Podcasts about mariner wealth advisors

In this episode of The Rainmaker Podcast, Gui Costin sits down with Todd Cassler, Chief Growth Officer and Partner at Cerity Partners, to explore the strategies and mindset that have fueled Todd's success in financial services. With over 25 years of industry experience spanning roles at Mariner Wealth Advisors, John Hancock Investments, and Manulife Investment Management, Todd shares his journey from an unexpected start in insurance to leading growth initiatives at a firm managing $130 billion in assets.Todd discusses the nuances between institutional, wealth management, and retail channels, highlighting the key differences in decision-making processes. While institutional markets rely on professional buyers and defined frameworks, the wealth management space offers more flexibility to influence decisions at the point of sale. Todd emphasizes the importance of focusing on channels where firms have the highest probability of success, rather than chasing large mandates with low chances of conversion.The conversation delves into leadership and growth strategies. Todd stresses starting with clear goals, the “big rocks”, and having an honest reflection on an organization's capabilities. He advocates for focusing on high-impact areas rather than spreading resources too thin. On leadership, Todd champions empowerment, accountability, and adaptability. He believes in hiring talent for the future, fostering transparent communication, and delivering both positive feedback and constructive criticism to drive growth.Todd also touches on the critical role of technology, particularly CRM systems, in enhancing productivity, managing risk, and supporting data-driven decisions. For small teams skeptical of CRM adoption, he underscores its value not just as a sales tool but as an essential part of client retention and business continuity.Wrapping up, Todd offers advice to young professionals: show up, listen more than you speak, ask insightful questions to establish expertise, and invest in personal development. His insights provide actionable takeaways for fundraisers, sales leaders, and anyone looking to excel in financial services.

In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight key job changes, including Jan Murtha's upcoming departure from the North Dakota State Investment Board, Kelli Washington's appointment as CIO of The California Endowment, and Nick Ciatti joining Cliffwater's private equity team. In RIA/FA M&A news, Mariner Wealth Advisors expands with acquisitions in Florida and California, adding $878M in AUM, SEIA acquires Beverly Investment Advisors, and Allworth Financial strengthens its presence in Northern California and the Pacific Northwest with Ryan Wealth Management. Institutional updates feature City of Marlborough's small-cap equity manager search and significant private equity and real assets commitments from Fresno County Employees' Retirement Association, Orange County Employees Retirement System, and Arkansas Teacher Retirement System. Fundraising news includes S3 Capital's $335M first close on its third real estate credit fund, Blue Earth Capital raising $113M for its evergreen private credit strategy, and BondBloxx launching a private credit ETF targeting middle-market CLOs. Join us for the latest updates in institutional and wealth management!

Jeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, expects the Standard & Poor's 500 should hit 6,000 by mid-2025, but he acknowledges that those gains might surprise him by coming early, turning 2024 potentially into a "super year," which would turn 2025 into a less-stellar environment. Either way, he expects the market to take a brief breather before a potential rebound for the end of the year carrying the market into the new year. Matt Zajechowski, research analyst at Northstar Inbound, discusses a survey the group did for JeffBet on the most expensive concerts in terms of ticket price per minutes the act typically plays. Chuck answers a listener's question following up on  a recent interview that looked at certificates of deposit rates and how investors might play CDs now that rate-cutting has started, and Paige Henderson, senior portfolio manager on the Resilient Global Equity team at Allspring Global Investments, talks about playing defense now, before the market makes conditions more tenuous.

In this election season, Social Security should be a key topic of debate due to its impending funding crisis, which could lead to a 25% reduction in benefits by 2032. Then Ric and industry experts discuss the challenges of organic growth for financial advisors, noting the shift from individual client acquisition to broader strategies. And Ric answers a listener question, explaining that you can't simultaneously pursue aggressive growth and safety in an investment. #SocialSecurity #Election2024 #RetirementPlanning #FinancialCrisis #SocialSecurityReform #ElderlyCare #GovernmentPolicy #TaxIncrease #EconomicSecurity #FutureOfSocialSecurity -----  Subscribe to podcast updates: https://form.jotform.com/223614751580152  Ask Ric: https://www.thetayf.com/pages/ask-ric  -----  Links from today's show:  Wealth Management Convergence (March 2024): https://www.thetayf.com/pages/convergence  Edelman Financial Engines: https://www.edelmanfinancialengines.com/  Mariner Wealth Advisors: https://www.marinerwealthadvisors.com/  Gladstone Wealth Partners: https://gladstonewealth.com/  Mill Creek Capital Advisors: https://www.millcreekcap.com/  -----  Follow Ric on social media:  Facebook: https://www.facebook.com/RicEdelman  Instagram: https://www.instagram.com/ric_edelman/  LinkedIn: https://www.linkedin.com/in/ricedelman/  X: https://twitter.com/ricedelman  YouTube: https://www.youtube.com/@RicEdelman  -----  Brought to you by:  Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html  State Street Global Advisors: https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones   Schwab: https://www.schwab.com/  Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee  ----- 

Reverse mortgages, which provide payments to you instead of you making payments, used to have a bad reputation with high costs involved and many scammers around. But then, several years ago, the federal government stepped in and laid down some rules. Mike Switzer interviews Ashton Lawrence, a certified financial planner with Mariner Wealth Advisors in Greenville, S.C.

Unlock the secrets to successful wealth management with Kevin Corbett, Managing Director of Corporate Development and Strategy at Mariner Wealth Advisors. Gain valuable insights into Mariner's rapid growth strategy aimed at affluent and high-net-worth individuals, and discover how Kevin's expertise in M&A opportunities has propelled the firm to operate across 41 states with over 800 advisors. Learn the three keystones of Kevin's success: meticulous attention to detail, unwavering honesty and integrity, and the power of teamwork. Kevin also delves into the emotional journey of entrepreneurs transitioning from owners to employees, offering a unique perspective on the psychological elements of selling.  Trace Kevin's professional journey from working directly with individual clients to liaising with institutions and advisors. Explore his career-defining move to North Texas in 2003 to join Fidelity Institutional, where he played a pivotal role in helping advisors establish their own RIA firms. Uncover the story of Kevin's relationship with Marty Bicknell, the founder and CEO of Mariner Wealth, and how their shared values and trust shape Mariner's client-first mindset. This episode underscores the cultural considerations in business acquisitions and the importance of maintaining strong personal connections for long-term success.  In our conversation, we emphasize the significance of fostering a culture of success within a team, where putting the customer first and delivering exceptional value are paramount. We discuss the challenges of evaluating cultural fit remotely and the benefits of viewing partnerships over mere vendor relationships. Reputation and integrity take center stage as Kevin shares how high standards and nurturing long-term relationships can unlock growth opportunities. Finally, we highlight the indispensable role of CRM systems in managing deals, fostering accountability, and driving strategic decision-making through meticulous data tracking. Join us for an episode brimming with actionable strategies and insights into the dynamic world of wealth management.  Kevin helps lead the corporate development function at Mariner Wealth Advisors. His work includes the strategic lift-out of advisors and teams, assessing and identifying key talent for recruiting, as well as RIA firm acquisitions across the U.S. Kevin works closely with a wide range of industry participants (investment banks, RIA custodians, COIs, etc.) across the industry in pursuit of our goals. He is also a member of the Mariner Trust Company Board of Managers.    Prior to joining the firm, Kevin was a senior relationship manager at Fidelity Investments, where he worked closely with Mariner Wealth Advisors. Through his 17-year tenure at Fidelity, Kevin held various roles throughout the retail and institutional brokerage businesses, including positions in national financial services, capital markets and institutional wealth services. Kevin's past experience also includes working as a head trader with Bainco International Investors. Kevin has a bachelor's degree in marketing from the Isenberg School of Management at the University of Massachusetts in Amherst.  Quotes: "I think attention to detail is paramount. Understanding every facet of a potential acquisition ensures our conversations are in-depth and truly beneficial."  "Honesty and integrity have been hallmarks of my career. In financial services, where trust is everything, being upfront and truthful builds lasting relationships."  "You can't achieve success in isolation. It's about leveraging the strengths of your team and knowing that it takes a village to close a deal."    Links:  Kevin's LinkedIn - https://www.linkedin.com/in/kevin-w-corbett/ Mariner - https://www.marinerwealthadvisors.com   Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ 

Mike Switzer interviews Ashton Lawrence, a certified financial planner with Mariner Wealth Advisors in Greenville, S.C.

Brian Levitt, global market strategist at Invesco, says that the years after peak inflation and peak tightening tend to be good for markets, and he expects that to continue with a market and economy that he thinks can avoid big downturns. Levitt says the economy never got the recession many people expected because the economy didn't have a lot of excesses to create bubbles or big issues, but also because trouble came in spots, rolling into one area without taking over the whole landscape. As a result, Levitt's major guideposts for recession haven't been flashing warning signs, though he acknowledges that the next six months will likely rise and fall almost entirely based on the actions of the Federal Reserve and how the market responds to them. Jeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, says he expects the market to recapture the record highs it was at earlier this year, with a year-end target of 5400 for the Standard & Poor's 500. Plus Ken Laudan, portfolio manager, Buffalo Large Cap Growth Fund discusses innovative, high-quality, durable large-cap growth companies in the Market Call. 

Mike Switzer interviews Roy Janse, a certified financial planner with Mariner Wealth Advisors in Greenville, SC.

Join Pat and Konch for a snapshot of the fundraising world: Myles Clements' move to Mariner Wealth Advisors, Aaron Birman's new role at Callan, and Wealth Enhancement Group's strategic hires. Discover mergers like Cerity Partners with Agility, Sequoia Financial's acquisition of AltruVista, and Creative Planning's expansion through ML&R Wealth Management. Dive into institutional investments with insights on the Illinois Municipal Retirement Fund, Teachers Retirement System of Texas's new commitments, and more. This episode is your quick guide to the significant people, mergers, and investments shaping wealth management and institutional investing today.

Justine and Jillian are joined by Dahlia Goldberg, a Senior Wealth Advisor at Mariner Wealth Advisors to talk all things money. From saving to investing, and even whether you should discuss your salary, no topic is off limits.

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Major General Mastin Robeson, Geopolitical Intelligence Advisor at Academy Securities, discusses the White House weighing potential responses to a deadly attack on a US base in Jordan by Iran-backed militants over the weekend. Silvio Tavares, CEO of VantageScore, talks about the firm's credit data gauge on health of the consumer. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Business of Sports Reporter Ira Boudway shares the details of the Businessweek Magazine story Steve Ballmer's $2 Billion Arena Is for Basketball Die-Hards. And we Drive to the Close with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors.Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Major General Mastin Robeson, Geopolitical Intelligence Advisor at Academy Securities, discusses the White House weighing potential responses to a deadly attack on a US base in Jordan by Iran-backed militants over the weekend. Silvio Tavares, CEO of VantageScore, talks about the firm's credit data gauge on health of the consumer. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Business of Sports Reporter Ira Boudway shares the details of the Businessweek Magazine story Steve Ballmer's $2 Billion Arena Is for Basketball Die-Hards. And we Drive to the Close with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors.Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

With Bitcoin all over the news lately, we thought it might be worthwhile to dig a little deeper into blockchain technology, how it works exactly, and what is the role of Bitcoin in a blockchain anyway? Mike Switzer interviews Ashton Lawrence, a certified financial planner with Mariner Wealth Advisors in Greenville, SC.

Bloomberg News Economics Reporter Rich Miller and Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey talk about how the most important question facing the economy and financial markets next year is not whether the Federal Reserve will cut interest rates. It's why. Chris Hayward, Policy Chairman for the city of London, discusses the importance of opening new offices in deepening ties between New York and London as two of the world's leading financial centers. JLL Hotels & Hospitality's Americas CEO Kevin Davis shares the results of the firm's Hotel Investor Sentiment Survey. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Economy and Government Correspondent Manuela Tobías provide the details of the Businessweek story Milei's Wall Street Fan Is Dismayed by Softer Economic Policies. And we Drive to the Close with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors.Hosts: John Tucker and Molly Smith. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Bloomberg News Economics Reporter Rich Miller and Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey talk about how the most important question facing the economy and financial markets next year is not whether the Federal Reserve will cut interest rates. It's why. Chris Hayward, Policy Chairman for the city of London, discusses the importance of opening new offices in deepening ties between New York and London as two of the world's leading financial centers. JLL Hotels & Hospitality's Americas CEO Kevin Davis shares the results of the firm's Hotel Investor Sentiment Survey. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Economy and Government Correspondent Manuela Tobías provide the details of the Businessweek story Milei's Wall Street Fan Is Dismayed by Softer Economic Policies. And we Drive to the Close with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors.Hosts: John Tucker and Molly Smith. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

If you've got your eye on some stocks but want to wait to buy because you think the market may be heading a little lower, then our next guest has a portfolio strategy that will pay you while you wait. Mike Switzer interviews Ashton Lawrence with Mariner Wealth Advisors in Greenville, S.C.

Shehzad Qazi, Managing Director of China Beige Book International and Dexter Roberts, Director of China affairs at the Mansfield Center at the University of Montana, break down the latest headlines out of China. Katie Thomas, Lead at the Kearney Consumer Institute, discusses retail earnings. And we Drive to the Close with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors.  Hosts: Carol Massar and Tim Stenovec  Producer: Paul BrennanSee omnystudio.com/listener for privacy information.

Shehzad Qazi, Managing Director of China Beige Book International and Dexter Roberts, Director of China affairs at the Mansfield Center at the University of Montana, break down the latest headlines out of China. Katie Thomas, Lead at the Kearney Consumer Institute, discusses retail earnings. And we Drive to the Close with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors.  Hosts: Carol Massar and Tim Stenovec  Producer: Paul BrennanSee omnystudio.com/listener for privacy information.

With interest rates considerably higher than they were a year ago, many investors are becoming interested again in income generating investments. Today, we will talk about the advantages to investing in individual bonds vs. bond mutual funds. Mike Switzer interviews Roy Janse, a certified financial planner with Mariner Wealth Advisors in Greenville, SC.

Jeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, says the economy looks like it can avoid a hard landing, and that should be enough to keep the stock market performing above investors' expectations. turning any downturn into a buying opportunity in conditions that he says should take the Standard and Poor's 500 up to about 4,800 over the next six to 12 months. Also on the show, John Cole Scott, president of Closed-End Fund Advisors, discusses four funds that have earned his interest -- and big chunks of his clients' money -- during the first half of 2023, Megan Sanctorum discusses a Bonus.com survey showing that nearly 40 percent of Americans are using credit-card rewards and cash-back offers to manage their day-to-day finances, and 'Turtle Trader' Jerry Parker of Chesapeake Capital Corp. talks about momentum and trend-following in the Market Call.

Brian Stockton, Senior Director of Technical Services and Training at Audi, discusses the need for trained EV technicians and the automaker's Audi Education Partnership. Steven Skancke, Chief Economic Advisor at Keel Point, provides a preview of Wednesday's Fed decision. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Startups Reporter Ellen Huet share the details of Ellen's Businessweek Magazine story Layoffs and AI Are Changing Tech's Once Invincible Job Market. And we Drive to the Close with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors. Hosts: Matt Miller and Madison Mills. Producer: Paul Brennan. See omny.fm/listener for privacy information.

Brian Stockton, Senior Director of Technical Services and Training at Audi, discusses the need for trained EV technicians and the automaker's Audi Education Partnership. Steven Skancke, Chief Economic Advisor at Keel Point, provides a preview of Wednesday's Fed decision. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Startups Reporter Ellen Huet share the details of Ellen's Businessweek Magazine story Layoffs and AI Are Changing Tech's Once Invincible Job Market. And we Drive to the Close with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors. Hosts: Matt Miller and Madison Mills. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

With the lifetime estate and gift tax exemption, currently $12.92 million for individuals, scheduled to sunset in two years and decrease to around $6 million starting in 2026, our next guest says now is a good time to make the most of your charitable giving strategies. Mike Switzer interviews Ashton Lawrence, a certified financial planner with Mariner Wealth Advisors in Greenville, SC.

Priceline CEO Brett Keller shares his thoughts on the spring travel season. Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, discusses diagnosing and treating dementia. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Economics Reporter Jonnelle Marte provide the details of Jonnelle's Businessweek Magazine story Female Executives Are Exhausted, Frustrated and Calling It Quits. Ross Gerber, CEO at Geber Kawasaki Wealth Management, talks about Tesla's investor day and ending his bid for a board seat with the company. Marco Santori, Chief Legal Officer at Kraken, talks about the SEC looking into firm's staking services. And we Drive to the Close with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors. Hosts: Carol Massar and Jess Menton. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Priceline CEO Brett Keller shares his thoughts on the spring travel season. Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, discusses diagnosing and treating dementia. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Economics Reporter Jonnelle Marte provide the details of Jonnelle's Businessweek Magazine story Female Executives Are Exhausted, Frustrated and Calling It Quits. Ross Gerber, CEO at Geber Kawasaki Wealth Management, talks about Tesla's investor day and ending his bid for a board seat with the company. Marco Santori, Chief Legal Officer at Kraken, talks about the SEC looking into firm's staking services. And we Drive to the Close with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors. Hosts: Carol Massar and Jess Menton. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Marty Bicknell is the CEO and President of Mariner Wealth Advisors. As CEO and President, he drives the strategic direction for the firm, coming up with innovative solutions to help meet the needs of Mariner's clients. Marty has extensive personal and professional experience with closely held family businesses, and their unique complexities. As a result, he is a recognized leader in wealth management, and is often sought out as a mentor by other successful entrepreneurs. With the goal of keeping the client at the center of what they do, Marty and seven others founded Mariner Wealth Advisors in 2006. Marty's vision was to build a firm that could simplify their clients' lives by having the resources they need under the same roof. Marty and Mariner's promise is to always put the clients' interest before anything else – a promise they haven't budged from in their 17 years of business. I've had the unique pleasure of following the evolution of Mariner since its inception, so having Marty's insight and experience available to the DealQuest community is such an honor. THE INCEPTION AND CORE OF MARINER WEALTH ADVISORS Coming from a background of the wirehouses, that's all Marty knew. The first 16 years of his career was spent with A.G. Edwards, an incredible firm with incredible culture that, too, went through its own changes; ones that impacted many advisors, including Marty. By that point, he needed to figure out his next step, and was fortunate enough to come across two people from Fidelity who educated him on what the RIA industry was. Once he had a handle on the fiduciary model and the RIA industry, he knew it'd be a great fit for his clients, his team, and his own personal goals, and he “jumped right in.” He and his fellow founders started Mariner Wealth Advisors with a simple philosophy that still stands today: Clients first. No exception. Associates second. Shareholders last. This philosophy became important to Marty and the Mariner team because many firms today tend to prioritize shareholders a bit too much, and for Marty, he wanted his clients to feel their needs and wants are met; never having to question if Mariner is on their side, or not. FROM ORGANIC GROWTH AND ONBOARDING TO M&A INTEGRATOR: WHY MARINER SWITCHED Looking at the wirehouse model, it isn't uncommon to find a “corner office guy” be the best business development professional, but not exactly strong at advice. Looking elsewhere in the office, you'd find the opposite is true for someone else. For many years Mariner Wealth's growth was from a combination of organic growth and onboarding new advisors, but not from doing M&A deals. With an unwavering dedication to their core philosophy, Mariner focused on client outcomes, differing from the model within the wirehouses. Mariner started as an in-house tax practice. In addition to that, Mariner also owns their own Insurance General Agency. All of the many steps of forming Mariner allotted Marty and the team to bring to the table many different and new things, allowing them to perform bigger and greater for their clients. After about 10 – 12 years of operating primarily under organic growth, the studies began to show that organic growth was actually a lot lower, and slower. If you look at the average firm – below the big aggregator firms – you actually begin to see that growth is sitting at or under 3%. Compiling the staggering growth statistics for firm's that pursued deal-driven growth, Marty's philosophy for Mariner, and what he and his team want to achieve for Mariner's clients, making the switch to the integrator model began to make sense. WHERE THERE IS FAILURE, THERE IS A CHANCE FOR GROWTH The model switch wasn't an instant, overnight decision for Marty and the Mariner team. The switchover actually began in 2011 with Mariner's first acquisition deal. Marty frankly states that it was an opportunistic deal that ultimately didn't work out. It was a financially sound and beneficial deal, but culturally it was not a good mix. This resulted with Mariner having to ask their three largest revenue producers to leave the organization, taking their clients with them. This failure wasn't without its lessons in growth. It made Marty take a step back and evaluate, and learn what their non-negotiables were for a deal. Those non-negotiables in deals haven't faltered much since that first failed deal. THE HOW OF THE SWITCH In 2012, Mariner applied that knowledge and successfully completed four acquisitions. From 2012 to 2018, Mariner had a holding company approach, with approximately 20 firms that Mariner owned, on average, 70% of; wherein they kept their own brands. This initial aggregator approach allowed Mariner to enter into the acquisition space. The problem was that they weren't getting any synergy, and they were simply sharing 70% of the profits of the firms. In 2018, Mariner really began the transition from that aggregation approach to an integration strategy, starting the One Mariner Project. The One Mariner Project involved: Buying out minority owners Brands transitioning to the one Mariner brand Operating under one ADV The acquisitions from 2019 onward were full buyouts,which is an impressive feat considering these deals were entirely self-funded until June 2021, when Mariner brought in their first private equity partner. INTEGRATOR VS. AGGREGATOR For Marty and Mariner Wealth Advisors, the philosophy of “clients first” meant their firm's growth was dependent upon how they could provide their best for their clients. This is not to say that other models don't or can't work, as we know many firms operate under various models to serve their clients in their own best way. The key here is knowing what will work best given your unique business goals and target clientele. With that in mind, I hope you take away from this series some actionable next steps you can use to determine which wealth management model – or combination of models – works for you, your business, and your clients or which of the featured firms might be a good fit for you. • • • FOR MORE ON MARTY BICKNELL & MARINER WEALTH ADVISORS:https://www.marinerwealthadvisors.com/ https://www.marinerwealthadvisors.com/our-team/marty-bicknell/ https://www.marinerwealthadvisors.com/our-team/marty-bicknell/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. If you want to find out how deal-ready you are, take the Deal-Ready Assessment today!

What does it mean to future-proof your practice? For Ben Wong of Mariner Wealth Advisors in Pleasanton, California, it's been an evolution in service, a team transformation and a succession plan that's a win for everyone involved. After recently selling his billion-dollar advisory firm, Viewpoint Financial Network, to Mariner (a large national firm), he's already seeing the benefits of scale. Ben had much to say, so we broke the conversation into two parts. In part one, he describes how his team puts clients first with a unique level of service (or “over service”), simplifying the experience at every step. And he explains how a lack of client minimums helps his firm retain multiple generations of clients and attract more referrals. For more, visit PracticeLab.

Before advisor Ben Wong sold and consolidated his billion-dollar advisor business with Mariner Wealth Advisors in 2022, he did a lot of careful thinking about his exit strategy. His ensemble team had a big impact on his decision. He wasn't merely selling a book of business, but an operation. He wanted a way for his team to benefit and continue to grow. And he wanted to make himself happy in the coming years. In part two of our discussion, Ben describes his path to succession and why it works so well for his ensemble practice. You'll also hear about how this self-described workflow nerd thinks about staffing and hiring, along with tips for how other advisors can future-proof their practices. For more, visit PracticeLab.

In this week's episode of Your Life Simplified, Mike MacKelvie wealth advisor, and special guest Kevin Ahern, Human Resources Manager, discuss Health Savings Accounts and the 5 benefits of having one.   0:00: Intro 01:30 Benefit #1 – Triple Tax Saving 02:04 Benefit #2 – Portability 03:53 Benefit #3 – Medicare Premiums 05:35 Benefit #4 – Investment Control 06:17 Benefit #5 – Tax-free Withdrawals after the age of 65 12:29 Outro & Disclosures     

Inflows into alternative investments set new records in 2020 and 2021, in a variety of segments and "wrappers." On alternative investment platform CAIS, one of the highest-growth areas in the past few years has been the structured notes segment. CAIS's Marc Premselaar and Mariner Wealth Advisors' Brett Kunshek join the show where we discuss trends in structured notes investing, and in the broader alternatives industry. Show notes: https://altsdb.com/2022/11/cais-071/

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss the ins and out of tax-loss harvesting. Topics discussed include the selling of a security, capital gains brackets and tax deferrals.

Long-term care insurance can be complex and costly. With so many different plans available, it can be difficult to know which one is right for you and your family. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss the thing you should consider when searching for a long-term care insurance plan and how to have a successful long-term care plan in place to save money and have the essential care required.

How do you, as an investor, sift through all these choices that you have when creating your wealth plan? What's the order of operations when building your financial plan and managing your cash flow? In this week's podcast episode, Mike MacKelvie, wealth advisor, is joined by special guest Abby Foster, associate wealth advisor, as they discuss tips to help maximize your wealth through this order of operations as you pursue your financial goals.

Inflation is unavoidable right now. You see it every where you look and on the news, but what can we do to combat this inflation? Is there anything you can be doing differently in your portfolio?  In this week's podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, talk through several different variables affecting inflation.  

Stocks surging to close out the week with big gains driven by strong results from tech titans Apple & Amazon. Mariner Wealth Advisors' Time Lesko and Rosenblatt Securities' Barton Crockett discuss where they see the biggest opportunity in tech following those results. One tech stock not doing as well is Roku. That stock plunging after reporting weaker than expected numbers. Evercore ISI's Schweta Khajuria explains why she's slashing her price target on the stock. Bespoke's Paul Hickey on whether the big gains in July will be able to carry over into August. Columbia Sportswear CEO Tim Boyle discusses whether consumers are cutting back on spending amid the ongoing economic uncertainty. And PIMCO's Libby Cantrill says the so-called Inflation Reduction Act in Congress is unlikely to cool inflation in the near term.

An estate plan can play an important part in your overall wealth plan and can make a large impact on your spouse and children. Taking a few steps can help ensure that your estate doesn't end up in probate and your family isn't left with a headache. On today's episode, Mike MacKelvie is joined by special guest Drew McDowell, attorney and senior wealth advisor at Mariner Wealth Advisors, as they talk through 5 costly estate planning errors that celebrities like Prince, Whitney Houston and James Gandolfini made in their own estate plan and learn what you can do to help make sure you're not making these same mistakes.

When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context. In this week's episode, Valerie Escobar and Mike MacKelvie talk us through how to assess the information we glean from these news story headlines, and how it might impact our investing plans.

M&A in the entrepreneurial independent wealth management industry is about much more than size and scale; it's a means to reshape the business model to achieve growth and innovation. Join us to hear dynamic leaders Marty Bicknell, CEO and co-founder of Mariner Wealth Advisors, and John Copeland, founder and Managing Partner of investor Wealth Partners Capital Group use M&A strategy to achieve their firms' objectives.

In this episode of Your Life Simplified, Mike Mackelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss bond alternatives and the pros and cons of bonds. Valerie and Michael talk about the basics of bonds, bond alternatives that you can invest in, rates of return and how impactful bonds can be in the market.

In this episode of Your Life Simplified, Mike Mackelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss volatility in the stock market and strategies to embrace the up and down rollercoaster that the stock market can be. Valerie and Michael talk about the history of markets, rates of return and impactful days in the market.

Jeff gives us a broad market overview discussing inflation, interest rates and the stock market. He also shares Mariner's best thinking for investors in these choppy markets. --- Send in a voice message: https://anchor.fm/james-herlihy/message

In part 2 of Your Life Simplified's real estate series, Mike Mackelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss how REITs, or real estate investment trust, and ETFs, or exchange trades funds, have performed in high interest rate environments and the advantages of investing in real estate assets.

Dr. Iman Abuzeid, Co-Founder and CEO at Incredible Health, discusses helping nurses find jobs and manage their careers. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Senior Washington Correspondent Saleha Mohsin share the details of Saleha's Businessweek Magazine story Janet Yellen Is Getting Trapped in the Blame Game Over Inflation. Bloomberg News Editor in Chief John Micklethwait interviews Elon Musk from the Qatar Economic Forum about his plans to take over Twitter. And we Drive to the Close with Jeff Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors. Hosts: Tim Stenovec and Katie Greifeld. Producer: Paul Brennan.   See omnystudio.com/listener for privacy information.

Often times, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and vaccinations. However, other costs, such as pet insurance, additional vet bills and housing need to be considered before adopting a furry friend. In this week's podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, are joined by very special guest Lucy as they talk about the real cost of owning a pet.

Valerie Newell, principal and senior wealth advisor of Mariner Wealth Advisors, describes how advisors should work with multigenerational families.

On today's program I had the pleasure of interviewing Steve Moyer on the topic of behavioral economics. Steve is a certified financial planner and a chartered financial consultant, currently working for Mariner Wealth Advisors. He is also a Christian and has spent his career applying Christian principles to the realm of economics. We cover a lot of topics today, from behavioral finance to the role of government in economics. Please come check out the conversation! As always, if you have any civic/government related questions, feel free to email me at thegbgpodcast@gmail.com, and I will be happy to address them on the program. Thank you and God bless! Follow me on Facebook or Twitter or go to www.ericluppold.com Please support me on Patreon!

On today's program I had the pleasure of interviewing Steve Moyer on the topic of behavioral economics. Steve is a certified financial planner and a chartered financial consultant, currently working for Mariner Wealth Advisors. He is also a Christian and has spent his career applying Christian principles to the realm of economics. We cover a lot of topics today, from behavioral finance to the role of government in economics. Please come check out the conversation! As always, if you have any civic/government related questions, feel free to email me at thegbgpodcast@gmail.com, and I will be happy to address them on the program. Thank you and God bless! Follow me on Facebook or Twitter or go to www.ericluppold.com Please support me on Patreon!

In  Ep. #6, Caroline sits down with Anya Alvarez, the Director of Content & Digital at Athletes Unlimited.During this episode, Anya & Caroline discuss how Athletes Unlimited is disrupting the women's sports industry by offering new professional leagues for the world's best athletes. Their new model of play is fantasy-inspired, and has a radical new scoring system with points - and money on the line. They currently have leagues for professional softball, volleyball, and lacrosse. In addition to offering a radical new model of play, Anya and the team at Athletes Unlimited are doing something that has never been done before in the sports industry - they're centering the athlete & sports fan as inherently female. While Athletes Unlimited has only been in business for a year, they have already made waves by showing more and more value to their athletes, brand partners, and fans. The demonstrated media value for their softball league alone this summer was $25.9 million, and so far they've partnered with CBS, Fox Sports, YouTube, Twitter and Twitch, and ESPN and more to make the leagues & games accessible to fans.They've also signed multiple partnership deals with national brands such as GEICO, Gatorade, Hyperice, Lasso Gear, NeuroFuel, VKTRY, Mikasa, West+Wilder, and Mariner Wealth Advisors that will support Athletes Unlimited's inaugural volleyball season, running from February 27 to March 29 in Dallas, Texas. Athletes Unlimited is also investing in the fan experience by launching The Unlimited Club, which allows fan to get closer to the action than ever before.More from GOALS Subscribe: Email sign-upTwitter: @goals_sports_Instagram: @goals_sports_Podcast Merch: goals-sports.com/purplemugEmail: caroline@goals-sports.com 

Corey Kupfer has been working in the business of negotiations for more than 30 years, both as a successful entrepreneur and as an attorney. His goal is to help you strategize, plan for, find, and complete deals that will help your company grow rapidly. This is called “inorganic growth”, and it differs from the traditionally slow, organic growth many are familiar with. In this solo episode of Fueling Deals, Corey discusses the importance of maintaining alignment with your character and values, not only within the scope of doing deals but in all aspects of your business and life. In part two of this special two-part series covering the events and speakers of the two-day DeVoe M&A+ Succession Summit that took place on May 30-31, 2019 at The Harvard Club in New York, Corey Kupfer details the wealth of information shared by luminaries of the RIA industry. Listen to learn what's currently on the minds of Dave Barton from Mercer Advisors, Elliot Weissbluth of HighTower, Matt Cooper of Beacon Pointe Wealth Advisors, Marty Bicknell of Mariner Wealth Advisors, David DeVoe and Tim Kochis of DeVoe & Company, and many other fascinating industry thought leaders as Corey Kupfer recaps day two of the summit! What you'll learn about in this episode: Dave Barton from Mercer Advisors discussed why firms need to offer something beyond investment advice and financial planning to better distinguish themselves How Mercer has done 21 deals in three years, and why most of these deals were growth-related rather than exit or succession Why client attrition rates are a valuable metric and a major indicator of underlying problems within the firm David DeVoe shared common blind spots that can disrupt or destroy your firm, including the failure to plan for equity sales by the senior partners Why there are four key economic factors to plan for: valuation, economic deal structure, exit timeline, and the buying power of the next generation Elliot Weissbluth of HighTower shared why there is a need for an institute to train firm successors Matt Cooper from Beacon Pointe Wealth Advisors discusses red flags in due diligence that should cause you to walk away, and he expressed concerns over the results of a future market downturn Marty Bicknell at Mariner Wealth Advisors shared why it is critical to decide what your non-negotiables are and why clarity is vital for understanding the value or cost of a deal Tim Kochis, Special Advisor to DeVoe & Company, discussed why he believes in vesting people in equity, and he shared his feelings toward synthetic equity Additional resources: Website: www.fuelingdeals.com