Podcasts about brightworth

This summary is less a trailer than a highlight reel. The year started with a new administration in the US and an explosion of the culture wars and backlash against DEI and ESG labelling. Even engagement has become more cumbersome and some may feel the hard won policies of years ago are going into reverse.  Because we had lined up a list of industry experts with a focus on sustainable investing for this series, we had an excellent opportunity to ask them about the headwinds and the view of them. The views were surprisingly nuanced and positive, from the insights of a sustainable equity manager about the impact that was still happening, to the views of two founders of a nature based solutions manager about the decline of net zero alliances and how the shift of focus from carbon might be a good thing. The guests of Series 1 are Chelsea Smith of Bernstein Private Wealth, Anastasia Guha of Redington, Denise Le Gal of Brightworth, Abdiel Santiago of the Panama Sovereign Wealth Fund, Bjorn Thelander (formerly of the Dyson Family Office), Stephanie Niven of Ninety One, Rob Gardner and Eoin Murray of Rebalance Earth and Steve Neel of New Mexico Educational Retirement Board and Stephen Oxley of OXC. This series of the Fiftyfaces Podcast is proudly brought to you by bfinance—a trusted partner to the world's leading institutional investors. With a proven track record in strategy, implementation, and oversight, bfinance delivers bespoke investment consultancy that empowers asset owners to achieve their unique objectives. Whether it's refining portfolio strategy, selecting fund managers, monitoring performance or getting better value for money, bfinance combines global expertise with tailored solutions to unlock value for their clients. To learn more about how they've supported over 500 clients in 45 countries, managing assets totalling over $9 trillion, visit bfinance.com.

Rick Weissinger is Chief Marketing and Communications Officer at Moneta and a veteran of financial services marketing. He previously held roles at Brightworth and Craneware. Our conversation starts with Rick's passion for marketing – how it developed and why the connection with the consumer is so critical. We refer to the Star Wars analogy of hero and guide or mentor and translate this into marketing financial services, asking who the true hero of that story should be?This lyrical conversation shifts from music to consumer goods marketing, to notorious marketing fails to unforgettable classics in terms of consumer connection. We end with an examination of impact and higher purpose, and look at how companies that draw this connection end up enjoying long term success.  So we ask – what is your purpose – and who is the hero of your story? This podcast is kindly supported by Resolute Investment Managers, Inc. and Ninety One Asset Management.Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners. Ninety One Asset Management is  a global asset manager with emerging markets roots that brings a different perspective to active and sustainable investing. 

May 2, 2022 With the rise of cryptocurrencies, fintech and the like, the practice of wealth management is seeing a shift. In an interview with Invest:Insights, Ray Padron, CEO of Brightworth, spoke about how he sees these innovative financial vehicles reshaping his industry, how the incoming generation of young professionals is influencing innovation in wealth management and what creative avenues are now being explored to maintain long-term, stable returns.

Mike Quinlan and Thomas Farmer from CI Brightworth Wealth Advisors stop by to explain the process of selling a dental practice, how to avoid the biggest mistakes or red flags that most dentists miss, and what you need to do to minimize risk and get a stronger return. GUEST INFO: ⬇️ Thomas Farmer, Partner & Wealth Advisor Mike Quinlan, Partner CI Brightworth Private Wealth Website: https://www.brightworth.com/ LinkedIn: https://www.linkedin.com/company/brightworth/ Instagram: https://www.instagram.com/wearebrightworth/ Say hello to Mike! LinkedIn: https://www.linkedin.com/in/mike-quinlan-cexp%E2%84%A2-87b325a/ Say hello to Thomas! LinkedIn: https://www.linkedin.com/in/thomas-farmer-cfp%C2%AE-c-k-p%C2%AE-2a5a7621/

In this show, Chris Dardaman and I discuss the book, Die with Zero by Bill Perkins.This book caught me while I am in a transition phase of my life. I asked Chris Dardaman, a friend and private investor, to give it a read and then discuss it with me. I chose Chris because he was the founder of Brightworth, a wealth management firm with $4.5B under management. Five years ago, he decided to leave the firm after his wife, Laura, told him, “Your creativity and energy is no longer in the company you founded.”This put Chris on a transition path much like mine. Chris is ten years my junior, but he dealt with many people like me in his wealth management practice. This segment is an opportunity for you to sit in on a revealing conversation. In this conversation, Chris and I share our struggles with transition, using the book's ideas on how to live rich versus die rich.I hope you enjoy this transparent conversation.

Your financial well-being isn't all about the numbers, or even about the markets. Much of it is about how you react to the markets and the news around you. Lisa talks with Jeff Harrell, CFA, who is Director of Portfolio Management at McGill Advisors, a division of Brightworth, about common mistakes people make.

Amid economic uncertainty, you might feel you need to take any job that comes along. But is that really in your best interest? Lisa discusses the best way to consider that new job with Patricia D. Sklar, CPA, CFA, CFP®, a Wealth Advisor at Brightworth.

Why would anyone sabotage their own future? It’s not typically a conscious decision, but the product of focusing on short-term gains instead of long-term results. Lisa talks with Josh Monroe, an Associate Wealth Advisor at Brightworth, on the top money mistakes people make - and how to avoid them.

Decision Vision Episode 63: Should I Buy a Business? – An Interview with Ray Padron, Brightworth Why buy a business? How do I manage the process of buying a business? How do I prevent an acquisition from destroying the culture of my existing business? Ray Padron speaks from his experience as CEO of Brightworth, an […] The post Decision Vision Episode 63: Should I Buy a Business? – An Interview with Ray Padron, Brightworth appeared first on Business RadioX ®.

Guru focused, growth minded and culturally driven. These are just some of the words that I took away from my conversation with Charlie Jordan. Charlie is a stalwart in our industry who has been helping families reach their financial goals for nearly 18 years. And for the past 11 years, Charlie has been with Brightworth, a multi-billion dollar RIA here in Atlanta. Charlie is now a partner with Brightworth, which is a firm that is consistently growing and innovating both on the technology front along with the internal, cultural, and process front. Brightworth is a firm I've known for years and I've always admired the way they do business and have been able to grow. And today we get to go under the hood with this successful firm to understand what drives the success they have and will continue to have going forward.

Brightworth’s Lisa Brown shares why the wrong home, or the wrong place, can undo a lot of the retirement saving and planning you've worked so hard to achieve.

Losing your 6-figure job? Executives navigating layoffs and buyouts have some critical decisions to make. Lisa Brown, partner and wealth advisor at Brightworth, talks about some important steps to consider.

On this show, we talked about the financial planning process, the roadblocks to completing a success and effective plan as well as the role emotions play with Patricia Sklar, CPA, CFA, CFP, and Wealth Advisor with Brightworth.  Listen to learn how to break down big goals into manageable pieces! For the Difference Making Tip, scan ahead to 16:55. You can learn more about Patricia at Brightworth.com, Twitter, Facebook and LinkedIn. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

Just as success doesn't happen overnight, neither does planning for a profitable retirement or well padded savings account. Lisa Brown, Partner and Wealth Advisor at Brightworth joins me on #NoLimits to share specific steps we can take (at any age!) to prepare for financial hardships and retirement. What you do today impacts your tomorrow!

Tell Your Story Reading this via email? Click here to LISTEN NOW! Ray Padron is Managing Partner of Brightworth, a leading wealth management firm in Atlanta, Georgia which provides comprehensive financial, tax and investment planning advice primarily to business owners, executives, foundations and endowments. Prior to Brightworth Ray spent ten years with Ronald Blue &… Read More » The post Ray Padron: Tell Your Story appeared first on Gareth J Young.