Podcasts about client advisor

What happens when you realize the person you've been presenting to the world for decades isn't your true self? Jay Washington's powerful conversation takes us on a journey through authenticity, emotional growth, and unexpected life pivots.The conversation takes a deeply moving turn as Jay shares his transition from being the fun uncle ("funkle") to becoming a father figure ("dunkle") for his niece and nephew after they lost both parents. Rather than seeing this unexpected responsibility as a burden, Jay discovered it became his North Star, providing purpose and healing wounds he didn't know existed. "To make the choice to love a child that you didn't biologically create is a special gift," he reflects.Jay's insights on setting boundaries, emotional intelligence, and breaking generational cycles offer practical wisdom for anyone navigating their own pivot. His simple yet profound advice to his younger self "I would hug him and tell him you are enough" encapsulates the core message of his transformation. For men especially, his advocacy for emotional expression challenges harmful societal norms: "The more emotionally in touch you can be as a man, it takes security in yourself to go against what society has prescribed for you."Guest Bio:Jay Washington is Client Advisor, Vice President Workplace Retirement Solutions for JPMorganChase.  He works with Chase Business Bankers and other intermediaries provide a turnkey 401(k) solution to business owner plan sponsors. Jay Joined JPMC  in March 2025. Prior to that, Jay spent 25 years in the retirement space in various client facing roles, where his passion for better participant outcomes provided a wealth of opportunities.Jay graduated from Indiana University of Pennsylvania, with degrees in Economics and Journalism, and obtained his MBA from Point Park University— in addition to several industry designations. He holds FINRA Series 6, 7, 63 and 65 licenses. In his spare time, Jay enjoys working out and traveling. He is an active father-figure to his niece and nephew, as well as an active member and officer of five nonprofit boards.Connect with Jay:LinkedIn Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

Paul Gaudio Host Michael Connaughton is joined by Paul Gaudio. Paul is a CFP® and Client Advisor at Crestwood Advisors with 8 years of experience helping individuals and families make smart choices with their money. Paul is passionate about guiding clients through life & financial complexities with clarity and care. He also serves as the President of NexGen for FPA New England, where he supports the growth and development of emerging professionals in the financial planning community, and works to expand the efforts of the Financial Planning Association through networking events and webinars.   They discuss:  Paul's background and career journey.  His experience as President of NexGen for FPA New England.  Partnerships he's formed and upcoming events. And much more. Contact Paul: Linkedin: https://www.linkedin.com/in/paul-gaudio-cfp%C2%AE-a5787aa6/  

Watch the video version on YouTube.  In this episode of Alternative Realities, we delve into the evolving landscape of alternative investments and their growing role in institutional portfolios. As the world of alternative investing becomes more accessible, we'll explore how institutions have historically leveraged these assets for diversification and enhanced returns. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Kathryn Pasqualone, Client Advisor within our North America Institutional business, to discuss key themes such as vintage year diversification, liquidity considerations, and the importance of strategic and tactical asset allocation.   Resources: For more resources on Alternatives, visit our Guide to Alternatives, Principles of Alternatives Investing, and Alternatives 2025 Outlook Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

At some point, all advisors face the challenging situation of knowing that they aren't the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it. You'll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:28 – Establishing expectations for client interactions 2:36 – Developing the skill of knowing when to walk away 4:33 – Having the hard conversation with clients about not being a good fit 6:25 – Identifying communication preferences to improve interpersonal dynamics 8:45 – Fostering positive outcomes while indicating that something isn't working 13:31 – Determining if the advisor or the client will be making the rejection Listen to the monthly series, MDRT Presents: @mdrtpresents

My guest today is Julia Carreon, a Business Transformation and Integration Executive. In her own words, in an industry rife with friction and failed projects, she leads teams that are in the 1% of executing reimagined client/advisor experiences. Today, we are talking about the Future of Wealth Management, digital transformation and more. https://www.linkedin.com/pulse/make-mistake-gen-zs-social-skills-fierce-julia-c-carreon/ https://www.linkedin.com/posts/julia-c-carreon-8318674_courage-opinions-leadership-activity-7201617334648676353-_1dd?utm_source=share&utm_medium=member_ios Takeaways Julia's childhood experiences shaped her views on money and power. Technology should enhance human interaction, not replace it. Gen Z will demand seamless digital experiences in wealth management. Understanding generational differences is crucial for effective communication. Listening to clients can reveal valuable insights for service improvement. Change management is essential for adopting new technologies. Respecting clients' time enhances the quality of interactions. Success is defined by the impact you have on others. Involving the next generation in wealth management is vital for future success. Leadership is about serving others and fostering their growth. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

This week on the Team Lally Real Estate Radio Show, we interview Geena Akahoshi of American Floor and Home. We talk about the products and services that they provide and what makes them stand out from other flooring and home remodeling companies.We also have your favorite experts providing this week's tips. Jodie Tanga of Pacific Rim Mortgage gives us an update on the interest rate and how the Family Opportunity Mortgage works and what are its benefits. Bradley Maruyama of Allstate Insurance and Jake Kissack of Skyta Solar and Roofing give us their advice on what's the first step to take on filing an insurance claim.Who is Geena Akahoshi?Geena is a Client Advisor at American Floor and Home. She graduated with a Bachelor's degree in Mechanical Engineering and has her PE license. After four years of working as a consultant, Geena decided to bring her construction knowledge to American Floor and Home's General Contracting division. She went into home remodeling to help her client's dreams become a reality.American Floor and Home has been providing excellent service in home remodeling for 49 years. It has been locally owned and operated since 1974. They are known as Oahu's full-service flooring center providing high-quality flooring with in-house installation. To meet the needs of their loyal customers, they decided to expand their services into home remodeling and are proud to now be licensed general contractors for construction services and provide top-to-bottom kitchen and bath services. They are Hawaii's one stop-shop for home remodelling.To reach Geena Akahoshi, you may contact her in the following ways:Phone: (808) 832-2036Email: geenaa@americanfloorandhome.comWebsite: americanfloorandhome.com

This week on the Team Lally Real Estate Radio Show, we interview Geena Akahoshi of American Floor and Home. We talk about the products and services that they provide and what makes them stand out from other flooring and home remodeling companies.We also have your favorite experts providing this week's tips. Jodie Tanga of Pacific Rim Mortgage gives us an update on the interest rate and how the Family Opportunity Mortgage works and what are its benefits. Bradley Maruyama of Allstate Insurance and Jake Kissack of Skyta Solar and Roofing give us their advice on what's the first step to take on filing an insurance claim.Who is Geena Akahoshi?Geena is a Client Advisor at American Floor and Home. She graduated with a Bachelor's degree in Mechanical Engineering and has her PE license. After four years of working as a consultant, Geena decided to bring her construction knowledge to American Floor and Home's General Contracting division. She went into home remodeling to help her client's dreams become a reality.American Floor and Home has been providing excellent service in home remodeling for 49 years. It has been locally owned and operated since 1974. They are known as Oahu's full-service flooring center providing high-quality flooring with in-house installation. To meet the needs of their loyal customers, they decided to expand their services into home remodeling and are proud to now be licensed general contractors for construction services and provide top-to-bottom kitchen and bath services. They are Hawaii's one stop-shop for home remodelling.To reach Geena Akahoshi, you may contact her in the following ways:Phone: (808) 832-2036Email: geenaa@americanfloorandhome.comWebsite: americanfloorandhome.com

Lisa Hutter is a Partner and Client Advisor with IronOak Wealth, serving clients all over the country with offices in Austin, TX. Lisa works with active and retired business owners, multi-generational families and those going through transition (earning capabilities, divorce, inheritance). She welcomes those seeking a change in their financial advisor or who have never worked with an advisor. Lisa's approach is different than most in how she supports her clients and learns about their passions, fears, dreams and principles to help ensure they are reflected in their financial pursuits. By looking at all of the pieces together she is able to uncover opportunities to make the lives of each client easier and their legacies stronger. As a result, Lisa has often been described as a financial coach and even a consigliere. Lisa works side by side with her clients to create a financial plan. This plan acts as a north star and informs the customized approach she takes to managing investments and determining where and how insurance and annuities have a place in helping her clients attain their goals. She also offers fee based only financial planners for clients who manage their own investments or don't have liquid investments needing a professional money manager. In addition, she can provide trustee services and fractional family office services. Listen to this insightful RIA episode with Lisa Hutter about creating a better client experience with independent RIAs. Here is what to expect on this week's show: - How creating deep relationships with your clients is an important part of comprehensive financial planning. - Why having in depth conversations is vital and allows financial planners to focus more on their clients goals and less on investment performance. - How providing excellent customer service leads to getting more clients through referrals. - How being an independent RIA allows you to freedom to work with any client and to provide tailored financial planning without extra fees. - How the ability to offer unique and creative investment strategies differentiates IronOak Wealth from other firms. Connect with Lisa: Links Mentioned: ironoakwealth.com lisa@ironoakwealth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Achieving success with Olivia Atkin Ep 73 "Success Strategies For Building Generational Wealth with Craig Decker"Olivia talks personal and professional achievements with Craig Decker. Craig is the Managing Director and Client Advisor for the company Alex Brown, at Raymond James for the past 7 years. Craig works with individuals to provide multigenerational private wealth management advice for families. In addition, Craig works to help successful individuals, their families, and their foundations achieve their wealth management goals by creating comprehensive wealth management plans, both domestically and internationally that focus on accumulating, protecting, and transferring wealth. Join Olivia every Tuesday as she brings on top notch guests to talk about how they are Achieving Success! Career Development Book and More at Achieving-success.comStay Connected With Us:LinkedIn: https://www.linkedin.com/company/achieving-success-llcInstagram: @_achievingsuccessTwitter: @_achievesuccessYou can find Craig:LinkedIn: by searching Craig DeckerWebsite: DeckerGlobalWealth.comPhone: 410-525-6208Disclaimer:Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any opinions are those of Craig Decker and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected. There is no guarantee that these statements, opinions, or forecasts provided in the attached article will prove to be correct. Individual results may vary. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

This week, Nikki and Ali G speak with Elisa Ochoa, Client Advisor at Skellig Automation. They met Elisa at the Inductive Automation Ignition Community Conference in Folsom recently and had to have her on the show to learn more. Elisa moved to LA from Mexico for college and became a DeltaV engineer who recently made the move into a client advisory (ghasp sales) role at a systems integrator! They talk of the importance of finding the right fit for a solution, the negative perception of sales, and Elisa's own journey with podcasting. Check out her podcast Derrumbando El Muro (if you speak spanish).  Check out Elisa's LinkedIn page here.Support the Show.Co-Hosts are Alicia Gilpin Director of Engineering at Process and Controls Engineering LLC, and Nikki Gonzales Head of Partnerships at Quotebeam Follow us on Linkedin for live videos, demos, and other contentMusic by Samuel JanesAudio Editing by Laura MarsilioLeave us an audio message or get in touch at automationladies.io

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   David Clayman (http://www.twelvepointswealth.com/) is the co-founder and CEO of Twelve Points. A passionate advocate for entrepreneurs and business owners, he is best known for helping them define their freedom from their day-to-day chaos by finding clarity regarding what they want most out of life.   In this episode, Chris and Dave discuss: 1. How David Started His Own Practice 2. Reaching the $1 Billion Mark 3. What to Look For in a Partner 4. Having Honest Conversations With Clients LinkedIn: https://www.linkedin.com/in/daveclayman/  Website: http://www.twelvepointswealth.com/  Youtube: https://www.youtube.com/@TwelvePointsWealthManagement  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/@uhnwc Facebook: 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/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: 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 a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance. 

This episode is part of our Capital Series hosted by Jason Jacobs. This series explores a diverse range of capital sources and the individuals who drive them. From family offices and institutional LPs to private equity, government funding, and more, we take a deep dive into the world of capital and its critical role in driving innovation and progress. On today's MCJ Capital Series, we have two guests: Mark Berryman, Managing Director of Impact Investments, and Nick Flores, Managing Director of Impact Investing and Client Advisor for Caprock. Caprock is a multifamily office that provides customized, comprehensive and strategic financial solutions for a select number of families and foundations. They advise over $8 billion in assets of which over $2 billion has been allocated to impact investments. Caprock is a founding B corporation, which certifies that they meet the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose. In this episode, we cover: [2:05] An overview of Caprock[3:07] The roles and collaboration between the client advisory and investment research teams at Caprock[5:38] Caprock's approach to impact, due diligence and monitoring[8:48] The firm's emphasis on privates[18:21] Client demand for deeper and more niche impact investment opportunities[25:19] How Caprock thinks about return profiles[30:51] Criteria for manager and fund selection[34:13] Tracking specialists vs generalists[38:23] Nick and Mark's concerns and what excites them in the climate space[41:35] Caprock's interest in deep tech[45:00] Thoughts on first of its kind (FOAK)[47:31] Evolution of LP base and barriers holding it back[51:31] Continuous learning and knowledge sharing as a key aspect of Caprock's approach to impact investingResources mentioned: Caprock's Impact Investment Case StudyCorrection: In this episode, Jason mistakenly refers to Caprock as having over $8 billion in assets under management. Caprock advises over $8 billion in assets. Get connected: Jason Jacobs X / LinkedInMark Berryman LinkedInNick Flores LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Oct 12, 2023 (Published on Nov 1, 2023) 

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Michael Firestone, CFA, Founder and Managing Partner at Fire Capital Management ("FCM"). FCM is a boutique investment management firm that provides High Net Worth private wealth management, Ultra High Net Worth multi-family office advisory, and private foundation investment & impact OCIO services.In addition to his leadership and management responsibilities, Michael serves as lead Client Advisor, Portfolio Manager, and Investment Strategist. Prior to founding FCM, he served as Portfolio Manager and Managing Director at Fiduciary Trust International, a HNW wealth management and trust company. Listen to the full interview, where Michael discusses entrepreneurship and starting his own investment management firm.CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

Lisa is a Partner and Client Advisor with Iron Oak Wealth Management, serving clients all over the country with offices in Austin, TX. Her fascination with getting to know people, a penchant for planning and love of solving puzzles led her to become a Trust and Estate Attorney (currently non-practicing) over 25 years ago. Lisa has never stopped working on what she believes to be the most important skill – listening. As a result, she spends time learning about each clients' passions, fears, dreams and principles to help ensure they are reflected in their financial pursuits. By looking at all of the pieces together she is able to uncover opportunities to make the lives of each client easier and their legacies stronger while building a team of specialists around them. Her consistent process starts with a plan that acts as a north star serving as an ongoing blueprint for investing, saving, lending, fiduciary services, legacy planning and charitable giving. Before joining IronOak, Lisa advised clients on their estate and financial planning. She moved into executive leadership, spending over 9 years helping to manage the suite of wealth management offerings and teams at one of the World's largest banks. She then shifted her focus to her true passion, client service. Lisa has had multiple articles published in academic and trade journals, been interviewed for a range of diverse media channels, and conducted seminars on various topics.   Lisa graduated from Seton Hall University School of Law in 1997 and obtained her Master of Laws (LLM) in Taxation from Villanova University School of Law in 2002. She was raised in New York City and moved from Westchester County, NY to Austin, TX in 2016 with her husband and two daughters. As avid cross-fitters, Lisa and her husband have instilled in their children the importance of physical fitness, resilience, and community; teaching them from an early age that whether you believe you can or you believe you can't, you are right.  Website: https://www.ironoakwealth.com/ Contact:  lisa@ironoakwealth.com or (212) 844-9848Welcome to Make It Rain: Multifamily Real Estate Investing for Millennials!  We're Daisy and Luc, two millennials who love multifamily investing.  With every episode, whether we're discussing a special topic or have on an amazing guest, the goal is to provide education and resources for anyone interested in investing in multifamily real estate, especially if you're a millennial.  We're excited to chat with you about the what's, the why's, the how's, the who's.  The best way to show support is to share it with anyone who might benefit from it and leave us an awesome review. Check out our website at makeitraincapital.com for more goodies.  Take action on your financial future TODAY! For more info, check us out at makeitraincapital.com.

This week, John is joined by David Jean, CExP, CPA, CCIFP; James Moore, JD, CExP, CEPA & Mike Leannah, CExP to discuss the following question: As an attorney, a CPA, or a business consultant – if you were asked to assist with a client and discovered they had an existing advisor in your profession who is unqualified to advise the client, what actions could you take?Connect with David: https://arbcpa.com/david-jean/Connect with James: https://mooreandkerbawy.com/our-firm/Connect with Mike: https://businessvaluestrategies.com/about/Want to learn more? Go to: https://exitmap.com/meet-the-team/Connect with John: https://www.linkedin.com/in/johnfdini/============================================“In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.”John F. Dini, CEXP, CEPA ============================================

According to Cerulli's research, “22% of wealth managers said consolidating to a unified managed household (UMH) is a significant priority, with half reporting it as a moderate priority for their firm moving forward.” This discovery is aligned with wealth managers shifting away from transactional brokerage relationships and prioritizing fee-based assets. The Unified Managed Household (UMH) goes further than the Unified Managed Account (UMA), which aggregates accounts at an individual level. The UMH takes into account not only the client's financial situation but also that of their entire household. This week, Jack Sharry talks with Matt Belnap, Associate Director of Retail Distribution at Cerulli Associates, about the latest research in household-level management. Cerulli is a financial services industry leader providing market intelligence and strategic business recommendations. Matt is involved in the development of research across various aspects of retail financial services, including wealth management, managed accounts, and product development. He is involved in creating nine Cerulli reports spanning three research practices and oversees The Cerulli Edge—U.S. Advisor quarterly publication. In this episode, Matt talks with Jack about key challenges managed account sponsors face, why clients should seek more holistic financial advice, and why the household-level approach will take time. Key Takeaways [01:18] - What does the research show about unified managed households? [03:42] - Cerulli's research philosophy. [07:57] - Key challenges managed account sponsors face. [11:53] - Points of entry for account openings. [16:03] - What will progress look like? [20:35] - What will it take for clients to seek more holistic advice? [23:57] - The power of tax-deferred. [25:25] - Matt's key takeaways. [27:33] - How Matt spends his time outside of work. Quotes [06:11] - “It's a complete reframing of the advisor-client relationship, and it's something that is going to be pretty important for these advisors as they look to differentiate their practices going forward.” ~ Matt Belnap [20:39] “I think there's questions for some of the firms that haven't begun anything yet of, ‘Where do we start? How do we even begin to begin? To move into doing something like this? How do you eat an elephant? One bite at a time, but where does that first bite go?' And I think that's something that a lot of firms are grappling with in terms of, ‘how does this happen?'” ~ Matt Belnap [26:56] - “Don't wait for the perfect time to completely flip to a household-level approach because it's not going to be there. It's going to have to be piece by piece.” ~ Matt Belnap Links Matt Belnap on LinkedIn Cerulli Associates Franklin Templeton Goals Optimization Engine (GOE®) | Franklin Templeton Merrill Lynch New York Life Insurance Northwestern Mutual Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Today we're talking to Tony Davis, Chief Client Advisor at Broadcom. We discuss the true meaning of meaningful observability; why your NOC could also be your SOC, and the ROI you can actually realize by implementing meaningful observability. All of this right here, right now, on the Modern CTO Podcast!  For more about Broadcom, check out his website: https://www.broadcom.com/ Have feedback about the show? Let us know here Produced by ProSeries Media.

Find us on social media: Facebook & InstagramEmail us: hello@thetinlounge.com Discussion:Now more than ever, we must keep the customer satisfiedWhy the Cruise Industry Is Poised for a Banner YearHumanizing the client-advisor relationship As heard on Excess Baggage:Norwegian Cruise Line Brings Back COVID-19 RequirementsUniworld Announces Second "World" CruiseSouthwest puts a price tag on its holiday meltdown: $725M to $825MTurks and Caicos still requires vaccinations. That hasn't changed its popularity.Caribbean Enters New Year With Confidence HighThailand Reimposes COVID-19 Travel RestrictionsStats: Travelers More Inclined to Buy Insurance in 2023Quiiky Tours Launches “White Lotus” Guided Tour in SicilyDelta to Give Free In-Flight Wi-Fi to All SkyMiles MembersSee omnystudio.com/listener for privacy information.

Download Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com Jorge Padilla (https://www.meirawealth.com/) is a principal, senior client advisor and director of investments at Meira, an independent financial advisory firm. In this episode Brian and Jorge discuss: Pro Tips For Transitioning a Client to a New Advisor How to Build and Lead a Financial Advisor Team Remote Working in Financial Services Getting Your First Client as a Financial Advisor How To Convert Your Clients' Children Into Clients And so much more! To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://financialadvisorsworkshop.com/ Interested in working at FourStar: https://financialadvisorsworkshop.com/advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors 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. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

Corinna Witzel ist Vorstandsmitglied der UN Women Deutschland und langjähriges Mitglied des ZONTA Club Koblenz, in dem sie sich u.a. für Frauenrechte und speziell auch gegen Gewalt an Frauen engagiert. Beruflich arbeitet sie als Client Advisor bei der MERCK FINCK A QUINTET PRIVATE BANK und berät in punkto Geldanlagen. Alljährlich findet am 25. November der Internationale Tag zur Beseitigung von Gewalt gegen Frauen statt, auch Orange Day genannt. Er ist Teil der UN-Kampagne „Orange The World“, die stets vom 25. November bis zum 10. Dezember (dem Tag der Menschenrechte) stattfindet und von UN Women durchgeführt wird. Seit Jahren gestaltet Corinna Witzel die Aktion in oder um Koblenz an diesem Tag mit, um dem Thema mehr Aufmerksamkeit zu verschaffen und ein Zeichen zu setzen. In diesem Jahr haben sich sechs Frauen-Organisationen zusammengetan und gemeinsam eine Aktion auf die Beine gestellt. Ab 19 Uhr laden sie zur Podiumsdiskussion auf dem Deinhardplatz vor dem Theater Koblenz ein, an der unter anderem Oberbürgermeister David Langner teilnehmen wird. Anders als in den letzten Jahren werden keine Gebäude in oranges Licht getaucht, aber man hat sich dafür etwas anderes überlegt. Corinna Witzel erzählt von der Veranstaltung, berichtet von ihren Erfahrungen mit Projekten im Frauenhaus, gibt Einblick in die Statistik und erklärt, warum das Thema Gewalt gegen Frauen aktueller denn je ist. Hilfetelefon für Frauen (in 17 Sprachen): 08000 116 016 Link zum Orange Day Koblenz: https://www.orangetheworld.de/ Bei der zu Beginn der Folge abgespielten Sequenz handelt es sich um den Ausschnitt aus einem Zonta-Spot.

This podcast assesses risk at the interface of insurance and real estate with Andrea Pelletier, Client Advisor and Agency Partner at Gulfshore Insurance. While much of the content relates to the industry in Florida, we also discuss why Superstorm Sandy's transition to an extratropical cyclone saved homeowners money on their insurance deductible in New Jersey and New York.

This week on the Team Lally Real Estate Radio Show, we interviewed Chastity Baysa-Chun of American Floor and Home. We talked about how American Floor and Home can be your one-stop shop for home remodeling and what their latest special offers are.We also have your favorite experts providing this week's tips on property management, mortgage loans, home inspection and home insurance!Who is Chastity Baysa-Chun?Chastity Baysa-Chun was a former Client Advisor and now the Assistant Sales Manager of American Floor and Home. She was born and raised in Maui and took up Marketing at the University of Hawaii in West Oahu.American Floor and Home was originally named The Carpet Shoppe when it was opened by David Arita in 1974. Now it is considered to be the Honolulu HI Area's most trusted service provider when it comes to home remodelling. To reach Chastity, you may contact her in the following ways:Phone:  808-832-2000Email: chas.baysachun@americancarpetone.com/ info@americanfloorandhome.comWebsite:  www.americanfloorandhome.comSocial media: https://www.instagram.com/americanfloorandhome and https://www.facebook.com/americanfloorandhome        

This week on the Team Lally Real Estate Radio Show, we interviewed Chastity Baysa-Chun of American Floor and Home. We talked about how American Floor and Home can be your one-stop shop for home remodeling and what their latest special offers are.We also have your favorite experts providing this week's tips on property management, mortgage loans, home inspection and home insurance!Who is Chastity Baysa-Chun?Chastity Baysa-Chun was a former Client Advisor and now the Assistant Sales Manager of American Floor and Home. She was born and raised in Maui and took up Marketing at the University of Hawaii in West Oahu.American Floor and Home was originally named The Carpet Shoppe when it was opened by David Arita in 1974. Now it is considered to be the Honolulu HI Area's most trusted service provider when it comes to home remodelling. To reach Chastity, you may contact her in the following ways:Phone:  808-832-2000Email: chas.baysachun@americancarpetone.com/ info@americanfloorandhome.comWebsite:  www.americanfloorandhome.comSocial media: https://www.instagram.com/americanfloorandhome and https://www.facebook.com/americanfloorandhome        

When it comes to networking, we all know the importance of making a good impression. But let's be honest - sometimes, schmoozing can feel like a bit of a chore. You find yourself shaking hands and exchanging business cards with people you'll probably never see again, all while trying to keep a smile plastered on your face. It can be exhausting! So how can you network without feeling like a phony? Well, this week's guest knows a thing or two about how to network…authentically. Ted Pizzo is a Sr. VP & Client Advisor at Lockton and the President of the Northeast Executive Advisory Group (www.northeastexecutives.com), which started in 2004. The Northeast Executive Advisory Group (NEAG) includes thousands of executives, professionals and community leaders who help each other grow their respective businesses, offer support with referrals, collaborate on philanthropic endeavors and assist those between jobs land in the right place. In this episode, you'll hear Ted share stories from his career, why he started NEAG and how building authentic connections is at the center of it all. Connect with Ted on LinkedIn Steve Pinker Ted Talk Get in touch with Ted: tpizzo@lockton.com If you'd like quick tangible tips and practical corporate career advice to level up your authentic leadership, download the 10 simple “plays” to stop selling out and start standing out at https://bauthenticinc.mykajabi.com/freebie   To connect with Erin and/or Nicole, email: hello@bauthenticinc.com  If you like jammin' with us on the podcast, b sure to join us for more fun and inspiration!  Follow b Cause on Twitter (really it's mostly Nicole)   Follow Erin on LinkedIn or Instagram  Join the b Cause Podcast Facebook Group    Take our simple, fun and insightful"What's your workplace superhero name?”quiz  Unleash your Authentic Superpower with Erin's book,"You Do You (ish)" Check out our blog for more no-BS career advice Work with Us Or just buy some fun, authentic, kick-ars merch here DISCLAIMER: This episode is not explicit, though contains mild swearing that may be unsustainable for younger audiences. Tweetable Comments “I've always had a strong visual of that person that I wanted to be.” “I try to stay in the moment if I'm not thinking, ‘oh, what do I want to get from this?' it keeps the experience as positive as possible.” “You to have courage. You have to be sure about what you stand for and what you represent.” “People are less inspired by the words you say, and more by the actions you display.” “Know what depletes your energy and know what boosts your energy and actively seek out and consume generously those things that boost your energy.”  

When it comes to networking, we all know the importance of making a good impression. But let's be honest - sometimes, schmoozing can feel like a bit of a chore. You find yourself shaking hands and exchanging business cards with people you'll probably never see again, all while trying to keep a smile plastered on your face. It can be exhausting! So how can you network without feeling like a phony? Well, this week's guest knows a thing or two about how to network…authentically. Ted Pizzo is a Sr. VP & Client Advisor at Lockton and the President of the Northeast Executive Advisory Group (www.northeastexecutives.com), which started in 2004. The Northeast Executive Advisory Group (NEAG) includes thousands of executives, professionals and community leaders who help each other grow their respective businesses, offer support with referrals, collaborate on philanthropic endeavors and assist those between jobs land in the right place. In this episode, you'll hear Ted share stories from his career, why he started NEAG and how building authentic connections is at the center of it all. Connect with Ted on LinkedIn Steve Pinker Ted Talk Get in touch with Ted: tpizzo@lockton.com If you'd like quick tangible tips and practical corporate career advice to level up your authentic leadership, download the 10 simple “plays” to stop selling out and start standing out at https://bauthenticinc.mykajabi.com/freebie   To connect with Erin and/or Nicole, email: hello@bauthenticinc.com  If you like jammin' with us on the podcast, b sure to join us for more fun and inspiration!  Follow b Cause on Twitter (really it's mostly Nicole)   Follow Erin on LinkedIn or Instagram  Join the b Cause Podcast Facebook Group    Take our simple, fun and insightful"What's your workplace superhero name?”quiz  Unleash your Authentic Superpower with Erin's book,"You Do You (ish)" Check out our blog for more no-BS career advice Work with Us Or just buy some fun, authentic, kick-ars merch here DISCLAIMER: This episode is not explicit, though contains mild swearing that may be unsustainable for younger audiences. Tweetable Comments “I've always had a strong visual of that person that I wanted to be.” “I try to stay in the moment if I'm not thinking, ‘oh, what do I want to get from this?' it keeps the experience as positive as possible.” “You to have courage. You have to be sure about what you stand for and what you represent.” “People are less inspired by the words you say, and more by the actions you display.” “Know what depletes your energy and know what boosts your energy and actively seek out and consume generously those things that boost your energy.”  

 In this episode we speak to Frankie about how he started his successful youtube channel frankietech and how that eventually led him to delve deeper into his passion for watches. 

Personal auto is one of the most needed types of insurance across the United States but is often misunderstood. In this episode of GYC, H&B's Lindsay Bergeron breaks down personal auto insurance for listeners. Lindsay is a licensed agent and Client Advisor with the firm.  To learn more about Hickok & Boardman Insurance Group or view job opportunities, visit www.hbinsurance.com 

You can ESCAPE the FIRE and not be traumatized by Domestic Violence. I went through the fiery furnace, but it did not consume me. In this segment, Vicky Holt shares how she finally broke free from emotionally, mentally, and physically domestic violence after 20 years. Making it out of this circumstance has given her the strength to share her story through advocacy work, writing a book, and speaking engagements. See video here - https://youtu.be/JhH9e8AhvMQ WHO IS VICKY? Vicky Holt is a divorced mother of two daughters living in North Carolina. During the day she is a Client Advisor for an insurance carrier but in her spare time, she is an author, domestic violence blogger and studying to be a certified Christian Mental Health Coach. Vicky's passion is to someday own her own domestic violence advocacy agency geared to help others who have experienced abuse. Vicky's story is an inspiring story about having faith in the most difficult and humbling circumstances. It is about deliverance and redemption showing that you can be free from any situation and finally live in peace! VICKY'S CALL TO ACTION Live in Peace! This is my tag line on all my blog posts! It is so important to strive to live life abundantly, happy and in peace! www.queenlivinginyou.com www.cokiviva.myShopify.com https://www.instagram.com/infinitefavor37/ GENESIS'S INFO https://thehello.llc/GENESISAMARISKEMP CALL TO ACTION Subscribe to GEMS with Genesis Amaris Kemp Channel, Hit the notifications bell so you don't miss any content, and share with family/friends. **REMEMBER - You do not have to let limitations or barriers keep you from achieving your success. Mind over Matter...It's time to shift and unleash your greatest potential. If you would like to be a SPONSOR or have any of your merchandise mentioned, please reach out via email at GEMSwithGenesisAmarisKemp@gmail.com --- Send in a voice message: https://anchor.fm/genesis-amaris-kemp/message Support this podcast: https://anchor.fm/genesis-amaris-kemp/support

Listen to Michael Cembalest, Chairman of Market and Investment Strategy, Monica Dicenso, Head of Global Investment Opportunities Group, and Kathryn Pasqualone, Client Advisor, North America Institutional, discuss the current situation in Russia and Ukraine, and the implications for investors.

This week on the Team Lally Real Estate Radio Show, we interview Chastity Baysa-Chun of American Floor and Home. We'll talk about how American Floor and Home can be your one-stop shop for home remodeling.We also have your favorite experts providing this week's tips on property management, mortgage loans, home inspection and home insurance!Who is Chastity Baysa-Chun?Chastity Baysa-Chun was born and raised in Maui and currently resides in Makakilo. She took up Marketing at the University of Hawaii in West Oahu. She is currently a Client Advisor for American Floor & Home. American Floor & Home is your One-stop shop for all your remodeling needs. Their professional project managers make shopping easy by helping you to select the right product to fit your lifestyle, and their professional in-house installers will do the job right to your complete satisfaction.To reach Chastity you may contact her in the following ways:Phone: 808.832.2043Email: chastityb@americanfloorandhome.comWebsite: https://www.americanfloorandhome.com/Social media: https://www.instagram.com/americanfloorandhome/

This week on the Team Lally Real Estate Radio Show, we interview Chastity Baysa-Chun of American Floor and Home. We'll talk about how American Floor and Home can be your one-stop shop for home remodeling.We also have your favorite experts providing this week's tips on property management, mortgage loans, home inspection and home insurance!Who is Chastity Baysa-Chun?Chastity Baysa-Chun was born and raised in Maui and currently resides in Makakilo. She took up Marketing at the University of Hawaii in West Oahu. She is currently a Client Advisor for American Floor & Home. American Floor & Home is your One-stop shop for all your remodeling needs. Their professional project managers make shopping easy by helping you to select the right product to fit your lifestyle, and their professional in-house installers will do the job right to your complete satisfaction.To reach Chastity you may contact her in the following ways:Phone: 808.832.2043Email: chastityb@americanfloorandhome.comWebsite: https://www.americanfloorandhome.com/Social media: https://www.instagram.com/americanfloorandhome/

We welcome Pete Child in this episode of the GYC podcast. Pete is a Client Advisor at Hickok & Boardman and, in this episode, he breaks down the basics of how Workers Compensation is priced, which has several different pricing factors.  If you'd like to learn more about Hickok & Boardman, connect with a member of our team, or learn about our job openings, visit us at www.hbinsurance.com.   

In this episode of the Neutral Zone Podcast, we talk with Mark Toof, Agent and Client Advisor for Sports Professional Management.  Learn about his development as a hockey player, coaching career and eventual role as a hockey agent and client advisor. EPISODE BREAKDOWN:0:00: Introduction Let us know what you think on Twitter: https://twitter.com/_Neutral_ZoneSound effects obtained from https://www.zapsplat.com NEUTRAL ZONE SCOUTING:MENS: https://www.neutralzone.net/mens/WOMENS: https://www.neutralzone.net/womens/

In this episode of GYC, Carla Boardman-Smalling joins us to discuss one of the more common questions we receive: the difference between the purchase price, assessed value, and replacement cost limits on your homeowner's policy. Carla is a Vice President and Client Advisor with Hickok & Boardman Insurance Group and has specialized in personal insurance throughout her career.    If you'd like to learn more about Hickok & Boardman Insurance Group, please check out our website: www.hbinsurance.com/. Don't forget to follow us on LinkedIn, Facebook, and Instagram! 

Jared Burns is a Financial Advisor with Donlan Wealth Management.  Matt Craig is a Loan Officer with Inland Bank.  Ryan Lee is a Client Advisor at Hickok & Boardman Insurance Group.  Team Trombley/Burns plays Team Craig/Lee this Saturday in the 3rd Annual For The Kids Charity Golf Classic.

Brannon joined Simon Quick in April of 2019 and helped extend the firm's reach into the Rocky Mountain region by establishing an office in Denver. He is responsible for new business development and works closely with his Client Advisory team to provide ongoing services to Simon Quick clients.Prior to joining Simon Quick, Brannon was director of client relations and a registered investment advisor representative for a Denver-based asset management firm. He also had a 15-year career as a college administrator, including a 10-year stint as a development officer at Bowdoin College.Brannon is a CERTIFIED FINANCIAL PLANNER – TM and holds degrees from Colgate University, CU-Boulder, and Dominican University of California. He remains involved with higher education by volunteering for Greenhouse Scholars as a mentor, selection committee member and member of the Development and Advisory Board.Brannon, his wife Mandy, and his daughters Waverly and Layla enjoy a variety of active outdoor pursuits and host a revolving cast of foster pets for Mandy's nonprofit animal rescue, Old Dogs New Digs.Learn More: https://simonquickadvisors.com/ The thoughts and views presented are those of the speaker and do not necessarily represent the views of Simon Quick Advisors, LLC. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for a portfolio or individual situation, or prove successful. This information is intended to be for general and educational purposes only. One should not make any decision, financial, investment, trading or otherwise, based on any of the information without undertaking independent due diligence and consultation with a professional advisor of his/her choosing. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. To the extent that a reader has any questions regarding the applicability of any specific issue discussed to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Simon Quick Advisors is neither a law firm nor a certified public accounting firm and no information presented should be construed as legal or accounting advice. Simon Quick Advisors is an SEC registered investment advisor with offices in Morristown, NJ; Chattanooga, TN and Denver, CO. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request. References to Simon Quick Advisors as being “registered” does not imply a certain level of education or expertise.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brannon-fisher-director-principal-and-client-advisor-of-simon-quick-advisors

Brannon joined Simon Quick in April of 2019 and helped extend the firm's reach into the Rocky Mountain region by establishing an office in Denver. He is responsible for new business development and works closely with his Client Advisory team to provide ongoing services to Simon Quick clients.Prior to joining Simon Quick, Brannon was director of client relations and a registered investment advisor representative for a Denver-based asset management firm. He also had a 15-year career as a college administrator, including a 10-year stint as a development officer at Bowdoin College.Brannon is a CERTIFIED FINANCIAL PLANNER – TM and holds degrees from Colgate University, CU-Boulder, and Dominican University of California. He remains involved with higher education by volunteering for Greenhouse Scholars as a mentor, selection committee member and member of the Development and Advisory Board.Brannon, his wife Mandy, and his daughters Waverly and Layla enjoy a variety of active outdoor pursuits and host a revolving cast of foster pets for Mandy's nonprofit animal rescue, Old Dogs New Digs.Learn More: https://simonquickadvisors.com/ The thoughts and views presented are those of the speaker and do not necessarily represent the views of Simon Quick Advisors, LLC. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for a portfolio or individual situation, or prove successful. This information is intended to be for general and educational purposes only. One should not make any decision, financial, investment, trading or otherwise, based on any of the information without undertaking independent due diligence and consultation with a professional advisor of his/her choosing. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. To the extent that a reader has any questions regarding the applicability of any specific issue discussed to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Simon Quick Advisors is neither a law firm nor a certified public accounting firm and no information presented should be construed as legal or accounting advice. Simon Quick Advisors is an SEC registered investment advisor with offices in Morristown, NJ; Chattanooga, TN and Denver, CO. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request. References to Simon Quick Advisors as being “registered” does not imply a certain level of education or expertise.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brannon-fisher-director-principal-and-client-advisor-of-simon-quick-advisors

Episode 1: When Consumers Complain: How consumers make effective complaints Frederick Way, Head of CEDR Foundation speaks with Pablo Cortes, Professor of Law with expertise in Dispute Resolution and Consumer Law at the University of Leicester, and Nina Kelley, Quality Assurance Manager at CEDR. Dispute Resolution in Consumer Law is a vast and developing field. The CEDR Foundation thought leadership series ‘Understanding Consumer Disputes' aims to explore the developing landscape to understand the latest trends and best practice. The series will look with experts at topics about the complaints themselves, how to build consumer trust, accessibility and vulnerability and the law. In Episode 1 When Consumers Complain: How consumers make effective complaints, Frederick Way, is joined in conversation by two practitioners in the field of consumer disputes Professor Pablo Cortes and Nina Kelley. In this episode, they explore the consumer complaints process and their relationship with the dispute resolution landscape, the practicalities of complaining and they look at what the future of consumer complaints could look like. Professor Pablo Cortes has a chair in Civil Justice at Leicester Law School where he teaches and conducts research in the field of dispute resolution, civil procedure and consumer law. He regularly acts as an independent adjudicator or arbitrator for a variety of civil disputes, including aviation, water, telecommunications, landlord-and-tenant, and domain names. Nina Kelley joined CEDR in 2016 and has worked in the Consumer team and as a Client Advisor on the Commercial Team. She is currently the Quality Assurance Manager heading the team of Quality Assurance Adjudicators at CEDR and is jointly responsible for over 25,000 consumer cases and 10,000 consumer Adjudications annually. This podcast series is part of CEDR's not-for-profit Foundation activity which undertakes cutting edge alternative dispute resolution research and innovation as well as addressing key issues facing wider society.

When you were growing up, the phrase wealth management was akin to a craniotomy. You knew that it was something that was done, but you didn't actually know how people did it. When it comes to wealth management or a craniotomy, you're best off working with an expert. This week Joe is joined by an expert on the former, not the latter, his name is Zachary Garber, and he's a Vice President and Client Advisor at Alex Brown, a division of Raymond James. Zach specializes in custom portfolios that overlay alternative investments, including private equity, hedge funds, and real estate solutions.

Like any relationship, sometimes the dynamic between two parties simply doesn't work.  This can be true in an advisor-client relationship as well.Today, Amy Walls of Thimbleberry Financial explains the unique, mutually responsible relationship she maintains with her clients, and what happens when this dynamic works well - a tandem of strategy and wealth management.  Thimbleberry and clients both have action items after every meeting.Sometimes, this approach isn't the right fit.  Clients may become unresponsive, or they may decide this isn't the right type of relationship for them.  In these cases, Amy explains how both parties can exit the relationship.Contact:Thimbleberry Financial Website: https://thimbleberryfinancial.com/Or call: 503-610-6510

On episode 19, we met with Ethan Pitt. Ethan is a Technology and Innovation Start-up Advisor for America's SBDC Iowa. He is a very experienced individual with an excitement for innovation in the technology space. Listen to hear more about what SBDC does and what role Ethan plays as an advisor.   To learn more about SBDC: https://iowasbdc.org/

In this episode, we look back on how JJ and I first met, how he became my Client Advisor for my company, Sales Driven Agency, addressing common sales objections, account-based selling, founder-based selling, and the Trust Transaction Ladder. Whether you're the CEO or founder of a 7 to 8-figure agency or you're still building out your company, you'll definitely get something out of this episode.This Cast Covers: A quick recap of how we got acquainted (04:30)  What we're drinking at the moment (06:45)  Why most agency owners are reluctant to try outbound sales (11:10)  Is outbound sales really effective for digital agencies? (12:11)Joey breaks down the basic definition of sales (14:14)How do you build trust when reaching out to possible prospects? (16:20) The 2 types of sales most B2B companies practice (16:30)Why we recommend doing account-based selling (17:40)How to overcome the challenges in doing cold outreach (27:02)The Trust Transaction Ladder (29:03)When is the right time to hire a sales team or salesperson? (32:04)Why startup agency owners should focus on becoming a founder-based seller (35:58)Investing in yourself is probably the greatest investment you will ever make (36:36)Things to consider before hiring salespeople (37:23)What's worth investing in if you're a growth-minded CEO (39:47)Why I prioritize investing heavily on a personal business coach, mentors, and masterminds (44:42)The 5 categories of investments you can make as a leader (46:51)Why success is 80% mindset, and only 20% strategy and skills (48:24)JJ talks about how being in the Sales Driven Agency was a mindset shift for him (51:20)Addressing a common fear of agency owners who don't want to invest in their people (55:43)Additional Resources:The Sales Driven AgencyThe Best Damn Agency MastermindConnect with JJ on Linkedin

Jarrod Upton is a Senior Consultant and CEO, and Brandon Moss is a Senior Consultant, at Herbers & Company, a management and growth consulting firm serving the financial planning industry. Both started on the client side of the industry but found their place and their passion in the consulting world. In this episode, we’re discussing how Jarrod and Brandon got started in the financial planning industry and what prompted them to move from advisor to consultant. They also share what skills and experience are needed to succeed in a career as a consultant, the skill sets that new planners should develop to position themselves as a leader, and what some of the top barriers firms face when they are growing and scaling. You can find show notes and more information by clicking here: https://bit.ly/3bs6Zxh

Julian Bostic joined Vista Equity Partners in 2018. Mr. Bostic is responsible for leading Vista's Capital & Partner Solutions engagement and development efforts throughout the Midwest and Texas. Prior to joining Vista, Mr. Bostic worked as a Managing Director and Client Advisor in the Institutional Client Group at Neuberger Berman, where he focused on corporations, public funds, endowments and foundations, and family offices in the Midwest and Texas. Before his time with Neuberger Berman, Mr. Bostic spent 13 years at J.P. Morgan Asset Management, where he served as a Client Advisor in the Institutional Americas Group and as a Portfolio Manager in the Private Equity Group. Education: B.B.A. in Marketing, Howard University + M.B.A in General Management, Duke University --- Send in a voice message: https://anchor.fm/humovemakers/message Support this podcast: https://anchor.fm/humovemakers/support

Episode Title: Andrew Yang, Client Advisor at Casa Inc.Interviewer: Bradley Caro CookInterviewee: Andrew YangIn this Career Up Now Socially Distant Close Up podcast, Bradley Caro Cook interviews Andrew Yang, who is a Bitcoin and crypto researcher obsessed with the Lightning Network.Let's join Andrew Yang and our host Bradley Caro Cook for this thought provoking conversation.Nonprofit, Fundraising, CareerUpNow.org, Careers, Entrepreneurship, Investing, Management, Marketing, Courses, How To, Language Learning, Self-Improvement, Business news, Business, Education, History, Society and Cilture, Technology, Religion and Spirituality, Judaism, Religion, Spirituality, Documentary, Personal Journals, Philosophy, Places and Travel, Relationships

Andrew Yang is Client Advisor at Casa, a cyber security company that helps you store your Bitcoin with multiple custodian solutions.    Andrew and I discuss: - His Bitcoin journey - mission work - therapy/discovering yourself - economics - debt   and then some...   Check out my music video"ETF" HERE https://www.youtube.com/watch?v=ZTSHhwyrB9o Join the band at ETF615.com Citadel21 Volume 6 https://www.citadel21.com/etf-economic-earworms-of-the-sound-money-revolutionhttps://www.citadel21.com/   To learn more about Bitcoin fundamentals... Go to: - bitcoinonepager.com OR - bop.one   Hope you're saving savings by stackin' those sweet, sweet, sats at savingsavings.io (AKA) SwanBitcoin.com/phil Get 10% off the SHAmory game at checkout when you use the promo code Phil10 Rate, Subscribe, and Review the show, and share it with someone who's curious about Bitcoin and needs a place to start.

Do you dread the time of year when you have to file your taxes? Do you feel overwhelmed about how to file or all of the information you need?  In this episode, Malcolm Ethridge is joined with Erica James, Manager and Client Advisor at SBSB Financial Advisors, and they dive into the conversation about tax … Continue reading Episode 4 – It's Tax Time. Should You DIY or Hire a Pro? — with Erica James →

Unit Owner Versus Association: What is Covered, What is NotIn this episode we sit down with Jeff Sanders, Client Advisor at Gulfshore Insurance to discuss what is and isn't covered by your association Property policy, and who's policy (the Association's or the unit owner's) policy is responsible for certain property in an insurable event.  Episode Notes: Host & Producer: Kevin S. Konecny, CAM Email: Kevin@educationpathways.biz Web: http://www.educationpathways.bizGuest: Jeff Sanders, Client Advisor Gulfshore Insurance Email: JSanders@gulfshoreinsurance.com Web: http://www.GulfshoreInsurance.com Direct: 239.430.7532

Show notes: https://www.valuecapturellc.com/he32 Learn about an interactive simulation workshop that Bill is teaching and moderating: https://valuecapturellc.com/shingo-discover-excellence-virtual-workshop-february-2-3-2021/ Welcome to Episode #32 of Habitual Excellence, presented by Value Capture. Our guest today is Bill Boyd, a Client Advisor with Value Capture. Bill Boyd is a seasoned healthcare professional with over a decade of practice integrating process improvement methodologies into how he leads. He is passionate about collaborating with healthcare teams to create better care experiences and outcomes for patients and families. He joined Value Capture after 13 years at the health system ThedaCare Host Mark Graban and Bill have a free-flowing conversation about thinking of improvement as a series of experiments. Bill talks about the need to be disciplined and to follow the full Plan Do Check Act (or Plan Do Study Adjust) cycles. When is "failure" in our attempts to improve to be expected (if not celebrated) and when is it a major problem. Bill and Mark talk about that and more.

Jared Burns is a Financial Advisor at Donlan & Barcomb Wealth Advisors.  Ryan Lee is a Client Advisor at Hickok & Boardman Insurance Group.  Meghan Weeden is Territory Manager for Casella Waste Systems & current President of Adirondack Young Professionals.   Jared Burns @pburghburns Ryan Lee @ry_c_lee Meghan Weeden @weedenmh    

I interviewed Mark Roellig | Senior Client Advisor at Perkins Coie on Friday, June 26th, 2020. We discussed several topics such as: Embracing Self-awareness  Surrounding Yourself with Diverse People & Perspectives What General Counsel look for?  The Value of an MBA  Training People to Leave Streamlining the Interview Process People that Come to Win vs. to Play Board Advice  Adding Value to Your Team  Career Advice for Those Stuck What Do Lawyers Really Bring? The Evolution of In-House Counsel Recommended Biographies _______________________________________________ Give Feedback Please share your feedback for the show, who I should interview, and the topics that interest you right now.  _______________________________________________ Links referred to in this episode: Mark Roellig | Perkins Coie Profile Mark Roellig | LinkedIn Profile National Law Journal | America's 50 Outstanding General Counsel 2016 Ethisphere | 2016 Attorneys Who Matter List ACC Docket | Leadership Lessons: Mark Roellig Reflects on 45 Years of Working Charlie Russ | Mentor Profile Walter Issacson | The Innovators: How a Group of Hackers, Geniuses, and Geeks Created the Digital Revolution Nancy Koehn | Forged in Crisis: The Power of Courageous Leadership in Turbulent Times Pia Flanagan | Chief of Staff to the CEO at MassMutual Dominic Blue | Head of Strategy Planning & Delivery at MassMutual   Brian Garner | Editor in Chief of Black's Law Dictionary | Twitter Account Charles Craver | George Washington Professor Patricia Diaz Dennis | Former Commissioner of the Dept. of Labor Jim Collins | Good to Great: Why Some Companies Make the Leap & Others Don't Eric Schmidt | How Google Works

In this episode, we chat with Joe Thompson, Partner, Client Advisor at Gulfshore Insurance, about how an association can best mitigate the risks associated with vendors who work on association property.Episode Notes:Host & Producer: Kevin S. Konecny, CAMEmail: Kevin@educationpathways.bizWeb: http://www.educationpathways.bizGuest: Joe Thompson, Partner, Client AdvisorGulfshore InsuranceEmail: jthompson@gulfshoreinsurance.comWeb: http://www.GulfshoreInsurance.comDirect: 239.435.7140

In this episode, we chat with Joe Thompson, Partner, Client Advisor at Gulfshore Insurance, about how an association should approach selecting an insurance agent, or their “Agent-of-Record,” and why choosing the right agent really matters.Episode Notes:Host & Producer: Kevin S. Konecny, CAMEmail: Kevin@educationpathways.bizWeb: http://www.educationpathways.bizGuest: Joe Thompson, Partner, Client AdvisorGulfshore InsuranceEmail: jthompson@gulfshoreinsurance.comWeb: http://www.GulfshoreInsurance.comDirect: 239.435.7140

In this episode we sit down with Jeff Sanders, Client Advisor at Gulfshore Insurance to discuss some of the standard policy exclusions as well as carrier specific exclusions that association managers and board members may not be aware of.  We also discuss whether or not association insurance policies provide coverage for COVID-19. Episode Notes:Host & Producer: Kevin S. Konecny, CAMEmail: Kevin@educationpathways.bizWeb: http://www.educationpathways.bizGuest: Jeff Sanders, Client AdvisorGulfshore InsuranceEmail: JSanders@gulfshoreinsurance.comWeb: http://www.GulfshoreInsurance.comDirect: 239.430.7532

Advisors, have you checked in with your clients recently?  Adam Boyer, Head of Business Development for Emotomy at Northern Trust joins Laura Gregg and David Partain to discuss the importance of advisor-client relationships and what it takes to build client trust.  Together, they explore the role technology plays in communication and the need for maintaining … Continue reading Ep 27: Cultivating Meaningful Client-Advisor Relationships — With Adam Boyer →

Carla Harris is an influential leader, public speaker, and an accomplished gospel singer. She has been a force on Wall Street for over 20 years where she is currently Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley Investment Management. Carla was named to Fortune Magazine's list of “The 50 Most Powerful Black Executives in Corporate America.” In 2013, she was appointed by President Barack Obama to chair the National Women's Business Council. Carla is also the author of the books Strategize to Win and Expect to Win.

Petrendologist Charlotte Reed and Michael Fleck, DVM, talk with Accredited Financial Counselor, Todd Christensen, Education Manager at MoneyFit.org about budgeting with pets; Kristen Lynch, Executive Director of The North American Pet Health Insurance Association, about new developments in pet insurance; and Client Advisor at Mercer Advisors, Lawrence Solomon, about charitable pet giving.

Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success.Come explore relevant financial topics with our team!Important legal disclosure: http://bit.ly/2DC250b

Carla Harris has been a force on Wall Street for over 20 years where she is currently a Managing Director in the Institutional Advisory Group at Morgan Stanley Investment Management. Carla was named to Fortune Magazine's list of "The 50 Most Powerful Black Executives in Corporate America," and in this episode of Framework Leadership, she shares with Kent Ingle on how having no excuses helped her succeed in life and in faith.   To connect with Kent Ingle: www.kentingle.com Twitter: @kentingle Facebook: https://www.facebook.com/kent.ingle/

Zack Garber, Client Advisor, Vice President, Alex. Brown, A Division of Raymond James, joins us to talk about wealth management and educating the next generation on how to manage and invest their capital. Subscribe on iTunes: https://apple.co/2w2bIAS Follow us @influencercollectivedc -- Any opinions are those of the speaker and not necessarily Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.