POPULARITY
The Efficient Advisor: Tactical Business Advice for Financial Planners
Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenkin the "Jerry Maguire" of financial advisors, to break down the smartest strategies for buying, selling, and structuring your business for long-term success.Ted shares insights from his own experience selling Oxygen Financial and how he now helps advisors maximize the value of their firms—whether they're looking to sell, acquire, or simply increase profitability. We dive into the key numbers that matter, the biggest mistakes advisors make, and how to position your business for a lucrative exit.
In this episode of the Always On podcast, host Duncan MacPherson welcomes back serial entrepreneur Ted Jenkin, CEO of Oxygen Financial and President of Exit Stage Left Advisors. Together, they explore the powerful concept of a partial book sale and how it can help financial advisors grow upmarket by refining the client relationships they manage. … Continue reading Elevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67) →
Want to receive maximum value for the business you've worked so hard to build? The key lies in being proactive with your exit strategy. Dive into a thought-provoking conversation between Duncan MacPherson and returning guest Ted Jenkin, CEO of oXYGen Financial and president of Exit Stage Left Advisors. Together, they uncover practical insights to streamline … Continue reading Leaving No Stone Unturned: How to Maximize Your Exit Strategy with Ted Jenkin (Ep. 54) →
The Power of Partial Sale for Financial Advisors' Business Transition In this insightful podcast, Duncan MacPherson speaks with Ted Jenkin, CEO of oXYGen Financial and they explore the substantial financial impact that advisors can realize over time through a structured buyout, offering a promising path to a secure future. Discover how this unique strategy not … Continue reading Unlocking Financial Impact and Legacy with Ted Jenkin (Ep. 42) →
"Don't motorboat your sister-in-law" - - We can't believe it has to be said, but it was brought up when Axel & Mo talked Thanksgiving Day no-no's. The two also looked at the most searched slang terms of 2022, debated the list of 7 Deadly Sins of Eating at Waffle House, and get some great Black Friday money-saving advice from Ted Jenkin of Oxygen Financial.See omnystudio.com/listener for privacy information.
A broken sonar system for a submarine costs HOW MUCH? Axel & Southside look at the accidentally broken items that cost a pretty penny, Ted Jenkin of Oxygen Financial helps you save pennies ahead of the holidays, a caller gets dirty during this week's round of Connect 3, so much more!See omnystudio.com/listener for privacy information.
Southside may be off but he inspired Axel & Mo to talk changes we'd make for self-care. We also call Steve as he's hopped on pain killers, debate our most important senses, get some financial advice from Ted Jenkin of Oxygen Financial, and so much more.See omnystudio.com/listener for privacy information.
Digital marketing is the center of any successful marketing strategy, and social media plays a significant role in that outreach. Kestra Financial's Mark Schoenbeck VP, advisor engagement hosts a panel of trailblazing financial advisors who have built leading businesses with strong social media strategies. Ted Jenkin, CEO of oXYGen Financial, Liz Hand, Co-Owner of Pleasant Wealth, and Derrick Jackson, owner of Ryleigh Wealth Management share their stories of how they grew their practices and tips for how you can too. Watch on YouTube: https://www.youtube.com/watch?v=joPawvGKFM0
Word on the Street the hottest party on talk radio now airing 7pm-10pm. Question of the day is do a person deserves a bereavement day for the loss of their pet and a special segment to Welcome WSB TV Ch. 2 new anchor, Karyn Greer. Also, WSB TV Ch. 2 Jorge Estevez was in the house for his Curious George Segment and Word on the Street is helping people to invest money with our Money on the Mind segment with Ted Jenkin and Christina B with Oxygen Financial.
Axel will never live it down! Southside won our off-air “Grunt, Pass & Kick” competition… by a lot. Hear these stories, learn of Atlanta's best kept secrets, get some financial & cryptocurrency advice from Ted Jenkin of Oxygen Financial, and was a TikTok'ers punishment of a break-in enough?See omnystudio.com/listener for privacy information.
When the time comes to exit your business, the goal is to drive your enterprise value, maximize your exit strategy, and elevate yourself qualitatively in the process. In this episode, Duncan MacPherson talks to Ted Jenkin, CEO of oXYGen Financial, about the three E's of successfully liquidating a business. They highlight steps advisors must take … Continue reading The Art and Science of Exit Planning with Ted Jenkin (Ep. 26) →
Axel would love to, Southside has tried & failed numerous times, while Mo was a part of a pilot that wasn't picked up – We talk our experiences with Reality TV shows, explain why your little student is disgusting, learn to better handle our money thanks to Ted at Oxygen Financial, so much more!See omnystudio.com/listener for privacy information.
Have you ever been catfished? Mo has! We learn his story, Southside continues his hot streak, Axel may or may not be lying as he gives a list of how to spot a liar, Brandon is in from Oxygen Financial to save us money, and why are the hosts breaking so much today?See omnystudio.com/listener for privacy information.
In this podcast we feature Mark Scribner, Managing Director of oXYGen Financial – where he works with successful entrepreneurs, business owners and high-net-worth families. oXYGen Financial provides numerous financial wellbeing resources. Mark, tell us about yourself and your business. Tell us about your services and the benefits for clients? Why [...] The post Financial Wellbeing appeared first on AuthorExpertWire Podcast.
Money On The Street with Ted Jenkin of OXYgen Financial where Ted tries to saves you money while dealing with the current inflation. This week Ted explains how to use inflation to improve your tax refund.
Word On The Street now airing 7pm-10pm weeknights. The hottest party in talk radio has a guest list on this show. Money On The Street with OXYgen Financial's Ted Jenkin. Bill White joins us to discuss the lack of a police presence in Buckhead. Jorge Estevez stops by for Curious George and we tease a big interview tomorrow.
oXYGen Financial takes a different approach to financial planning, focused on strategy, tracking and accountability. And yes, you will likely need a supplemental source of income in addition to pension, social security and investments. Ted maps out the alternatives. --- Send in a voice message: https://anchor.fm/james-herlihy/message
In this episode of Bluespring Out Loud, President Stuart Silverman speaks with Ted Jenkin (founder of oXYGen Financial) and team members Brandon Hayes, Cristina Briboneria, Eric Pucciarelli. These four financial professionals have come together to form an amazing partnership of affiliated oXYGen firms. They share thoughts on the evolution of the business, why they chose to partner up, and more.
Axel promises he's not lying, Southside thinks he's Superman, and Mo tries out a new catchphrase - - Come for the laughs but stay for great, free financial advice from Ted Jenkin, of Oxygen Financial, ahead of this holiday weekend!See omnystudio.com/listener for privacy information.
Its open bar Friday we want to talk about whatever you want to talk about ! Ted Jenkins of Oxygen Financial stops by for a conversation !
Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ This episode's guest is Cristina Briboneria (https://oxygenfinancial.com/). Cristina is originally from Los Angeles, CA but has lived in Houston, TX, Cleveland, OH, and now resides in Atlanta, GA. Cristina graduated from Oberlin College with degrees in Mathematics and History. Earning her CFP® designation from Oglethorpe University. In January of 2009, she joined oXYGen and is, currently, a Managing Partner. Cristina has since helped build a successful practice with where her team works with over 4000 clients and manages nearly $1 Billion in assets. To see short videos of all our best Financial Advisor Workshop tips follow us on: TikTok: https://www.tiktok.com/@faworkshop Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://financialadvisorsworkshop.com/ Interested in working at FourStar: https://fourstarwealth.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors 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. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Matt Goldstein / Managing Director & Private CFO of oXYGen Financial Boulder Matt grew up just outside Washington DC in Silver Spring MD. He attended Florida State University and completed The Wharton School of Business executive leadership program. Outside of work Matt is a family man and loves spending time with his wife Michele and his two daughters, Mackenzie a freshman at Emory University, and Lexi a Freshman in high school and his two dogs. (more…)
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Hugh Hale / Managing Director & Private CFO of oXYGen Financial Savannah Hugh Hale began his career in the financial services industry in 1995 at United Lending Company and went on to become one of the Top Ten Branch Managers in the country within four short years. In 2000, Hugh became a Private Banking Consultant for First Union in Savannah, GA and two years later he accepted a position as Director of Private Banking at National Bank of Commerce. Hugh was recruited by AXA Advisors in 2004 and worked as a Financial Advisor and Partner in a detached office in Savannah. In 2010, Hugh achieved his ultimate goal which was to start his own business, Financial Architects of the Low Country, in Savannah, GA. (more…)
Do you have a succession plan in place? Have you considered your exit strategy and the enterprise value of your business? In this episode Duncan MacPherson and Ted Jenkin, serial entrepreneur and CEO of oXYGen Financial discuss how to drive enterprise value, re-imagining what it means to be a financial professional, and how to get … Continue reading How to Achieve the Maximum Enterprise Value With Ted Jenkin →
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Jonathan Brimer / Co-Owner of Select Shades As a child, Jonathan Brimer turned his bedroom into a boutique department stores, with price tags on everything from stuffed animals to a stereo. “Customers” – aka his parents – would come “shop” with Jonathan ringing up purchases on an adding machine and transacting with Monopoly money. At […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Brian Dixon / Owner of Insight Virtual Ballistics Brian Dixon started in the security field as a security specialist in United States Marine Corps. Working at various Aviation air groups throughout the world, including Japan, Korea, Hong Kong, Philippines, Hawaii, and California, He quickly rose to be in charge of different security divisions and special […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Greg Johnson / Founder of Sapient Global Solutions For more than two decades Greg served as a CEO and senior executive at Fortune 500 and start-up enterprises in the wellness and financial services industry including American Express, Ameriprise Financial, Crawford and Pulse Centers & Pulse Equine. Greg is the founder of Sapient Global Solutions, a […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Josh Sweeney / President-Elect of EO Chapter of Atlanta & Founder of FounderScale Josh Sweeney is a seasoned entrepreneur, who's relentless drive has given him the platform to build big ideas, and even bigger companies. One of his successes, AtcoreSystems, was acquired in 2016 by a leading partner in the CRM industry. Experiencing the impact […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Clayton Romero / Co-Founder of CodexTen Clayton Romero cut his teeth in the information technology world, spending more nearly two decade helping businesses meet their goals through the use of technology. For the last ten years he's spent his time in the legal world guiding law firms through a rapidly changing landscape of technology, security, […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Michelle Seiler Tucker / Founder & CEO of Seiler Tucker Incorporated, Co-Author of Exit Rich Michelle Seiler Tucker is the Founder and CEO of Seiler Tucker Incorporated. As a 20-year veteran in mergers & acquisitions, Michelle and her firm has sold over a thousand companies in almost every vertical. She owns and operates several successful […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Jerry Candito / Founder of Candito Construction Corp. Jerry Candito is the Founder of Candito Construction Corp. of Cartersville, GA as well as one of the founding members of Founders Development. With 40+ years of experience in construction, his expertise consists of a wide range of residential and commercial project types including retail centers, banks […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Zach Wojohn / Founder & CEO of Valet Vault Zach Wojohn is the founder and Chief Executive Officer of Valet Vault, guiding his vision to provide a better, more secure solution for valet key storage. His personal experience in the valet industry, initially as a valet and then as the owner successful valet and parking […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Jane Sylvester / CEO of Vernon South The Vernon Company markets promotional advertising based solutions for corporate identity needs, including promoting new products or services, improving marketing and branding efforts, increasing sales and brand awareness, building customer loyalty, improving safety and morale and thanking or recognizing customers and employees. According to our founder, F.L. Vernon, […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
John Ray / Fortify Consulting LLC John has built a career specializing in Fraud and Analytics for over a decade, making an impact in multiple industries to help companies significantly reduce fraud losses, cut operations expenses, protect and restore company brands and relationships, and scale fraud management practices to sustainable heights under tight budgets. His […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Jenni Bonura / Harry Norman, REALTORS® As President and CEO for Harry Norman, REALTORS®, Jenni Bonura oversees the operations of 14 sales offices while also managing partnerships in the mortgage, title and insurance ventures as well. She takes an active role in every aspect of the business and has experience with various facets of the […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Howard Krinsky / Owner of Binders Art Supplies & Frames Howard Krinsky is a beloved purveyor of art supplies and frames in the Atlanta community as the owner of Binders Art Supplies & Frames since 2001. Binders' philosophy and reputation of world-class service, knowledge, and innovative spirit traces its roots back to 1955 in Atlanta. […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Josh Antenucci / Co-Founder & Partner of Rival Entertainment Josh is a live event enthusiast, putting that passion into profession as an event producer, concert promoter, and entrepreneur. Antenucci co-founded Atlanta's Rival Entertainment in 2004 and operates three independent venues including the iconic Center Stage Theater. Antenucci's career began while attending George Washington University in […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Jim Shumake / Principal Owner of Atlanta Creative Events & Executive Director of The Street Food Coalition Jim Shumake spent years in the restaurant industry before deciding to open a food truck. Once he did, the process led him to a new, unexpected career path. “As we were struggling the first year, there were event […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Jay Kuhlman / President of Listen360 & Qiigo As President of Listen360 and Qiigo, Jay Kuhlman leads business operations that support over 40,000 locations worldwide and some of the largest franchise and multi-unit brands in the nation. Before joining EverCommerce's growing network of leading brands, Jay spent 12 years as the Executive Vice President and […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Melanie McGriff / Owner of Kid’s Creek Therapy Melanie McGriff, M.Ed., CCC-SLP is owner, executive director, and practicing speech therapist at Kid’s Creek Therapy. Since 1992, she has worked with many children in a variety of settings including the school system, home health, and private clinics specializing in pediatrics. She previously served on the board […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Dave Chambless / President of Abraxas Business Services Dave Chambless is the president of Abraxas Business Services, Inc. (www.abraxas.biz).Abraxas provides integrated services to first-time sellers (and buyers) of businesses with revenues of $5- to $30-million, with a focus on businesses in the manufacturing, logistics, healthcare, technology, and services industries. The firm differentiates itself by the […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Michael Kohler / CEO & Co-Founder of SEDA Laser Hair Removal Michael Kohler is CEO & Co-Founder of SEDA Laser Hair Removal. Prior to this, Michael had over 20 years experience in the highly-competitive technology sales & services industry. He started his career as a sales rep, which eventually led him into management for a […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Joshua Allen / Partner & Director at TCP Asset Management As a Founding Partner and Director of TCP Asset Management, Josh is charged with leading a team of wealth advisors in practice management, business development, & innovative planning solutions. These solutions have provided our clients with the resources and flexibility needed to deliver a personalized […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Jeff Uphues / CEO of DC BLOX Jeff leads DC BLOX as a proven C-Level executive with deep expertise in hybrid cloud services, data center infrastructure and operations of communication networks. He is responsible for setting and leading the company's strategy in building and operating a fabric of edge connected, cloud enabled data centers and […]
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Brad Stevens / President of the EO Atlanta Chapter & CEO of Outsource Access Brad Stevens is 7-year EO Member and 2020/21 President for the EO Atlanta Chapter. He is a lifetime entrepreneur and CEO of Outsource Access, an offshore virtual services firm that he built to over 100 staff in less than a year. […]
Episode 25 begins with the guys talking about how the trading card industry is hotter than ever and why that is. The second half includes an interview with Tyler Huck from Oxygen Financial talking about investing in sports cards. And of course JOE BUYS A BOX! and Chuck's Vintage Set of the Week. Presented by: Oxygen Financial Sports Card Investor See omnystudio.com/listener for privacy information.
The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Kriston Sellier / Owner of id8 Branding Agency Kriston Sellier has owned id8, an award-winning branding agency, for 20 years. She has helped companies big, small, local and global to find their brand voice and to succeed in a crowded and competitive market. Kriston searches for ways to grow and challenge herself and her team. This tenacity has brought […]
This week's guest Phunnyman Phil grew up with both of his parents in the military and has landed a career in comedy and acting. Find out how, as well as his take on marriage, golfing, why the beach is better than the lake, what it's like to go to high school in Miami and a whole lot more! Brought to you by oXYGen Financial - oxygenfinancial.com Circle 285 Insurance - circle285.com Ridgeline Counseling - markwelltherapy.com
Brett ditched us to hang out in Panama City this week but was gracious enough to hop on a call with us, so we took the opportunity to revisit some of our best and worst memories from previous trips to the Redneck Riviera. Also, some Yeah C'moners had a couple stories to share as well and Southside prepares for the imminent arrival of the latest addition to the Rickman family. Brought to you by oXYGen Financial - oxygenfinancial.com Circle 285 Insurance - circle285.com Ridgeline Counseling - markwelltherapy.com
Have a terrific 2015. The WACHS Modcast will take a little Hanumas break and come back in January 2016 with Season 2! Thank you so much for being a part of this party. From Casey's Frozen Head, Siri the Digital Whore Slave, Nancy, Oxygen Financial, Chip Murrah, Granite Risk Advisors, Trattoria 141, the Peteetongmen, Breezy Boo, and Larry WACHS, all of us involved with the Modcast wish you a safe and healthy 2016. Love ya!