Podcasts about private ocean

Private Ocean hosted a fireside chat with Mike LaMena, CEO of Wealthspire, Greg Friedman, CEO of Private Ocean, and Sarah Wotherspoon, Director of Wealth Management at Private Ocean, to share more information about the firm's recent announcement of Wealthspire's acquisition of Private Ocean.

Social media is used by more than 72% of adults in the US today. These platforms give us the ability to connect and interact in a way that is convenient and tailored to meet our needs. It's no surprise then that we share a lot of information through these channels, and while some of it is harmless, it's important to be aware of the data you share and how it might be misused if you don't take a few precautions to protect yourself. Cynthia Greenfield talks to Angela Giombetti, Private Ocean's Director of Marketing, who shares some best practices for using social media safely.

If you've been wondering how you can bring clients and prospects together for valuable virtual discussions, both large and small, this episode is for you. We're talking through how Private Ocean has pivoted their business development and client engagement initiatives in this virtual world. And listen until the end for Sabrina's free offer for five listeners to improve your mental fitness. Links and transcript at https://innovatingadvice.com/post/episode72. Raise Your Profile and Attract Your Ideal Clients - Register now for 20% for the rest of 2020

Family and friends of an Australian missing since the sinking of the Gulf Livestock 1 say they've hopeful he could still be alive.

This week’s episode features host Mike Woods and leadership from Private Ocean, a wealth management group that won Financial Planning’s Visionary Leader Award earlier this year.  Greg Friedman, CFP®, Founder & Chief Executive Officer, and Cynthia Greenfield, Chief Experience Officer, break down how they were able to care for clients and employees when the pandemic hit. Don’t miss this conversation for ideas for virtual events, tips to keep your team connected, and why Greg thinks remote work is here to stay. Learn more about FMG Suite: https://fmgsuite.com/Subscribe to our podcast alert emails: https://fmgsuite.com/newsletter-signup/ Questions? Contact us at marketing@fmgsuite.com

In this chat… I had a chance to learn from Kelly Keydel, Managing Partner and Advisor with Private Ocean, about the role of sound financial planning and guidance for the business owner. We all have different relationships with money and Kelly did a nice job explaining the difference between emotion and fact. Most important, she impressed upon me the importance of planning and having a good guide to navigate business ownership and personal wealth management. Enjoy!Learn more by reading this episode's blog post

Mark goes behind the four major deals that Greg has been involved in since 2009 – including his experiences in both wealth management and WealthTech deals. Specifically, Greg provides a candid perspective on each of these deals and outlines how he has evaluated potential partners, acquirers and acquisition targets over the last decade. He also offers advice on the “interior work” or introspective questions leaders of wealth management firms should consider before approaching a deal.

In the ninth episode of The COO Roundtable, Matt welcomed Susan Dickson and Suzanne Williamson, principals of Private Ocean. Susan is the Chief Operating Officer of the firm, and Suzanne is the Director of Client Services. Private Ocean, headquartered in San Rafael, CA, manages over $2 billion in client assets with 51 employees and has additional offices in San Francisco and Seattle. With the goal of highlighting that people come before technology in the COO role, Matt, Susan, and Suzanne sat down to discuss the importance of culture, how that culture can successfully translate to M&A acquisitions, and much more, including: The history and tremendous growth Private Ocean has experienced since its founding in 1983 Susan and Suzanne’s respective backgrounds and how they both have impacted and managed Private Ocean’s growth The pros and cons Susan faced coming from outside the industry as COO Suzanne’s unique role as Director of Client Services and how she acts as the liaison between various departments throughout the organization The importance of culture at Private Ocean and the post-hire personality test they have instituted to help ensure their culture remains intact as they add more employees How Susan, as COO, is involved in M&A transactions from the very beginning of negotiations Suzanne’s role in integrating their acquisitions’ various client service models under one roof We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, click here. To purchase Greg Friedman’s (Private Ocean Founder & CEO) book, “The Financial Advisor M&A Guidebook,” click here.

In the ninth episode of The COO Roundtable, Matt welcomed Susan Dickson and Suzanne Williamson, principals of Private Ocean. Susan is the Chief Operating Officer of the firm, and Suzanne is the Director of Client Services. Private Ocean, headquartered in San Rafael, CA, manages over $2 billion in client assets with 51 employees and has additional offices in San Francisco and Seattle. With the goal of highlighting that people come before technology in the COO role, Matt, Susan, and Suzanne sat down to discuss the importance of culture, how that culture can successfully translate to M&A acquisitions, and much more, including: The history and tremendous growth Private Ocean has experienced since its founding in 1983 Susan and Suzanne’s respective backgrounds and how they both have impacted and managed Private Ocean’s growth The pros and cons Susan faced coming from outside the industry as COO Suzanne’s unique role as Director of Client Services and how she acts as the liaison between various departments throughout the organization The importance of culture at Private Ocean and the post-hire personality test they have instituted to help ensure their culture remains intact as they add more employees How Susan, as COO, is involved in M&A transactions from the very beginning of negotiations Suzanne’s role in integrating their acquisitions’ various client service models under one roof We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, click here. To purchase Greg Friedman’s (Private Ocean Founder & CEO) book, “The Financial Advisor M&A Guidebook,” click here.

With sixteen years of experience in the wealth management industry, Sabrina Lowell is a Certified Financial Planner™ (CFP®) and a Certified Professional Co-Active Coach® (CPCC). With a focus on working with career engaged couples and clients in tech, Sabrina brings her expertise to her workplace at Private Ocean and helps clients form and achieve their goals. In this episode, she shares the collaborative process of selling Mosaic Financial Partners, Inc. to Private Ocean and how she broke the news to her clients that a transition was going to happen. We discuss how their management team worked with an investment banker and the key filters the firm used to vet their prospective buyers. Listen in to discover the importance of communication when selling or merging a firm and the advice Sabrina wishes she’d had when she started out. For show notes and more visit: https://www.kitces.com/125 

In my experience, tech integration does not receive the appropriate attention on the front end of M&A deals. This leads to some real integration challenges. Putting a critical lens on the tech stack during the process will present opportunities for both parties to streamline systems and deliver a better client experience. My guests on this episode of The Resilient Advisor Podcast have published a new book to help financial advisors and firms navigate this process.   Order Your Copy: The Financial Advisor M&A Guidebook (https://hifon.org/book/)   My Guests:   Greg Friedman is the CEO of Private Ocean, an innovative West Coast wealth management firm, and the founder of Junxure, a popular CRM platform for financial advisors.   Connect on LinkedIn: https://www.linkedin.com/in/shaunkapusinski/   Shaun Kapusinski is the Director of Technology & Operations at Sequoia Financial Group and the Founder of HIFON. Since 2010, HIFON has quietly built the premier community of RIA Operations Professionals.   Connect on LinkedIn: https://www.linkedin.com/in/greg-friedman-cfp/  

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In this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss: How Greg and Shaun came together to write The Financial Advisor M & A Guidebook. What drives a firm to consider M & A. How M & A can fuel growth plus facilitate succession planning. How people and culture define success.   Key Takeaways: Technology integration is critical in any M&A transaction. Don’t underestimate the need for frequent communication and ongoing recognition during and after a M & A transaction.  Invest the time up front to clarify roles, define transition steps and set expectations. Be prepared for the unexpected.   "M&A (mergers and acquisitions) is a pathway and opportunity for growth and succession planning." — Greg Friedman   Book: The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond by Greg Friedman and Shaun Kapusinski Connect with Greg Friedman: Greg Friedman, Founder, CEO and President Private Ocean 100 Smith Ranch Road, Suite 300, San Rafael, CA 94903 Company Website – www.privateocean.com  Company Facebook - www.facebook.com/privateocean/  Company Twitter - @_privateocean Company LinkedIn - www.linkedin.com/company/private-ocean-wealth-management/  Email – Greg.Friedman@privateocean.com  Twitter – @GregFriedmanCEO LinkedIn - www.linkedin.com/in/greg-friedman-cfp/   Connect with Shaun Kapusinski: Shaun Kapusinski, MBA, HCS - Director of Operations Sequoia Financial Group Main Office: 3500 Embassy Pkwy, Suite 100, Akron, OH 44333 Main Office Phone Number:  888 225-3777 Company Website - www.sequoia-financial.com  Company LinkedIn - www.linkedin.com/company/sequoia-financial-group  Email – skapusinski@sequoia-financial.com Company Phone – 330 255-4349 Twitter – @shaunkap  LinkedIn - www.linkedin.com/in/shaunkapusinski/   Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304   Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Many advisors dream of doing an acquisition or merger, but being successful in these ventures is a whole other conversation. Luckily, the next guest on the MarketCounsel Summit series can speak to making these moves successfully. Greg Friedman, CEO of Private Ocean, shares his experiences with small beginnings, merging, and keeping company culture and philosophy top of mind. Tune in now to learn more! Resources: Private Ocean

Today’s guest has been in the financial services industry for over 25 years. The co-founder of Private Ocean—an independent RIA in Northern California that manages nearly $1.2 billion of assets under management—Greg Friedman has not only been an advisor, but he also founded the country’s leading practice improvement firm for financial advisors, Junxure. In this episode, Greg shares the unique niche that helped Private Ocean gain its initial traction, as well as how he got started in technology despite not intending to do so. He also shares valuable lessons he learned when he decided to merge his successful advisory firm with a larger one, what he would do differently if he had it to do all over again, and advice for advisors who are just starting out. For show notes and more visit: https://www.kitces.com/54

Tune in to this week's 101 Dimensions to hear a variety of electronic/ambient music from some great artists you may know, and some you may not! Here's the playlist:1. The Orb – Once More; Promise; Ghostdancing; and Turn It Down (from the album Cydonia, 2001)2. Aphex Twin – W32.Mydoom.AU@dmm; VBS.Redlof.B; and Backdoor.Ranky.S (from the album Analord 11, 2005)3. Paul Ellis – Rosecross; Private Ocean; Flying Parallel; Morning Moon; Lightning In The Temple; Sirius; and Cyberspace (from the album The Secret Fire, 1991)4. Ian Boddy – Trapped In Black (from the album Three Dreams, 2007)5. Isao Tomita – Gigantic Geometric Patterns; Song Of The Universe; El Humahuaqueno; and City Under The Desert (from the album Nasca Fantasy, 1995)6. Vangelis – Mask, Movements 1, 2, & 3 (from the album Mask, 1985)I hope you enjoy!Tony

This is a jam-packed episode filled with my takeaways from the T3 Technology Conference as well as interview clips from six industry leaders. I cover four themes that emerged from the conference including: enhancing the client experience, offering a client portal, delivering a quality financial planning offering, and using big data to make better business decisions and personalize the client experience. In today's show, you'll hear from: Phil Cunningham, CEO of Advicent Kevin Knull, – President of PIETech Inc., the creators of MoneyGuidePro Drew DiMarino, Head of Sales for eMoney Greg Friedman, CEO of Junxure, CEO of a top RIA called Private Ocean, and author of Advisory Leadership: Kevin Cimring, CEO of Invesco Jemstep, and Josh Self, Envision Wealth Planning Greg Sauer, – Business Development at Oranj