Podcasts about senior financial consultant

In this episode of Female emPOWERED, Christa Gurka sits down with Sandy Taylor, a Vice President Senior Financial Consultant at Charles Schwab, to discuss what small business owners really need to know about financial planning. From retirement accounts to investment strategies, Sandy breaks down complex concepts into clear, actionable advice.They talk about how to start investing even if you don't have a ton of cash, what retirement account is best for your situation, and the key roles that make up your financial support team. Whether you're just starting out or looking to build long-term wealth and freedom, this episode is a must-listen.Key Points Discussed: Ever wonder if you're doing enough to plan for your financial future as a business owner? In this episode, you'll learn:What types of retirement plans are available to small business owners (and how to choose the right one)Where to start with investing if you don't have a huge cushionWhy diversification and risk tolerance matter more than timing the marketWho you really need on your financial team—and what each of those roles doesThe one question to always ask a financial advisor before hiring them If you're ready to take control of your financial future, connect with a professional who can guide you. Visit schwab.com or stop into one of their 300+ locations nationwide to speak with a consultant. You can also call their 1-800 number to get started.And remember - whether you're investing $500 or $50,000, it's never too early to start. Review your current financial accounts, ask smart questions, and start planning for the future you want.Download the Financial Planning Checklist here! If you enjoyed this episode, don't forget to subscribe, rate, and leave a review.Want to connect with Christa or ask a question about today's episode? Send her a DM over on Instagram @ChristaGurka, or visit www.christagurka.com for free resources, coaching options, and more.Thanks for tuning in to Female emPOWERED - see you next week!

In this episode of the Just Covered podcast, Hazel and Wayne meet Senior Financial Consultant, James Hindley from Embrace Financial. During the conversation, James reflects on a lifetime selling protection and critical illness cover - including how he harnessed his skills, knowledge, and adept understanding of the industry. He also discusses his entry point into financial services starting in sales, what's changed over the years, and the continued power of storytelling, compassion, and empathy in offering meaningful, holistic advice to customers.   This episode also covers:How to take customers on a personalised, memorable journey by incorporating tangible stories and relatable value-added advice, based on different demographics and needs, while also meeting expectations around Consumer Duty.The importance of ongoing learning and continuous improvement for staying afloat in an evolving financial and legal landscape.Changing attitudes towards protection and critical illness cover, and how growing awareness around mental health and wellbeing is affecting uptake in advice services. 

Nick Hand, the Senior Financial Consultant at TrinityP3, has managed and negotiated some of the most high-profile agency pitches in this country over the past decade and is here to discuss the implications for any marketer managing their own pitches. Since the pandemic, agencies worldwide have been increasingly vocal about ditching the pitch, and trade media have run headlines and opinion pieces claiming it is broken and even dead. As Australia's and APAC's leading pitch consultancy, we noticed that while there were plenty of opinions, there was very little data on this topic, so we undertook our own research called The State of the Pitch in Australia. Nick shares why one of the major pain points is the money. Get the fee wrong and everything else is seriously compromised. You can download your copy of the State of the Pitch Australia Report for free at www.trinityp3.com/state-of-the-pitch/  Listen on Apple: https://podcasts.apple.com/au/podcast/managing-marketing/id1018735190  Listen on Spotify: https://open.spotify.com/show/75mJ4Gt6MWzFWvmd3A64XW?si=a3b63c66ab6e4934  Listen on Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zb3VuZGNsb3VkLmNvbS91c2Vycy9zb3VuZGNsb3VkOnVzZXJzOjE2MTQ0MjA2NC9zb3VuZHMucnNz  Listen on Stitcher: https://www.stitcher.com/show/managing-marketing  Listen on Podbean: https://managingmarketing.podbean.com/  For more episodes of TrinityP3's Managing Marketing podcast, visit https://www.trinityp3.com/managing-marketing-podcasts/  Recorded live on Zoom H4n and edited, mixed and managed by JML Audio with thanks to Jared Lattouf.

The Hamilton Today Podcast with Scott Thompson: Why are school boards concerned about eclipses? The Russia-Ukraine POW swaps: are they a sign of de-escalation? What do they mean for the war? The affordability crisis is increasingly impacting the ability for Canadians to retire. The RNC and Trump's relationship may make for a continually interesting race. Canadian Broadcasting Corporation president and CEO Catherine Tait told the House of Commons heritage committee she and the CBC executive team does not get “so-called bonuses” but isn't ruling out “incentive pay” as the Crown corporation plans layoffs. In a recent piece for the Toronto Sun, Joe Warmington write of how the security threats that the Prime Minister has to face are unacceptable. The feds and the province of Ontario announced funding to curb auto-theft, gun violence and gang crime. The advances in access to Medical Assistance in Dying are on pause in Canada, but some are concerned what happens after the pause. Guests: Dr. Elaina Hyde, Director Allan I Carswell Observatory, Department of Physics & Astronomy, York University Dr. Aurel Braun, Professor of International Relations and a Senior Member of the Munk School of Global Affairs at the University of Toronto Mitch Fox, Senior Financial Consultant with The Fox Group, IG Private Wealth Management Brian J. Karem, journalist and author, White House correspondent for Playboy and political analyst for CNN Dr. Ian Lee, Associate Professor with the Sprott School of Business at Carleton University Joe Warmington, Columnist with the Toronto Sun Sean Sparling, retired Deputy Chief of Sault Ste Marie Police, currently the President of Investigative Solutions Network Michael Cooper, Member of Parliament for St. Albert—Edmonton, Alberta; Shadow Minister for Democratic Reform, and Member of the Special Joint Committee on Medical Assistance in Dying Scott Radley, Host of The Scott Radley Show and Columnist with the Hamilton Spectator Host – Scott Thompson Content Producer – William Erskine Technical/Podcast Producer – Ben Straughan Podcast Co-Producer – Tom McKay News Anchor – Jen McQueen & Dave Woodard Want to keep up with what happened in Hamilton Today? Subscribe to the podcast! https://megaphone.link/CORU8835115919

Dave (aka Doc) reconnects with Enzo Darci to hear what that first invitation to join Central Connecticut State University's Travelers EDGE Program led him to accomplish. Today, Enzo is a Senior Financial Consultant to whom masses of numbers,  garnered moment to moment, 'tell him' their story. He then retells these stories to corporate decision-makers. Could he be a "numbers whisperer"? Listen and see what you think.   

Economically, it's a tough time right now. Interest rates are rising, there are labour shortages, residential rents are up, house prices are down, almost everything is more expensive – all these issues are exacerbated by world events including the war in Ukraine.  And that means cash flow is tight for everyone, including those in the medical profession. That's according to Nick Fennessy, Director and Partner at the The Bongiorno Group. He joins Mark Bremner, the Bongiorno Group's Senior Financial Consultant, to discuss options for surgeons who are looking to get ahead financially in the near and long term. RACS Post Op Podcast is proudly brought to you by leading financial services organisation the Bongiorno National Network: https://bongiorno.com.au/about-us/our-bongiorno-national-network/See omnystudio.com/listener for privacy information.

Does more money make people happier? Although many studies show that, on average, wealthier people are happier, there are as many indicators that making lots of money will not inevitably boost happiness. It's actually how you spend, save, and think about money that defines how much joy you get from it. The key is to learn from people who have made mistakes about money and break down the misconception that equates more money with fewer problems and more happiness. This is the topic of our conversation today with Francis Simms of NorthCoast Asset Management. As a financial planning expert who advises high-net-worth families on retirement planning, income generation, and risk management, Francis has gained valuable insights on money, time and relationships and finding meaning and significance in life.Key Points From This Episode: Francis shares some highlights of his week.Francis gives snapshots of his life and background.Francies explains the work that he does with NorthCoast Asset Management.What has been the most surprising thing Francis learned about the people that he has worked with?What's the biggest misconception people have about money and investing?What's the biggest mistake that people make with money and investing? Where does Francis find meaning and significance in life?What is the greatest investment that Francis has ever made? What big failure did Francis gain the most lesson from?Francis shares a pivotal moment in his journey of generosity.What's the biggest paradigm shift in Francis' journey of generosity?Francis' top piece of adviceFrancis answers the mentor-minute questions.Tweetables:“It's more about time and relationships than it is about resources.”“Prior proper planning prevents poor performance.”“A lot of people go through life not really having an idea of why they are where they are.”“It's a misconception that money solves more problems than it creates.”“Money is the last card that people play.”“...enjoy the ride.”Links Mentioned in Today's Episode:Francis Simms on LinkedInNorth Coast Asset ManagementClick to Find out more about our upcoming event: "Crafting Your Kingdom Investing Thesis" About Francis SimmsFrancis Simms, MBA, AAMS®, is a Senior Vice President with NorthCoast Asset Management covering the state of Florida. Francis' expertise focuses on building meaningful relationships and partnering with clients to develop specialized solutions around retirement planning, income generation, and risk management. He has over a decade of financial consulting experience that extends across multiple asset classes. Francis is a native Floridian and started his career by serving over five years in the US Air Force, where he administered the anti-terrorism program in combat zones. Over the next 11 years, Francis served as Vice President and Senior Financial Consultant at Charles Schwab helping clients reach their financial goals. His financial planning acumen combined with staunch conviction in client service has led him to be the trusted advisor for many families.

Topic: Corporate governance and finance with Dr. Bernard Dumanyah, (Senior Financial Consultant of Commodities Investments Ghana).

This week, we are exploring how experiences in your life can create a desire to be of service to others. We're also talking about what it looks like to overcome fear and trust yourself to fully step into that role of service.    For this discussion, I'm being joined by the amazing Coleen Taylor.   Coleen is a Senior Financial Consultant with IG Wealth Management, where she manages a select group of clients' wealth and helps them to leave a legacy. For over twenty years, she and her team have run a successful practice in Terrace, British Columbia.    Coleen regularly interviews and promotes women while spearheading a dynamic group called Women Need Women, a platform for women to have a voice and share their story.    Stepping into the fear of public speaking has been a major stumbling block for Coleen. Over time, she has leaned into the fear and discovered the freedom and confidence on the other side.  Recently she presented at IG Wealth Managements national conference on her unique approach to business, ‘The Service Mindset'.   In this episode, we'll explore: When she decided she needed to be of service to others in their financial journeys Her early fear of public speaking and how she worked to overcome that The moment she found her voice What it looks like to lead from your heart Coleen's current favorite book: Think and Grow Rich, speaker: Esther Hicks, and podcast: The Big Talk More from Coleen Website: https://coleentaylor.com/  Facebook: https://www.facebook.com/ctaylor.wealth/  LinkedIn: https://www.linkedin.com/in/coleentaylor/    YouTube: https://www.youtube.com/channel/UCMQtDMC5AbCDwXU7Azsdoaw  More from Tricia  Become THE thought leader in your industry inside The Big Talk Academy  Order my book, The Influential Voice: Saying What You Mean for Lasting Legacy Join The Big Talk Membership Community  Explore my content and follow me on YouTube Follow me on Instagram  Connect with me on Facebook  Connect with me on LinkedIn  Visit my website at TriciaBrouk.com

Melissa Curran CEO and Founder of the Modern Mind Group is in Season 2 of the podcast which is all about Emotioneering Business Results. Her guest today is Carol Massay Head of Construction for The Access Group Carol Massay has over 30 years of experience working within construction, beginning with a role within a UK top 5 house builder, then joining an established Irish civil engineering and building contractor.  Over the last 18 years, Carol has worked building on her passion for construction technology. She held a variety of roles including Senior Financial Consultant, Head of Professional Services and Strategic Relationship Manager within a construction software house, helping large UK construction companies improve construction back office and field processes by introducing technology.  With her desire to help construction businesses, Carol has gained trust from major construction businesses, being regarded as a “go-to for construction technology advise”. With technology at the forefront of her passion for the sector, Carol was appointed CEO of construction software ERP company EasyBuild.  During this time, with a strong team behind her, she increased business growth and market presence by driving home the importance for the sector to embrace technology within their businesses.  As recognition of EasyBuilds success, the solution has been recognised 4 years consecutively, as ERP Construction Software at the Construction Computing Awards.  EasyBuild was acquired by Access in December 2020, to add to estimating software ConQuest to form Access Construction which Carol now heads. Web:  Access Construction  Twitter: @CarolMassay @AccessConstr LinkedIn: @Carol Massay – MCIHT  @Access Construction   We are delighted Carol could join us on the podcast to share her journey with us. We hope you love it too.  Welcome to the Emotioneering podcast - created by the Modern Mind Group - We are Emotioneering Human Performance, Not Engineering it!  Learning & Performance Consultancy - Helping your team emotioneer record-breaking results Coaching | Courses | Consultancy Also, an Accredited CPD Training Provider offering courses in Emotional Intelligence, Leadership, Communication and Mental Health http://www.modernmindgroup.co.uk

Kylie Sandercock is an entrepreneur, an accountant and now a Senior Financial Consultant at TrinityP3 Marketing Management Consultants. She shares her experience working with agencies and tech companies and highlights the opportunities for advertising and media agencies to improve their efficiency and productivity. Opportunities are often overlooked or rejected because of the requirement to change their culture, structure and processes to deliver improved outcomes for their clients. https://www.trinityp3.com/2021/05/missed-opportunities-for-agency-efficiency/

Michelle Martin speaks to Li Jiaqian, Senior Financial Consultant with IPP Financial Advisers to discuss key considerations when buying insurance, the difference between life and term policy insurance and the proposed changes in Medishield with a cap on claims for private hospital bills. See omnystudio.com/listener for privacy information.

Mottek On Money Special Edition covering Wall Street and Main Street during the coronavirus crisis. Stocks pull back just before the closing bell as congress continues to work out details of the next coronavirus rescue package including supplemental federal unemployment benefits. Consumer confidence takes a hit this month. The Dow came in for a closing loss of 205 points. Gold closed at a record high at $1,944.60 after touching $1,974.70. Home prices continue to edge higher but at a slower pace according to the latest S&P Corelogic Case Shiller Home Price Index. The latest report, real estate and mortgage rates discussed with Dr. Frank Nothaft, Chief Economist, Corelogic and real estate agent Jennifer Meyers with Rodeo Realty in Beverly Hills. Casey Mervine, Senior Financial Consultant at Charles Schwab discusses the latest Schwab 2020 Modern Wealth Survey results for Los Angeles.   Support the show: https://www.frankmottek.com See omnystudio.com/policies/listener for privacy information.

Ada sits down with Billy Guan, a Senior Financial Consultant with Arkshire Financial in San Francisco, to talk about investing into your financial future as an entrepreneur. Billy talks about protecting your assets and the different ways you can start investing today. To learn more about Billy and his work you can find him at https://billyguan.ultimateindependentagent.com/. Make sure to keep in touch with us on https://www.instagram.com/lastlookspodcast/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

It’s one thing to build up your own practice. But as we approach the end of the year, we’re taking a step back to look at what it takes to build an entire profession. Today’s guest is here to show us what the financial planning industry can become at its best. Jason Pereira is a Senior Financial Consultant with Woodgate Financial Inc and IPC Securities Corp. He is one of Canada's most respected authorities on financial planning, the financial industry, and financial technology. He’s been awarded 7 industry designations including the CFA, CFP, and RFP. He has won and been named a finalist for several industry awards, and he is the only 3-time winner of the PlanPlus Global Financial Planning Awards. Jason is also the leader of a growing group of financial advisors seeking to improve financial planning, both for advisors and consumers. As the president of the newly launched Financial Planning Association of Canada (FPAC), he’s here to talk about his hopes for the future of financial planning in this country. What You’ll Learn in This Episode: Why FPAC exists and what its goals are (2:40) Why FPAC needed to be a new organization in order to reach its goals (10:30) How FPAC will benefit the public (15:30) How FPAC plans on handling enforcement (17:05) The benefits of FPAC membership to advisors (21:40) What types of memberships are available (27:05) What the reception for FPAC has been like in the industry (29:45) Links and Resources: Financial Planning Association of Canada FPCA Charter Email Jason Woodgate Financial Inc Quotes by Jason Pereira: “This is a coming together of like-minded individuals who want to see the professionalization of planning in Canada, and to basically move this industry and this country forward.” “We’re trying to create the member body that basically is going to push for active change.” “We’re not going to be able to build the industry up if we don’t provide the resources to do that.” You might remember Jason from an earlier episode of the show (and if you didn’t, do take the time to hear his advice for competing – and winning – in the Canadian HNW segment). However, today’s show is a little different as we’ll be hearing from Jason about his passion project of transforming f

John Ryan (JR) is from New York. We met on LinkedIn in 2018 and have formed a bond since. A former Wall Street Employee & now a Senior Financial Consultant at World Financial Group, JR is a consummate professional & one of the most helpful people we’ve had on Linding a Hand Topics include:

Ever split a bill with a group of friends? Ever get stuck with more than your fair share? That’s the sort of issue CashStash is committed to solving: Co-Founder Turner Coggins came on the Payments Innovation podcast to share how his new application allows users more transparency in their shared payments. With CashStash, users can store funds in a shared virtual wallet, giving all members visibility into who’s paid, who hasn’t, and who may need a reminder message. Turner is a Senior Financial Consultant at Capco., has worked with PwC, and received his MBA from Emory. He’s seen it all in finance.

Billy Guan talks about how to start planning for retirement. He discusses why you should start investing, how much you should invest, and explains popular investment strategies. Billy is a Magician and a Senior Financial Consultant and Retirement Planner. He specializes in helping people get educated on asset protection principles and wealth building strategies. He has been a Magician for over 10 years and saw a need for financial literacy in the entertainment industry. He knows that entertainment professionals are independent business owners and must take care of their own finances, however the world of finances can be just as mysterious as the world of magic. Billy has made it his goal to expose the myths about retirement and to show that it is not all smoke and mirrors once you understand the concepts. Show Notes: Billy Guan Facebook - https://www.facebook.com/BillyGuanAgent/ LinkedIn - https://www.linkedin.com/in/billyguan/ Instagram – https://instagram.com/billyguanmagician Email - billy.guan@arkshire.com Phone - 530-341-4624 Save $50 when you purchase the WellAttended Summit with coupon code PODCAST. https://www.wellattendedacademy.com/wellattended-summit-2018?coupon=PODCAST

In order to succeed in the financial advisory field, you need to be able to identify your own niche and keep abreast of larger trends in your field and how they might affect you. Today’s guest is an authority in the financial planning industry who understands the importance of clearly defining your own niche and scaling your firm using technology. Jason Pereira is a Partner and Senior Financial Consultant with Woodgate Financial Inc., which manages $200 million AUM across 180 families with three partners and four staff. He is a graduate of the Schulich School of Business' MBA program where he now teaches classes in Financial Planning. Jason holds an MBA, CFA, CFP, and RFP, among other designations. He has won and been named as a finalist for several industry awards and is Canada's only two-time winner of the PlanPlus Global Financial Planning Awards. Listen to the episode to hear Jason’s thoughts on finding your niche, using technology in your financial advisory practice, and understanding trends within the global financial advisory field. Topics Discussed in this Episode: Jason’s five-meeting process for new clients, and what happens during each meeting Jason’s views on how to compete with larger, established firms How Woodgate Financial arrived at their niche How to increase the value of the financial plan for clients Woodgate’s pricing structure and how it was arrived at The importance of being upfront about fees The potential benefits of capping fees Knowing when to partner with other professionals and say no to projects outside your niche Tools and technology that can be used for scaling the practice How the cost of automating processes can be outweighed by the efficiency gains How to optimize a financial planning office Jason’s advice for financial advisors getting started in the business today Why monthly fee-based planning is the financial advisory trend of the future, and what that model looks like How trends in the Canadian financial planning industry stack up against global trends in the field &n

Welcome to the 45th CONKERS’ CORNER recorded on 21st April 2017. In this interview, I have the pleasure of speaking with the founding Director and Chief Executive Officer of Investment Quorum, @leerobertsonIQ Lee Robertson. Investment Quorum is an award winning, independent boutique, Wealth management service and Lee is responsible for the business’ strategic direction amongst many other tasks. Lee grew up a working class family in the town of Brechin, Angus in Scotland. He went to Brechin High School, didn’t go to University and instead went straight into the Royal Navy. More recently however Lee did complete a degree in Financial Services with Edinburgh Napier University by distance learning. Lee spent nine years in the Royal Navy and originally worked in the Communications sector, where he learned morse code. He eventually concluded his service career in the Intelligence section. He admits that his start in the Financial sector in 1990 was actually by mistake, as he gained his first job with Allied Dunbar as a Sales Associate. In 1991 he moved to Halifax Group where he worked as Financial services manager, and this is where he first met his now Business partner Petronella West. Lee then moved to Royal Scottish Assurance (Royal Bank of Scotland (RBS) Marketing Group) in 1993 as a Senior Financial Consultant. He remained with RBS until 1995 when he chose to set-up his first firm Capulet Financial Management with a former manager of his from RBS. Then in October 2000, Lee started Investment Quorum and invited Petronella West to join him. IQ is a deliberately sized boutique wealth management firm delivering high quality financial planning and investment solutions to private clients, trusts and charities. He describes the ethos at IQ as “absolutely client first”. This is proven out by the fact that IQ have won many industry awards, many of which have been voted for by their peers. Additionally Lee* and Petronella have also won individual industry awards for their outstanding work and achievements in the Wealth Management /Financial services sector. *Just a month earlier Lee had won an International business award for leadership in UK Wealth Management Lee describes himself as an international investor with preference for the tech sector. He also likes bluechips that pay a dividend. The first share he purchased was that of British Gas via the privatisation of British Gas Corporation by the UK Government in August 1986. Through its numerous splits, de-mergers and mergers, Lee still holds his shares in British Gas in its current guise of Centrica. With regards to private investments, Lee describes himself as fairly “middle of the road” investor: not too aggressive, not too conservative. He likes the tech, healthcare and biotech industries and likes to collect his dividends. With regards to investing, Lee is an advocate of “stay in the market, get in and stay in” and if you don’t require the money stay invested and stick to your plan as you should not be reacting to macro events. This discussion provides a fascinating insight into the journey that Lee has taken, which so far has encompassed Scotland, Royal Navy, Communications, Sales, Mortgages, Finances Services, Public speaking, Wealth Management, Investment Quorum and much much more. The topics we discussed include: -Stocks; -Power of compound investing; -EIS; -Timing Markets; -Financial costs; -Fees; -Continual learning; -Communications; -TECH/Tesla; -Timing markets; -Public speaking; -Moral compass; -Clients first; -Mindset; -Lessons learnt; -Warren Buffett; Having worked in Financial services and Wealth Management sectors since 1990, Lee had a wealth of knowledge and experience that has been recognised globally. Listen now to gain insights into how Lee Robertson selects, researches and filters his personal investments dependent on the macro environment and the duration that he holds his investments for. Learn from the lessons in his successful, insightful vast...

Do you find yourself constantly struggling to make ends meet? Is retirement a far off dream? Is your credit holding you back? If you believe your financial situation keeps you from being successful and achieving your dreams, this show is for you. We will have a frank discussion around finances and financial fitness. If you struggle in this area, please be sure to tune in!!  Natasha Gayden is the founder of Elevate! Master Coaching. Natasha has many years of life experiences and a track record of helping people get unstuck in their lives. She specializes in those individuals who have been marginalized in their personal lives. Natasha has a great passion and love for seeing the underdog succeed. Please contact Natasha Gayden for a discovery call at 678-416-0228 or visit www.elevatemastercoaching.com.  Cheryl Leonard- Peeples is a retired Financial Consultant with more than 30 years of professional experience in the financial services industry. She began her career in banking as a Pension Consultant and today is a seasoned professional with expert knowledge of retirements, investments ,education funding and life insurance planning. Most recently, she was the Senior Financial Consultant for TIAA Financial Services, where she spent 15 years promoting Financial Literacy through personalized individual counseling and specialized  financial education seminars and workshops designed to address individuals needs at every life stage.