Podcasts about c2 ae

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Play Episode Listen Later Apr 14, 2025 26:32

In this value-packed episode of Financial Detox, Jason Labrum and Alex Klingensmith team up to tackle a topic that's on everyone's mind this time of year — TAXES!

AdviceTech Podcast #125 - iFactFind

XY Adviser

Play Episode Listen Later Apr 10, 2025 43:47

This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can help advisers capture comprehensive client data, streamline SOA generation using AI, and aims to revolutionise how financial advice is delivered and managed across Australia and Ireland. Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-9aa22117/ iFactFind Website: https://ifactfind.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of client data awaits you at Netwealth: https://ensombl.com/go/20250411 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

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Financial Nesting, Investing, and Partnering: Smart Money Moves for Every Season with Sophia Yudkowsky

Money with Mission Podcast

Play Episode Listen Later Apr 9, 2025 41:40

What truly shapes our money mindset—and how can we reshape it? In this compelling conversation, Dr. Felecia Froe sits down with certified financial planner Sophia Yudkowsky to explore the roots of our beliefs about money, how family culture and early experiences inform our financial habits and the empowering role of objective financial guidance. From navigating first jobs and 401(k)s to preparing financially for significant life events like marriage and children, Sophia shares practical strategies and more profound reflections. The episode offers a blend of heartfelt storytelling and tactical wisdom, inviting listeners to reframe their relationship with money, get comfortable asking for help, and, ultimately, embrace the power of informed financial planning. 04:07 Sophia's Financial Journey 05:49 Family Culture and Money 10:30 Financial Planning and Early Career 13:12 Preparing for Parenthood 15:19 Investment Strategies and Options 22:03 Building After-Tax Dollar Buckets 22:25 Understanding Roth IRAs 23:03 Concerns About Government Control 23:44 Importance of Diversifying Investments 24:27 Working with Financial Advisors 25:29 Addressing Money Shame 27:43 Financial Planning for Couples 29:57 Choosing the Right Financial Advisor 31:07 Managing 401k Investments 34:19 How Financial Advisors Get Paid 37:42 Financial Nesting for New Parents

Markets in Chaos: What Tariffs, Trump & Emotions Mean for Your Investments

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Play Episode Listen Later Apr 7, 2025 37:35

Jason Labrum and Alex Klingensmith dive deep into the chaos of today's markets, unraveling the real impact of tariffs, behavioral finance, and long-term investment success. In this episode, recorded during a dramatic market drop, Jason and Alex deliver powerful insight on: ✅ How to navigate market volatility without panic ✅ What tariffs under the Trump administration mean for global trade, inflation, and U.S. jobs ✅ The psychology of investing – understanding and managing emotional decisions ✅ Why time in the market beats timing the market every time ✅ What makes a truly diversified portfolio beyond the S&P 500 and the Magnificent Seven ✅ Why investor behavior is the biggest factor in long-term returns ✅ Real-life client stories on how financial planning creates freedom

What Happens to Your Travel Points When You Die?

Dollar Wise Podcast

Play Episode Listen Later Apr 1, 2025 17:01

Welcome back to the Dollar Wise Podcast. In this episode, Catherine Allen-Carlozo and Tyler Reedman dive into an unconventional yet valuable topic: what happens to your travel rewards—points, miles, and loyalty perks—when you pass away? Prompted by a real client experience, the discussion unpacks how various credit card, airline, and hotel programs treat reward balances after death and what estate planning strategies can help preserve them for loved ones. Tune in for an eye-opening conversation that blends financial planning with travel hacking insights.lth without fear.Tune into this episode to also learn:● Why you don't technically own your points or miles.● How to plan ahead to preserve rewards for your loved ones.● The importance of sharing logins and digital access with trusted individuals.● Which travel rewards programs allow for point transfers—and which don't.What we discussed● [00:01:14] How a client's passing revealed the complexities of transferring travel points after death.● [00:02:27] Travel hacking 101: how to use credit card points and loyalty programs for nearly free trips.● [00:04:50] Why points aren't considered your property and how that affects estate planning.● [00:05:45] The critical importance of having logins and account access in estate prep.● [00:07:19] Common pitfalls with two-factor authentication and password managers.● [00:09:06] Best practices for storing login info and digital credentials securely.● [00:10:18] Including travel rewards in your estate plan: who inherits and how to designate.● [00:12:19] Each airline and hotel chain has its own rules—know them in advance.● [00:13:22] Credit card churning, signup bonuses, and the art of responsible travel hacking.3 Things To RememberYour travel points and miles aren't considered your property—so don't assume they'll automatically transfer.Document login credentials, security questions, and instructions for accessing key accounts.If travel rewards matter to you, consider including them specifically in your estate plan or will.Useful LinksConnect with Catherine Allen-Carlozo: https://www.linkedin.com/in/catherineballenConnect with Tyler Reedman: https://www.linkedin.com/in/tyler-reedman-cfp%C2%AE-8b29a6101/Like what you've heard…Learn more about HFM HERESchedule time to speak with us HERE

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366: Cal-Lab 2025 with Danny Yao & Dr. Russell Crockett about the OptiSplint

Voices from The Bench

Play Episode Listen Later Mar 31, 2025 69:40

We are back from IDS in Cologne, Germany. THANK YOU exocad for hosting us and everyone, be prepared for some amazing new features coming to you soon! Along with a TON of crazy good conversations. So when we got an email from the creators of a device that Elvis uses all the time asking to be on the podcast, we jumped at the opportunity. Luckly we were all going to be at the Cal-Lab Association (https://cal-lab.org/) meeting that happens the same week at Lab Day Chicago. This time, Elvis sits down with Danny Yao and Dr. Russell Crockett. Danny has a long history in sales with implants and full arch workflows. Dr. Crockett is a practicing Prosthodontist that loves to design better ways to do dentistry. Meeting awhile ago, Danny saw Dr. Crockett's prototype for a way to get accurate full arch records using just an iOS scanner. Together they created OptiSplint (https://digitalarches.com/collections/optisplint%C2%AE-the-easiest-and-most-accurate-implant-positioning-system-for-full-arch) and ArchTracer (https://digitalarches.com/collections/archtracer%E2%84%A2-the-only-fiducial-marker-you-will-ever-need). Simply put, they screw onto MUAs, lute together, and you can get a series of scans pretty much guaranteed to perfect. Want to know more about this amazing workflow? Take a listen as we dive deeper into all that Digital Arches (https://digitalarches.com/) does. Take it from Laura Prosser, the digital marketing manager for Ivoclar North America (https://www.ivoclar.com/en_us). She would like to invite you to start following them on Instagram. It's your chance to obtain exclusive updates on product announcements, industry news, upcoming educational events, and heartwarming stories about our local team and industry professionals. Let's get social together. Simply start following us on Instagram @Ivoclar.na (https://www.instagram.com/ivoclar.na/). We'll see you there. Are you a dental lab in need of more talent to improve your bottom line and keep production on schedule? Are you a dental tech with great skills but feel you're being limited at your current lab? Well, the answer is here and this is precisely why WIN WIN GO (https://www.winwingo.com/) was created. The dental lab and dental tech community needed a place where labs and technicians can meet, talk about their needs and connect in ways that foster a win win outcome. As a tech. If you're ready to make a change, thinking about moving in the next year or just curious what's out there, sign up today. It's totally free. As a lab, you might be feeling the frustration of paying the big employment site so much and getting so few tech candidates. We understand they don't much care about our industry. WINWINGO.com is simply the best place for lab techs and lab owners to actively engage in creating their ideal future. WINWINGO.com, how dental techs find paradise. Special Guests: Danny Yao and Dr. Russell Crockett.

How to Build an Estate Plan That Actually Works

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Play Episode Listen Later Mar 31, 2025 24:36

Whether you're just beginning to think about your legacy or you've already created a trust, this conversation offers actionable insights and expert advice to help you protect your wealth, your wishes, and your loved ones.

All Things Markets: Tesla, Tariffs & Turmoil

Play Episode Listen Later Mar 25, 2025 39:08

Welcome to another episode of Financial Detox, where Jason Labrum, founder of Financial Detox and co-founder of IDA Wealth, is joined by the brilliant Alex Klingensmith, Partner and President at IDA Wealth, for a wide-ranging discussion on all things markets. In this dynamic episode, they tackle the current financial landscape, behavioral finance, and how political noise affects investment decisions.

Inspiring the next Generation of STEM Leaders | EP 184

Engineer Your Success

Play Episode Listen Later Mar 18, 2025 35:18

What happens when an engineer sees a gap in education as a design problem to solve? Danielle Passaglia shares how her systems thinking approach led her from designing building systems to creating children's books that inspire young girls to pursue STEM careers. In this inspiring episode of Engineer Your Success, Dr. James Bryant talks with Danielle Passaglia, a mechanical engineer with a mission to transform STEM education. As a design consultant in the building industry for eight years, Danielle explains how her architectural engineering background gives her a unique systems perspective on both buildings and life challenges. → Discover how Danielle's childhood surrounded by teachers led to an unexpected engineering career → Learn about her journey writing "Lucy's Engineering Adventure," now one of ASHRAE's best-selling publications → Understand how she balances engineering leadership roles while maintaining family priorities → Get practical strategies for creating work-life harmony using a "pie chart" approach If you're looking to make an impact beyond your technical role or struggling with work-life balance, Danielle's story proves you can excel professionally while creating a meaningful legacy. This conversation bridges technical expertise with purpose-driven leadership to show how engineers can impact the next generation. If you're looking to make an impact beyond your technical role or struggling with work-life balance, Danielle's story proves you can excel professionally while creating a meaningful legacy. This conversation bridges technical expertise with purpose-driven leadership to show how engineers can impact the next generation. Connect with Danielle Passaglia on LinkedIn to learn more about her work and the Lucy's Engineering Adventure series. TIMESTAMPS: 00:00 Introduction - Danielle's Current Role 01:46 Career Journey in Engineering 03:03 Finding Architectural Engineering 05:02 Systems Thinking Approach 06:05 Leadership in Professional Organizations 07:53 Creating Lucy's Engineering Adventure 10:38 Increasing Diversity in STEM 12:19 Personal Challenges and Growth 16:41 Family and Work-Life Balance 21:41 Recognizing Success and Strengths 27:29 Connecting with Danielle 30:00 Dr. Bryant's Personal Story ABOUT THE GUEST: Danielle Passaglia is a mechanical engineer specializing in commercial building systems, including heating, cooling, and ventilation. With a background in architectural engineering, she blends technical expertise with creative design to create efficient, sustainable spaces. Passionate about STEM education and diversity, Danielle holds leadership roles in ASHRAE and AEI. She also authored the Lucy's Engineering Adventure children's book series to introduce young kids to engineering, focusing on representation in STEM. Originally from Chicago, she values family and personal growth, embracing challenges as opportunities. Connect with her on LinkedIn: Danielle Passaglia, PE LEED® Green Associate | LinkedIn Link to Lucy's Engineering Adventure: https://a.co/d/64S78pq ABOUT THE HOST: Dr. James Bryant is the host of the Engineer Your Success Podcast, where he helps engineers and technical professionals lead with intention and fulfilled lives. With a background in engineering, executive coaching, and business growth, James provides practical strategies to help professionals take control of their careers, develop leadership skills, and create a thriving personal and professional life. Let's Connect - https://sleekbio.com/jbryant

This ONE Tax Strategy Could Add MILLIONS to Your Retirement!

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Play Episode Listen Later Feb 23, 2025 25:17

In this episode, we're diving deep into Roth conversions—a game-changing tax strategy that could potentially save you millions over your lifetime.

#112 Tax-Optimized Financial Planning w/ Joanne Burke, Founder & Wealth Advisor, Birch Street Financial Advisors

Anxious Filmmaker with Chris Brodhead

Play Episode Listen Later Feb 13, 2025 40:23

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" fromhttps://UHNWC.com/ Joanne Burke (https://birchstreetadvisors.com/) is a founder and wealth advisor serving clients at Birch Street Financial Advisors in Vienna, VA, and the surrounding communities. She is also a member of the Financial Planning Association. Navigating taxes led her to a passion for financial planning, from KPMG to founding Joanne Ehreth Burke CPA PLLC and Birch Street Financial Advisors. Holding the CERTIFIED FINANCIAL PLANNER™ and CPA/PFS designations, Joanne specializes in strategies for pre-retirees and retirees. She is actively engaged in professional organizations and brings a holistic approach to financial guidance. In this episode, Joanne and Chris discuss:1. Why Financial Advisors Should Master Tax Planning2. More to Family, Less to Uncle Sam3. How to Leverage CPA Referrals to Grow Your Financial Advisory Business4. The Key to Building Long-Term Client Relationships in FinanceLinkedIn:https://www.linkedin.com/in/joanne-burke-cfp%C2%AE-cpa-pfs-mtax-15a8a85/ Website:https://birchstreetadvisors.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/@uhnwcFacebook: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/id1569041400Spotify:https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: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.

THE FULL FORCE WEEKLY LIVE: EPISODE 208!!

Play Episode Listen Later Feb 8, 2025 112:50

Military to Financial Planner Podcast

14 Years Of Serving Military Clients And Building An Ensemble Financial Planning and Tax Preparation Firm with Curt Sheldon

Play Episode Listen Later Feb 5, 2025 35:10

I'm excited to welcome Curt Sheldon on the podcast today. He is the founder of C. L. Sheldon and Company, a flat-fee RIA focused on serving senior military officers. Curt first launched this firm more than 14 years ago and offered flat fee engagements with investment management long before this became more common. His firm also prepares more than 300 tax returns. In this wide-ranging interview Curt shares how his early interest in finances started during his academics studies during undergraduate, masters, and CFP coursework while on active duty. Listen for his story about a bad experience early on with being sold some unsuitable products and how this impacted his view of the industry. We talk about his decision to pursue the EA and how tax planning and preparation has shaped much of his client experience over the years. We also explore the team growth of his firm and his vision for the future, both in his company but also in the broader industry. Curt shares his perspective and advice for job seekers including how to focus on the mission and vision of the firm you are interviewing with. Lastly, we reflect on how much has changed even just over Curt's firm and what he sees as some of the biggest transitions and opportunities. https://www.linkedin.com/in/curtis-curt-sheldon-cfp%C2%AE-ea-20a51b19/ https://clsheldon.com/

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THE FULL FORCE WEEKLY LIVE: EPISODE 207!!

Play Episode Listen Later Feb 1, 2025 90:32

AI Disruption, the Fed & Trump: What Investors Must Know in 2025!

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Play Episode Listen Later Jan 31, 2025 41:25

We will be talking about trending investment topics including the recent AI disruption of DeepSeek and how it's affecting investors, what role the Fed will be playing this year and how it all plays into Trump and his administration. What should investors be thinking about, what actions should they be taking and what should they ignore. More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/ and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/ ______________________________ More on Financial Detox: Website: https://www.idawealth.com/financial-detox/ Buy the Book: https://www.amazon.com/Financial-Detox-Achieve-Independence-Maximum-ebook/dp/B0795B2WX4/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr= _____________________________ More on IDA Wealth: Website: https://www.idawealth.com/ Linkedin: https://www.linkedin.com/company/idawealth/ Instagram: https://www.instagram.com/idawealth/ Facebook: https://www.facebook.com/IntelligenceDrivenAdvisers ___________________________ Disclosure The Financial Detox podcast is provided by Intelligence Driven Advisers, LLC (“IDA”), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC. The information presented in this podcast is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Participants are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results. Information provided reflects IDA's views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change. IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein. The S&P 500, or Standard & Poor's 500, is a stock market index that measures the performance of 500 of the largest publicly traded companies in the United States. These companies are selected based on their market capitalization, liquidity, and industry representation, making the index a broad indicator of the overall U.S. stock market and economy. The S&P 500 is widely regarded as a benchmark for the performance of the U.S. equity market, and it includes companies from a variety of industries, such as technology, healthcare, financial services, and consumer goods. The index is weighted by market capitalization, meaning that companies with larger market values have a greater impact on the index's overall performance. https://www.investopedia.com/terms/s/sp500.asp

Retirement with Rodger Friedman

Just Dumb Enough Podcast

Play Episode Listen Later Jan 29, 2025 62:53

Retirement seems like everyone's goal, and yet it feels like no one has a solid plan. And moreover, why do we trust ourselves to manage these critical accounts without any education? Welcome to the Just Dumb Enough Podcast. A show that acknowledges no one is always an expert, by dispelling misconceptions with real experts. My guest today is Rodger Friedman. Rodger has over four decades of experience, with high level positions at some of the largest wealth managers in the world. That's all to say that he's very knowledgeable when it come to finding a clear path to a pain free retirement. This one took a whole lot of editing to even out the audio recording issues we faced, and you might even sporadically hear it get totally clear, but it's far from perfect. I just hope you enjoy it all. ( Www.MagicMind.Com/Dumb20 ) ( Www.EOCritic.Com ) ( https://www.linkedin.com/in/rodger-friedman-crpc%C2%AE-1300903a/ ) Let's plan to quit! Can you consider yourself retired if you only work on what you love to do? Maybe that's the next goal. In other news... January is almost over with the following rankings: 1. England of the United Kingdom, winning the top spot! 2. The United States, with California, New York, and Texas still in that order. 3. Australia, with Queensland dominating from start to finish. 4. Canada, with Ontario beating British Columbia to win. 5. Ghana, holding off Ireland. That's it for this week! Have a great week, a great weekend, and I'll see you all back here next week for another new episode! Until the next episode, pretty please do all the things to help the show: rate, review, like, and subscribe. Reach out to DumbEnoughPodcast@Gmail.Com or on any social media if you want to reach me personally. Most importantly, Stay Dumb!

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THE FULL FORCE WEEKLY LIVE: EPISODE 206!!

Play Episode Listen Later Jan 25, 2025 85:55

Advanced Biohacks For Quick Recovery From Any Surgery - Zora Benhamou

Hack My Age

Play Episode Listen Later Jan 24, 2025 67:51

Don't do surgery without listening to this first. Supercharge your healing with these hacks for a faster recovery, whether it's a minor eye lift or total knee replacement. Grab your pen and paper and learn from Zora what worked best, what to ask your doctor beforehand, who to consult with, what to do before, during and after your surgery, and what she learned after 2 total hip replacements within 3 months. We cover: Psychological and emotional impact of surgery Pre operation protocol, supplements and mental preparation Nutrition, exercise, sleep and stress hacks Which supplements to stop before the operation What happens if you wake up during surgery How to hack radiation from X-rays The essentials to bring to the hospital Advanced biohacks and peptides for rapid recovery Best ways to heal scars RESOURCES Study - https://www.mdpi.com/2075-4663/12/7/198 Podcast: Hip Pain Relief, Osteoarthritis and Post Surgery Hacks https://podcasts.apple.com/us/podcast/222-hip-pain-relief-osteoarthritis-post-surgery-hacks/id1531105768?i=1000670108183 Kaatsu exercise bands https://kaatsu.com Code ZORA for 10% off or contact zora@hackmyage.com outside of USA for special code. Kion essential amino acids: https://getkion.com/zora code ZORA for 20% off. Whey Protein Fixxr: betterlifedoctor.com/zorabenhamou code ZORA for 10% off. Collagen Fixxr: https://betterlifedoctor.com/collections/supplements/products/collagen-protein-fixxr%C2%AE-2-0?variant=44578995339514 code ZORA for 10% off. Mitopure Urolithin A: https://timeline.com/zora code ZORA for 10% off the first order. BEAM mineral supplement: http://beamminerals.com/ZORA code ZORA for 20% off. NuCalm neuroacoustic software: https://nucalm.com use code ZORA for 15% off. Spirulina and chlorella: https://energybits.com/discount/ZORA?rfsn=8113556.179baa use code ZORA for 20% off. Red light therapy device: https://recharge.health/product/the-flexbeam?ref=51 use code ZORA for $10 off. Liver Fixxr: https://betterlifedoctor.com/products/liver-fixxr?_pos=1&_sid=f6c1a5861&_ss=r&variant=42810575257850 use code ZORA for 10% off. Quicksilver Scientific Detox products: https://glnk.io/wr9k/zora use code ZORA15 for 15% off. Qualia Mind: https://qualialife.com/hackmyage use code HACKMYAGE for 15% off. Peptide purchase online: https://dnlabresearch.com/ or https://suaway.com Boulder Longevity Institute (https://boulderlongevity.com/) , hormonebalanceclinic.io or Nathalie Niddam (https://www.natniddam.com/) for peptide guidance. Give thanks to our sponsors Get Primeadine by Oxford Healthspan. 15% discount with code ZORA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get Mitopure by Timeline. 10% discount with code ZORA at https://timeline.com/zora Visit https://getkion.com/zora for 20% off Kion Essential Amino Acids Try OneSkin skincare for with code ZORA at https://shareasale.com/r.cfm?b=2685556&u=4476154&m=102446&urllink=&afftrack= Join ⁠⁠⁠Biohacking Menopause⁠⁠⁠ before February 1, 2025 to win Kion Essential Amino Acids. 20% off with code ZORA at https://getkion.com/zora https://biohacking-menopause.mn.co Join the Hack My Age community on: Facebook Page : ⁠⁠⁠⁠⁠@⁠Hack My Age⁠ Facebook Group: ⁠⁠⁠⁠⁠⁠@⁠Biohacking Menopause⁠⁠⁠⁠⁠⁠ ⁠ Instagram: ⁠⁠⁠⁠⁠@⁠HackMyAge⁠ Website: ⁠⁠⁠⁠⁠⁠HackMyAge.com⁠ ⁠Membership group: Biohacking Menopause⁠ https://biohacking-menopause.mn.co Email: zora@hackmyage.com This podcast is edited by ⁠⁠⁠⁠⁠jonathanjk@gmail.com

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144: EP Wealth Advisors

Brighton Chamber Podcast

Play Episode Listen Later Jan 24, 2025 26:46

EP Wealth Advisors has recently acquired the well-established financial planning firm, Executive Wealth Management (EWM). EWM has a longstanding commitment to simplifying the complexities associated with wealth management. This merger with EP Wealth Advisors serves to enhance that dedication. Rob Johnson is joined by Vice Presidents Rob Larsen and Jimmie Plaskey, partners with EP Wealth Advisors, to provide their perspectives on the recent acquisition and discuss the advantages this offers to current clients, prospective clients, and the Greater Brighton community. Show Links Learn more about the Brighton Chamber by visiting our website. Website: https://www.brightoncoc.org/ Guest Links Jimmie Plaskey CFP®, CDFA - Vice President and Partner - EP Wealth Advisors LinkedIn: https://www.linkedin.com/in/jamesplaskeyjr/ Rob Larsen CFP® - Vice President and Partner - EP Wealth Advisors LinkedIn: https://www.linkedin.com/in/robert-b-larsen-jr-cfp%C2%AE-5952a788/ Announcement: https://www.crainsdetroit.com/banking-finance/executive-wealth-management-acquired-ep-wealth-advisors. Website: https://www.epwealth.com/our-team/brighton Address: 135 West North Street Brighton, MI 48116 Phone: (810) 229-6446

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THE FULL FORCE WEEKLY LIVE: EPISODE 205!!

Play Episode Listen Later Jan 17, 2025 98:31

The Insurtech Leadership Podcast

ITC Special 4A - Reinventing Life Insurance: Technology and Transformation with Hilliard Milner

Play Episode Listen Later Jan 10, 2025 33:30

Why should life insurance sales be a long, complicated process? What if agents could close deals faster, more efficiently, and still deliver top-quality service? Imagine a world where the journey from initial intake to underwriting orders takes minutes, not days. It sounds almost too good to be true… In this episode, we sit down with Hillard Milner, co-founder of Optifino, and the Xcela team—Angus Dunn, Xuejun Tao, and Nick Bowman—to explore their innovative approach to life insurance technology. We discuss how Optifino and Xcela use AI to enhance agent and client experiences, streamline processes, and address industry challenges. The conversation also delves into evolving market strategies, the importance of understanding client needs, and the industry's historical challenges with innovation. Xcela and Optifino's commitment to trust and adaptability shines through as they reshape the future of life insurance. Tune in to learn more about the future of life insurance and how technology is transforming the industry. Don't forget to subscribe for more insights! Key Insights: The role of technology in modernizing the life insurance industry. Xcela's mission to enhance life insurance sales and distribution Strategies for market penetration and adapting to customer needs Importance of building relationships and trust with clients Overcoming legacy issues and regulatory challenges in the life insurance sector. Challenges of technology adoption in the insurance sector Dual approach to engaging both agents and management in sales Navigating lengthy sales cycles typical in the insurance industry The transformative potential of AI and the need for flexibility in tech solutions Commitment to data security and compliance in building client trust Featured Conversations: Hilliard Milner, Optifino [00:00:39] - The role of the platform [00:01:41] - Empowering agents [00:03:47] - User interface for agents [00:05:05] - Lead generation challenges [00:08:38] - Importance of holistic solutions [00:11:46] - Legacy issues in insurance [00:13:32] - Engaging carriers [00:20:38] - Learning and growth as a founder [00:21:46] - First key hire [00:23:22] - Future vision for the company [00:25:22] - Trends in life insurance market Notable quote: “My co-founder has a vast amount of experience in life insurance. He built a massive brokerage that has sold over $20 billion of life insurance. We specialize in complicated cases because we have the subject matter experts and our technology adds massive value.” Hilliard Milner Angus Dunn, Nick Bowman & Xuejun Tao, Accela [00:02:39] - Overview of Xcela's mission [00:03:03] - Collaborative development story [00:06:43] - Building a flexible tech stack [00:09:09] - Agent's perspective on technology [00:13:18] - Challenges in life insurance innovation [00:20:30] - Dual approach to distribution [00:24:16] - Learning from the insurance industry [00:26:11] - Team dynamics and expertise [00:27:50] - Navigating long sales cycles Notable Quote: "I really don't like to build products and we want to sell the product first, then you build the product. The reason is because if you can sell it, you can build it. When you build a product, that means that you already have a market." - Angus Dunn Notable Quote: “Now everything is possible, and how we actually make things happen is by taking a new approach to apply AI, especially to help the specific industry.”- Xuejun Tao Notable Quote: “As a young person in the industry who plans on being in the industry for a very long time and really loves this industry, I cannot wait for someone else to do this. I have to bring this change.”- Nick Bowman Key Themes: Xcela's and Optifino's Mission and Vision Streamlining life insurance with AI The genesis of Xcela and Optifino: A shared vision of applying AI to the insurance industry Creating Value Beyond Efficiency Measuring AI's impact The importance of a flexible tech stack that can adapt to future AI advancements Understanding the Agent's Perspective Empowering independent agents Go-to-market strategy Building Relationships and Trust Establishing rapport with clients Customizable solutions that enhance efficiency and effectiveness Navigating Industry Challenges Bridging the tech gap for independent agents Market-driven product development The Future of Optifino and Xcela and the Insurance Industry Anticipating industry changes and commitment to flexibility Evolving strategies in distribution Building Trust in Technology Ensuring data security Navigating long sales cycles The Evolving Role of Financial Advisors Integrating life insurance into financial strategies Overcoming historical challenges Challenges and rewards About Our Guests: Hilliard Milner is the Co-Founder and CRO of Optifino. He previously worked at NM Capital as a Managing Director. Hilliard Milner attended the University of Johannesburg. Angus Dunn is a seasoned professional based in the Bay Area with over 25 years of experience working alongside both tech startups and major tech companies. His career began with assessing factories and collecting SAP data, which laid the foundation for his deep expertise in technology and business operations. After several years in that field, Angus transitioned to a startup called Velocity, a company focused on vertical applications. Velocity was later acquired by Salesforce, providing Angus with a successful exit. He spent several years at Salesforce, working on industry solutions before diving into the rapidly evolving world of AI. Xuejun Tao is an experienced engineer and co-founder with over 30 years of industry experience. Based in the Bay Area for more than 25 years, he has built a diverse and successful career, including nearly 11 years at Google. During his time at Google, Xuejun led the development of several cloud and AI projects, playing a key role in shaping cutting-edge technologies. Nick Bowman brings 14 years of experience in the life insurance industry, with a focus on both independent distribution and career distribution. He started his career with a hands-on approach, cold-calling clients and honing his skills in the real world. This early experience shaped his pragmatic, street-smart approach to business—something he's carried with him throughout his career. Having worked in various capacities within the industry, Nick has developed a deep understanding of the challenges and opportunities that agents face. He is particularly passionate about making life insurance more accessible and efficient for agents and their clients. Resources: Xcela: https://life.xcela.ai/ Optifino: https://optifino.com/ LinkedIn: Angus Dunn (https://www.linkedin.com/in/angus-dunn-2827b2) LinkedIn: Nick Bowman (https://www.linkedin.com/in/nicholas-bowman-cfp%C2%AE-ms-cep%C2%AE-9bb31743) LinkedIn: Xuejun Tao (https://www.linkedin.com/in/xuejun-tao-0998594) LinkedIn: Hillard Milner (https://www.linkedin.com/in/hilliard-milner-ca-sa-578663138)

ITC Special 4B - Reinventing Life Insurance: Technology and Transformation with Angus Dunn, Nick Bowman & Xuejun Tao

The Insurtech Leadership Podcast

Play Episode Listen Later Jan 10, 2025 33:16

Why should life insurance sales be a long, complicated process? What if agents could close deals faster, more efficiently, and still deliver top-quality service? Imagine a world where the journey from initial intake to underwriting orders takes minutes, not days. It sounds almost too good to be true… In this episode, we sit down with Hillard Milner, co-founder of Optifino, and the Xcela team—Angus Dunn, Xuejun Tao, and Nick Bowman—to explore their innovative approach to life insurance technology. We discuss how Optifino and Xcela use AI to enhance agent and client experiences, streamline processes, and address industry challenges. The conversation also delves into evolving market strategies, the importance of understanding client needs, and the industry's historical challenges with innovation. Xcela and Optifino's commitment to trust and adaptability shines through as they reshape the future of life insurance. Tune in to learn more about the future of life insurance and how technology is transforming the industry. Don't forget to subscribe for more insights! Key Insights: The role of technology in modernizing the life insurance industry. Xcela's mission to enhance life insurance sales and distribution Strategies for market penetration and adapting to customer needs Importance of building relationships and trust with clients Overcoming legacy issues and regulatory challenges in the life insurance sector. Challenges of technology adoption in the insurance sector Dual approach to engaging both agents and management in sales Navigating lengthy sales cycles typical in the insurance industry The transformative potential of AI and the need for flexibility in tech solutions Commitment to data security and compliance in building client trust Featured Conversations: Hilliard Milner, Optifino [00:00:39] - The role of the platform [00:01:41] - Empowering agents [00:03:47] - User interface for agents [00:05:05] - Lead generation challenges [00:08:38] - Importance of holistic solutions [00:11:46] - Legacy issues in insurance [00:13:32] - Engaging carriers [00:20:38] - Learning and growth as a founder [00:21:46] - First key hire [00:23:22] - Future vision for the company [00:25:22] - Trends in life insurance market Notable quote: “My co-founder has a vast amount of experience in life insurance. He built a massive brokerage that has sold over $20 billion of life insurance. We specialize in complicated cases because we have the subject matter experts and our technology adds massive value.” Hilliard Milner Angus Dunn, Nick Bowman & Xuejun Tao, Accela [00:02:39] - Overview of Xcela's mission [00:03:03] - Collaborative development story [00:06:43] - Building a flexible tech stack [00:09:09] - Agent's perspective on technology [00:13:18] - Challenges in life insurance innovation [00:20:30] - Dual approach to distribution [00:24:16] - Learning from the insurance industry [00:26:11] - Team dynamics and expertise [00:27:50] - Navigating long sales cycles Notable Quote: "I really don't like to build products and we want to sell the product first, then you build the product. The reason is because if you can sell it, you can build it. When you build a product, that means that you already have a market." - Angus Dunn Notable Quote: “Now everything is possible, and how we actually make things happen is by taking a new approach to apply AI, especially to help the specific industry.”- Xuejun Tao Notable Quote: “As a young person in the industry who plans on being in the industry for a very long time and really loves this industry, I cannot wait for someone else to do this. I have to bring this change.”- Nick Bowman Key Themes: Xcela's and Optifino's Mission and Vision Streamlining life insurance with AI The genesis of Xcela and Optifino: A shared vision of applying AI to the insurance industry Creating Value Beyond Efficiency Measuring AI's impact The importance of a flexible tech stack that can adapt to future AI advancements Understanding the Agent's Perspective Empowering independent agents Go-to-market strategy Building Relationships and Trust Establishing rapport with clients Customizable solutions that enhance efficiency and effectiveness Navigating Industry Challenges Bridging the tech gap for independent agents Market-driven product development The Future of Optifino and Xcela and the Insurance Industry Anticipating industry changes and commitment to flexibility Evolving strategies in distribution Building Trust in Technology Ensuring data security Navigating long sales cycles The Evolving Role of Financial Advisors Integrating life insurance into financial strategies Overcoming historical challenges Challenges and rewards About Our Guests: Hilliard Milner is the Co-Founder and CRO of Optifino. He previously worked at NM Capital as a Managing Director. Hilliard Milner attended the University of Johannesburg. Angus Dunn is a seasoned professional based in the Bay Area with over 25 years of experience working alongside both tech startups and major tech companies. His career began with assessing factories and collecting SAP data, which laid the foundation for his deep expertise in technology and business operations. After several years in that field, Angus transitioned to a startup called Velocity, a company focused on vertical applications. Velocity was later acquired by Salesforce, providing Angus with a successful exit. He spent several years at Salesforce, working on industry solutions before diving into the rapidly evolving world of AI. Xuejun Tao is an experienced engineer and co-founder with over 30 years of industry experience. Based in the Bay Area for more than 25 years, he has built a diverse and successful career, including nearly 11 years at Google. During his time at Google, Xuejun led the development of several cloud and AI projects, playing a key role in shaping cutting-edge technologies. Nick Bowman brings 14 years of experience in the life insurance industry, with a focus on both independent distribution and career distribution. He started his career with a hands-on approach, cold-calling clients and honing his skills in the real world. This early experience shaped his pragmatic, street-smart approach to business—something he's carried with him throughout his career. Having worked in various capacities within the industry, Nick has developed a deep understanding of the challenges and opportunities that agents face. He is particularly passionate about making life insurance more accessible and efficient for agents and their clients. Resources: Xcela: https://life.xcela.ai/ Optifino: https://optifino.com/ LinkedIn: Angus Dunn (https://www.linkedin.com/in/angus-dunn-2827b2) LinkedIn: Nick Bowman (https://www.linkedin.com/in/nicholas-bowman-cfp%C2%AE-ms-cep%C2%AE-9bb31743) LinkedIn: Xuejun Tao (https://www.linkedin.com/in/xuejun-tao-0998594) LinkedIn: Hillard Milner (https://www.linkedin.com/in/hilliard-milner-ca-sa-578663138)

Strategies For Entrepreneurial Wealth With Bob Bedritis

Measure Success Podcast

Play Episode Listen Later Jan 7, 2025 32:20

From Wall Street to Wealth Management: Lessons for Entrepreneurs This week's guest on the Measure Success Podcast is Bob Bedritis, CEO of Oswego Private Wealth Management. Bob's journey from Wall Street to building a thriving wealth management firm is packed with lessons for entrepreneurs. We explore strategies for financial independence, including how to maximize the value of your business and plan for life after selling it. Bob also shares how entrepreneurs can achieve the “Four Freedoms” of time, money, relationships, and purpose. Subscribe and set notifications to our YouTube Channel. Don't miss this inspiring and actionable episode. Listen now! Where to find Bob: https://oswegoprivatewealth.com https://www.linkedin.com/in/bob-bedritis-certified-exit-planner%C2%AE-crc%C2%AE-05140613 Where to find Carl: https://40strategy.com https://www.linkedin.com/in/carljcox/ https://www.instagram.com/carljcox40/ https://x.com/40Strategy

Wealth with Purpose: Redefining Financial Planning with Jessica Gibbs

The Connected Advisor

Play Episode Listen Later Jan 7, 2025 39:21

Episode 075: In this episode of The Connected Advisor, Kyle Van Pelt talks with Jessica Gibbs, Partner and VP at Monument Wealth Management. Jessica shares her journey from nonprofit fundraising to financial planning, driven by her passion for helping people align their wealth with their purpose. She highlights the importance of personalized communication, Monument's innovative approach to financial advising, and the firm's commitment to flexibility and inclusivity. Jessica also shares insights about hosting Monument's podcast Off the Wall, leveraging technology for efficiency, and preparing the next generation of advisors. In this episode: (00:00) - Intro (01:50) - Jessica's Money Moment (02:15) - Transition to financial planning (06:25) - Joining Monument Wealth Management (08:23) - Jessica's critique of the financial industry (11:33) - How Monument uses podcasting (15:20) - What makes Monument stand out (23:04) - Gender equality and the future of financial planning (27:24) - Monument's culture and work-life balance (30:20) - Leveraging technology (33:32) - Milemarker Minute Key Takeaways Align Your Wealth with Your Values: Wealth isn't just about accumulating assets; it's about aligning your financial resources with your life's purpose. Whether it's charitable giving, personal goals, or legacy planning, identifying and prioritizing what truly matters ensures your wealth creates meaningful impact. Tailor Your Communication to Build Stronger Relationships: Effective financial planning goes beyond technical expertise; it's about understanding your clients' unique needs. Whether they prefer detailed analysis or a bottom-line summary, adapting your communication style builds trust and long-term relationships. Embrace Collaboration for Better Client Outcomes: A team-based approach brings diverse perspectives to the table, resulting in more comprehensive solutions for clients. Monument Wealth Management's ensemble model showcases the power of collaboration in financial planning. Quotes “Being a financial planner is about the money, the modeling, taxes, IRS code. But it is equally a relationship business. It is equally a communication business.” ~ Jessica Gibbs ”This is a subject matter that I've always loved learning about. I was that kid who read Money magazine in high school. I opened my first Vanguard account when I got my first job and invested in a mutual fund. I talked to my friends about like, hey, do you have an investment account?” ~ Jessica Gibbs “Wealth is going to be changing hands to women and younger generations… Having women representation within the industry is so important to making sure that you are speaking effectively to female clients.” ~ Jessica Gibbs Links Jessica on LinkedIn: https://www.linkedin.com/in/jessicagibbscfp/ Monument Wealth Management: https://monumentwealthmanagement.com/ Off the Wall podcast: https://monumentwealthmanagement.com/resources/?type=podcast Brookings: https://www.brookings.edu/ Georgetown School of Continuing Studies: https://scs.georgetown.edu/ Dave Armstrong: https://www.linkedin.com/in/davidbarmstrong/ eMoney: https://emoneyadvisor.com/ G2 Leadership Institute: https://ensemblepractice.com/services/g2-leadership-institute/ Dean Catino: https://www.linkedin.com/in/dean-catino-cfp%C2%AE-cpwa%C2%AE-crpc%C2%AE-60311211/ Greater DC Diaper Bank: https://greaterdcdiaperbank.org/ Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

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In this episode, we dive into the key financial topics shaping 2024 and beyond: ● Bitcoin's Surge: Breaking down the “Trump Bump” in cryptocurrency and what a $100K+ Bitcoin means for investors. ● AI Innovations: How AI is reshaping industries and investment opportunities—should you dive in or exercise caution? ● Market Predictions: From S&P 500 to MSCI World Index, our team makes bold predictions for the year ahead (with a dose of humor and realism). ● Election Aftermath: What the 2024 elections mean for market stability, deregulation, and global security. ● Building a Financial Plan: Avoid toxic advice and create a strategy to align your investments with your long-term goals.

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THE FULL FORCE WEEKLY LIVE: EPISODE 202!!

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Play Episode Listen Later Dec 21, 2024 84:53

#113 - Matt Pruitt on Balancing Growth with Personal Fulfillment

Only Fee-Only

Play Episode Listen Later Dec 19, 2024 23:40 Transcription Available

Matt Pruitt, founder of Exhale Wealth Management, is back for his second appearance on the podcast, and his journey continues to impress. After leaving institutional investment management, Matt built a firm that's thriving by serving tech workers with equity compensation. His business has seen remarkable growth in a short time, a testament to the power of a clear niche and strategic focus.In this episode, Matt dives into what's driving his success—focusing on the right clients, leveraging a strong referral network, and outsourcing to stay efficient. He also shares the value he's found in collaborating with peers and learning from groups like the XY Planning Network.Beyond the numbers, Matt talks about how he manages his time effectively to prevent burnout and balance running a growing business with family life. His approach is practical and grounded, offering insights that advisors at any stage can learn from.Tune in to hear Matt's story and gain valuable takeaways for building your own practice.Matt's Social:https://www.linkedin.com/in/matt-pruitt-cfp%C2%AE-cfa-02aab548/Music in this episode was obtained from Bensound.

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From Accounting to Entrepreneurship: Gerry Spitzer's Journey to Building a Thriving Independent Firm

The Model FA

Play Episode Listen Later Dec 17, 2024 39:47

In this episode we are joined by Gerry Spitzer, a founding partner of Questor Capital Partners. Gerry shares his career journey from Binghamton University to Price Waterhouse, Merrill Lynch, UBS, and finally to independence. He discusses the benefits and challenges of going independent, emphasizing the importance of due diligence and choosing the right platform. Gerry highlights the value of the Certified Exit Planning Advisor (CEPA) designation and the success of their team, which now manages $875 million in assets. They also explore the complexities of helping business owners plan for life after their companies, including succession planning and leveraging ESOPs. In this episode: 0:01:10 Gerry Spitzer's career journey - Started in accounting, moved to computer sales, then joined Merrill Lynch training program despite high failure rate. Formed a long-term partnership with a colleague from the training program. 0:04:49 Transitioning to independence - Discussed benefits and challenges of working at large brokerages vs. the independent space. Emphasized the importance of due diligence when choosing an independent platform. 0:13:14 Building a team and client base - Described current business with 7 team members and $875M in assets. Serve a mix of clients including business owners, corporate executives, and those inheriting wealth. 0:15:26 Challenges and opportunities in exit planning - Highlighted importance of succession planning for business owners. Shared examples of different exit planning approaches like ESOP transactions. 0:25:23 Navigating the transition process - Discussed resistance from business owners and strategies to overcome it, including building a strong professional team. 0:35:39 Impact of exit planning on clients - Emphasized the referrals and positive outcomes from successful exit planning engagements. Importance of educating centers of influence. 0:39:11 Final thoughts and future goals - Excited about the independent space and opportunities to continue serving high-quality clients. Connect with Gerry: Website: www.questarcap.com Email: gerry@questarcap.com LinkedIn: https://www.linkedin.com/in/gerry-spitzer-cpwa%C2%AE-cepa%C2%AE-2472895/ 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.

THE FULL FORCE WEEKLY LIVE: EPISODE 201!!

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Play Episode Listen Later Dec 14, 2024 73:59

Productivity Smarts 079 - Productive Wealth Building with Rodger Friedman

Productivity Smarts

Play Episode Listen Later Dec 3, 2024 37:45

Have you ever considered how much financial stress impacts your life? How often does money worry keep you up at night or cause tension in your relationships? Did you know that financial problems are one of the leading causes of divorce? It's a reality that money issues can strain everything—from your career to your personal life. But what if there was a way to ease that pressure? What if having a solid financial plan could not only relieve stress but also enhance your relationships and career? In this episode of the Productivity Smarts Podcast, host Gerald J. Leonard is joined by Rodger Friedman, a veteran retirement strategist and wealth advisor with over 40 years of experience. Together, they explore the powerful link between financial planning and productivity. Rodger shares invaluable insights on how a well-thought-out financial strategy can reduce stress, increase productivity, and even improve your personal life. He also discusses the importance of stepping out of your comfort zone, building positive habits, and staying focused on clear goals. Tune in now to learn how you can start managing your money more effectively, reduce financial stress, and take the next step toward a more productive, successful future. What We Discuss [02:01] Introduction to Rodger Friedman [05:29] Success factors in financial services [07:40] Avoiding common pitfalls [10:07] The complexity of wealth management [12:29] Importance of habits [14:49] The use of index cards to reinforce daily goals and decisions [19:27] Intentions vs. actions [20:43] Clarity in goal setting [23:43] The Pareto principle discussion [26:07] Importance of reading [30:55] The differences between philosophy, strategy, and tactics in wealth building [35:54] Closing remarks and resources Notable Quotes [02:38] "When you have a good financial plan and a strategy for managing money, it really releases a lot of stress because money plays a big part in the stress that people take on, and it can hinder them in their careers and everything else." - Gerald J. Leonard [05:29] "All growth happens outside of your comfort zone." - Rodger Friedman [07:40] “Look at what everyone else is doing, and don't do that. If you want to be successful, avoid following the crowd.” – Rodger Friedman [13:02] “Success is determined by the quality of your decisions and the habits you build around them. Bad decisions lead to poor behavior, and vice versa.” – Rodger Friedman [17:35] “Writing down your goals and reviewing them daily puts them in your bones. It keeps you focused, and makes sure you're always aware of the opportunities around you.” – Rodger Friedman [18:03] “When you program your brain with your goals, you start to see all the opportunities and resources aligned with those goals, and they start showing up in your life.” – Gerald J. Leonard [28:40] "Once your brain has been stretched by a new idea, a book, an insight, it can never go back to thinking the old way again." - Gerald J. Leonard Our Guest Rodger Friedman is a seasoned retirement strategist and wealth advisor with over 40 years of experience in the financial industry. With a distinguished career that includes serving as Senior Vice President of Wealth Management at Morgan Stanley and Senior Investment Management Consultant at Smith Barney, Rodger is a trusted voice in wealth building and retirement planning. A Chartered Retirement Planning Counselor, he has participated in thousands of discussions on financial planning and passive income. Beyond his financial expertise, Rodger is also an accomplished author of seven books, including the bestselling Erasing America: Broken Politics, Broken Country, among others. A proud member of the Sons of the Legion, he brings a unique perspective to both his professional and personal pursuits. With over 60 interviews and articles to his name, Rodger remains dedicated to helping clients achieve lasting financial security and success. Resources Rodger Friedman Website -https://eocritic.com/ LinkedIn - https://www.linkedin.com/in/rodger-friedman-crpc%C2%AE-1300903a/ Book- 18 Wealth Lessons That Will Transform Your Thinking Productivity Smarts Podcast Website - productivitysmartspodcast.com Gerald J. Leonard Website - geraldjleonard.com Turnberry Premiere website - turnberrypremiere.com Scheduler - vcita.com/v/geraldjleonard Mentioned Song:Jim Croce Photographs and Memories. Atlas Shrugged" by Ayn Rand Kiva is a loan, not a donation, allowing you to cycle your money and create a personal impact worldwide. https://www.kiva.org/lender/topmindshelpingtopminds

E98 - George Bryant's Morning Cup

My Morning Cup

Play Episode Listen Later Nov 25, 2024 51:29

George Bryant set out on a new path once he saw his parents' tax return. From then, he knew he wanted to help others by demystifying money. In this episode, George shares what it was like growing up in the family sandwich business, stories of several odd jobs he's held, and how he got into finance despite originally wanting to be a doctor. Plus, he shares advice for young investors and the financial mistakes he sees many people making. George Bryant is a Co-Founder and Principal of Apogee Wealth Partners. You can learn more about George and Apogee on his website (apogeewp.com/team) and you can connect with him on LinkedIn (linkedin.com/in/george-bryant-cfp%C2%AE-4449b11b7). If you liked this episode, we think you'll also like: Jay Kennamer's Morning Cup (E15) Chris Lytle's Morning Cup (E28) Chris Hopkins's Morning Cup (E84) My Morning Cup is hosted by Mike Costa of Costa Media Advisors and produced by SpeakEasy Productions. Subscribe to the weekly newsletter here and be the first to know who upcoming guests are!

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#109 - The CFP with 1M+ Followers: Nick Meyer's Blueprint for Short-Form Video Success

Only Fee-Only

Play Episode Listen Later Nov 20, 2024 29:34 Transcription Available

What if growing your financial advisory business was as simple as grabbing your phone and hitting record? In this episode, we chat with Nick Meyer, the most-followed CFP on TikTok with over 1 million followers. Nick takes us behind the scenes of how he turned short-form video content into a powerful tool for connection and growth, starting during the 2020 lockdowns.We talk about what works (and what doesn't) when it comes to creating authentic, engaging content. Nick shares why follower counts aren't the only thing that matters and how being yourself on camera can be a game-changer. Whether it's adding a personal touch to your branding or stepping in front of the camera instead of hiding behind a logo, Nick's approach proves that financial advice doesn't have to be boring.We also break down the basics of video creation, including tips for crafting straightforward, effective content. From quick talking-head videos to creative ideas that stand out, Nick's strategies are simple enough for anyone to start using today. He shares tools, tricks, and examples that show how short-form video can drive real results, from more referrals to better client engagement.If you're a financial advisor looking to grow online, this episode is full of practical advice to help you start (or improve) your content game.N2 Content Marketing Freebies: https://www.n2contentmarketing.com/freebiesSocial:https://www.linkedin.com/in/nick-meyer-cfp%C2%AE-0b679a113/X: nicktalksmoneyTikTok: nicktalksmoneyMusic in this episode was obtained from Bensound.

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Maximize Your Wealth: Exploring Alternative Investments with Bob Long of StepStone Private Wealth