Podcasts about evervest

Are you ready to take your financial advisory practice to new heights? Welcome to the Evolving Advisor Podcast, where independent financial advisors get the tools, insights, and knowledge they need to excel in business and life. Join host Jeff Concepcion as he leverages over 30 years of industry experience to guide you on a journey of growth and transformation. In this episode, Jeff is joined by two remarkable guests and partners at Stratos Wealth Partners, Elizabeth Mahoney and Micah Kelley, who share their invaluable experiences in building and leading high-performing teams. Tune in to hear Elizabeth Mahoney, Co-President of EverVest, and Micah Kelley, President of Kelley Financial Group, discuss their journey from solo practitioners to leaders of thriving, multi-member teams. Gain practical insights on team building, client relationships, and the strategic investments that drive growth. Key Topics Covered: - Elizabeth Mahoney's Journey: From a sole practitioner to leading a team of ten. Discover how she transitioned from a small practice to a robust, growing business. - Micah Kelley's Path: Learn about Micah's experience growing Kelley Financial Group from a modest start to managing over $700 million in assets. - Team Building: Strategies for assembling and expanding a team, including the roles and functions essential for a thriving practice. - Community Involvement: The impact of community engagement and organizations like Rotary on professional growth and personal fulfillment. - Ownership Mindset: How transitioning to a partner role changes your perspective and drives business decisions. Reinvestment Strategies: The importance of reinvesting in your business and your people for long-term success. - Insourcing vs. Outsourcing: Balancing in-house expertise with external support to maximize efficiency and growth. - Servant Leadership: Leading by example and prioritizing the well-being of your team and clients to achieve collective success. Practical Benefits: - Inspiration and Motivation: Hear real-life stories of success and the challenges overcome by industry leaders. - Expert Insights: Gain actionable advice on team building, client relationships, and strategic investments. - Practical Advice: Learn about the benefits of reinvesting in your business and strategies for sustainable growth. This episode is packed with insights that can help you elevate your practice. Whether you're looking to expand your team, deepen client relationships, or make strategic investments, Elizabeth and Micah's experiences offer a wealth of knowledge. Tune in to discover how you can evolve from where you are today to where you want to be tomorrow. Don't miss out—subscribe now and start your journey with the Evolving Advisor Podcast!

⭐ My guest today is Mike Reynolds, Managing Director at Ultra Capital. Ultra Capital is a mid-market investor in infrastructure and growth equity in the energy transition. They were founded in 2016 and have invested $5M to $25M per company across two funds. Mike's prior work includes structured finance at a little-known firm named Goldman Sachs and founding EverVest, a financial modeling software for infrastructure investors. ---

Listen to the full episode here: https://propertyinvestory.com/australias-youngest-property-tycoon-stephanie-brennan/ Stephanie Brennan’s property journey has been on a rapid upward trend, she bought her first investment property at 22 years of age, as she works on both her portfolio and her business. Having started Evervest, a free educational resource for property investors, Brennan aims to share her knowledge and experience with fellow millennials who wish to scale their wealth. Listen to this episode of Property Investory to find out the origins to Brennan’s venture into property investment, her worst moment thus far on her property investing journey and what valuable lessons she has learned from her own purchasing experiences.

Listen to the full episode here: https://propertyinvestory.com/minimising-debt-levels-stephanie-brennan/ Stephanie Brennan successfully applied the porting securities investment strategy to her properties, after which she quickly claimed the title of Australia’s Youngest Property Tycoon. Having built a substantial property portfolio in Australia, Brennan is even looking to buy and renovate properties overseas! Listen to this episode of Property Investory, where Stephanie Brennan explains her property investment strategy in detail and why self confidence and appreciation is key to succeeding in the industry. She also shares her future plans for both her business, Evervest, and her own property portfolio.

Listen to the full episode here: https://propertyinvestory.com/australias-youngest-property-tycoon-stephanie-brennan/ Stephanie Brennan’s property journey has been on a rapid upward trend, she bought her first investment property at 22 years of age, as she works on both her portfolio and her business. Having started Evervest, a free educational resource for property investors, Brennan aims to share her knowledge and experience with fellow millennials who wish to scale their wealth. Listen to this episode of Property Investory to find out the origins to Brennan’s venture into property investment, her worst moment thus far on her property investing journey and what valuable lessons she has learned from her own purchasing experiences.

Listen to the full episode here: https://propertyinvestory.com/minimising-debt-levels-stephanie-brennan/ Stephanie Brennan successfully applied the porting securities investment strategy to her properties, after which she quickly claimed the title of Australia’s Youngest Property Tycoon. Having built a substantial property portfolio in Australia, Brennan is even looking to buy and renovate properties overseas! Listen to this episode of Property Investory, where Stephanie Brennan explains her property investment strategy in detail and why self confidence and appreciation is key to succeeding in the industry. She also shares her future plans for both her business, Evervest, and her own property portfolio.

Stephanie Brennan successfully applied the porting securities investment strategy to her properties, after which she quickly claimed the title of Australia’s Youngest Property Tycoon. Having built a substantial property portfolio in Australia, Brennan is even looking to buy and renovate properties overseas!Listen to this episode of Property Investory, where Stephanie Brennan explains her property investment strategy in detail and why self confidence and appreciation is key to succeeding in the industry. She also shares her future plans for both her business, Evervest, and her own property portfolio. See acast.com/privacy for privacy and opt-out information.

Stephanie Brennan successfully applied the porting securities investment strategy to her properties, after which she quickly claimed the title of Australia's Youngest Property Tycoon. Having built a substantial property portfolio in Australia, Brennan is even looking to buy and renovate properties overseas!Listen to this episode of Property Investory, where Stephanie Brennan explains her property investment strategy in detail and why self confidence and appreciation is key to succeeding in the industry. She also shares her future plans for both her business, Evervest, and her own property portfolio. See acast.com/privacy for privacy and opt-out information.

Stephanie Brennan’s property journey has been on a rapid upward trend, she bought her first investment property at 22 years of age, as she works on both her portfolio and her business. Having started Evervest, a free educational resource for property investors, Brennan aims to share her knowledge and experience with fellow millennials who wish to scale their wealth.Listen to this episode of Property Investory to find out the origins to Brennan’s venture into property investment, her worst moment thus far on her property investing journey and what valuable lessons she has learned from her own purchasing experiences. See acast.com/privacy for privacy and opt-out information.

Stephanie Brennan's property journey has been on a rapid upward trend, she bought her first investment property at 22 years of age, as she works on both her portfolio and her business. Having started Evervest, a free educational resource for property investors, Brennan aims to share her knowledge and experience with fellow millennials who wish to scale their wealth.Listen to this episode of Property Investory to find out the origins to Brennan's venture into property investment, her worst moment thus far on her property investing journey and what valuable lessons she has learned from her own purchasing experiences. See acast.com/privacy for privacy and opt-out information.

Evervest on sijoitusalan startuppi, joka ottaa rahasi ja antaa robottien levitellä ne ympäri maailmaa. Tai jotain sinne päin. CTO Timo Tähtinen kertoo, miten Azure ja .NET Core mullistavat finanssiskeneä!