Podcast appearances and mentions of matt shute

In this episode, Matt Shute is joined by Korrine Kohm of Compliance Solution Strategies. They discuss the regulatory climate, new updates, marketing, and what is in store for advisors and advisory practices going forward. Korrine currently holds the position of Director of Retail Wealth Manager Services for Compliance Solutions Strategies (CSS). 

In this episode, Matt Shute is joined by his colleague Ed Schweitzer to discuss the behavioral "coach" role that financial advisors take on when working with clients. Ed recently joined the firm and brings a great deal of insight into how successful advisors work with clients to ensure they reach their financial goals. 

In this episode, Matt Shute is joined by Andy McFetridge, National Sales Manager at John Hancock Investment Management. Andy provides insights into the advisory world and how advisors can efficiently and effectively communicate their value propositions to clients. To learn more about how John Hancock Investment Management and how they are helping advisors go to: https://www.jhinvestments.com/

On this podcast, Matt Shute is joined by Brian Cooper from ProAdvisor Coach. Brian has an extensive background in financial services; coaching advisors and teams. Brian discusses ProAdvisors' keys to success for advisors and how they approach problem areas to bring the most out of any practice.   For your free MindScan review- Text 79-79-79, or email Brian directly at Brian@ProAdvisorCoach.com ! https://proadvisorcoach.com/

On this episode, Matt Shute is joined by Vincent Tiseo of Goldman Sachs Asset Management. Vince is global head of Business Strategy in the Strategic Advisory Solutions team within Goldman, with responsibility for advising financial professionals and institutions in the growth of their organizations, utilizing business development solutions. Vince joined Goldman Sachs in 2008 as a vice president and was named managing director in 2015.

On this episode, Matt Shute is once again joined by Phil Lubinski from IncomeConductor. Phil has been a life-long financial advisor and a true pioneer in retirement income planning using time-segmentation. Besides retirement income planning, they discuss the changing landscape for advisors, the importance of succession planning, and technology. To learn more about IncomeConductor, visit- https://www.incomeconductor.com/

On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder creates checklists and flowcharts to help advisors be more diligent in the planning process. He is also a financial advisor and planner.  Check him out here: https://www.fppathfinder.com/  As an added bonus, Mike sent over a couple of samples Here and Here.   

For this episode of the Advisor Success Series Podcast, Matt Shute is joined by Matt Eilers of USA Financial. Matt is the Chief Business Development Officer at USA Financial, and head of the Coaching & Consulting division. This episode dives into advisory best-practices for a wide arrange of topics including seminar marketing, introductions, and many more. Be sure to check out Matt's podcast called the Advisor Elevation Podcast here:   https://advisorelevation.com/podcast/   

In this episode, Matt Shute is joined by Chris Shea, CFA of CataMetrics. CataMetrics provides financial advisors and firms with tailored investment solutions and white-labeled sales and marketing collateral to help drive scalability and brand awareness.  Chris has over 18 years in the investment management industry and has been involved in security research, portfolio construction consulting, investment product sales and portfolio management throughout his career.  View their website here!

On this episode, Matt Shute is joined by Steve Lewczyk of Trizic. Trizic is technology platform offering end-to-end digital wealth solutions to advisors and institutions. Steve is currently the CRO of Trizic and has spent his career within financial services and more specifically providing software solutions to the industry.

In this episode, Matt Shute is joined by Annalee Kruger and Bob Mauterstock. Annalee and Bob run Plan 4 Life (https://plan4lifenow.com/ ), a firm that focuses on educating financial advisors for the future. Specifically, they educate advisors on aging clients and have created an extensive curriculum for financial advisors entitled: The Elder Planning Specialist program.

In this episode, Matt Shute is joined by Phil Lubinski. Phil is known as a pioneer in retirement income planning and more specifically the time-segmentation approach. Phil has appeared on PBS Nightly Business Report and has provided the intellectual capital for the creation of commonly used retirement income tools and he most recently cofounded IncomeConductor. He is considered a leading authority on retirement income strategies and has trained thousands of advisors throughout his career.

Gayle chats with Matt Shute, a recent graduate at Indiana University, regarding his CPAC. Matt has worked on several political campaigns and lends his insight into what President Trump will have to accomplish to garner his support. Right In DC is an audio podcast to inform, educate and entertain our listeners on politics, policy and foreign affairs with a view from Washington, DC. Right In DC advances the work of Gayle Trotter as an attorney and in print, television and radio. Some of Gayle's work can be accessed at: http://gayletrotter.com http://twitter.com/gayletrotter http://www.facebook.com/gayletrotter