Podcasts about pinnacle advisory group

In this episode, Rachel Roginski, Principal at Pinnacle Advisory Group, shares her take on our State of the Hotel Industry research.You may also enjoy:The State of the Hotel Industry: 5 Things To Know for 2025 - Josiah MackenzieBeyond Efficiency: How AI Can Help Hospitality Thrive in 2025 - Lou ZamerykaSend Josiah a text Take the Artificial Intelligence in Hospitality survey now to understand how others use AI and the opportunities for you and your hospitality business.A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

Carl Noble, Senior Vice President of Investments and Sauro Locatelli, Director of Quantitative Research, of Congress Wealth Management join us today to discuss their recently authored peer-reviewed white paper for the Journal of Financial Planning on how sector rotation and asset allocation, in sync with the economic business cycle, can bear fruit for risk-averse investors and how these methods have been employed in managing Congress' own portfolios for nearly twenty years. Carl was named Senior Vice President of Investments when he joined Congress Wealth Management in May 2021. He is involved in all of aspects of the team's investment efforts, ranging from broad macro-economic topics to individual security selection issues, across different asset classes and markets. Carl helped develop the firm's Tactical Asset Allocation investment strategy from its inception in 2002 and remains actively involved in its ongoing execution. Sauro is Director of Quantitative Research at Congress Wealth Management and is primarily responsible for the management and development of our in-house quantitative research models, which support the firm's investment process. Sauro joined Congress Wealth Management in 2021 when Congress acquired Pinnacle Advisory Group. Sauro originally joined Pinnacle in January 2011 after completing an internship with the firm over the previous […]

Carl Noble, Senior Vice President of Investments and Sauro Locatelli, Director of Quantitative Research, of Congress Wealth Management join us today to discuss their recently authored peer-reviewed white paper for the Journal of Financial Planning on how sector rotation and asset allocation, in sync with the economic business cycle, can bear fruit for risk-averse investors and how these methods have been employed in managing Congress' own portfolios for nearly twenty years. Carl was named Senior Vice President of Investments when he joined Congress Wealth Management in May 2021. He is involved in all of aspects of the team's investment efforts, ranging from broad macro-economic topics to individual security selection issues, across different asset classes and markets. Carl helped develop the firm's Tactical Asset Allocation investment strategy from its inception in 2002 and remains actively involved in its ongoing execution. Sauro is Director of Quantitative Research at Congress Wealth Management and is primarily responsible for the management and development of our in-house quantitative research models, which support the firm's investment process. Sauro joined Congress Wealth Management in 2021 when Congress acquired Pinnacle Advisory Group. Sauro originally joined Pinnacle in January 2011 after completing an internship with the firm over the previous […]

CHMWarnick and Pinnacle Advisory Group in April announced their decision to strategically align their businesses and bring more services and solutions to a hotel industry still in the throes of the coronavirus crisis. While properties in many markets are experiencing a business revival led by leisure travel, many others continue to work their way out of a maze of financial challenges. Episode 326 of Lodging Leaders podcast looks at the partnership and what it signals for the industry as it pushes toward recovery.

Have referrals started to dry up, is your pipeline of new business getting shorter and shorter, is it taking you longer to find and identify prospects? If the answer to any of these is “yes”, then this is the episode for you! Christ Wendt lays out digital web-based marketing tactics chapter and verse, digs in deep and shows you what's needed to start reeling in new clients you'd never find any other way. Don't miss this make or break half hour! Chris is the founder of Midstream Marketing, a digital agency that delivers predictable quality leads for independent financial advisors. Some of his current clients include Pinnacle Advisory Group, Financial Synergies Wealth Advisors, Alfa Fiduciary, and a dozen other firms across the country ranging from small startups to close to 1 billion in AUM. Christopher started his agency back in 2002 and first began to serve RIAs in 2010 when he took on the Pinnacle Advisory account. From there, one thing led to another and by 2016, he found that he wanted to serve RIA exclusively. He and his veteran team perfected their platform called Lead-Gen Formula, which is a unique multichannel approach to generating leads for advisors. Christopher is […]

Have referrals started to dry up, is your pipeline of new business getting shorter and shorter, is it taking you longer to find and identify prospects? If the answer to any of these is “yes”, then this is the episode for you! Christ Wendt lays out digital web-based marketing tactics chapter and verse, digs in deep and shows you what's needed to start reeling in new clients you'd never find any other way. Don't miss this make or break half hour! Chris is the founder of Midstream Marketing, a digital agency that delivers predictable quality leads for independent financial advisors. Some of his current clients include Pinnacle Advisory Group, Financial Synergies Wealth Advisors, Alfa Fiduciary, and a dozen other firms across the country ranging from small startups to close to 1 billion in AUM. Christopher started his agency back in 2002 and first began to serve RIAs in 2010 when he took on the Pinnacle Advisory account. From there, one thing led to another and by 2016, he found that he wanted to serve RIA exclusively. He and his veteran team perfected their platform called Lead-Gen Formula, which is a unique multichannel approach to generating leads for advisors. Christopher is […]

Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications, publishes a blog and newsletter for advisors, is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (#168 on the Inc. 5000 list in 2018) and AdvicePay, and is a partner of Pinnacle Advisory Group, a financial advisory firm. He has also been featured in Investopedia's top 10 "most influential" advisors list. - https://en.wikipedia.org/wiki/Michael_Kitces    

This week on the Maximum Advisor Podcast host  Pinnacle Advisory Group (https://www.pinnacleadvisory.com/) , a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets.  Listen in now as Chip and Michael dive into a riveting discussion on topics like content creation, industry networking, and relationship building. Some of the most valuable conversations this episode include:  Why content marketing is the secret to prospecting for the introverted advisor; allowing you to provide value, build trust and bring ideal business right to your door - all without the awkward networking events and service pitches. The keys to content marketing for the average advisor who wants to grow, but hasn't built up a network and platform already. Navigating compliance requirements with content marketing and publishing your insights and commentary on the market. Identifying your niche content topics to connect with your clients and prospects without competing with major companies, like MarketWatch or CNBC. How to analyze and leverage website analytics to track the trends in the efficacy of your content marketing efforts.   The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people.  To take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)

Online travel agencies. Hoteliers love them. Hoteliers hate them. Brand.com, GDS, call centers, travel agents, groups and so on. There are many types of business in every market. In this episode, Lodging Leaders explores how hotel owners and operators can learn to use third-party platforms such as OTAs, and when to tap other resources for those all-important direct channels that are critical to a hotel's profit contribution. Understanding the full array of business in a market and how to manage communication through the full guest journey can improve the relationship a hotel has with its customers and drive retention and repeat bookings. We feature Mark Lewis-Brown, CEO and president of Vertical Booking USA, which provides customer reservation system software to hotels; Matthew Arrants, executive vice president of Pinnacle Advisory Group; Tim Lee, a consultant with Pinnacle Advisory who used to work for Expedia Group; and Cindy Estis Green, co-founder and CEO of Kalibri Labs, which analyzes the hotel industry's distribution channels.

Our guest on this week's podcast is Michael Kitces. Michael is a partner and the director of wealth management for Pinnacle Advisory Group, a Columbia, Maryland-based wealth management firm that advises on about $1.8 billion of assets. In addition, he is a co-founder of the XY Planning Network. As the host of the Financial Advisor Success podcast and the publisher of the popular financial planning industry blog Nerd's Eye View, Michael has established himself as one of the most prolific and insightful commentators on the financial advice business. A fixture on the speaking circuit and in the media, Michael often addresses key trends and innovations in the way advisors serve their clients; our interview with him focused on the future of the financial advice business.  Show Notes and References Background and Professional Development Michael’s formative years: “The only thing I really think I figured out by the end of college was … that I didn’t want to do psychology, theater, or medicine” (0:59-2:51)  Michael’s bio Pinnacle Advisory Group XY Planning Network  Financial Advisor Success podcast  Nerd’s Eye View blog Dad’s old life insurance policy: How a wedding gift led Michael down a path to a career in the financial services industry (2:52-4:21)  Michael’s background and entry-path into finance  “He was just a really different guy than everybody else”: Michael’s recounts his breakthrough realization that he wanted to be a financial planner (4:22-6:07) ·  Certified financial planner designation  How Michael used his pre-med training to overcome a crisis of confidence that he didn’t know what he was doing: “I probably shouldn’t be giving them advice; I’m going to hurt someone” (6:08-7:31)  Hippocratic oath  Going deep to differentiate: “I’m going to get really good at these annuity benefit riders” (7:32-8:45) Leveraging a Mini-Specialization to Gain Experience and Get More Client Referrals” by Michael Kitces (Aug. 16, 2018; Nerd’s Eye View blog)  Variable universal life insurance—a short explainer   The Advisor’s Guide to Annuities (5th Edition) by Michael E. Kitces and John L. Olsen  Behavioral Finance in Practice Where behavioral finance falls short: Practicality (8:46-11:40)  Recency bias: A brief explainer  Persuasion: Using psychology and coaching to help clients overcome their biases (11:41-13:01) “Why Evolutionary Psychology May Be Better Than Behavioral Finance Research to Understand Financial Behaviors” by Dr. Derek Tharp, lead researcher for Kitces.com (Jan. 16, 2019; Nerd’s Eye View blog)  Influence: Science and Practice (5th Edition) by Robert Cialdini   Advice that Sticks by Dr. Moira Somers  “Most of us just don’t want to say that about ourselves”: Clients don’t hire us to save them from themselves, but to get on a better path and save time (13:02-16:37) “Do Clients Really Value Getting Help Managing Their Behavior Gap?”; transcript of episode 5 of “Kitces and Carl” video series  “Zoom the camera out a little bit”: The key to helping clients through difficult times is being available, clearly communicating, and setting context (16:38-18:18) “There’s very little research at all about what you’re actually supposed to do about this stuff” (18:19-19:56) Financial Advice: Evolution and Great Leaps “Disturbingly like clockwork”: Technology’s role in propelling financial-advice from stock-brokering to the mutual-fund era to asset-allocation models (19:57-22:14) “How May Day Remade Wall Street” by Jason Zweig (May 1, 2015; Wall Street Journal; Total Return Blog)  “So Easy a Baby Could Do It” E-trade commercial  Computers disrupted the stock-broker model and the internet disrupted the mutual-fund model. Michael on why he thinks software will disrupt the fee-based asset-allocation model (22:15-24:06) An S&P 500 index fund just for you: “Technology is going to allow us to completely disintermediate not just mutual funds but most of the ETF complex as well” (24:07-25:36) “Indexing 2.0: How Declining Transaction Costs and Robo-Indexing Could Disintermediate Index Mutual Funds and ETFs” by Michael Kitces (May 28, 2014; Nerd’s Eye View blog)  “Global Fund Flows Report” by Morningstar  The Future of Advice “If we can do that with medicine and we can do this with clothing, we can do this with at least large portion of financial advice as well”: Michael on delivering advice virtually (25:37-30:25) “How Video Conferencing Can Put the Face-to-Face (Back) into Distance Financial Planning Client Relationships” by Michael Kitces (July 27, 2015; Nerd’s Eye View blog) “(Saying) ‘Oh no one’s ever going to want to work with an advisor virtually; it’s all in person’ … is like clothing stores insisting that Amazon was no threat to them 20 years ago” (30:26-32:56) “The Future of Financial Planning in the Digital Age,” a presentation by Michael Kitces to FPA Georgia (May 24, 2017)  “Is Digital Search About to Replace Referrals for Finding a Good Financial Advisor” by Michael Kitces (June 3, 2013; Nerd’s Eye View blog)  Technology leaps like robo-advice are less of a threat to the financial advisor than to the the back- and middle-office that supports them (32:57-33:54) “The Advisory Firm Jobs That Robots Really Do Threaten” by Michael Kitces (May 10, 2018; Nerd’s Eye View blog)  The great inversion: In the future, advisors will charge for financial-planning services and give away investment management for free (vs. today where the opposite often holds true) (33:55-35:36) “Pricing Models for Financial Adviosrs and the Power of 'Free' Financial Planning” by Michael Kitces (Aug. 10, 2015; Nerd’s Eye View blog)  Best Practices for Delivering and Paying for Advice “We still have a huge industry gap”: Not even 30% of financial advisors have achieved a baseline financial-planning designation—the CFP mark (35:37-39:20) “3 Reasons Why the Financial Advisor Market Size Isn’t Actually Shrinking” by Michael Kitces (Nov. 15, 2018; Nerd’s Eye View blog)  “The Long Tail, the Big Head, and the Dangerous Middle of Financial Advisory Firms” by Michael Kitces (Aug. 27, 2018; Nerd’s Eye View blog)  FINRA Series 6 exam  FINRA Series 63 exam  FINRA Series 7 exam   FINRA Series 65 exam  A question of when, not if, more exacting financial-advice standards will arrive: “The U.S. has become a laggard on fiduciary and competency standards” (39:21-43:21) Australia’s Financial Adviser Standards and Ethics Authority (FASEA)  The Fiduciary Standard  “Is Financial Planning an Industry or a Profession?” by Michael Kitces (Dec. 15, 2016; Nerd’s Eye View blog)  We can’t do financial advice for young people? Michael on why that’s ridiculous and how flat-fee or subscription-based advice will come to fill that void (43:22-46:51) “How the Financial Planning Process Differs for Young Clients: Not Simpler, but Different Complexities” by Michael Kitces (Apr. 17, 2019; Nerd’s Eye View blog)  “Introducing AdvicePay and the Automation of Billing Financial Planning Fees (without Custody)” by Michael Kitces (Jan. 22, 2018; Nerd’s Eye View blog)  “The New 1% Advisory Fee: 1% of Income, Instead of 1% of Assets” by Michael Kitces (Feb. 11, 2019; Nerd’s Eye View blog)  “I don’t … see anything wrong with the AUM model”: Why charging a percentage of assets-under-advisement makes sense for some clients, but will become less common in the future (46:52-48:56) “How to Profitably Price Fee-for-Service Financial Planning” by Alan Moore, co-founder XY Planning Network (May 21, 2018; Nerd’s Eye View blog)  When it does and doesn’t makes sense to pay for financial advice by the hour (48:57:51:47) “The Opportunities in Providing Hourly As-Needed Financial Advice for the Middle Market with Sheryl Garrett” by Michael Kitces (Jan. 23, 2018; Financial Advisor Success podcast)  About the Podcast: The Long View is a podcast from Morningstar. Each week, hosts Christine Benz and Jeff Ptak conduct an in-depth discussion with a thought leader from the world of investing or personal finance. The podcast is produced by George Castady and Scott Halver. About the Hosts: Christine Benz and Jeff Ptak have been analysts and commentators on investments and the investment industry for many years. Christine is Morningstar's director of personal finance and senior columnist for Morningstar.com. Jeff is head of global manager research in Morningstar Research Services, overseeing Morningstar's team of 120 manager research analysts in the U.S. and overseas. To Share Feedback or a Guest Idea: Write us at TheLongView@morningstar.com

Conversations surrounding the provision of holistic financial advice have been occurring for years, but the time to embrace this approach is now. In this episode, writer and speaker Michael Kitces joins Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing —to discuss key insights to aid financial advisors in acclimating to the evolving industry landscape. In this episode, you'll hear: How to navigate today's technology disruption Why generational differences matter Why taking a holistic approach to financial advice is important What distinguishes portfolio-centric advice from client-centric advice Suggestions for reaching new clientele   Michael Kitces is an active writer and keynote speaker whose work is frequently featured in Businessweek and The Wall Street Journal as well as on CNBC and NBC Nightly News. An industry thought leader, he is founder of the popular Nerd's Eye View financial planning blog and hosts the Financial Advisor Success podcast which shares insights and success stories from top industry consultants and successful financial advisors with the goal of elevating your business and taking it to the next level. Michael is a partner and director of wealth management for the Pinnacle Advisory Group.   Ways to contact Michael— Website: https://www.kitces.com/ Podcast: Financial Advisor Success https://www.kitces.com/podcast  

A prolific doer and thinker who’s passionate about moving the needle for financial advisors. Michael is a Partner and Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm. He’s the co-founder of XY Planning Network which is dedicated to helping Gen X and Gen Y advisors serve their Gen X and Gen Y client peers with a fee-only monthly retainer financial planning model. It’s designed to be a turnkey financial planning platform where they champion financial planning for a younger demographic. XY Planning Network has grown rapidly, coming up on their five year anniversary with over 850 advisors. Michael is also the publisher of The Kitces Report & Nerd’s Eye View. He’s a partner at New Planning Recruiting and the Treasure of the Board of Directors of Washington Improv Theatre. Michael’s a public speaker on financial planning and practice management topics, as well as the host of the Financial Advisor Success podcast. Michael got into financial services when he was graduating college and a life insurance sales manager told him he should be a financial advisor because it required hard work and a high income. Despite his background in psychology, financial services are exactly where he landed. Michael has always been intrigued and involved in gender and racial diversity. In fact, at a recent conference, an individual walked up to Michael and a group of women and asked, “Is this the Kitces harem?”. In response, Michael published a blog post asking for the appropriate response to these types of situations. He received a gamut of responses. From those, his biggest takeaway is that just by getting those to pause and think about the situation, is far more victorious than trying to get the conversation out there. Bottom line, let’s continue to have these conversations.

Your browser does not support the audio element. Have you ever wanted the opportunity to pick the brain of a financial rockstar? To celebrate our hundredth podcast, Matt was fortunate enough to sit down with the one and only Michael Kitces and do just that. Many of you will recognize Michael's name from his blog, Nerd's Eye View, but he is also a partner and director at Wealth Management for Pinnacle Advisory Group and the co-founder of the XY Planning Network and New Planner Recruiting. If you haven't found him through these avenues, you may have had the opportunity to hear Michael at one of his many speaking gigs (he rocks between 50-70 a year). With eight designations/degrees (yes, you read that correctly), Michael is one of our industry's leading experts on everything from marketing to markets. Michael discusses his initial foray into the blog scene, and how he's grown in popularity and numbers through persistent writing and by creating high-quality content. Boasting over 200,000 unique viewers to his blog every month, Michael understands how to go from humble beginnings to superstardom. Listen in today and discover what steps you can take to realizing your marketing dreams. LINKS: Michael Kitces LinkedIn | Kitces.com

Have you ever wanted the opportunity to pick the brain of a financial rockstar? To celebrate our hundredth podcast, Matt was fortunate enough to sit down with the one and only Michael Kitces and do just that. Many of you will recognize Michael's name from his blog, Nerd's Eye View, but he is also a partner and director at Wealth Management for Pinnacle Advisory Group and the co-founder of the XY Planning Network and New Planner Recruiting. If you haven't found him through these avenues, you may have had the opportunity to hear Michael at one of his many speaking gigs (he rocks between 50-70 a year). With eight designations/degrees (yes, you read that correctly), Michael is one of our industry's leading experts on everything from marketing to markets. Michael discusses his initial foray into the blog scene, and how he's grown in popularity and numbers through persistent writing and by creating high-quality content. Boasting over 200,000 unique viewers to his blog every month, Michael understands how to go from humble beginnings to superstardom. Listen in today and discover what steps you can take to realizing your marketing dreams. LINKS: Michael Kitces LinkedIn | Kitces.com

Wall Street has been celebrating the Trump election victory, but will the Trump bump last? Does all the activity — the Dow Jones Industrial Average hit 19,000 on Nov. 22 while the S----P 500 and Nasdaq are at record highs — signal real growth in value or the onset of inflation? Ken Solow, founding partner in Maryland-based Pinnacle Advisory Group and its investment team leader, shares observations about market activity since Trump’s election and how Trump’s proposals on taxes and trade are viewed by both bears and bulls. Solow is the author of "Buy and Hold is Dead (Again): The Case for Active Portfolio Management in Dangerous Markets." Pinnacle Advisory, founded in 1993 and headquartered in Columbia, manages more than $1.5 billion in assets for clients in the mid-Atlantic and around the world.

Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group. He is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor […] The post Michael Kitces on Building a Referable Profile appeared first on Becoming Referable.

Jason talks with Michael Kitces, who is a financial planner and runs the blog Nerds Eye View.

Jason talks with Michael Kitces, who is a financial planner and runs the blog Nerds Eye View.

Chris is joined this week by Dave Kern and Scott Bergman of Tax Free Family Wealth to discuss Equity Index Universal Life Insurance. Later in the show, guest Michael Kitces of Pinnacle Advisory Group talks about Structured Settlements. All of this, plus the usual market commentary, on this week's "Something More."