Podcasts about financial advisors

Frank and Rob dive into:• Rob's path from UBS and Morgan Stanley to launching NewEdge Wealth.• How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform.• How multi-custody and open architecture models can offer flexibility.• Perspectives of some advisors that have experienced business growth after joining the firm.•  The role of private equity and its innovation in wealth management.• How advisors may use niche marketing strategies and referral initiatives to identify opportunities.Whether you're exploring alternatives to a wirehouse or staying informed on industry developments, this conversation offers a practical look at the choices and trade-offs within today's independent landscape.Want to connect?Reach out to Frank directly at frank@eliteconsultingpartners.com or send him a DM on LinkedIn.You can also connect with Rob by emailing RSechan@NewEdgeCG.com or visiting his LinkedIn page.“Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, LLC and (iii) client assets held at affiliated and unaffiliated broker dealers for which we provide supervisory oversight, support services and/or wealth strategy services.Opinions expressed are as of October 7, 2025, and may change without notice. This content is for informational purposes only and does not constitute investment advice or a recommendation regarding any security, strategy, or business relationship. Past performance does not guarantee future results.References to advisor experiences (including business growth, win rates, or referrals) reflect individual circumstances and are not representative of all advisors or outcomes. Results vary and are not guaranteed.Any testimonials or endorsements presented reflect the speaker's opinion at the time made. If compensation or other benefits were provided in connection with a testimonial or endorsement, that fact will be disclosed. Such statements should not be construed as indicative of future performance or experience for all clients or advisors.Third-party firms, custodians, platforms, or services referenced are independent of NewEdge. Their inclusion does not constitute a recommendation, endorsement, or approval. Where third-party ratings or rankings are cited, the source and date apply; methodologies may differ, and ratings may not predict future performance. NewEdge may have business arrangements with certain third parties that present potential conflicts of interest; details available upon request.NewEdge may receive or provide referrals to or from third parties, including custodians, which may involve compensation or other benefits. Additional information about referral relationships and compensation is available upon request, A copy of the NewEdge's current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.newedgecg.com.All company names, logos, and trademarks are property of their respective owners and are used for identification only. References to media appearances do not constitute an endorsement.

Inflation is now number 2 on the list of concerns for retirees. Should it be? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Quint and Logan talk about upcoming transitions and how financial advisors are paid. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

If you don't know your core values, you'll likely build a business that looks successful on paper but leaves you burned out and misaligned in real life.That's why I invited my friend Robert Glazer on the podcast. He's an entrepreneur, bestselling author, and someone I always learn from when it comes to leadership. Robert built a global business that won dozens of “Best Place to Work” awards, writes the Friday Forward newsletter read by hundreds of thousands each week, and has published five books translated worldwide. His new book The Compass Within is about uncovering the values that drive you—and using them to align your business and life so success actually feels fulfilling.In this conversation, Robert and I dig into where core values really come from, why it's so important to share them with your team, and how to infuse them into your culture so your firm can grow without losing what makes it special. We also talk through his “three climbs” framework, and why so many advisors get to the top of the wrong mountain and wonder why it doesn't feel like freedom.3 of the biggest insights from Robert…1. The Compass Within: Why Advisors Need a Core Values FrameworkRobert's new book isn't just another leadership parable—it's a tool to help you figure out the values that drive every decision you make. When you know those, you can build a firm that scales without burning you out, gives your team clarity, and actually supports the kind of freedom you want.2. Core Values Are Formed Earlier Than You ThinkMost values are rooted in childhood—they usually come from one of two places: the moments that lit us up, or the painful experiences we swore we'd never repeat. When you understand those drivers, you can lead more authentically, set clearer expectations, and avoid the blind spots that derail teams.3. From Words on the Wall to Culture That WorksValues don't matter if they just sit on a wall—they've got to show up in daily behavior. Robert shares how firms can turn values into real systems so your firm attracts the right people, and scales trust without the founder needing to be in every room.4. The 3 Climbs: How to Build a Business You Never Want to Retire FromToo many advisors grind their way up the wrong mountain, only to find emptiness at the top. Robert explains the 3 climbs of entrepreneurship and how to design your firm so the journey itself is energizing.SHOW NOTEShttps://bradleyjohnson.com/138FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get copy of Robert's book, "The Compass Within" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "138" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP10254797117See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Is the “2030 Depression” really inevitable - or just overhyped? In this continuation of his three-part series, Darryl Lyons, CEO & Co-Founder of PAX Financial Group, dives deeper into the predictions surrounding a potential economic downturn and examines the four “vehicles” that could collide to create it: government spending, inflation, demographic trends, and the AI bubble. Building on Part 1's historical parallels, Darryl unpacks how rising national debt, compounding inflation, shrinking birth rates, and market speculation around artificial intelligence are shaping today's financial landscape. Using his “traffic light” analogy, he illustrates how these forces might intersect - and what that could mean for investors and everyday Americans alike. Whether you're concerned about what's ahead or simply trying to separate fact from fear, this episode encourages you to question the doomsday narratives, stay informed, and maintain a long-term perspective grounded in wisdom and clarity. Key Highlights from the Episode •           The “four cars at the intersection” driving economic risk: government spending, inflation, demographics, and AI. •           How compounding inflation is widening the gap between the “haves” and “have nots.” •           Why declining birth rates and aging leadership may create long-term economic pressure. •           The warning signs of an AI-driven market bubble - and lessons from the dot-com era. •           Why fear and greed still dictate market behavior - and how to stay grounded amid uncertainty. Listen to more episodes: https://PAXFinancialGroup.com/podcasts If you enjoyed today's episode, share it with your family and friends!

How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing.________Wall Street's creativity knows no bounds, especially when it comes to selling safety or income. In this episode, Greg revisits Warren Buffett's timeless wisdom to uncover who's “swimming naked” in today's market. Drawing on Rob Arnott and Edward McQuarrie's recent CFA research on risk and investor psychology, he explains how both fear of loss and fear of missing out drive market behavior far more than models admit. Greg dissects several headline-grabbing products, from “high income” S&P 500 ETFs and 77% yielding Nvidia options funds to the Dual Directional Buffer ETF and the “Magnificent Seven Snowball,” revealing how they offer the illusion of safety or income while eroding long-term returns. He closes with a Buffett-style case study on Occidental Petroleum and Berkshire Hathaway's recent deal, underscoring the power of simple, steady cash flow over engineered complexity.As Leonardo da Vinci said, “Simplicity is the ultimate sophistication,” and it is also one of the surest ways to compound wealth. Topics Covered[00:00:41] – Who's swimming naked? The illusion of risk-free returns [00:02:31] – Understanding risk and fear in markets: Rob Arnott's research [00:06:22] – How fear of loss and FOMO distort risk premiums [00:09:19] – The rise of high-income ETFs: chasing yield in disguise [00:12:32] – The Nvidia ($NVDA) income strategy ETF: 77% yield, but at what cost? [00:16:09] – Dual Directional Buffer ETF: the illusion of protection [00:21:14] – The “Mag 7 Snowball” structured note: Wall Street's creative packaging [00:25:47] – Why these structures guarantee Wall Street wins [00:26:45] – Buffett, Occidental ($OXY), and the value of consistent cash flow [00:32:20] – Simplicity, cash flow, and the sophistication of staying patient For more on dividend growth investing or to request a free portfolio review, email dcm.team@growmydollar.com. Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice.Send us a textDisclaimer: This discussion is for educational purposes only and not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -> Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on:Instagram | Facebook | LinkedIn | X

Dr Boyce speaks about the NFL star who got robbed

Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, and “pre-suasion” that sets the stage for meaningful connections from the very first impression.

Colleen Jaconetti, CPA, CFP, is a Senior Manager at Vanguard Investment Advisory Research Center. Host Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Colleen at Future Proof Festival for her insight on how advisors can elevate their financial planning with tactical, behavioral finance coaching.

Most women think waiting to invest is a smart move until they realize it's quietly costing them hundreds of thousands of dollars.In this episode, I break down the true financial impact of waiting. Not just in dollars, but in years of lost compounding and opportunity.I'll walk you through the simple math behind exponential growth, the mindset fallacies that make women delay taking action, and one market move that could've added over 33% to your portfolio this year alone.Tune in to learn:The one factor that matters more than anything else in investingWhat the math really looks like when you delay investing by just a few monthsHow one market move this year could've made you 33.5% in six monthsThe hidden belief fallacies that keep women waiting (and losing)Why starting messy will always beat waiting for perfect

What if your retirement plan is missing the one strategy that could keep thousands in your pocket? Damon Roberts and Matt Deaton break down the realities of taxes in retirement, the importance of tax diversification, and why timing matters for Roth conversions. Hear real stories, practical advice, and learn how small decisions can make a big difference for your financial future. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Send us a textIn a world filled with noise, the absence of noise can be very disconcerting. It's hard for many people to become quiet internally and externally. If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

What happens if you inherit a house—or an IRA—without a plan? This episode of Financial Straight Talk with Jim Fox dives into the real-life consequences of legacy planning mistakes, from losing out on a step-up in basis to getting tangled in probate. Learn why quick fixes like “quick claim” deeds can backfire, how a Ladybird deed can simplify inheritance, and why having a written plan matters more than any single product. Discover the difference between having financial products and having a true retirement strategy. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

Could a new tax law change your retirement strategy? Brandon Bowen explores the impact of the One Big Beautiful Bill Act, revealing how new deductions, Roth conversions, and charitable moves can reshape your nest egg. Learn why timing matters, how income thresholds affect your benefits, and why Social Security filing is more complex than you think. Get practical insights on maximizing opportunities before they disappear, and discover how a proactive approach can help you keep more of what you’ve earned. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

On this episode: This isn’t our first Government shutdown. What does history tell us? Financial Advisors may be making a change on how they get paid. You have a lot of options on how to use your 401(k). How do you decide? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Can you afford to be wrong 40% of the time with your retirement savings? Frank and Frankie Guida reveal why guessing games and gut feelings don’t work for your financial future. Learn how risk and return analysis, portfolio design, and diversification can help you avoid costly mistakes. Hear real stories of retirees who discovered smarter ways to maximize income and minimize risk—without taking unnecessary chances. Find out how a personalized approach can make all the difference as you plan for retirement. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Key Highlights from the Episode:0:45 – The Rise of Video Marketing2:22 – How Video Boosts SEO and Engagement4:35 – Short-Form vs. Long-Form Video Explained7:12 – The Myth of Viral Success9:43 – Optimizing Video Analytics and Performance12:20 – Cuts, Angles, and B-Roll Basics15:42 – High vs. Low Production Quality20:00 – Navigating Compliance with Confidence24:47 – Measuring ROI Beyond Views29:09 – The Future of Video and AI Tools32:55 – The One Video Every Advisor Should Create34:50 – DIY Starter Kit for AdvisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comVisit Angela's website here: https://www.angelawolfvideo.com/Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

From Food Stamps to $50,000/Month: What Wall Street Doesn't Want You to Know About Building Real Wealth What if everything you've been taught about money, retirement planning, and wealth building is completely wrong? What if your 401k, the 4% rule, and traditional financial advice are actually keeping you trapped in financial mediocrity? In this eye-opening conversation, Chris Miles - "The Anti-Financial Advisor" and host of the Money Ripples Podcast - shares his incredible journey from millionaire financial advisor to food stamps with $1 million in debt, and how he discovered alternative investment strategies that now generate $50,000+ monthly in true passive income.

Join Moe and Javaid as they analyze the markets following the trade war scare last Friday. What happened to markets on Friday and how long will the volatility last? What is the bond market signalling to the equity markets? Listen now to get the answers to these questions and more! 

Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions that align with your goals instead of your guilt.In this episode, you'll learn:Why advisors are great at financial math but often fail at “calendar math”How to pause before saying yes and evaluate what you'll need to subtractPractical ways to politely decline opportunities while maintaining relationshipsHow to set boundaries that protect your time, energy, and family commitmentsWhy honoring your limits isn't selfish—it's an act of stewardshipAt the end of the day, your best “yeses” are the ones that align with your priorities. This episode is a refreshing reminder that saying “no” more often can actually be the most empowering step toward a business and life you love.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Most women are obsessed with income growth but that's not what makes you wealthy. Your net worth is the real game.In this episode, I reveal four unusual signs that your net worth is about to explode. These aren't the things you've heard before.They're deeper, more powerful energetic and strategic shifts that every seven-figure investor I've worked with experiences right before their wealth skyrockets.Tune in to learn:Why feeling safe holding large amounts of money is the #1 sign you're ready to growThe difference between prioritizing earning vs compoundingHow to run your money like a CEO instead of a passengerThe secret mindset shift that moves you from short-term gratification to long-term legacy building

Key Highlights from the Episode:0:00 – Introduction & Topic Overview1:15 – The Three Core Constraints Advisors Face3:40 – Capacity Challenges & Team Leverage6:10 – Revenue vs AUM: Rethinking Profitability10:45 – Pricing Psychology & Raising the Floor15:45 – Deliverables, Value, and Client Experience20:00 – AI and Technology for Advisor Efficiency23:00 – Quality Growth Over Quantity29:20 – The ‘Who Not How' Mindset & Scaling Leadership37:00 – Raising Minimums & Continuous ImprovementResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comeXtraordinary Coaching | Free Growth Guide + Resources: https://www.xfa.coachListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

We sat down with Cheryl Nash, President of APL at InvestCloud, on the boardwalk at Future Proof Festival to discuss the current landscape of retail investing. APL is a portfolio management platform that powers construction, modeling, trading, and rebalancing for managed accounts. Cheryl shares how APL democratizes access to private market strategies and enables the private wealth channel to invest in alternatives.

Most advisors I know have felt that tug-of-war: do I grow my firm, or do I show up at home? The truth is, you don't have to choose.At our Founder's Retreat in Maui, I sat down with two guys who really live this out: Daniel Crosby, a behavioral finance expert, and Jason Khalipa, a CrossFit Games champ turned entrepreneur. They've both spoken at Triad experiences before — not as “fly-in, fly-out” speakers, but as part of the community. They show up with their families, they engage, and they embody what it means to “Do Business. Do Life.”Together, we dug into how including family in business events removes the guilt of being away. It lets you go deeper on the business side, knowing you'll walk out of the room and step straight into making memories with your family. If you've ever carried the guilt of missing a soccer game or dinner with your family in the name of work, this conversation will hit home.3 of the biggest insights from Daniel Crosby & Jason Khalipa…#1.) You Don't Have to Choose Between Business and LifeBusiness success and family life don't have to compete. You can thrive in both without compromise.#2.) Eliminate Guilt by Including Family in the JourneyJason and Daniel shared how events that welcome spouses and kids create freedom instead of guilt. You're no longer worried about missing dinners or soccer games — family is part of the journey. That integration lets you be fully present in business sessions and fully engaged at home.#3.) Core Values Only Matter if You Live ThemIt's easy to carve values into a wall or throw them on a website. Living them is harder. At Triad, values show up in how members treat each other, how families are included, and how community comes before transactions. That's what builds trust and belonging — for advisors and their families.SHOW NOTEShttps://bradleyjohnson.com/137FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, I interview Jim Effner, founder of P2P and former Northwestern Mutual leader. We discuss how real estate professionals can build powerful referral partnerships with financial advisors and why technology will never replace human connection.

Ever wonder what a financial advisor really tells you? In this candid episode, we pull back the curtain on our recent meeting with an independent financial advisor. We're sharing the surprising truths we learned, the validation we received, and the exact steps we're taking to strengthen our financial future. This isn't about complex theories; it's a real-life look at how an outside perspective can illuminate your path and empower you to move forward with confidence. We discovered that while we are doing very well and are on track with our goals, there were crucial blind spots we had completely missed. If you've been curious about working with a professional or just want to see how a real financial plan gets refined, this episode is for you.       Our website: www.forbetterandworth.com Get Ericka's book, Naked and Unashamed: 10 Money Conversations Every Couple Must Have Check out our local TV spotlight Connect with us: Instagram: @forbetterandworth YouTube: @forbetterandworth Ericka: @erickayoungofficial Chris: @1cbyoung  

In this 200th-episode special of Retire in Texas, Darryl Lyons, CEO & Co-Founder of PAX Financial Group, begins a three-part series exploring why some economists are discussing the potential for a future downturn, and what history can teach us about investor behavior during times of uncertainty. From the fall of Rome to the Great Depression to today's evolving economy, Darryl connects four powerful influences - government spending, inflation, demographics, and technology - and discusses how these forces interact to shape long-term economic outcomes. He also examines how optimism and pessimism affect investor psychology and what it means to stay steady when headlines predict doom. If you've ever wondered whether history is repeating itself - or how to stay grounded when headlines predict doom - this episode offers clarity, perspective, and practical insights to help you think long-term. Key Highlights from the Episode -Why predictions of a “2030 Depression” are gaining attention. -Optimists vs. pessimists: how each influences investor behavior. -Lessons from history: Rome's collapse and the Great Depression. -Why history doesn't repeat itself - but it often rhymes. -What gives U.S. currency its resilience, and how trust plays a role in economic stability. Listen to more episodes: https://PAXFinancialGroup.com/podcasts If you enjoyed today's discussion, share it with family and friends!

What happens when God calls you to more before you even know what "more" looks like? If you've ever felt stuck in a job that pays the bills but doesn't feed your soul, this conversation is for you. In this episode recorded live at the Global Leadership Summit 2025, Julie Deem sits down with Bailey Detamore, Financial Advisor at Thrivent. Bailey shares how faith-based leadership can transform not just your career but your entire life's purpose.Whether you're a Christian woman in business, a mom navigating career transitions, or simply someone searching for more meaning in your work, Bailey's story will remind you that leadership in the marketplace doesn't always mean being on stage. Sometimes it means showing up in the everyday moments, encouraging others to rise, and trusting that God's path for you will be worth every uncertain step.Episode Highlights:Aligning your professional goals with your personal values creates more meaningful work.Leadership isn't about being at the front, it's about lifting others up where they are.Supporting others through transitions can prepare you for your own moment to shine.Authentic conversations and connection matter for both personal and professional growth.It's not going to be easy, but it'll be worth it.Learn more about Thrivent:https://www.thrivent.com/Thank you Crossroads Community Church for hosting!Check them out at: https://ecrossroads.org/Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Can I Retire Comfortably at 61 with Just $375K**Schedule your free virtual consultation

As financial advisors, we're always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still be operating under the “old rules.” That's where re-onboarding comes in. In this episode, we dive into how to reintroduce your long-standing clients to your current practice in a way that feels natural, client-centered, and value-driven.What you'll learn in this episode:Why re-onboarding is essential to keeping long-term clients aligned with your evolving practiceHow to introduce re-onboarding without it feeling awkward or forcedPractical strategies for resetting expectations, updating processes, and reinforcing valueWays to tie re-onboarding to housekeeping tasks that strengthen client relationshipsHow re-onboarding can open the door to referrals and reinforce your positioning as an advisorRe-onboarding doesn't need to be complicated—it's a simple but powerful tool for reinforcing your value, realigning client expectations, and making sure everyone experiences the best version of your practice today. Tune in and discover how to use re-onboarding as a lever for growth and stronger client relationships.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Agree or disagree – doctors and dentists are perfectly rational people who always make rational, emotionless decisions. It's best that you disagree. They're humans just like the rest of us, which means emotions get into their decision making. My guest today helps his doctor and dentist clients plan their financial futures, including managing their emotions along the journey, and he'll help us understand how you can manage them, too. Drew Powers is the Founder of Powers Financial Group, LLC, a Registered Investment Advisor. He specializes in advanced insurance and investment strategies for doctors. Drew is 100% independent, he doesn't work with any investment or insurance company, which means he's able to give unbiased advice that is most beneficial for his clients. Drew started his career in 2001 as a Market Maker on the Chicago Board Options Exchange, where he managed trading portfolios comprising of hundreds of equity- and equity-index option listings. In 2008, he transitioned to the role of Financial Advisor and Investment Advisor Representative, where he helped clients develop individual financial strategies. At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, active in youth sports, a proud "Rooster" within the Naperville Jaycees, and is passionate about CrossFit and the Paleo/Primal Lifestyle.In this episode Carl White and Drew Powers discuss:The viscous circle of behavioral financeWhat causes the viscous circleWhy realizing that money is emotional is critical to breaking the viscous circleWant to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started.Connect with Drew Powershttps://powersfg.com/https://www.linkedin.com/in/powersdrew/https://www.facebook.com/PowersFGhttps://twitter.com/Powers_FGhttps://www.instagram.com/powers_fg/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Join Moe and Javaid as they analyze the market activity following the government shutdown. Will markets hold up through the shutdown? Are we expecting more rate cuts from the Fed? What are some key indicators for the last quarter of trading in 2025? Listen now to get the answers to these questions and more!

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, we talk about how to choose the right financial planner for you. If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast Hosted on Acast. See acast.com/privacy for more information.

Send us a text“The more you leave out, the more you highlight what you leave in.” -Henry GreenOver the three years I have been doing this podcast, I've stated that I am a DIY (do-it-yourself) investor with over 50 years of investing experience.  This was a true statement until a couple of months ago.If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Feeling like time is flying by and you’re behind on retirement planning? In this episode, Brandon Bowen shares why it’s never too late to take action, even as the year winds down. Discover why most people retire earlier than planned, how proactive planning can help you retire on your terms, and why your retirement deserves as much attention as your biggest vacation. Hear real client stories about building income plans, reducing risk, and creating a blueprint for a fulfilling retirement—so you can spend more time doing what you love. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Are you planning for retirement but forgetting to plan your life? This episode explores how to align your financial strategy with your dreams, from travel and family time to buying that dream condo. Frank and Frankie Guida reveal why lifestyle goals matter as much as savings, and how personalized planning can turn your retirement vision into reality. Discover real client stories, practical scenarios, and the importance of updating your plan as life changes. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

What does mailbox money really mean for your retirement—and how do you build income you can count on? This episode of Financial Straight Talk with Jim Fox breaks down the realities behind annuities, market risk, and the art of balancing income with expectations. Hear why celebrity paychecks aren’t so different from yours, and discover how to find the right mix of investments for your personality and goals. Get a candid look at the math, the mindset, and the decisions that shape a retirement. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

Not all financial advice online is created equal. We react to some of the internet's worst money tips, from shady down payment tricks to risky ‘never sell' borrowing strategies. Learn what NOT to do with your money and discover the smarter, safer path to building real wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NordVPN.com/MONEYGUY⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Key Highlights from the Episode:0:00 – Introduction: AI, NLP, and sentiment analysis explained2:10 – What sentiment analysis is and why it matters for advisors4:30 – How AI scores positivity, negativity, and client reactions6:00 – Real-world use cases: client emails, brand perception, and practice reviews8:30 – Why “no bad publicity” isn't always true in financial services10:15 – Sentiment analysis as a supplement to traditional KPIs12:00 – Spotting early warning signs of client attrition14:00 – How generational wealth transfer creates new sentiment insights18:30 – Turning social proof and negative feedback into opportunities23:00 – Compliance considerations when using recording and AI tools25:00 – How sentiment can feed into lead scoring and forecasting27:30 – Final takeaways: actionable, not overwhelmingResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Priscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies and personal development. With over a decade of professional experience in finance, advertising, events, and retail across Brazil and the United States, Pri brings a holistic perspective to financial planning and personal growth.Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.Learn More: https://pricosentino.com/Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor. Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline. None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured. Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual's situation. Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as endorsements of Pri Cosentino or Fern Prosperity, LLC. They do not ensure that a client or prospective client will achieve a higher level of performance or results. Such ratings are not indicative of any one client's experience and should not be considered a testimonial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-maintaining-lifestyle-and-legacy-in-retirement

In this episode of Beer and Money, Ryan Burklo discusses tax loss harvesting, a strategy to reduce taxes by selling investments that have lost value. He explains the mechanics of tax loss harvesting, its benefits, and the importance of working with financial professionals to align tax strategies with personal financial goals. Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo #taxlossharvesting #investmentstrategy #taxreduction #financialplanning #capitalgains #stockoptions #diversification #familygoals #CPA #financialadvisor Takeaways Tax loss harvesting is a strategy to lower your taxes. Selling investments at a loss can reduce taxable income. It can offset profits from other investments. Employees with stock options can benefit from tax loss harvesting. Diversifying concentrated stock holdings can be tax-efficient. Selling losses can hedge against future taxes. Maximizing tax savings is vital for family goals. Consulting with a CPA is essential for tax strategies. Aligning financial and tax planning is crucial. Understanding your tax situation can influence investment decisions. Chapters 00:00 Introduction to Tax Loss Harvesting 01:59 Understanding Tax Loss Harvesting 02:57 Reasons for Tax Loss Harvesting 04:51 Consulting Professionals for Tax Strategies

Priscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies and personal development. With over a decade of professional experience in finance, advertising, events, and retail across Brazil and the United States, Pri brings a holistic perspective to financial planning and personal growth.Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.Learn More: https://pricosentino.com/Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor. Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline. None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured. Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual's situation. Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as endorsements of Pri Cosentino or Fern Prosperity, LLC. They do not ensure that a client or prospective client will achieve a higher level of performance or results. Such ratings are not indicative of any one client's experience and should not be considered a testimonial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-maintaining-lifestyle-and-legacy-in-retirement

Welcome to today's ICYMI, where we kick off the week with a quick game-changing tip from one of our guests that you might have missed. The economy is hella unstable right now, and with a recession still looming it can feel like no matter what we do, the cards are stacked against us. So we called financial expert Jessica Moorhouse back in for actionable advice for building wealth if you're in debt or low income, recession-proofing your financial plan, and managing debt vs. savings vs. investments.Whether you're  struggling with debt or making $250K, this conversation will help you stop self-sabotage and make an actionable plan toward financial security.Jessica is a millennial money expert, speaker, Accredited Financial Counsellor Canada®, bestselling author of Everything but Money, host of the More Money Podcast, and a leading voice on personal finance and emotional literacy in financial wellness.Listen to our full episode with Jessica here.Check out Jessica's book, Everything but Money. Follow Jessica on Instagram, YouTube, and her website.Tune in every Monday for an expert dose of life advice in under 10 minutes.For advertising and sponsorship inquiries, please contact Frequency Podcast Network. Sign up for our monthly adulting newsletter:teachmehowtoadult.ca/newsletter Follow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube

It's Sunday and I'm wrapping up the week by summarizing this week's theme: I'm a Financial Advisor—Here's Exactly How I Manage My 401(k) In case you missed any episodes this week, here's the recap…

In today's episode, Rafael Cortez is joined by Amanda Webster, the Chief Revenue Officer at Accruity, a leading financial advisory firm. With over two decades of experience, Amanda shares her insights on how real estate investors and professionals can optimize their financial strategies to save money, grow their revenue, and navigate the complex world of taxes.Amanda Webster is an expert in financial strategy for real estate professionals, including investors, construction companies, brokerages, and property management firms. As a military spouse and mother of five, she brings the same resilience, dedication, and strategic thinking to her work as she does to her family life.We cover:1️⃣ Why your CPA might not be the right fit for your real estate business (and how to find the right one)2️⃣ How to legally offset tax liabilities and keep more of your profits

Priscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies and personal development. With over a decade of professional experience in finance, advertising, events, and retail across Brazil and the United States, Pri brings a holistic perspective to financial planning and personal growth.Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.Learn More: https://pricosentino.com/Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor.Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline.None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured.Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual's situation.Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as endorsements of Pri Cosentino or Fern Prosperity, LLC. They do not ensure that a client or prospective client will achieve a higher level of performance or results. Such ratings are not indicative of any one client's experience and should not be considered a testimonial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-overcoming-retirement-fears-and-achieving-peace-of-mind

What if trading Bitcoin memecoins was as easy as logging in with your wallet and clicking “go”? This week, we’re pleased to welcome Bob Bodily, CEO of Toniq Labs, to discuss the platform that’s turning that vision into reality. No gas fees, no headaches, just fast and simple memecoin creation and trading that could change the game for all memecoins. From the Internet Computer to Bitcoin, Toniq has been pushing boundaries in decentralization and on-chain innovation. If you want to see the future of digital assets, this is the episode. Greetings earthlings, and welcome to episode #792 of The Bad Crypto Podcast. SHOW NOTES: badco.in/792 SUBSCRIBE, RATE, & REVIEW: Apple Podcasts: http://badco.in/itunesSpotify: http://badco.in/spotifySoundcloud: http://badco.in/soundcloudYouTube: http://badco.in/youtube FOLLOW US ON SOCIAL MEDIA: X/Twitter: @BadCryptoPod - @JoelComm - @TeeDubyaFacebook: /BadCrypto - /JoelComm - /teedubyawLinkedIn: /in/joelcomm - /in/teedubyaInstagram: @BadCryptoPodcast DISCLAIMER: Do your own due diligence and research. Neither Joel Comm, Zach Comm nor Travis Wright are FINANCIAL ADVISORS. We are sharing our journey with you as we learn more about this crazy little thing called cryptocurrency. We make NO RECOMMENDATIONS. Don't take anything we say as gospel. Do not come to our homes with pitchforks because you lost money by listening to us. We only share with you what we are learning and what we are investing it. We will never "pump or dump" any cryptocurrencies. Take what we say with a grain of salt. You must research this stuff on your own! Just know that we will always strive for RADICAL TRANSPARENCY with any show associations.Support the show: https://badcryptopodcast.comSee omnystudio.com/listener for privacy information.

Key Highlights from the Episode:0:00 – Introduction3:21 – Professional scarcity: why focusing on fewer clients creates greater impact5:12 – Shifting from book of business to real business7:10 – Why client experience outweighs investment performance9:15 – The law of familiarity and loyalty fatigue14:23 – How to reset client relationships during a transition18:16 – Fee worthiness and setting rules of engagement25:03 – How processes and intellectual property drive valuation29:12 – Depersonalizing your practice to build enterprise value31:40 – The role of AI in practice management34:17 – Balancing high-tech with high-touch in client relationships40:23 – Breaking the status quo to unlock potentialResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com  Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com  Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com  JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com  Connect with Duncan Macpherson on LinkedIn: https://www.linkedin.com/in/duncanmacpherson  Visit Pareto Systems: https://www.paretosystems.com  Download Duncan's AI Whitepaper: https://paretosystems.com/ai-strategies-for-financial-professionals.html  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/  Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners   

Your financial advisor hates this bull market! Find out what it is as we talk the recent market conditions as well as the potential upcoming government shutdown, noting that while shutdowns once spooked markets, investors have become largely desensitized as they rarely have major lasting effects outside of government employees and contractors. Shutdowns have historically been used as political tools, sometimes causing GDP drag and reputational costs, but now often register as background noise. We also chat about seasonal and cyclical inflection points—like quarter-ends, tax-loss selling, and earnings season—that can drive short-term volatility. It's important to keep your perspective, recognizing political drama as a “circus,” and instead focusing on underlying market cycles. Today we discuss... Government shutdowns used to trigger fear in markets but now typically cause little more than short-term noise. Politicians increasingly use shutdowns as leverage tools in budget negotiations rather than genuine fiscal concerns. Past shutdowns have shown temporary GDP drag but very little lasting structural harm to markets. Markets tend to quickly recover after shutdown drama fades, reinforcing investor desensitization. The real drivers of volatility now are cyclical factors like quarter-end portfolio adjustments and tax-loss harvesting. Earnings season consistently creates inflection points for markets, often outweighing political headlines. Seasonal forces can exaggerate short-term market swings, particularly in September and October. Positioning between defensive stocks and growth stocks is more critical for risk management than reacting to shutdown fears. Broader global market trends often matter more than U.S. political events. U.S. small-cap stocks have underperformed compared to large caps and international equities, reflecting structural weaknesses. Investors should focus on long-term positioning rather than reacting to short-lived shutdown volatility. Shutdowns reveal the widening gap between political theater and actual economic fundamentals. Short-term market noise from shutdowns can actually create opportunities for disciplined investors. Shutdowns are best understood as temporary disruptions, not trend-defining events.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/your-financial-advisor-hates-751