, the first digital financial wellness solution certified for fiduciary excellence. Daniel is an award-winning personal finance instructor at UC Berkeley Extension and is a member of the CFA Society of San Francisco and the National Association of Personal Financial Advisors.

The hit to employee success is financial stress.    In today's Better Wealth Episode, I interview Peter Lazaroff as we discuss his story and how he became focused on financial success. We talk about the greatest hit to a corporation and/or companies’ productivity is the financial stress of each employees’ personal financial situations. We explain why employees’ might not be showing up powerfully at the job due to financial stress and why employers should help their employees work towards better financial situations. We discuss his book “Making Money Simple” and the three focuses of his book, financial goal setting, investing, and financial choices through life.  We dive deeper into how Peter views goal setting and strategies around making good decisions over and over when it comes to money. Peter discusses the Math in an “Order of Operations” of goals and what will mathematically and scientifically make you happier in your spending. Peter also discusses his philosophy of Reverse Budgeting. We also discuss goals on savings while Peter shares his suggested percentage of savings and how to increase your savings rate each year. We also discuss investment and Peter’s history, background, wisdom and goal for investing. Listen as we discuss more about investments, life changes. Listen with me as I challenge him at a PING PONG match! Guest Bio: In 2010, Peter launched an e-newsletter with a goal of educating people about investing and financial planning. That initial email went out to 34 people. Today, his e-newsletter has over 3,000 subscribers. His writing platform expanded when he began regularly contributing to Forbes in 2016 and The Wall Street Journal in 2017. In 2018, Peter signed a book deal with Wiley & Son’s to write a book about turning career success into financial success. Today Peter is the Co-Chief Investment Officer at Plancorp, which manages over $4 billion of client assets as of December 31, 2018. He also is the Co-Chief Investment Officer of a digital advisor called BrightPlan that emphasizes financial planning and is the first digital advisor to be a certified fiduciary by the Centre For Fiduciary Excellence (CEFEX).   Links: BetterWealth Visit out our Website - https://betterwealth.com/ Get a free book - https://order.andasset.com/book Contact Us - info@betterwealth.com  Peter Lazaroff https://peterlazaroff.com/ https://www.brightplan.com/peter SMART MONEY QUIZ  Resources:   The best ways BetterWealth can serve you:    Take our Free Self Assessment & Schedule a Free Coach Assessment Get a Free Book Check out BetterWealth University Work with us directly  Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you’re subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher

“What should I do with my money?” As the Chief Investment Officer at a $4 billion wealth management firm, Peter Lazaroff is no stranger to this question. Peter has built a national reputation as an educator and wealth management expert due to his ability to simplify complex financial topics into easily digestible lessons. In his latest book, Making Money Simple, Peter provides a framework for turning career success into financial success. He does this by focusing only on the most important financial decisions and creating a system that quietly nudges your finances in the right direction without regular ongoing effort.  No matter your financial situation, Peter will give you the tools and knowledge to write your own financial success story. In addition to developing and communicating Plancorp’s investment strategy, Peter regularly writes for The Wall Street Journal and Forbes. He also appears on national television and speaks at events across the country. In this episode, we talk about: A bulletproof approach to meeting your financial goals How to keep lifestyle creep from sabotaging your goals How to avoid costly mistakes 3 Crucial elements of building a strong financial house Get your FREE GIFTS and RESOURCES go to: PeterLazaroff.com/women SmartMoneyQuiz.com BrightPlan.com/simple Connect with Peter on his website: www.peterlazaroff.com and take the free quiz www.smartmoneyquiz.com  To watch the EXTRA portion of this show go to RealEstateInvestingForWomenExtra.com ------------------------------------------------------ Learn how to create a consistent income stream by only working 5 hours a month the Blissful Investor Way. Grab my FREE guide at http://www.BlissfulInvestor.com

Immediately after graduating from college, I began working for an independent advisory firm where I studied to become a Chartered Financial Analyst charter holder (CFA) and Certified Financial Planner (CFP®). I was learning so much on a daily basis that I began taking detailed notes to absorb and retain the information. Over time, bullet points turned to sentences and sentences turned to paragraphs. In 2010, I launched an e-newsletter with the goal of educating people about investing and financial planning. That initial email went out to 34 people. Today, my e-newsletter has over 3,000 subscribers. My writing platform expanded when I began regularly contributing to Forbes in 2016 and The Wall Street Journal in 2017. In 2018, I signed a book deal with Wiley & Sons to write a book about turning career success into financial success. Today I’m the Co-Chief Investment Officer at Plancorp, which manages over $4 billion of client assets as of December 31, 2018. I’m also the Co-Chief Investment Officer of a digital advisor called BrightPlan that emphasizes financial planning and is the first digital advisor to be a certified fiduciary by the Centre For Fiduciary Excellence (CEFEX). What You Will Learn: How getting Nike stock from his grandmother at just 12 years old piqued Peter’s interest in investing and where that led him What Peter does to help people invest and plan for retirement as they juggle busy professional lives Why having a financial advisor is like having a professional lawnmower and the importance of hiring the right people The market’s volatility and how to plan for market corrections (they aren’t as bad as you think!) Variations in investing and markets across the states and strategies for investment during recessions Peter’s forecast for the future in investing and advice for keeping a positive mindset The meaning of wealth to Peter and his “why” for investing, building wealth, and helping others Additional Resources from Peter Lazaroff: Assessment: www.smartmoneyquiz.com Website: www.peterlazaroff.com Company Website: www.plancorp.com Email: info@peterlazaroff.com Additional Resources from Gary Wilson: My Investment Services Bronze Membership: https://edu.myinvestmentservices.com/bronze-level-membership My Investment Services Silver Membership: https://edu.myinvestmentservices.com/silver-level-membership

“Rebalancing is getting a little overrated. It is nowhere near as impactful on returns as human and digital advisors advertise. I also feel like human advisors probably rebalance more than is truly necessary.”Peter Lazaroff who is the co-CIO of Plancorp and BrightPlan. Peter blogs at PeterLazaroff.com and most importantly for the purposes of this discussion is the author of the recently published book Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever.We recently published a two-part Q&A with Peter on Abnormal Returns: part one and part two.You can read more about Peter at his blog: https://peterlazaroff.com/blogEnable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here: https://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ See acast.com/privacy for privacy and opt-out information.

Today on Wealthy Wellthy Wise is Peter Lazaroff, CFA, CFP®. Peter is a financial advisor, speaker, and author of the book Making Money Simple. Peter is also Co-Chief Investment Officer at Plancorp, which manages over $4 billion of client assets, and a digital advisor called BrightPlan that emphasizes financial planning. Peter is the first digital advisor to be a certified fiduciary by the Centre For Fiduciary Excellence. In this episode Peter shares so much knowledge, as well as the importance of seeking advice and guidance when planning your financial future. We discuss his thoughts on money and marriage and how he and his wife were successful at creating an open conversation about money. Peter and I talk about how to turn career success into financial success, and what makes these two totally different things. And best of all, he shares models for getting your financial household in order to build long-term wealth and financial security. For episode information and show notes visit: http://wealthywellthy.life/131 

http://www.alainguillot.com/peter-lazaroff/ Peter Lazaroff is a contributor to the Wall Street Jounal, and Forbes, and he just wrote a book, Making Money Simple, which is available for pre-order and will be released this coming March. He's the Co-Chief Investment Officer at Plancorp, which manages over $4 billion for individuals, institutions, and retirement plans. He also serve in the same capacity for robo-advisor called BrightPlan, which allows investors of any size to plan and save for all their life goals. We spoke about It's inevitable, markets will go down. How will you prepare for it? Working as a fee for service advisor since 1983, long befor it became popular. His firs investment was Nike Shoes at age 12. The pain and agony of studying for the CFA exam. The habit of writing at least 250 words per day. The book The first part is about setting goals and understanding where you are, The second part is about investments, The third and final part is about the critical decisions people have to take in their lives. "You can not take the human out of the human when making investment decisions, but you can set up systems to prevent the human from making mistakes. " "The more you learn about investing, the more you realize the simplicity of what it takes to be successful." The dark side of compounding: taxes, fees, debt, credit card debt is the worse. "Time is more important than timing."

In Ep. 035, Tim talks with Peter Lazaroff.  Peter is the Co-Chief Investment Officer for Plancorp and BrightPlan.  He is a CFA, CFP, and their firms focus primarily on financial planning for clients.  We talked about how Peter got started in the industry, how he knew he wanted to "work with stocks" from a very young age, how to avoid lifestyle creep, reverse budgeting, and why Peter believes the "active vs. passive" debate is all wrong.  We also talk about his favorite St. Louis Cardinals, and what the most valuable things an MLB manager and an investment advisor can bring to their team.