Podcasts about registered rep

Today, Ben Martinek and financial planners Mike Acosta and Ujae Kang explore the emotional and financial complexities of preparing for retirement, emphasizing that while data and planning tools are essential, much of the work involves helping clients overcome fear, uncertainty, and guilt around spending. They discuss how financial advising often becomes a form of counseling, addressing identity, purpose, and emotional readiness as much as monetary logistics. The advisors stress the importance of proactive and adaptable planning, noting that while market turbulence is inevitable, a well-structured plan—grounded in trust and sometimes faith—can help clients navigate it with confidence. Drawing from both professional experience and Catholic values, they advocate for a mindset of anti-fragility: using life's disruptions as opportunities to grow stronger. The episode concludes with encouragement for listeners to seek out trusted advisors and make retirement decisions that align both with their financial means and personal goals.Key Takeaways:• Retirement planning is both a financial and emotional journey, requiring attention to numbers and deeper personal motivations.• Advisors act as both planners and counselors, helping clients navigate emotional hurdles like fear, guilt, and uncertainty around spending.• Clients often need “emotional permission” to use their own money, especially in retirement, where spending can feel threatening to their identity or security.• Asking thoughtful questions is central to the advisor's role, uncovering concerns and desires that might otherwise remain unspoken.• The financial planning process often reveals unspoken emotional and psychological concerns, especially during major life transitions.• Planning for retirement isn't just about having “enough” money, but about knowing what that money is meant to support.Key Timestamps:(00:00) – Discussing Life Transitions and Retirement(03:15) – Financial and Emotional Aspects of Retirement(06:20) – Challenges and Considerations in Retirement Planning(08:37) – Client Stories and Real-Life Examples(11:36) – The Importance of Spending and Enjoying Retirement(25:43) – Overcoming Fear and Building Fortitude(36:29) – Concluding Thoughts and Contact InformationKey Topics Discussed:Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and financesMentions: Website: https://www.genesiswealthplanning.com/ LinkedIn: https://www.linkedin.com/in/michaelracosta/ Website: https://uakdiversified.com/ LinkedIn: https://www.linkedin.com/in/ujaeaugustinekang/ More of Catholic Money Mastermind:This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Genesis Wealth Planning and opinions stated are their own.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value.  Michael Acosta is a Registered Rep

Jason discussed a theory that the Trump administration is intentionally slowing the economy to set the stage for lower interest rates, referencing Anthony Pompliano's newsletter. He also highlighted the current economic situation, emphasizing the need for the US government to refinance its debt and the role of interest rates in this process. Jason expressed hope that the current leadership's strategy would work, as millions of Americans depend on it. He concludes with an invitation for his upcoming event, Empowered Investor Live. https://empoweredinvestorlive.com/ https://www.anthonypompliano.com/   Jason then speaks with acclaimed financial advisor Ric Edelman. Barron's has six times (2004–2009) ranked Ric Edelman among America's 100 top financial advisors. In 2009, Ric was ranked the #1 independent financial advisor in the nation by Barron's. In 2004, Ric was inducted into the Financial Advisor Hall of Fame, ranked by Research Magazine for his focus on the individual client and ranked #42 on Registered Rep magazine's list of “America's Top 50 Advisors.” Inc. magazine three times named the firm the fastest-growing privately-held financial planning firm in the country. Ric received an honorary doctorate from Rowan University in 1999, and in 2007 was inducted into the Rowan University Public Relations Student Society of America Hall of Fame. #EmpoweredInvestor #TrumpEconomy #InterestRates #EconomicPolicy #RealEstateInvesting #MarketUncertainty #Recession #FinancialStrategy #EconomicGrowth #DebtRefinancing #HousingMarket #LowerInterestRates #FinancialRepression #InvestingTips #RealEstate #EmpoweredInvestorLive www.EdelmanFinancial.com   Key Takeaways: Jason's editorial 1:35 https://empoweredinvestorlive.com/ is almost upon us! So get your tIckets TODAY! 2:00 Theory: Is Trump trying to slow the economy 3:36 Anthony Pampliano: Trump and lower interest rates  5:16 "Financial repression"  7:28 DOGE and the FED 14:13 Clip of the Day: Trump and interest rates https://x.com/i/status/1898835027070529870 Ric Edelman's interview 15:16 Long-term Debt as an asset   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

RichardBernstein is the chief executive officer/chief investment officer of Richard Bernstein Advisors LLC. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. RBA is one of the fastest growing money management firms, is among Morningstar's Top 10 ETF Model Managers in assets and partners with some of the world's leading financial institutions. Mr. Bernstein has over 40 years' experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC. A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine's annual “All-America Research Team” eighteen times and is one of only fifty-seven analysts inducted into the Institutional Investor “Hall of Fame”. He was also twice named to both Fortune magazine's “All-Star Analysts” and to Smart Money magazine's “Power 30” and was a member of Registered Rep's “Ten to watch” for 2012. His book “Style Investing: Unique Insight into Equity Management” is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, “Navigate the Noise: Investing in the New Age of Media and Hype,” to charity. Mr. Bernstein is chair of the Alfred P. Sloan Foundation endowment's Investment Committee (~$2.0 billion) and sits on the Hamilton College endowment's Investment Committee (~$1 billion); he is a trustee of both institutions. Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities, and professional forums.

In today's interview, you'll get to meet my business partner: Amy LeNoble. Amy always dreamed of becoming a professional dancer. She attended Loyola Marymount University to pursue her vision, graduating with a bachelor's degree in dance (while minoring in business administration).But Amy also developed a passion for finance. Over the last nine years, Amy grew from receptionist to administrative assistant to becoming a Licensed Registered Representative with LPL Financial, the largest independent brokerage in the United States.Now, Amy is my partner at Capital Investment Advisers. She shares her journey and the value she strives to bring to our clients in this episode of Upthinking Finance™. You will want to hear this episode if you are interested in...Amy's dream to become a professional dancer [3:55]Why Amy made a career shift from dance to finance [11:26] Would Amy do anything differently? [14:53]Diving into the world of finance [18:34]Amy's experience climbing the ladder in finance [23:29]Amy's strategy focuses on building relationships [28:43] The changes coming to the Upthinking Finance™ podcast [37:33]Amy LeNoble is a Registered Rep with securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Connect With Amy LenobleCapital Investment Advisers Connect on LinkedInConnect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking FinanceAudio Production and Show Notes by - PODCAST FAST TRACK

Greg is a financial service professional with over 50 years of experience.   He started his career in commercial lending and earned a CPA certificate while at a national CPA firm. He also served as managing partner of a FINRA Member firm in Minneapolis engaged in M&A and private placement transactions for 3 years. Over the past 15 years, Greg has been a Registered Rep with several FINRA Member firms, which led to joining Rainmaker Securities.   28 years Greg has held C level positions in banks, bank holding companies, airlines, chemical companies, insurance, and real estate and fleet finance entities. He has served as Chairman of boards of directors of public and private companies and has successfully managed over $1.5 Billion in buy-side and sell-side transactions and numerous private equity placements.   Greg is effective in business turn-arounds, recapitalizations, and management restructurings and has led numerous mergers, acquisitions, debt placements and equity capital placements.  He also wrote the Amazon #1 Best-Seller No Locked Doors (master the keys to transform problem into possibilities).   Greg and his wife Kate have been married 50 years. They have four grandkids (Ava, Cooper, Everett and Sebastian), affectionately known as the 4 ACES. I ask Greg about competence and confidence, what motivates him now 50 years into his professional career, the importance of learning from mistakes, how his grandkids bolster his value of curiosity, his secret to being married (to the same person) for over 50 years, and so much more! Thank you, Greg, for coming on the pod.  --- Support this podcast: https://podcasters.spotify.com/pod/show/nick-davies7/support

Financial industry veteran Pappous is pulling back the curtain on how retail wealth management firms actually work and how institutional clients enjoy greater performance transparency. The book offers an expert's take on deceptive marketing practices and arms investors with the knowledge of how to spot high-quality portfolio advice and avoid falling for a slick salesperson. The start of this book is many years in the making. Pappous was motivated to enter the wealth management industry by deeply personal family tragedy. He explores the compelling reason he entered the field, what he found, and the choices he's made. Pappous offers key observations in the book, including: *How firms evaluate their financial advisors' performances, beginning with sales quotas. *Examples of how Wall Street marketing deceives rather than informs, like distorting the results of famous academic studies. *Why you shouldn't trust the portfolio performance reports generated by your financial advisor. *Surprising secrets about financial advisor rankings and search services. *Why having your financial advisor act as a fiduciary does not actually eliminate conflicts of interest “If you're going to seek help from a financial professional, you're going to need to think of self-defense first,” said Pappous. “It's not paranoia, it is your financial future on the line. Always be watching what your financial advisor is doing.” Wall Street's Grand Deception is available via paperback for $19.99 or ebook for $9.99. The book can be purchased on October 20, 2022 from Barnes&Noble and Amazon. About Norman D. Pappous Normal D. Pappous, a retired financial markets professional, was motivated to enter the wealth management industry by a personal tragedy. He discovered an industry that is opaque at the expense of its clients and began his mission to get accountability into the hands of the average investor. Norman earned his BS in commerce from DePaul University in Chicago and received his MSc in financial markets and trading from Stuart School of Business at Illinois Tech. Norman began his professional career in London working for global investment banks and hedge funds before coming home to help the average investor navigate the financial markets. Shocked by the misdirection of Wall Street marketing, Norman launched FinancialAdvisorCheck.com, a company that serves the clients of financial advisors by producing—for free— institutional-level, confidential portfolio performance reports without the knowledge of their investment advisors. At one time, Norman held four securities licenses in the US and passed all three regulatory exams he sat for in the UK. He is a Quora.com's Most Viewed Writer for asset management, financial advisors, and passive/index investing. The Structured Products Association of America gave Norman the Leading Edge Advisor award for his work in derivatives pricing. He's been featured in The New York Post, Forbes, Investment News, Registered Rep, TheStreet.com, and Frontline on PBS. To learn more, visit www.wallstreetsgranddeception.com --- Support this podcast: https://anchor.fm/john-aidan-byrne0/support

WANT THE FULL EPISODE?Check out yesterday's episode, or use this link to listen directly: https://api.spreaker.com/v2/episodes/51601387/download.mp3Many business owners lack firms that can endure beyond their direct ownership. What happens when you sell your business? Have you set that business up to have a thriving legacy without your ownership? Will your life have significance once you're not the person in charge?Ray Sclafani, Founder and CEO of ClientWise, a succession planning company, joins the show to share his expertise in the realm of business succession planning.KEY TOPICS- Business succession planning- Transferring trust to new leadership- Life after retirement or selling your business- The importance of ongoing personal development plansCONNECT WITH USDecidedlypodcast.comInstagram: @decidedlypodcast Facebook: https://www.facebook.com/decidedlypodcastShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.LEARN MORE: www.decidedlywealth.comInstagram: https://www.instagram.com/decidedlywealth/Facebook: https://www.facebook.com/DecidedlyWealth/Subscribe to our newsletter for weekly decision-making tips: https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZRJoin us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time!MENTIONED IN THIS EPISODERay's book, “You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships”: https://www.amazon.com/Youve-Been-Framed-Management-Relationships/dp/1119062012/ref=sr_1_1?crid=KC59XDRWQISP&keywords=ray+sclafani+you%27ve+been+framed&qid=1665956601&sprefix=ray+sclafani+youve+been+framed%2Caps%2C251&sr=8-1Mark Tibergien: https://www.linkedin.com/in/marktibergien/Dan Sullivan: https://resources.strategiccoach.com/authors/dan-sullivanElizabeth “Liz” Nesvold: https://www.linkedin.com/in/elizabeth-nesvold-9421065/CONNECT WITH RAY SCLAFANIClientWise: https://www.clientwise.com/LinkedIn: https://www.linkedin.com/in/raysclafani/Twitter: https://twitter.com/raysclafaniAfter 20 years at AllianceBernstein, Ray Sclafani founded and heads ClientWise, which provides elite coaching programs and consulting exclusively for the financial services industry. Ray's passion for serving leaders, advisors, and companies in the financial services sector is reflected in ClientWise, its unique coaching programs, and its team of credentialed coaches.Ray's experience as a coaching and consulting specialist in the financial sector mirrors his long and profitable history in the industry. In his 20 years at AllianceBernstein, Ray was one of the company's top sales professionals and executive leaders. He specialized in creating and executing highly successful sales plans and building long-lasting client connections.Later, Ray used his expertise as founder and Managing Director of the Advisor Institute at AllianceBernstein. In that role, he developed and directed an extensive series of programs that created improved and sustainable motivation, sales, and client relationships. Ray completed his transition to founding ClientWise through significant coaching education and practice. He is now recognized as a Professional Certified Coach (PCC) from the International Coach Federation, the leading independent professional association for coaches. As a complement to his coaching skills, he also holds a Master's Certification in Neuro-Linguistics from the International Association for Neuro-Linguistic Programming and has participated in The Strategic Coach® Program for 17 years.Ray's expertise as a coach and trainer is recognized and sought out by leaders within the profession. Through ClientWise, he has provided coaching or created and presented workshops for, among others, Merrill Lynch, Morgan Stanley Wealth Management, LPL, Raymond James Financial, Ameriprise, and Northwestern Mutual. In addition, he has spoken on request to major industry conferences and company events for firms such as Merrill Lynch for their Diversity & Training programs, LPL, Morgan Stanley Institutes Conferences, Raymond James, FSC Securities, as well as the FPA National Conference, John Hancock Funds Wholesaler Conference, Nationwide Financial Summit Sales Conference, MetLife Presidents' Conference, Northwestern Mutual Forum, Northwestern Mutual Annual Meeting, Barron's Winner's Circle Summit, and Barron's Top Advisory Teams Summit.He has been interviewed and quoted in the Wall Street Journal, Financial Planning magazine, and Registered Rep, to name a few. Ray's book, “You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships,” was published by Wiley in 2015.Ray holds a BA from Baylor University. He lives in Flower Mound, Texas with his wife and true life partner, Beth, and their two sons who continually inspire his work and his passion for excellence.

Many business owners lack firms that can endure beyond their direct ownership. What happens when you sell your business? Have you set that business up to have a thriving legacy without your ownership? Will your life have significance once you're not the person in charge?Ray Sclafani, Founder and CEO of ClientWise, a succession planning company, joins the show to share his expertise in the realm of business succession planning.KEY TOPICS- Business succession planning- Transferring trust to new leadership- Life after retirement or selling your business- The importance of ongoing personal development plansDon't have time for the full episode?Listen to the 15-minute highlight clip with this direct link: https://api.spreaker.com/v2/episodes/51624505/download.mp3CONNECT WITH USDecidedlypodcast.comInstagram: @decidedlypodcast Facebook: https://www.facebook.com/decidedlypodcastShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.LEARN MORE: www.decidedlywealth.comInstagram: https://www.instagram.com/decidedlywealth/Facebook: https://www.facebook.com/DecidedlyWealth/Subscribe to our newsletter for weekly decision-making tips: https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZRJoin us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time!MENTIONED IN THIS EPISODERay's book, “You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships”: https://www.amazon.com/Youve-Been-Framed-Management-Relationships/dp/1119062012/ref=sr_1_1?crid=KC59XDRWQISP&keywords=ray+sclafani+you%27ve+been+framed&qid=1665956601&sprefix=ray+sclafani+youve+been+framed%2Caps%2C251&sr=8-1Mark Tibergien: https://www.linkedin.com/in/marktibergien/Dan Sullivan: https://resources.strategiccoach.com/authors/dan-sullivanElizabeth “Liz” Nesvold: https://www.linkedin.com/in/elizabeth-nesvold-9421065/CONNECT WITH RAY SCLAFANIClientWise: https://www.clientwise.com/LinkedIn: https://www.linkedin.com/in/raysclafani/Twitter: https://twitter.com/raysclafaniAfter 20 years at AllianceBernstein, Ray Sclafani founded and heads ClientWise, which provides elite coaching programs and consulting exclusively for the financial services industry. Ray's passion for serving leaders, advisors, and companies in the financial services sector is reflected in ClientWise, its unique coaching programs, and its team of credentialed coaches.Ray's experience as a coaching and consulting specialist in the financial sector mirrors his long and profitable history in the industry. In his 20 years at AllianceBernstein, Ray was one of the company's top sales professionals and executive leaders. He specialized in creating and executing highly successful sales plans and building long-lasting client connections.Later, Ray used his expertise as founder and Managing Director of the Advisor Institute at AllianceBernstein. In that role, he developed and directed an extensive series of programs that created improved and sustainable motivation, sales, and client relationships. Ray completed his transition to founding ClientWise through significant coaching education and practice. He is now recognized as a Professional Certified Coach (PCC) from the International Coach Federation, the leading independent professional association for coaches. As a complement to his coaching skills, he also holds a Master's Certification in Neuro-Linguistics from the International Association for Neuro-Linguistic Programming and has participated in The Strategic Coach® Program for 17 years.Ray's expertise as a coach and trainer is recognized and sought out by leaders within the profession. Through ClientWise, he has provided coaching or created and presented workshops for, among others, Merrill Lynch, Morgan Stanley Wealth Management, LPL, Raymond James Financial, Ameriprise, and Northwestern Mutual. In addition, he has spoken on request to major industry conferences and company events for firms such as Merrill Lynch for their Diversity & Training programs, LPL, Morgan Stanley Institutes Conferences, Raymond James, FSC Securities, as well as the FPA National Conference, John Hancock Funds Wholesaler Conference, Nationwide Financial Summit Sales Conference, MetLife Presidents' Conference, Northwestern Mutual Forum, Northwestern Mutual Annual Meeting, Barron's Winner's Circle Summit, and Barron's Top Advisory Teams Summit.He has been interviewed and quoted in the Wall Street Journal, Financial Planning magazine, and Registered Rep, to name a few. Ray's book, “You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships,” was published by Wiley in 2015.Ray holds a BA from Baylor University. He lives in Flower Mound, Texas with his wife and true life partner, Beth, and their two sons who continually inspire his work and his passion for excellence.

In this Women's History Month special episode, Luis speaks to Brittney Castro. Brittney is a leading speaker, host, and brand ambassador and has worked alongside top brands like Chase, Mint, ETrade, CNBC, Gemini, AirBnB, Zoom, Altruist, Refinery29, and more to promote financial literacy via media interviews, video content, celebrity, and expert interviews, TV appearances and more. ​ At the age of 22, Brittney began her career as a financial advisor and at 28 launched her own Registered Investment Advisory, Financially Wise Inc. Over those 15 years, she worked with thousands of clients on their financial journeys. In 2020, she sold her private practice to focus all her time on speaking, content creation, and brand partnerships. ​ Brittney is the go-to resource for national media outlets like CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman's World, Refinery29, Create + Cultivate, Financial Planning, Investment News, Registered Rep magazine, and many more. ​ Brittney was elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018, and was ranked on INVESTOPEDIA's Top Influential Financial Advisors list from 2017-2021. ​ Additionally, Brittney serves as the in-house CFP® for Mint as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns. ​ She is a CFP® Pro spokeswoman as part of the CFP Board Center for Financial Planning's campaign to educate minorities about financial planning careers. ​ In 2021, Brittney co-hosted and produced “Chantel's Money Moves” a show backed by Facebook to teach Gen Z's personal finance and investing. ​ Away from the office, you can find Brittney meditating, traveling, and of course, dancing!   Notes: In this episode, Brittney & Luis talk about the following and more: Brittney's upbringing and career path Pushing beyond your comfort zone to pursue your dreams and find freedom The importance of showing up as your authentic self Tips on how to get started on your financially wise journey The value in having flexibility in your financial plan Resources: Download the 3 Fundamental “Money Moves” to Make Before Turning 45 LatinXcellence, more than a brand, it's a movement! Brittney's Website Brittney's Business Bootcamp Brittney's Instagram Brittney's Tiktok

ABOUT: Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning and education firm whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and host.
 The key to Financially Wise Inc.’s success can be attributed to Brittney’s simple yet highly effective method of approaching finance –in a fun, personalized, compassionate, relatable, and non-judgmental way. Since 2013, Financially Wise, Inc. has offered services ranging from fee-only financial planning, online money courses, and financial wellness workshops to speaking engagements and brand partnerships. ​ Brittney is a noted financial expert and a go-to resource for national media outlets and platforms including CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s World, Refinery29, Financial Planning, Investment News, Registered Rep magazine, and many more. ​ Brittney was elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018 and was ranked 6th on INVESTOPEDIA’s Top Influential Financial Advisors list in 2017. ​ Additionally, Brittney serves as the in-house CFP® for Mint as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns. She is a CFP® Pro spokeswoman as part of the CFP Board Center for Financial Planning’s campaign to educate minorities about financial planning careers. ​ Away from the office, you can find Brittney meditating, traveling, exploring, and of course, dancing! STAY CONNECTED: https://www.instagram.com/brittneycastro/ FREE GIFT FOR OUR AUDIENCE: https://www.financiallywiseinc.com/free-download __________________ Thank you again for joining us today! If you know anybody that would benefit from this episode please share it with them and help spread the knowledge and motivation. Don’t forget to show your support for the Rise Up For You Podcast by writing a review on iTunes. Your feedback helps the success of our show and pushes us to continuously be better! Check out www.riseupforyou.com for more podcast episodes, webinars, events, and more to help you get to the next level in your personal and professional life! You can also follow us on Facebook, Instagram, LinkedIn, and Youtube @riseupforyou Looking for more support? Grab your free coaching call with our team completely FREE! Bring your questions about Confidence, Leadership or Business and we will assign you the best coach to provide customizable support. SCHEDULE YOUR FREE CALL HERE calendly.com/riseupforyou/coaching

Kathryn Morrison is the founder, CEO and president of  SunStar Strategic, a public relations and marketing firm of over 20 years. She launched the firm following a successful career as the director of information services for the Investment Company Institute (ICI) and a broadcast journalism producer at CNN's Atlanta headquarters.SunStar Strategic specializes in attracting investors and building brands for all genre of companies, with a very strong practice in financial services entities, from wealth managers to mutual funds, asset management firms and regional banks.Kathryn and her team work with clients to enhance their stories and build brand recognition. SunStar Strategic attracts clients with the highest integrity and excellent products and services to ensure successful relationships with the media.SunStar has helped some of the largest financial corporations to improve their competitive positions, launch new product lines, enhance brands, or extend strategic relationships, yet Kathryn finds her work with entrepreneurial companies particularly fascinating. She enjoys helping them attract investors, encouraging them to innovate, enter new markets, enhance profitability, create jobs and deliver products and services that improve the lives of Americans.Kathryn has been a speaker at many conferences for the mutual fund industry. She has been quoted in financial publications including The Wall Street Journal, The New York Times, Registered Rep, Ignites, Mutual Fund Wire and Financial Planning. In addition, she has been featured in publications such as MyBUSINESS Magazine, a publication of the National Federation of Independent Business, USA Today, Money Market Executive (MME), and has been a contributor to ABC News World News This Morning.Kathryn is proud of SunStar's achievement of the “Women Owned Small Business Certification” from the National Women Business Owners Corporation, an entity of the U.S. Small Business Administration.She is personally committed to supporting socially responsible investing, participating in ESG conferences such as the SRI conference, and as publisher of the blog, Responsible Investing (SRI) Ideas and Strategies.  She is a current member of USSIF, The Forum for Sustainable & Responsible Investment.Kathryn hails from Texas, where she graduated from Baylor University. She frequently spends time at her second home in Austin. She's also very active in her local Virginia community, volunteering and helping to build a community garden at the Charles Houston Recreation Center.Kathryn shares her life with her husband, Bob and two rescue Yorkies. She is proud of her 2 sons and 2 grandchildren. She enjoys travel, biking and reading, and has an avid interest in photography. Kathryn prides herself on being the family historian collecting family stories, photographs & documents.Reach Kathryn at: https://www.sunstarstrategic.comhttps://www.linkedin.com/in/kathryn-morrison-8b424a***************************************************************************If you'd like to talk to Terry McDougall about coaching or being a guest on Marketing Mambo, here's how you can reach her:https://www.terrybmcdougall.comhttps://www.linkedin.com/in/terrybmcdougallTerry@Terrybmcdougall.comHer book Winning the Game of Work: Career Happiness and Success on Your Own Terms is available at Amazon. 

I'm thrilled to have on the show today Brittney Castro.  Britney and I recently formed a partnership of sorts, and I'm just excited to share her journey.   For those of you that don't know Brittany, she's an amazing woman.  Brittany and I met a couple years ago. We've stayed in touch here and there but when she decided that she wanted to change the direction of her career... Yes, financial planners do that too. She and I started talking about ways that we could work together.  She's been noted as a final financial expert and “go to” resource for national media outlets like CNN, CNBC, The Wall Street Journal, The New York Times, CBS and many more! Notably, Brittney has recently been elected one of the “40 under 40 in 2020” by Investment News as one of the 22 women to watch!  So, please tune in, grab your favorite beverage and enjoy the show! Brittney Castohttps://www.financiallywiseinc.com/ (HTTPS://WWW.FINANCIALLYWISEINC.COM/)https://www.facebook.com/FinanciallyWiseInc (FACEBOOK)https://twitter.com/brittneycastro (TWITTER)https://www.instagram.com/brittneycastro/ (INSTAGRAM)Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning and education firm whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and host. The key to Financially Wise Inc.'s success can be attributed to Brittney's simple yet highly effective method of approaching finance –in a fun, personalized, compassionate, relatable, and non-judgmental way. Since 2013, Financially Wise, Inc. has offered services ranging from fee-only financial planning, online money courses, and financial wellness workshops to speaking engagements and brand partnerships. Brittney is a noted financial expert and a go-to resource for national media outlets and platforms including CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman's World, Refinery29, Financial Planning, Investment News, Registered Rep magazine, and many more. Brittney was elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by Investment News in 2018 and was ranked 6th on INVESTOPEDIA's Top Influential Financial Advisors list in 2017. Additionally, Brittney serves as the in-house CFP® for Mint and Turbo as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns. She is a CFP® Pro spokeswoman as part of the CFP Board Center for Financial Planning's campaign to educate minorities about financial planning careers. Away from the office, you can find Brittney meditating, traveling, exploring, and of course, dancing!  THIS EPISODE WAS PRESENTED BY AMY IRVINE AND IN COLLABORATION WITH https://senecalakewine.com/ (THE SENECA LAKE WINE TRAIL )ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 https://www.rootedpg.com/ (WWW.ROOTEDPG.COM) EMAIL: AMY@ROOTEDPG.COM

Today’s Flashback Friday episode was originally released: Jul 30, 2016 Jason Hartman talks with acclaimed financial advisor Ric Edelman.  Barron’s has six times (2004–2009) ranked Ric Edelman among America’s 100 top financial advisors. In 2009, Ric was ranked the #1 independent financial advisor in the nation by Barron’s. In 2004, Ric was inducted into the Financial Advisor Hall of Fame, ranked by Research Magazine for his focus on the individual client and ranked #42 on Registered Rep magazine’s list of “America’s Top 50 Advisors.” Inc. magazine three times named the firm the fastest-growing privately-held financial planning firm in the country. Ric received an honorary doctorate from Rowan University in 1999, and in 2007 was inducted into the Rowan University Public Relations Student Society of America Hall of Fame. As a #1 New York Times best-selling author his five books on personal finance include Ordinary People, Extraordinary Wealth; The New Rules of Money; Discover the Wealth Within You; What You Need to Do Now; and the personal finance classic, The Truth About Money. His sixth book, The Lies About Money, was published in the fall of 2007 by Simon & Schuster and his latest book, Rescue Your Money, was published in the spring of 2008.  Ric’s books have been translated into several languages. As a national radio show host on ABC Radio Networks, he can be heard on radio stations throughout the country. The live call-in advice program has been on the air for more than 15 years and earned Ric the A.I.R. Award for Best Talk Show Host in Washington D.C. (1993).  He also publishes a monthly newsletter, has built one of the most comprehensive and free online educational resources about personal finance at RicEdelman.com, and is the author of video and audio educational systems that help people achieve their financial goals. Philanthropic Activities include Rowan University. They also funded the Edelman Nursing Career Development Center at Inova Health System Foundation. Ric served six years on the Board of the United Way of the National Capital Area and in 2007 completed his two-year term as Chairman of the Board. He also serves on the boards of The Boys & Girls Clubs of Greater Washington, D.C., and its foundation. Ric also is a full partner of the American Savings Education Council and the Jump$tart Coalition for Personal Financial Literacy. He is a former board member of Junior Achievement of the National Capital Area and served for three years on the Grants Committee of the Foundation for Financial Planning, where he remains a major donor. They also actively support HEROES Inc., Make-a-Wish Foundation, The Leukemia & Lymphoma Society, and many other charities. As Chairman and CEO of Edelman Financial Services LLC. He is also President and Director of Sanders Morris Harris Group. Ric is an Investment Advisor Representative and offers advisory services through EFS an SEC-registered investment advisor. He is also a Registered Representative of and offers securities through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC. Barron’s ranking “Top 100 Independent Financial Advisors” (Aug. 31, 2009) based on assets under management, revenues the advisors generate for their firms, and the quality of their practices. Websites: Jason Hartman University Membership 1-800-HARTMAN www.JasonHartman.com Jason Hartman Quick Start

  Niall J. Gannon is a private wealth advisor, public speaker, and the author of Tailored Wealth Management: Exploring the Cause and Effect of Financial Success. He is recognized as one of the country’s top 100 Financial Advisors by Barron’s and Registered Rep. He has been featured on CNBC and National Public Radio as well as quoted in publications such as the Wall Street Journal and the New York Times. Niall’s research has been included in more than ten academic articles and books. He is a recipient of the Silver Congressional Award and the President’s Volunteer Service. He served in the US Army Reserve as a tank platoon commander and is a graduate of The Citadel.   Niall joins me today to share why spending is sharing the wealth. He describes how the spending of wealthy individuals redistributes wealth into the economy and the pockets of workers. Niall reveals how the spending habits of young adults have changed and why they are no longer based on the tax question. He also explains why it’s important to take a step back and appreciate how ‘high up’ you sit when your wealth is viewed from a global perspective.       “If a billionaire spends 5% of their portfolio every year, at the end of two decades, one billion dollars will have been redistributed into the account of someone else.” - Niall J. Gannon       Today on I’m A Millionaire...So, Now What:   How the wealthy redistribute wealth to the economy. Why wealth is not just a number. How young people today are making philanthropic financial decisions. Why you should step back and view your wealth from a global perspective.     Niall J. Gannon’s Fun Frank Advice for Self-Made Millionaires & Wealthy Families:   Do something that is outside of your comfort zone and see what impact that has on that other person and the impact on you.     Resources Mentioned:   Global Rich List     Connect with Niall J. Gannon:   Niall J. Gannon’s website Tailored Wealth Management: Exploring the Cause and Effect of Financial Success by Niall J. Gannon         Get Ready for Fun Networking & Fundraising!   Kick off your high-heels ladies, lace up your golf shoes, and get ready for an exciting, fun way to network with your business peers while raising money for a worthy cause. Join me, Colleen O’Connell-Campbell and Shelley True on September 5, 2019 for the all-women’s golf tournament, FORE-Play for Charity - the annual event supporting The Royal Ottawa Foundation for Mental Health.   The FORE-Play for Charity event features fun ways to network with other Ottawa-based business leaders such as Open Mic, Cocktail Hour, the Red Carpet event, and a unique Makeup and Beauty Bar as well as a Gala Dinner.   So if you’re ready to lace up your golf shoes and tee off to support The Royal Ottawa Foundation for Mental Health, visit www.truedotdesign.com/foreplay to register today - or, become a sponsor to show the community you’re serious about mental health.   Be sure to subscribe to our newsletter and follow FORE-Play for Charity on Facebook so you never miss an update on this important event.   Registration opens on April 1, 2019   Book Your Prosperity Discovery Session Today!   Are you ready to double your net worth? Ready to create your roadmap to riches or get your financial life back on track? Join me for a Prosperity Discovery Session today! Let’s unlock your roadmap to riches so you can begin to live your life to the fullest. To book your Prosperity Discovery Session, email me at colleen.campbell@rbc.com to request a free questionnaire and let’s begin your roadmap to riches now!   Spots are limited, so book your Prosperity Discovery Session today!   Subscribe to the I’m A Millionaire, So Now What Podcast! Thanks for joining us for this episode of I'm A Millionaire, So Now What Podcast - the show bringing you inspirational stories, practical strategies, and fun, frank advice for self-made millionaires and wealthy families. If you enjoyed this episode, please subscribe to the show on Apple Podcasts and leave a positive review. Don’t forget to share your favorite episodes with other wealthy families and self-made millionaires on social media!  

This originally aired as episode 186. Jason Hartman talks with acclaimed financial advisor Ric Edelman. Barron’s has six times (2004–2009) ranked Ric Edelman among America’s 100 top financial advisors. In 2009, Ric was ranked the #1 independent financial advisor in the nation by Barron’s. In 2004, Ric was inducted into the Financial Advisor Hall of Fame, ranked by Research Magazine for his focus on the individual client and ranked #42 on Registered Rep magazine’s list of “America’s Top 50 Advisors.” Inc. magazine three times named the firm the fastest-growing privately-held financial planning firm in the country. Ric received an honorary doctorate from Rowan University in 1999, and in 2007 was inducted into the Rowan University Public Relations Student Society of America Hall of Fame. Website: www.EdelmanFinancial.com

Today’s incredible guest Brittney Castro is on a mission to teach people the art of managing their money the fun and simple way. Her “hip” financial planning firm “Financially Wise Inc” is so much different than your typical financial planner. Brittney has become a well-known financial expert and a go-to resource for national media outlets. She’s been featured on CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s World, Financial Planning, Investment News, Registered Rep magazine and many more. Brittney and her team are there to empower you on your financial journey and provide the hand-holding steps necessary to achieve financial freedom. One of the many big differences about Financially Wise Inc is that they provide educational resources such as webinars and courses that provide you the information you need to know when it comes to everything finance. From debt to money management and mindset, Financially Wise Inc is truly here to help YOU become financially wise. In this episode, we talk about everything from how to best plan for the next economic correction, to meditation and how it can affect your money. I loved this conversation because we really dug deep and laid the foundation for people who want to take control of their financial life and stop letting IT control them. ⬇︎Key Takeaways  -How Brittney determined her niche while still working at her corporate job by observing what the large corporations were missing out on, just by being aware of her surroundings and then finding a way to solve that problem. -What she learned from the economic collapse of 2008 and why she is advising her clients to keep more cash-on-hand. -The biggest financial mistakes that she has seen people make time and time again. -How to take control of your debt and use it as leverage. -The importance of learning how to pivot and stay ahead in the game. No matter what industry you are in. -Steps you can take TODAY to take control of your financial life and get on the path to financial freedom.  ⬇︎Bringing Your Idea into Reality -Get crystal clear -Put in the work -Create a business plan -Educate yourself through books, webinars, seminars etc. ⬇︎Resources ♦️FREE CALL: Want your 2018 to end financially STRONG? Schedule a discovery session with Brittney to get clear on your goals and wrap this year in abundance. ♦️Money Class: Master Your Money, Master Your World ♦️Financially Wise TV ⬇︎Connect with Brittney Here Instagram - @BrittneyCastro Website YouTube Twitter ⬇︎Connect with Tal Here Instagram - @talNtamir Facebook iTunes Stitcher Spotify LinkedIn  

Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Women, a Los Angeles-based financial planning firm whose mission is to teach women and couples the art of managing their money the fun and simple way. As a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur and speaker, Brittney works with busy professional women and couples who are ready to make their finances work for them and use their money to live the lives of their dreams. After years of working in the male-dominated world of financial planning, Brittney realized she wanted to work with clients the same way she talks about money with her girlfriends–in a smart, personal, feminine way that’s compassionate, fun and nonjudgmental. Brittney has become a well-known financial expert and a go-to resource for national media outlets. She’s been featured on CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s World, Financial Planning, Investment News, Registered Rep magazine and many more. She’s also a coveted speaker and host, and she loves spreading her wisdom about finance, entrepreneurship and smart investing to the masses. Additionally, Brittney serves as the Chase Financial Education Ambassador, a role in which she’ll be traveling the country, giving interviews and speaking at events in an effort to spread financial literacy to more women and men. She is also a CFP® Pro spokeswoman in the CFP Board Center for Financial Planning campaign to educate more women and minorities about the career of financial planning. Finally, Brittney serves as an Entrepreneur Network Partner to provide entertainment, education and inspirational content to the millions of entrepreneurs seeking actionable, entertaining content. Away from the office, you can find Brittney working out, drinking coffee or a green smoothie, playing at the park with her dog Arya and, of course, dancing. For more information, visit: www.financiallywisewomen.com or follow her on social media @BrittneyCastro

If You Want to Have a Chat: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project https://magellanmastermind.com/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Coach Joe Lukacs has specialized in coaching and consulting financial advisors for over 25 years. In that time he has personally conducted over 50,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Coach Joe created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Coach Joe was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Coach Joe was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Coach Joe created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Coach Joe founded Magellan. A study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space. In 2018 Coach Joe founded Magellan Academy & Network. This is an online group coaching and mentoring community for all financial advisors.

If You Want to Have a Chat: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project https://magellanmastermind.com/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Coach Joe Lukacs has specialized in coaching and consulting financial advisors for over 25 years. In that time he has personally conducted over 50,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Coach Joe created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Coach Joe was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Coach Joe was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Coach Joe created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Coach Joe founded Magellan. A study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space. In 2018 Coach Joe founded Magellan Academy & Network. This is an online group coaching and mentoring community for all financial advisors.

One of the most overlooked things from people is a savings. People think they’ll always be able to work, but in reality you never know what can happen.Even if you eat the perfect diet, exercise everyday, and really take care of your body things can (and will) still go wrong.Let’s face it, if something happens like you get hit by a car wouldn’t you rather have the option to rest and recover than not?And a savings isn’t just there for a rainy day. You may need it in order to get in on that dream investment opportunity, or to be able to (finally) start working for yourself instead of someone else. The point is, life happens. You never know what’s happening tomorrow: but you have to be ready for whatever God is going to throw at you next.To go more into this I brought on a very special guest, who went through one of the most traumatic life changing events you can image: Brittney Castro. Brittney is the founder and CEO of Financially Wise Women, a Los Angeles-based financial planning firm whose mission is to teach women and couples the art of managing their money the fun and simple way. As a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur and speaker, Brittney works with busy professional women and couples who are ready to make their finances work for them and use their money to live the lives of their dreams. After years of working in the male-dominated world of financial planning, Brittney realized she wanted to work with clients the same way she talks about money with her girlfriends–in a smart, personal, feminine way that’s compassionate, fun and nonjudgmental. Brittney has become a well-known financial expert and a go-to resource for national media outlets. She’s been featured on CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s World, Financial Planning, Investment News, Registered Rep magazine and many more. She’s also a coveted speaker and host, and she loves spreading her wisdom about finance, entrepreneurship and smart investing to the masses. So download this episode to learn about how you can get your finances in order, and the journey she had to take in order to get there.

If You Want to Have a Chat: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project https://magellanmastermind.com/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Coach Joe Lukacs has specialized in coaching and consulting financial advisors for over 25 years. In that time he has personally conducted over 50,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Coach Joe created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Coach Joe was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Coach Joe was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Coach Joe created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Coach Joe founded Magellan. A study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space. In 2018 Coach Joe founded Magellan Academy & Network. This is an online group coaching and mentoring community for all financial advisors.

If You Want to Have a Chat: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project https://magellanmastermind.com/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Coach Joe Lukacs has specialized in coaching and consulting financial advisors for over 25 years. In that time he has personally conducted over 50,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Coach Joe created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Coach Joe was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Coach Joe was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Coach Joe created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Coach Joe founded Magellan. A study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space. In 2018 Coach Joe founded Magellan Academy & Network. This is an online group coaching and mentoring community for all financial advisors.

If You Want to Have a Chat: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project https://magellanmastermind.com/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Coach Joe Lukacs has specialized in coaching and consulting financial advisors for over 25 years. In that time he has personally conducted over 50,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Coach Joe created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Coach Joe was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Coach Joe was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Coach Joe created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Coach Joe founded Magellan. A study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space. In 2018 Coach Joe founded Magellan Academy & Network. This is an online group coaching and mentoring community for all financial advisors.

If You Want to Have a Chat: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project https://magellanmastermind.com/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Coach Joe Lukacs has specialized in coaching and consulting financial advisors for over 25 years. In that time he has personally conducted over 50,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Coach Joe created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Coach Joe was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Coach Joe was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Coach Joe created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Coach Joe founded Magellan. A study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space. In 2018 Coach Joe founded Magellan Academy & Network. This is a on-line group coaching and mentoring community for all financial advisors.

If You Want to Have a Chat: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project https://magellanmastermind.com/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If You Want to Have a Chat: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project https://magellanmastermind.com/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If You Want to Have a Chat: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project https://magellanmastermind.com/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If You Want to Have a Chat: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If You Want to Have a Chat: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If You Want to Have a Chat: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If You Want to Have a Chat: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

If Your Serious About Your Success: http://www.ipginc.net/introcall/ If you are an independent financial advisor and looking to change your game BIG time, check out my latest project http://www.ipginc.net/magellan/ -Where to follow and listen to Coach Joe Personal Website: http://www.ipginc.net/ Coaching Academy: http://practicepower.net/ Twitter: https://twitter.com/CoachJoeLukacs LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Thank you for watching this video — Please share it and subscribe to my channel https://www.youtube.com/user/CoachJoeLukacs Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. He has delivered both keynote addresses and multi-day training to thousands of financial advisors worldwide. His direct and no-nonsense approach has won him high marks. In 2009, Joe Lukacs created the Practice Power Coaching System website where advisors can create a powerful business and life plan, watch 100's of hours of coaching e-learnings, and track their goals and activities. Each week his Practice Power Podcast is listened to by over 6,000 advisors worldwide. In 2000, Joe Lukacs was named one of the industry's top troubleshooters by Registered Rep Magazine. In 2012, Joe Lukacs was named one of the top 4 coaches in the entire financial services industry by Registered Rep and Wealth Management. He is the only coach/consultant named in both lists. In 2015, Joe Lukacs created the Platinum Partnership, the industry's only 100% performance-based consulting and coaching arraignment where his firm is compensated 100% on the basis for growing the advisors' revenue. In 2016, Joe Lukacs founded Magellan. a study group/mastermind that explores current and future best practices, optimal business models, and ideal life and lifestyle creation in the financial advisor space.

Jason Hartman talks with acclaimed financial advisor Ric Edelman. Barron's has six times (2004–2009) ranked Ric Edelman among America's 100 top financial advisors. In 2009, Ric was ranked the #1 independent financial advisor in the nation by Barron's. In 2004, Ric was inducted into the Financial Advisor Hall of Fame, ranked by Research Magazine for his focus on the individual client and ranked #42 on Registered Rep magazine's list of “America's Top 50 Advisors.” Inc. magazine three times named the firm the fastest-growing privately-held financial planning firm in the country. Ric received an honorary doctorate from Rowan University in 1999, and in 2007 was inducted into the Rowan University Public Relations Student Society of America Hall of Fame. Website: www.EdelmanFinancial.com

Jason Hartman talks with acclaimed financial advisor Ric Edelman.  Barron's has six times (2004–2009) ranked Ric Edelman among America's 100 top financial advisors. In 2009, Ric was ranked the #1 independent financial advisor in the nation by Barron's. In 2004, Ric was inducted into the Financial Advisor Hall of Fame, ranked by Research Magazine for his focus on the individual client and ranked #42 on Registered Rep magazine's list of “America's Top 50 Advisors.” Inc. magazine three times named the firm the fastest-growing privately-held financial planning firm in the country. Ric received an honorary doctorate from Rowan University in 1999, and in 2007 was inducted into the Rowan University Public Relations Student Society of America Hall of Fame. As a #1 New York Times best-selling author his five books on personal finance include Ordinary People, Extraordinary Wealth; The New Rules of Money; Discover the Wealth Within You; What You Need to Do Now; and the personal finance classic, The Truth About Money. His sixth book, The Lies About Money, was published in the fall of 2007 by Simon & Schuster and his latest book, Rescue Your Money, was published in the spring of 2008.  Ric's books have been translated into several languages. As a national radio show host on ABC Radio Networks, he can be heard on radio stations throughout the country. The live call-in advice program has been on the air for more than 15 years and earned Ric the A.I.R. Award for Best Talk Show Host in Washington D.C. (1993).  He also publishes a monthly newsletter, has built one of the most comprehensive and free online educational resources about personal finance at RicEdelman.com, and is the author of video and audio educational systems that help people achieve their financial goals. Philanthropic Activities include Rowan University. They also funded the Edelman Nursing Career Development Center at Inova Health System Foundation. Ric served six years on the Board of the United Way of the National Capital Area and in 2007 completed his two-year term as Chairman of the Board. He also serves on the boards of The Boys & Girls Clubs of Greater Washington, D.C., and its foundation. Ric also is a full partner of the American Savings Education Council and the Jump$tart Coalition for Personal Financial Literacy. He is a former board member of Junior Achievement of the National Capital Area and served for three years on the Grants Committee of the Foundation for Financial Planning, where he remains a major donor. They also actively support HEROES Inc., Make-a-Wish Foundation, The Leukemia & Lymphoma Society, and many other charities. As Chairman and CEO of Edelman Financial Services LLC. He is also President and Director of Sanders Morris Harris Group. Ric is an Investment Advisor Representative and offers advisory services through EFS an SEC-registered investment advisor. He is also a Registered Representative of and offers securities through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.Barron's ranking “Top 100 Independent Financial Advisors” (Aug. 31, 2009) based on assets under management, revenues the advisors generate for their firms, and the quality of their practices.  

Jason Hartman talks with acclaimed financial advisor Ric Edelman.  Barron's has six times (2004–2009) ranked Ric Edelman among America's 100 top financial advisors. In 2009, Ric was ranked the #1 independent financial advisor in the nation by Barron's. In 2004, Ric was inducted into the Financial Advisor Hall of Fame, ranked by Research Magazine for his focus on the individual client and ranked #42 on Registered Rep magazine's list of “America's Top 50 Advisors.” Inc. magazine three times named the firm the fastest-growing privately-held financial planning firm in the country. Ric received an honorary doctorate from Rowan University in 1999, and in 2007 was inducted into the Rowan University Public Relations Student Society of America Hall of Fame. As a #1 New York Times best-selling author his five books on personal finance include Ordinary People, Extraordinary Wealth; The New Rules of Money; Discover the Wealth Within You; What You Need to Do Now; and the personal finance classic, The Truth About Money. His sixth book, The Lies About Money, was published in the fall of 2007 by Simon & Schuster and his latest book, Rescue Your Money, was published in the spring of 2008.  Ric's books have been translated into several languages. As a national radio show host on ABC Radio Networks, he can be heard on radio stations throughout the country. The live call-in advice program has been on the air for more than 15 years and earned Ric the A.I.R. Award for Best Talk Show Host in Washington D.C. (1993).  He also publishes a monthly newsletter, has built one of the most comprehensive and free online educational resources about personal finance at RicEdelman.com, and is the author of video and audio educational systems that help people achieve their financial goals. Philanthropic Activities include Rowan University. They also funded the Edelman Nursing Career Development Center at Inova Health System Foundation. Ric served six years on the Board of the United Way of the National Capital Area and in 2007 completed his two-year term as Chairman of the Board. He also serves on the boards of The Boys & Girls Clubs of Greater Washington, D.C., and its foundation. Ric also is a full partner of the American Savings Education Council and the Jump$tart Coalition for Personal Financial Literacy. He is a former board member of Junior Achievement of the National Capital Area and served for three years on the Grants Committee of the Foundation for Financial Planning, where he remains a major donor. They also actively support HEROES Inc., Make-a-Wish Foundation, The Leukemia & Lymphoma Society, and many other charities.   As Chairman and CEO of Edelman Financial Services LLC. He is also President and Director of Sanders Morris Harris Group. Ric is an Investment Advisor Representative and offers advisory services through EFS an SEC-registered investment advisor. He is also a Registered Representative of and offers securities through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC. Barron's ranking “Top 100 Independent Financial Advisors” (Aug. 31, 2009) based on assets under management, revenues the advisors generate for their firms, and the quality of their practices.

Kristina Hess Haymes - San Diego Trust and Estate Attorney.  Creating Legacies that Last, coauthor of More than Money, How to leave a lasting legacy to your family... Graduate of UC Berkeley Law School, attorney for over 12 years.  Greg Link is co-founder of CoveyLink, the FranklinCovey Speed of Trust Practice and the former Covey Leadership Center. He is co-author with Stephen M R Covey of the Wall Street Journal and #1 Amazon bestseller Smart Trust: Creating Prosperity Energy and Joy in a Low-Trust World.    A trusted and sought after executive confidant, advisor, and compelling speaker, Link is a recognized authority on the impact of trust on business growth, leadership, sales, marketing, and high performance. He orchestrated the strategy that led Dr. Stephen R. Covey's book, The 7 Habits of Highly Effective People, to one of the two most influential business books of the 20th century according to CEO Magazine.  John Ledford -  is the President of Ledford Financial, an investment advisory firm located in Orlando, Florida and recognized as one of the leading investment firms in the country. John is a regular contributor to both local and national media. He has been named the Socially Responsible Advisor of the Year as well as a top 10 finalist for Registered Rep of the year. He is also co-author of 2 best-selling books entitled Win and The Only Business Book You Will Ever Need.