Podcasts about high net worth

In this episode, Jason Ott, President of Aon Private Risk Management, and Diane Delaney, Executive Director of the Private Risk Management Association, spoke about the biggest cyber risks … Read More » The post EP. 103: Managing Digital Risks in the High-Net-Worth Space appeared first on Insurance Journal TV.

In this explosive episode, commercial real estate legends Bob Knakal and Rod Santomassimo reveal the counterintuitive strategies that transformed their careers — from cold-calling for years to making bold moves during market downturns. Learn how top brokers think differently and create systems that generate consistent success. Key TakeawaysPersistence pays off – Consistent and strategic follow-ups can lead to a $179 million deal.Coaching multiplies success – Top performers invest in coaching, recognizing that an external perspective and structured guidance can unlock millions in potential earnings.Long-term thinking wins – Prioritize strategic, patient decision-making over quick transactions, viewing each move as part of a broader career and wealth-building strategy.Don't miss these game-changing insights that could redefine your approach to real estate!Timestamps0:00 Whitney introduces Rod and Bob1:47 Long-term decision making2:54 The elite broker mindset3:49 Vetting brokers for High Net Worth families8:26 Building effective relationships10:22 Selling vs. listing buildings12:01 Strategy to win over clients13:30 Harry Macklowe and the $179 million sale 16:57 The importance of systems to brokers18:28 Leveraging AI20:17 Overcoming market challenges24:51 The secret to success32:04 Personal success metrics35:08 Main contributor to success36:26 Final thoughts and contact infoVISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

After a decade in banking, Estelle Dejean and her husband Devon Mohi started their own brokerage last year and have been rapidly growing their Queensland-based brokerage. In this episode of New Broker, host Annie Kane catches up with Dejean to find out how she's been building an aspirational brokerage and lifestyle brand, FINANS Brokers, for her clientele and how she serviced 90 clients in her first 12 months of business. Tune in to find out: Why she's expanding into commercial and asset finance. The importance of building a brand that stands out Why she's targeting influencers for referrals. And much more!

In this episode, Adam Olson breaks down the six essential purchases wealthy retirees make during their first five years of retirement—and why timing these decisions is critical. Drawing on years of experience working with high-net-worth clients, Adam reveals how strategic spending on Medicare supplement insurance, long-term care coverage, income-generating assets, home improvements, new vehicles, and travel planning can set the foundation for a sustainable and fulfilling retirement. Listeners will learn: • Why delaying these purchases can lead to higher costs, increased taxes, and missed opportunities. • How to navigate common misconceptions, like relying solely on Medicare or postponing home repairs until they're urgent. • The importance of the “GO-GO” phase of retirement and why early spending matters more than later. • Real-life strategies from the Red Zone Retirement Planning process, designed to help retirees align spending with long-term goals. Whether you're nearing retirement or years away, this episode provides actionable insights to help you avoid costly mistakes, prioritize key decisions, and make the most of your early retirement years. Smart planning and early investments aren't just about preserving wealth; they're about maximizing life's possibilities while you're healthiest and most active. “Retirement success isn't just about having enough saved; it's about knowing how to make the right decisions when you get there.” - Adam Olson Learn more about Adam Olson by visiting the following links: Facebook Personal Website Business Website -- Investing involves risk, including loss of principal.    Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.  Any strategies discussed may not be suitable for everyone.  Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.  Adam Olson, Representative.  Mutual of Omaha Investor Services is not affiliated with any entity listed herein.  This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product. Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties.  Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.

When it comes to high-net-worth retirement planning, having a robust investment portfolio is only part of the equation. Without a comprehensive strategy for generating income, minimizing taxes, and protecting against volatility, you could leave your financial future and legacy exposed to unnecessary risks.  In this episode, SHP Financial's co-founder Derek Gregoire sits down with Planning Solutions Advisor Alina Osokhovska to explore what it really means to have a complete retirement plan—not just a portfolio. Alina shares insights on cash flow management, tax diversification, and proactive planning techniques that can add significant long-term value to your financial outlook.  In this conversation, you'll learn how a strategic mix of pre-tax, after-tax, and tax-free accounts can reduce your lifetime tax burden, how Roth conversions can help your portfolio recover in down markets, and how estate planning documents and gifting strategies can help preserve your legacy. In this podcast interview, you'll learn: Why a strong portfolio isn't enough—and what makes a full financial plan. How cash flow and tax planning work together to protect your retirement income. Factors to consider when pulling from taxable, pre-tax, or Roth accounts. How Roth conversions during market downturns can unlock long-term value. Why annual plan reviews and updated estate documents are essential to safeguard your legacy. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube

In this month's KJH Insights, Joel Clark, CEO, and Sarah Bull, Portfolio Manager, explore the ripple effects of “Demolition Day” — when sweeping U.S. tariffs shook global markets — and why they believe the real story is about debt, recession risk, and policy missteps. They unpack: Why gold is surging What yield reversals are telling us How we're positioning portfolios with more credit, less equity, and a focus on quality Tune in to hear how our investment team is navigating the noise with discipline and long-term clarity.

In this episode, Karen and Catherine discuss the financial impact of starting divorce from the courtroom versus the kitchen table — and why preparation is everything, especially in high-conflict and high net worth cases. They break down costly mistakes, emotional traps, and the importance of data-driven decisions over emotional reactions. Mentioned in the Episode: AMG National Trust article on financial planning in divorce - https://www.amgnational.com/navigating-the-complex-terrain-of-a-high-net-worth-divorce/  The Divorce Financial Portrait™ by My Divorce Solution - https://mydivorcesolution.com/  Have questions? Email us at WeChat@CK11.NET – we'd love to hear from you! Disclaimer: The information provided in this podcast is for educational and informational purposes only and should not be considered financial or legal advice. Please consult with professionals in the relevant fields for personalized guidance. The WeChat Divorce podcast (hereinafter referred to as the “WCD”) represents the opinions of Catherine Shanahan, Karen Chellew, and their guests to the show. WCD should not be considered professional or legal advice. The content here is for informational purposes only. Views and opinions expressed on WCD are our own and do not represent that of our places of work. WCD should not be used in any legal capacity whatsoever. Listeners should contact their attorney to obtain advice with respect to any particular legal matter. No listener should act or refrain from acting on the basis of information on WCD without first seeking legal advice from counsel in the relevant jurisdiction. No guarantee is given regarding the accuracy of any statements or opinions made on WCD. Unless specifically stated otherwise, Catherine Shanahan and Karen Chellew do not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned on WCD, and information from this podcast should not be referenced in any way to imply such approval or endorsement. The third-party materials or content of any third-party site referenced on WCD do not necessarily reflect the opinions, standards or policies of Catherine Shanahan or Karen Chellew. WCD, CATHERINE SHANAHAN, AND KAREN CHELLEW EXPRESSLY DISCLAIM ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. If you would like to obtain a typed transcript of this podcast episode, please email us at hello@mydivorcesolution.com. Please be sure to include the episode name in the transcript email request. Thank you! Learn more about your ad choices. Visit megaphone.fm/adchoices

About:Ignacio Rodriguez is a self-made and visually driven architect with an impressive portfolio of luxury real estate successes throughout Southern California. His firm, IR Architects, has designed a half-billion square feet of built high-end luxury homes ranging from 5,000 square-foot contemporary new-builds to 70,000 square-foot estates. Since launching IR Architects in 2012 at age 28, Ignacio has quickly become a vigorous force in the highly competitive world of Southern California luxury residential architecture. He places a strong emphasis on collaborating with clients to bring their visions and his designs to fruition by fusing his client-focused approach with a passion for providing functional, yet visually appealing, designs. More From IR Architects: Website: https://irarchitects.us Instagram: https://www.instagram.com/ir.architects Facebook: https://www.facebook.com/ignaciorodriguezarchitects X: Website: https://x.com/ir_architects LinkedIn: https://www.linkedin.com/company/ir-architects/ Pinterest: https://www.pinterest.com/irarchitects/s-rockingham/ SnapChat: https://www.snapchat.com/add/ir.architects More from us:Website: www.adppodcast.com Instagram: http://instagram.com/adppod_

In this comprehensive JREP session, we dive into the reality of Japan's education system, from elementary school and all the way to university - how getting into the "right" schools affects family choices on where to live, student housing for middle and high schoolers, as well as university students, what happens when spouses disagree on purchase budgets, financial literacy and the high net worth mindset.

A new wave of silver stackers is organizing a coordinated buying event, reviving interest in silver squeeze movements. A high-net-worth tech entrepreneur surfaced on Twitter, revealing he has pulled 12.69 million ounces of silver from COMEX over four months after shifting away from ETFs. Precious metals prices are climbing, with silver surpassing $34/oz and gold reaching a record $3,082.57/oz, while analysts suggest silver may soon outperform gold. Market trends indicate growing institutional interest in bullion, with signs of continued tightening in global silver supply and increased demand from major investors.

Total Wealth & Wellness Radio

In this episode of Insurance Town, host Heath Shearon sits down with Kevin Koone, a well-respected insurance professional with a fascinating career journey. Kevin shares how he transitioned from aspiring to work in the medical field to making his way through GIS mapping, janitorial work, and eventually finding his place in the independent insurance space.Heath and Kevin discuss:;✅ The challenges of commission-based sales and how he navigated early struggles.✅ High-net-worth clients—how he got into that niche and what makes them different.✅ How to handle tough conversations about rate increases and policy changes.✅ The importance of empathy, education, and building lasting client relationships.✅ The evolving role of leadership in independent agencies and the difference between personal and commercial lines service styles.Kevin also shares personal insights on faith, family, and the value of time in today's fast-paced world. Whether you're a seasoned agent or just starting, this episode is packed with real-life lessons and industry wisdom.Sponsors:A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency's processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!

Markets have stumbled as volatility unsettles investor confidence, driven by Trump's latest economic moves. In this episode of KJH Insights – Managing Risk & Returns, Sarah Bull, Partner & Portfolio Manager, and Joel Clark, CEO, analyze the potential motives behind Trump's strategy and his real endgame. They explore five key theories, the broader market impact, and why the volatility may create opportunities. Is this short-term turbulence or a sign of deeper shifts ahead?

On this episode of the Evolve to Succeed Podcast, Ryan Bransome shares his unique journey from a local government employee to a professional butler, and eventually the founder of U-Crew.  He discusses the challenges he faced, including mental health struggles and the lessons learned from high net worth individuals.  Ryan reflects on the demanding nature of being a butler, the insights gained from working with successful people, and the decision to transition into entrepreneurship.  Ryan emphasises the importance of asking for support, and his aspirations for the future of U-Crew and beyond.   This episode of the Evolve to Succeed Podcast covers… Insights from working as a butler for high net worth individuals. U-Crew and its aim to change the recruitment landscape. How funding is a significant challenge for startups. The importance of networking. Why asking for help is a strength, not a weakness. The importance of being present and enjoying the journey.   Chapters 00:00 Introduction 01:54 From Local Government to Butler Life 06:44 Mental Health 09:55 The Transition to Butler Profession 11:51 Experiences in the Butler World 15:10 Lessons from High Net Worth Individuals 18:41 Risk, Reward, and Business Insights 22:08 Extreme Situations as a Butler 24:09 Deciding to Start U-Crew 26:38 Recruitment Challenges During COVID 31:22 The Funding Journey 37:44 Building a Network 43:28 Future Aspirations 45:31 Personal Reflections  

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential steps to creating a comprehensive financial plan designed for high-net-worth retirement. Joined by Nick Hymanson, CFP®, they walk through the emotional and financial transition from accumulating wealth during your working years to distributing that wealth to fund your retirement. They tackle the critical components of financial planning for retirement, including risk management, retirement income planning, and investment strategies that allow you to retire comfortably and confidently.Listen in to learn about how a solid retirement investment strategy, focused on the Three Bucket Strategy, can help reduce sequence of returns risk and provide clarity and peace of mind. With today's market volatility and increasing long-term care costs, it's more important than ever to create a retirement planning guide that ensures your income, protects your assets, and helps you secure your retirement future through thoughtful tax strategies in retirement, retirement withdrawal strategies, and more.In this episode, find out:· How the Peace of Mind Pathway guides you from working years to retirement with confidence.· Why sequence of returns risk can derail your plan and how to protect against it.· What makes the Three Bucket Strategy essential for high-net-worth retirement success.· The growing importance of long-term care planning in today's retirement landscape.· Key retirement withdrawal strategies to create predictable, reliable income for decades.Tweetable Quotes:"Our whole concept revolves around the Peace of Mind Pathway—it's not just about investments, it's about creating a complete plan to secure your retirement." — Murs Tariq"The safety bucket is what allows you to sleep at night. It's the foundation that keeps you from worrying about daily market swings." — Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Welcome back to Millionaire Mindcast! Today, we have an exclusive deep dive into family offices, wealth strategies, and high-net-worth investing with special guest Richard Wilson, founder of the Family Office Club. With over 15 years in the space, Richard has built one of the largest family office networks, helping ultra-wealthy families manage and grow their fortunes. What You'll Learn in This Episode: What exactly is a family office, and how does it work? The biggest mistakes wealthy individuals make when investing Alternative investments the ultra-rich are using to grow their wealth How to get in the right rooms and build high-value connections Future trends in wealth management and investing Guest Resources: Website: FamilyOffices.com LinkedIn: Richard Wilson Instagram: @familyofficeclub YouTube: Family Office Club Facebook: Family Office Club X: @RichardCWilson Episode Sponsored By: Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ CRE MASTERMIND: Visit myfirst50k.com and submit your application to join! FREE CRE Crash Course: Text “FREE” to 844-447-1555  

Many people believe that building wealth requires a high income—but my guest, Brian Tibbs, proves otherwise. Despite earning just $9.20 an hour during his 16 years as a missionary in South America, Brian built his multi-million-dollar net worth through real estate by the time he was 44. Now managing $16 million in assets, Brian is the author of The HACKER Method, where he shares the principles that helped him escape the paycheck-to-paycheck trap and achieve financial freedom. He's here to discuss how anyone—regardless of income—can start investing and take control of their financial future. Find out more: https://theunexpectedinvestor.com/ https://www.facebook.com/unexpectedinvestor https://www.instagram.com/unexpectedinvestor/ www.youtube.com/@unexpectedinvestor https://x.com/unexpectinvest Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits. https://www.rcbassociatesllc.com Attention real estate investors! Save the date for the Midwest Real Estate Investor Conference, happening April 24-25, 2025, in Grand Rapids, Michigan. This event is the perfect place to connect with fellow investors, gain valuable insights, and elevate your real estate game. With a lineup of expert speakers and numerous networking opportunities, you won't want to miss it. https://www.midwestreiconference.com

What is a high net-worth divorce? My guest in this episode is Turner Thornton, divorce attorney and partner at Varghese Summersett, who explains. We also discuss ways someone going through a divorce might try to hide money during one of these complex divorces. Learn more: https://www.divorcedgirlsmiling.com/what-is-a-high-net-worth-divorce/

Want to master your next investor meeting? In this episode, Bridger dives deep into preparing for crucial investor conversations. He breaks down the different types of investors, high net worth individuals, family offices, and institutions—and explains how to tailor your pitch for each.Want to launch a fund? Click to watch a free training:https://fundlaunch.click/investor-meetingsSign up to watch the free training and discover how to launch a fund. Stop leaving carry on the table doing one-off deals. Your track record deserves a fund.All Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com

"I'm dedicated to dispelling financial uncertainty for women and guiding them toward self-reliance." - Donna S. Cates Divorce is challenging, especially when significant wealth is involved. Dividing assets, valuing complex holdings, and ensuring financial stability for both parties requires specialized expertise. In this episode, Certified Divorce Financial Analyst (CDFA®) Donna S. Cates provides insights into high-net-worth divorce, covering key topics such as equitable distribution, valuing businesses and real estate, tax implications, and strategies to secure your financial future. Whether you're in the midst of divorce or rebuilding afterward, Donna's advice will help you navigate this complex transition. Donna, with over 20 years of experience, is a leader in financial empowerment, particularly for women. As the founder of "Money Matters Wealth Solutions" and "Navigating Divorce," she provides expert financial planning and divorce mediation services. She's also the bestselling author of Divorce Decoded and Financial Trendsetters. Join us for this crucial conversation on: Equitable vs. equal distribution of assets Valuing complex assets like businesses and intellectual property Tax implications and preserving wealth after divorce The benefits of working with a CDFA® during divorce If you're facing the challenges of high-net-worth divorce, this episode is a must-listen. Connect with Donna: Free Gift: Surviving the Storm: Navigating Through Divorce with 5 Smart Financial Steps - https://go.moneymatterswealth.com/surviving-the-storm Instagram: https://www.instagram.com/donnacates Facebook: https://www.facebook.com/MoneyMattersWealth; https://www.facebook.com/DivorceDivasAlabama/ LinkedIn: https://www.linkedin.com/in/donnacates/    Journey Beyond Divorce Resources: Join the High Conflict Divorce Support Group: https://www.jbddivorcesupport.com/hcdsg Follow JBD on Instagram: @journey_beyond_divorce Book a Free Rapid Relief Call: http://rapidreliefcall.com  A word from our sponsors: Soberlink is a revolutionary tool designed to support individuals in their journey to sobriety. As a leading provider of remote alcohol monitoring, Soberlink offers a secure and reliable solution that helps people stay accountable and transparent in their recovery process. We're grateful for Soberlink's commitment to enhancing the recovery process and providing valuable resources to our listeners. Learn more about how Soberlink can make a difference in your journey at www.soberlink.com/jbd ======= TalkingParents provides a comprehensive platform designed to simplify co-parenting and enhance communication between parents. With secure messaging, a shared calendar, and features for tracking parenting time, TalkingParents ensures that all important details and agreements are documented and accessible.  We're grateful for TalkingParents' support in simplifying co-parenting and enhancing communication for our listeners. Discover how TalkingParents can bring clarity and organization to your co-parenting journey at www.talkingparents.com/jbd

Trump and Elon Vow To Investigate Corrupt, High Net Worth Swamp Creatures | 02.12.25   Live show Monday-Thursday at 3pm est.   SOCIALS: https://linktr.ee/drewberquist  NEWS: https://DrewBerquist.com  MERCH: https://RedBeachNation.com #DrewBerquist #ThisIsMyShow #TIMS Show Notes/Links: The Associated Press says they were blocked from Tuesday's Oval Office event after they refused to abide by President Trump's order renaming the Gulf of Mexico https://x.com/Breaking911/status/1889431683755024405 Kaitlin Collins says we are dangerously close to a constitutional crisis... https://x.com/DefiantLs/status/1889294793022357511 Elon Musks has Dana Lash referring to him as Harry Balls Live on CNN https://x.com/DrewHLive/status/1889369527017955542 Elon Musk: "The people voted for major government reform, and that is what the people are going to get." https://x.com/disclosetv/status/1889429400078127356 DOGE is investigating federal employees with high net worth despite low pay: Elon Musk https://x.com/libsoftiktok/status/1889427640450425258 Joe Rogan: Elon is a super genius that has been F#cked with https://x.com/elonmusk/status/1889400433132630126 Federal judge orders Trump to restore gender websites https://www.thegatewaypundit.com/2025/02/breaking-federal-judge-orders-trump-admin-restore-gender/ Pope says deporting migrants damages their dignity https://x.com/TheInsiderPaper/status/1889281955885396010

In this special episode, host Adam Fisch sits down with Our Family Office Chief Investment Officer and Co-Founder Neil Nisker for a 2024 year in review. They discuss investment performance over the last year, concerns around equity market concentration (01:39), the uncertainty of a Trump presidency (09:36), and the Canadian economy (12:30).Our Family Office's annual investment commentary can be found at ourfamilyoffice.ca/our-thinking/investment-thinking/For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

For the third episode in our "Hollywood & Family Law" series, Brian Walters, Jake Gilbreath, and the firm's Marketing Director Katy Justice dive into the Ben Affleck and Jennifer Lopez divorce and discuss how celebrities and high-net-worth couples keep their divorces out of the public light as well as our firm's experience working with repeat clients, whether it be a second divorce or another type of case.  If you are going through a divorce and have a complex or high asset estate, it is important that you work with lawyers and other professionals that understand the nuanced and intricacies of the process. If you need to speak with one of our attorneys on your matter, email us at podcast@waltersgilbreath.com or visit www.waltersgilbreath.com. 

This episode recaps Chad Burton daily guest spots with Rob Black for the week of July 24th.  Sign up for the live retirement event on 2/1 in Palo Alto at www.ChadBurton.com. Chad tackles real-world scenario where a high-net-worth investor owns several million in rental properties but has limited liquidity in traditional accounts. With inflation outpacing rental growth, what's the smartest way to unlock equity? Chad explores loan strategies, strategic property sales, 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges to optimize wealth while minimizing tax burdens. But that's just the beginning—this episode also dives into critical financial planning questions: Do I have enough? Where will each dollar come from? How do I navigate tough markets? Chad also breaks down the 7 essential steps to building a tax-efficient portfolio, including cash flow modeling, risk tolerance, tax-efficient withdrawal strategies, and Monte Carlo simulations for order of returns risk. Plus, he examines whether the primary issue is Roth conversions or single stock risk with capital gains and how to structure a portfolio for lower turnover and optimized tax efficiency. If you're serious about long-term financial security, estate planning, and maximizing your investment potential, this episode is packed with expert insights you won't want to miss!

Troy Eckard – Founder & Chairman of Eckard Enterprises came onto the podcast the day after Trump's Inauguration to discuss his energy related Executive Orders, the Trump Administration's Policies, Geopolitics and how they all come together to impact the Minerals, Royalties, & NonOp space as well as investor sentiment in the High Net Worth and Family Office circles. A big thanks to our 4 Minerals & Royalties Podcast Sponsors: --R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more. --Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information --Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com --Oseberg: For more information on the software & data analytics tools that Oseberg has to offer, please visit www.oseberg.io.

Contact David via email david@parallelfinancial.com Don't forget to visit www.weeklywealthpodcast.com Takeaways: Mastering financial basics is crucial for long-term success, just like athletes rely on fundamentals. Establishing an emergency fund of six to twelve months of expenses reduces financial stress. Understanding your investment risk tolerance is essential for aligning your portfolio with your goals. Consistently reviewing your insurance coverage helps protect your financial assets from unexpected events. Clarifying your money philosophy with family can guide better financial decisions in the future. Regularly check your beneficiary designations to ensure they align with your current wishes. #financialbasics #highnetworth #investing #personalfinance #weeklywealthpodcast #financialgoals #massaffluent #riskmanagement #financialstress

Mark B. Murphy was this week's guest on Success Profiles Radio. He is the CEO of Northeast Private Client Group (NEPCG), a national financial planning and wealth management firm and author of the Amazon bestselling book, The Ultimate Investment: A Roadmap to Grow Your Business and Build Multigenerational Wealth. He focuses on helping high net-worth clients and entrepreneurs build multigenerational wealth & long-term financial security. We discussed how he got Forbes Books to be his publisher, a formula for building wealth, the connection between emotional fitness and financial wealth, and best ways to protect wealth once it is accumulated. In addition, we talked about the Pyramid of Wealth, avoiding majoring in minor things, not being afraid to fire bad clients, and why being around the wrong people can be the ruination of your business. Finally, we discussed how he finds high net-worth clients and how collaboration is better than competition. You can listen and subscribe on Apple Podcasts/iTunes. You can also listen at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts

Experts Jason Ott, CAPI, CPRIA and Diane Delaney discuss with Elizabeth Blosfield the profound impact of California’s wildfires on high net worth insurance, offering insights into industry challenges, … Read More » The post How California Wildfires Are Reshaping High Net Worth Insurance appeared first on Insurance Journal TV.

Ready to transform your business for 2025? In this episode, discover the 6-4-3 Formula—a simple yet powerful framework that blends strategy, clarity, and action to help you grow, position, and communicate your business like never before. If you're tired of spinning your wheels, this is the game-changing episode you need to kickstart the New Year with purpose and results!This episode pulls from Troy's book Strategize Up as a starting point and expands in additional frameworks, tactics, and principles to help you elevate your business in every way possible this coming year.What You'll Learn:The 6 Core Principles To Grow Your Business:• Clarity, leverage, optimization, vision, value, and execution—what they mean and how to implement them.4 Key Strategies To Position Your Business:• Credibility, authority, social proof, and creating the perception of high value to stand out in your industry.The 3 Essentials To Communicate Effectively:• Using emotion, action, and the right content type to connect with your audience and drive engagement.Why Quantity vs. Quality Doesn't Matter:• Learn why value is the real differentiator and how to deliver it consistently.How To Build Advocacy & Elevation:Turn your audience into buyers, advocates, and elevators who amplify your brand's message.Why Listen:This episode goes beyond theory, giving you practical steps to align your vision, messaging, and strategy in 2025 breaking down complex ideas into actionable takeaways, sharing insights from years of experience helping businesses scale sustainably. So if  you're serious about making 2025 your breakthrough year, tune in now to learn how to apply the 6-4-3 Formula to your business!Start your New Year strong—press play and level up! Beyond The Episode Gems:• Grow Your Business Faster Using HubSpot's CRM Platform• Buy Troy's Book, Strategize Up That Is Referenced In This Episode: StrategizeUpBook.com• Discover All Podcasts On The HubSpot Podcast Network#####Support The Podcast & Connect With Troy: • Rate & Review iDigress: iDigress.fm/Reviews•  Follow Troy's LinkedIn @FindTroy• Need Growth Strategy, A Keynote Speaker, Or Want To Sponsor The Podcast? Go To FindTroy.com•  Follow Troy's Instagram @FindTroy•  Subscribe to Troy's YouTube Channel

"The main value of having both marketing and sales under one person is that there's no break in the funnel." - Assaf Frances   Assaf Frances is a dedicated and passionate marketing professional who excels in creating growth engines, orchestrating brand management initiatives, and facilitating operational excellence. His strength lies in crafting compelling narratives and fostering impactful communication strategies within the dynamic SaaS landscape for government and beyond. Assaf has contributed significantly to enhancing brand visibility and facilitating expansion initiatives in alignment with company aspirations through both exceptional field marketing presences and unique digital marketing assets. In this interview, Assaf shares his journey and the strategic approach Gelt employs to integrate marketing and sales in order to streamline their growth.   Website: https://www.joingelt.com/ LinkedIn: https://www.linkedin.com/in/assaf-frances-4a60b938/

"The main value of having both marketing and sales under one person is that there's no break in the funnel." - Assaf Frances   Assaf Frances is a dedicated and passionate marketing professional who excels in creating growth engines, orchestrating brand management initiatives, and facilitating operational excellence. His strength lies in crafting compelling narratives and fostering impactful communication strategies within the dynamic SaaS landscape for government and beyond. Assaf has contributed significantly to enhancing brand visibility and facilitating expansion initiatives in alignment with company aspirations through both exceptional field marketing presences and unique digital marketing assets. In this interview, Assaf shares his journey and the strategic approach Gelt employs to integrate marketing and sales in order to streamline their growth.   Website: https://www.joingelt.com/ LinkedIn: https://www.linkedin.com/in/assaf-frances-4a60b938/

Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers:https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ In this episode, we explain what our Live Like a King series is and dispels myths about what it is not. Mr. Henderson shatters stereotypes about certain countries outside of the West and describes how luxury living is possible in these locations. However, that does not mean wealthy entrepreneurs and investors need to indulge in excesses, nor be overly concerned about the risks involved in adopting this lifestyle. Listen in full as Mr. Henderson shares the real way to live like a king overseas. Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ DISCLAIMER: The information in this episode should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.

What's the difference between mass market insurance and personalized insurance coverage? How do you decide on the best fit, and how do you find a broker that's right for you?In this episode of the Easemakers Podcast, Private Risk Management Association CEO & Executive Director Diane Delaney shares how a consultative approach to insurance can help HNW families and individuals protect and preserve their assets. Tune in to hear an overview of today's hard market, Diane's tips for being proactive in preventing the most common losses, why Diane starts conversations by focusing on the passions (like collections), what to look for in a private insurance advisor, and more!

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Bill Roth, is the Co-Founder and CEO of HardTarget, a company specializing in cyber preparedness for ultra-high-net-worth families using gamification. Bill shares his journey from a serial entrepreneur to developing unique cybersecurity solutions for high-value clients. Learn about common threats, the importance of cyber literacy, and practical tips for enhancing your digital security. In this episode, Chris and Bill discuss: 1. The Genesis of HardTarget 2. Threats to High Net Worth Families 3. Gamification and Cyber Preparedness 4. Practical Cybersecurity Tips for Families LinkedIn: https://www.linkedin.com/in/bill-roth/ Website: https://www.hardtarget.ai/ 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 thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

In this episode, our guest is Brad Blazar, a capital-raising powerhouse, who's raised over $2 billion from investors and shares the secrets to his success. From starting an oil company at 23 to helping entrepreneurs scale their capital-raising efforts, Brad breaks down advanced strategies that can help you build trust with high-net-worth investors and dramatically increase your fundraising results. What you'll discover:- Proven tactics for connecting with high net worth investors: Learn the key do's and don'ts of your first conversation and how to build immediate trust.- Strategies to tap into family offices and broker-dealers: Shift from small investor checks to millions in capital by leveraging larger financial networks.- The psychology of closing more deals: Master powerful techniques to build trust, remove objections, and effortlessly convert more investors. Ready to elevate your capital-raising game? Tune in for expert tips and actionable insights! Timestamps:00:00 Intro02:04 Brad's entrepreneurial journey05:52 Oil business collapse and transition to capital raising09:17 Lessons learned from business collapse and building new businesses11:27 Tips for attracting high net worth investors16:03 Building trust and investor relationships:19:03 Nurturing investor relationships: the importance of follow-up24:55 Tracking investor interactions with CRM systems29:58 Scaling from retail investors to broker dealers and family offices34:28 Shifting mindset for raising larger amounts of capital38:49 Scaling from $20-30 million to $100+ million in capital raising43:01 Compensation and legal considerations for broker dealers48:49 Raising capital in today's market vs. previous years54:51 Best advice for passive investors56:02 Most important metrics Bred tracks56:43 Brad's daily habits and philanthropic effortsVISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

There are two classes of private investor in Australia: Everyday retail investors and legally certified sophisticated investors (defined by law as having an annual income of at least $250,000 or assets of more than $2.5m),Today we examine the sophisticated investor regime - how it works and whether you would gain anything from making the cut. Ray Tubman of Heirwealth joins wealth editor James Kirby in this episode  ------- In today's show, we cover: The great Australian $3.5 trillion wealth transfer The good and bad of becoming a sophisticated investor Property options for the High Net Worth brigade SMSF versus index funds inside Big Super  See omnystudio.com/listener for privacy information.

Send us a textIn this episode of the Serve First, Sell Later Marketing podcast, host Sylvia Garibaldi explores the intricacies of marketing to high net worth clients. She discusses why traditional marketing techniques often fall short with affluent individuals and offers actionable strategies to refine brand positioning and value propositions. By emphasizing exclusivity, privacy, and sophisticated solutions, Sylvia shares how professionals can position themselves as trusted advisors and attract high-value clients. Learn how to leverage social media, develop thought leadership content, and build strategic networks to resonate with this elite audience.Resources mentioned: Sign up for our FREE 2 hour workshop happening on November 6th, 2024! Feeling stuck about how to grow your practice, book a free strategy call here. Key Takeaways:Understand the unique needs and priorities of high net worth clients to tailor your marketing strategies effectively.Emphasize exclusivity, privacy, and sophisticated solutions in your brand positioning.Create a strong online presence that reflects your expertise and aligns with high net worth clients' expectations.Develop thought leadership content, such as e-books and white papers, to showcase your expertise.Utilize platforms like LinkedIn for strategic networking and to engage affluent audiences. Episode Chapters:(00:00) Attracting High Net Worth Clients: Learn the strategic approaches necessary for engaging high net worth clients and refining brand positioning.(08:05) Value Proposition: Discover the importance of exclusivity, privacy, and sophisticated solutions in attracting affluent clients.(14:35) Leadership Content and Strategic Networking: Explore the development of thought leadership content and strategic networking to engage high net worth clients.(27:58) Serving High Net Worth Clients: Understand how to address the unique needs of clients who prioritize privacy and wealth protection.Rate, Review, & Follow on Apple Podcasts"Love listening and learning from the Serve First, Sell Later Marketing Podcast” If that sounds like you, please consider rating and reviewing my show! This helps me support more people -- just like you. Click here, scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then be sure to let me know what you loved most about the episode!Sign up for our free LinkedIn newsletter on marketing your professional practice Click here for a free strategy call Connect with me on linkedin Join our online community Subscribe to my youtube channel

MARK MILLER has spent over 30 years in the tax and financial services industry helping his clients grow and protect their wealth. He has worked with hundreds of Business Owners, Physicians, Executives and High-Net-Worth clients cutting their taxes significantly. He helps them grow and protect their business and retirement assets in good times and bad. Plus, preserve long-lasting family legacies.     CONNECT WITH Dr. Alan E. Nelson LinkedIn: https://www.linkedin.com/in/markmiller-hiltonfo/ Twitter: https://x.com/HiltonWealth Facebook: https://www.facebook.com/HiltonWealth YouTube: https://www.youtube.com/@hiltontaxwealthadvisors6590 Website: http://hiltonwealth.com/     JOIN THE FIGHT AGAINST FOOD INSECURITY   Join the fight against food insecurity here in the U.S. with an online donation. $25 will provide food and life essentials for 10 vulnerable families. DONATE TODAY at https://www.mtsoutreach.org/ to fight hunger!    Meet the Streets Outreach provides essential support to Houston's food-insecure communities by offering 450 hot meals each week. With your help, we can continue to serve those in need. Your support ensures that we can continue to make a meaningful difference in the lives of Houston's most vulnerable residents. Thank you for considering this opportunity to invest in the well-being of our community.   Food Insecure Households For many families in the U.S., the past several years have been difficult. Higher food prices, economic instability, and other factors have made providing for a family even harder. 1 in 8 households in the U.S. is food insecure. That means these families don't have enough money or resources to buy enough food for everyone in their household. As recently as 2022, 7.3 million children lived in food insecure households. Also, 16.9% of children live in poverty.   SNAP Benefits More than 22 million U.S. households use SNAP benefits to help with food costs, as of April 2023. Sometimes known as “food stamps,” SNAP is the federal Supplemental Nutrition Assistance Program. People who receive SNAP benefits can use it to buy groceries, seeds, and plants for food. SNAP cannot be used to purchase hot food or household items like cleaning supplies, vitamins, or diapers.   CONNECT WITH Cedric Francis Website: https://www.lead2greatness.com/ Facebook: https://www.facebook.com/cedricbfrancis X (twitter): https://twitter.com/cedricbfrancis Instagram: https://www.instagram.com/leadtogreatness/ • • LinkedIn: https://www.linkedin.com/in/cedric-b-francis-a0544037/

Whether you're an active military member, veteran, or high-earning busy professional looking to achieve financial stability through real estate, you must hear this episode with Shelon “Hutch” Hutchinson!Hutch shares his journey of exploring several ways to invest in real estate, his transition to multifamily passive investing and syndication, and his continuous mission to guide people in the military service to improve their financial situation!Key Points & Relevant TopicsHutch's life working as an active marine while trying different investment strategies in real estateWhy Hutch decided to transition from single-family investing and flipping to multifamily syndicationThe significance of developing trust with potential investorsAdvantages of real estate investing for active military members' retirementOptions for active military members to plan for their retirementBuilding relationships, networks, and deal flow for more investment opportunitiesWhy people should have an abundance mindset when investing in real estateResources & LinksSignup to download Hutch's free eBook “Operations Manual”Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Shelon “Hutch” HutchinsonShelon "Hutch" Hutchinson is an active-duty Marine with over 25 years of service and a bachelor's in Aeronautics. He has served in various leadership and managerial roles, overseeing the maintenance and flightworthiness of aircraft and hydraulic systems. As a co-founder of H Squared Capital, LLC, Hutch helps veterans and high-net-worth investors achieve financial freedom and own more of America by investing in apartment buildings. With over four years of experience in multifamily syndication, he has acquired, repositioned, and rebranded several properties with a team of top performers. Additionally, Hutch co-hosts "The Multifamily Real Estate Experiment" podcast which is focused on multifamily apartment syndication, sharing his insights and expertise with other aspiring and experienced investors. Get in Touch with HutchWebsite: https://www.hsquaredcapital.com/ LinkedIn: Hutch (Shelon Hutchinson) The Marine InvestorTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Episode 229 FACULTY: Ashley Francis, CPA CLASS: #Shoperations In this episode, Scotty and Ashley Francis, CPA discuss her journey in becoming a CPA, building her niche practice focused on high-net-worth individuals, and exploring educational opportunities. Ashley shares her passion for accounting, spurred by early childhood experiences, and her growth from working in large accounting firms to running her own practice. She talks about her unique experience with trust and estate taxes, homeschooling her son, and the challenges and rewards of balancing a practice with educational endeavors. Ashley and Scott do NOT discuss: AI, Jason Staats, or Automation!

Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers:https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ In this Nomad Capitalist interview, Patrick Bet-David reveals the mindset and formula for building a successful business, one that could ultimately lead to you achieving a nine-figure net worth. Mr. Bet-David and Mr. Henderson also discuss key traits of successful entrepreneurs and contrast them with modern-day influencers who are dabbling in entrepreneurship. Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ DISCLAIMER: The information in this video should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.

Rockefeller Capital Management CEO Greg Fleming spoke about different areas the business advises wealthy clients on, the Federal Reserve, the federal budget deficit, and more. This interview was filmed on September 11, 2024.

Welcome to another episode of Wealth Strategy Secrets of the Ultra Wealthy, today I am honored to bring you a conversation that dives deep into the core of holistic wealth-building strategies. Joining me are Josh McCallen and John Edwin, as we explore the pillars of success that can help you achieve financial freedom and stability. In this episode, I share the transformative insights I've gained over the years, from investing in alternative assets like oil, gas, and real estate, to founding Pantheon Investments. You will also learn about my bestselling book, "The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life," which distills these experiences into actionable strategies. Join us as we go beyond the numbers and delve into holistic strategies that encompass financial, intellectual, human, social, and emotional capital. Learn how you can achieve unprecedented freedom to live an extraordinary life. Don't miss this opportunity to elevate your wealth-building journey. To access more insights and exclusive resources, visit pantheoninvest.com and get your free copy of my book at holisticwealthstrategy.com. Thank you for tuning in and let's unlock the secrets to building legacy wealth together! In this episode, we talked about: My transition from the Marine Corps to discovering alternative investments Core principles of the Holistic Wealth Strategy that can guide you towards financial freedom Innovative investment methods, such as infinite banking, that provide financial resilience The Virtual Family Office concept, designed to offer high-net-worth services at accessible levels Click here to learn more: https://pantheoninvest.com/episode137

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.Learn More: https://www.keatsgroup.com/Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-tax-planning-for-high-net-worth-clients

In this enlightening episode, we sit down with Michael Tanner, CFO of Pecos Operating and Trevino Resources, to explore the intricacies of investing in the oil and gas industry. Michael shares invaluable insights on the unique tax benefits available to high-net-worth individuals, comparing oil and gas investments to real estate. We delve into the role of natural gas as a transitional energy source, discuss the impact of market volatility and fluctuating oil prices, and consider how political changes could affect the industry's future. This conversation is a must-listen for investors looking to diversify their portfolios and capitalize on opportunities in the energy sector. To connect with Michael, visit his website: https://trevinoresources.com/invest/ Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow our Blog: https://www.drchrisloomdphd.com/blog Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/christopher-loo/support

Find us on social media: Facebook & InstagramEmail us: hello@thetinlounge.com Discussion:Special Needs Group CEO Talks Mobility Assistance Trends at SeaTips for Working with High Net Worth Clients from Luxury Advisor Stacy Small As heard on Excess Baggage:Six Senses Hotel Planned for Colorado RockiesAir Canada Announces Flexible Rebooking Policy Ahead of Potential StrikeNorwegian Cruise Line Unveils 2026 Spring and Summer ItinerariesAfter demand boom for all-inclusives, signs point to a slowdownCruising's rising popularity in AfricaAmaWaterways Launches 'Sell Five, Sail Free' Promo for Travel AdvisorsClassic Vacations Enhances Advisor Experience with New Partnership and Upgraded PlatformHilton Enhances Global Luxury Travel Advisor PrograCelebrity Cruises Unveils Modernized Celebrity InfinitySee omnystudio.com/listener for privacy information.

Today on the Compassionate Capitalist Show, we are diving deep into the fascinating world of artificial intelligence and its transformative impact on businesses and investment strategies. David Marra, a trailblazer in quantitative asset management and financial innovation, joins host Karen Rands to discuss how AI has evolved to simplify implementation for businesses and its profound potential to drive global growth. In this episode, David Marra shares his expertise on managing investment portfolios using AI, the importance of diversification, and strategies to minimize risk while maximizing returns. Karen and David explore topics such as the state of the technology market, the role of private equity, and the need for balancing portfolios to weather market volatility.  Key Take Aways:  1. The Evolution and Impact of AI on Businesses    + With a look at tech impact since the Industrial Revolution    + The potential for AI to drive growth rates globally    + Application of AI in logistics, customer service, and sales. 2. Risk Management and Portfolio Diversification    + AI isn't a sector so not a bubble, it is fuel for innovation    + The need to decorrelate risk and minimize exposure to large losses.    + Weathering market storms through diversified investment strategies. 3. AI Stocks and Investment Strategies    + Financial advisor recommendations on portfolio allocation in private equity or angel investments.    + Balancing private equity with income-producing assets.    + Diversification principles applicable to angel investments as well. 4. Managing Risk for Long-Term Income    + Impact of market crashes and recovery periods.    + Importance of risk management and capital protection for consistent income.    + Importance of long-term thinking for solid fundamentals and  Holding onto good investments amidst volatility. Whether you're an investor seeking to mitigate risk, an entrepreneur looking to leverage AI, or simply curious about the future of financial markets, this episode is packed with valuable insights to help you navigate the ever-evolving landscape. Tune in as Karen Rands and David Marra explore the power of AI in investment strategies and its broader implications for business growth. Don't miss out on this riveting conversation.  Listen on your favorite podcast platform or youtube (https://youtu.be/pWW-wcS8-sg)  David Marra is a distinguished quantitative investment manager who skillfully merges the principles of economics with advanced statistical learning. He is a proud graduate of the University of Chicago's business school, a prestigious institution renowned for its Nobel laureates and contributions to economic theory. David leverages his extensive education in finance to approach investing with a blend of empirical and theoretical knowledge, drawing from the rich history of economic thought from Adam Smith to modern-day advancements. His unique approach also incorporates cutting-edge techniques from statistical learning, emphasizing the use of large datasets and computational power.  Learn More at: Markinfunds.com Karen Rands is a best selling author, top rated podcaster, and sought after advisor for founders and investors.  Learn more at her website:  http://kugarand.com To subscribe to her Linkedin Newsletter,  Learn about hire on demand digital course Intro to Angel/Crowdfund Investing,  Schedule an appointment or find and connect on social media, Or find her podcast on other platforms Please visit http://bit.ly/linkCCS Please be a part of the Compassionate Capitalist Movement and share this podcast and subscribe to not miss a single episode.

Amber takes you behind the scenes to recap the strategies for financial advisors to attract and retain high-net-worth clients, as well as mastering the art of marketing. First, Paul Saganey joined Matt to unveil the intricate "complexity curve" that separates elite advisors from the rest. Discover why building a team of experts is the ultimate key to exceeding the lofty expectations of affluent clients. Jamie unleashed a torrent of marketing tactics that will help your firm's visibility and authority. From mastering the art of website SEO to crafting captivating content that resonates with your target audience. Resources in today's episode: - Episode Website - Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261] - Marketing. What Works For Financial Advisors?

Matthew Jarvis sits down with Paul Saganey, the visionary founder of Integrated Partners. They dive into the "Complexity Curve" – the unique challenges financial advisors face when serving high-net-worth clients with multifaceted financial portfolios. Saganey's profound insights shed light on the necessity for advisors to evolve and ascend the complexity curve, equipping themselves with a comprehensive arsenal of expertise. He emphasizes the critical role of having a clear vision and a team of collaborators who collectively possess a vast array of specialized knowledge. The conversation also highlights the paramount importance of continuous learning and insatiable curiosity—the cornerstones of staying ahead in the ever-evolving financial advisory industry. Sagany's expertise underscores the value of reaching out to subject matter experts across various disciplines, ensuring that financial advisors can provide a truly holistic and tailored approach to their affluent clientele. Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Paul Saganey: Website | LinkedIn- Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm's Elite Wealth Management Practice - Making Smart Decisions - Article: It's Time To Prepare For When, Not If, AI Replaces Advisors