Podcasts about sequoia financial group

Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos. 

January is financial wellness month, which makes it a great time to review your 401k strategy. Bob Casarona, CFP with Sequoia Financial Group spoke to Bill about with three things to consider when reviewing your 401k. Review your allocation-Update your contribution amount-Contribution type

Bill-Mike Got Your Money Monday Cashed In With Cavs VS Clippers Preview-Cavs PBP Tim Alcorn - Chiefs VS 49ers Super Bowl LVIII - Rematch Of Super Bowl LIV-NBC Radio Jayson Cmapadonia - Money Monday From Bob Casarona-Elizabeth Schiderer-Sequoia-Financial Group And Jordan Goodman-Money Answers.com - Improving Economy Boost Biden?-ABC News Steve Roberts - Three American soldiers were killed and more than two dozen injured in an attack in Jordan over the weekend-NBC Radio Rory O'Neill-latest on both the Mideast AND Ukraine, and how Washington is responding

This month, our host Joe Colosi is joined by Leon LaBrecque, JD, CPA, CFP®, CFA, consultant, problem solver, thinker, and speaker with Sequoia Financial Group, Troy, to discuss creating a strategic toolbox for nonprofits, covering team alignment, efficient processes, and strategy implementation.

TJ Gliha, Co-Founder of Journey Wealth.Established in 2021, Journey Wealth is a full-service wealth planning firm that helps entrepreneurs explore the world of opportunities availed by their success, by addressing their needs and enabling them and their families to lead the lives they aspire to. From its humble beginnings with just 4 employees, Journey Wealth has grown as a self-governing Registered Investment Advisory firm to nearly 20 professionals, with the strategic acquisition of a significant equity stake in FSM Wealth, offering multi-family office services primarily to professional golfers.With a robust background as a portfolio manager and trader at the Chicago Mercantile Exchange, and as a former shareholder at Sequoia Financial Group, TJ brings a wealth of experience to the table. Not only is he dedicated to helping entrepreneurs make the most of their time…their most valuable asset… but he also plays an active role in the community as a board member of the Make-A-Wish Foundation and Cleveland Clinic Children's Council in addition to his role as Treasurer of the Avon Lake Football Club, stemming from his passion for football!This was a really fun conversation for me, as a long-time student of public market investing, TJ and I got to really unpack the wealth management business and industry overall, the intersection of investing and entrepreneurship, the psychology and cognitive biases of investors, his formative past as trader on the exchange floor, the evolution of Journey Wealth over time in service of entrepreneurs, leadership, and so much more.-----Lay of The Land is brought to you by Ninety. As a Lay of The Land listener, you can leverage a free trial with Ninety, the platform that helps teams build great companies and the only officially licensed software for EOS® — used by over 7,000 companies and 100,000 users!This episode is brought to you by Impact Architects. As we share the stories of entrepreneurs building incredible organizations throughout NEO, Impact Architects helps those leaders — many of whom we've heard from as guests on Lay of The Land — realize their visions and build great organizations. I believe in Impact Architects and the people behind it so much, that I have actually joined them personally in their mission to help leaders gain focus, align together, and thrive by doing what they love! As a listener, you can sit down for a free consultation with Impact Architects by visiting ia.layoftheland.fm!-----Connect with TJ on LinkedIn — https://www.linkedin.com/in/t-j-gliha-aif%C2%AE-cepa-a4ba801/Learn more about Journey Wealth — https://www.journey-wealth.com/-----For more episodes of Lay of The Land, visit https://www.layoftheland.fm/Past guests include Cleveland Mayor Justin Bibb, Steve Potash (OverDrive), Ed Largest (Westfield), Ray Leach (JumpStart), Lila Mills (Signal Cleveland), Pat Conway (Great Lakes Brewing), Lindsay Watson (Augment Therapy), and many more.Stay up to date on all our podcasts by signing up for Lay of The Land's weekly newsletter — sign up here.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Jeffrey Stern on Twitter @sternJefe — https://twitter.com/sternjefeFollow Lay of The Land on Twitter @podlayofthelandhttps://www.jeffreys.page/

Bill & Mike Got Your Money Monday Cashed In With Browns Use The Colts "Lucky Horseshoe" To Win In The Final Seconds 39-38-Former NFL QB Ricky Stanzi - Cavs VS Nets Preview-Cavs PBP Tim Alcorn - Money Monday-Sequoia Financial Group - Meadows Turkey Bowl 2023 - New Speaker Of The House Soon?-ABC News Steve Roberts - NBC Radio Rory O'Neill-latest on the situation in Gaza, where the ground invasion appears to be on hold as negotiations continue for the release of hostage - NBC Radio Erin Real-look at how the economy is slowing, and how that could be good news for interest rates-Big American corporations such as Microsoft and Disney are now making their feelings known about the war between Israel and Hamas

Lake County CFO chosen as county administrator, CEO found deceased after crime spree, SoftBank, Walmart, and Symbotic form AI-powered warehouse management joint venture, Chinese tech giants invest in AI startup, FOLX Health partners with Cigna and Blue Cross Blue Shield for LGBTQIA+ care, weight-loss startup Calibrate sold to private equity firm, strategies to combat accent bias in the workplace, customer expectations rise in retail industry, Sequoia Financial Group to acquire M Capital Advisors, AlphaMarket Growth Summit predicts financial difficulties for companies in 2024.

Bill & Mike Got Your Money Monday Cashed In With Browns Defense Strikes "GOLD" Beating 49ers 19-17-Former-NFL QB Ricky Stanzi Game Recap - Suzanne Somers, Star Of 'Three's Company' & ‘Step by Step,' Dies at 76 - Money Monday From Sequoia Financial Group & Jordan Goodman-Moneyanswers.com - NBC Radio Rory O'Neill had the the latest on the situation in Israel - As prices rise, people are finding that there is one place where they can get discounts… And it's by spending cash-NBC Radio Erin Real

Our guest on the podcast today is Cynthia Haddad, an expert on financial planning for people with disabilities and their families. Cindy co-founded Affinia Financial Group, which was just acquired by Sequoia Financial Group. Cindy is now senior vice president and wealth advisor for Sequoia's special needs planning practice. She is also co-author of The Special Needs Planning Guide, now in its second edition. Cindy is a certified financial planner and a chartered special needs consultant. She received her bachelor's degree in economics and finance from Simmons University.BackgroundBioJohn NadwornyThe Special Needs Planning Guide: How to Prepare for Every Stage of Your Child's Life, by Cynthia Haddad and John NadwordyBasic Special Needs Planning“A Parent's Guide to the Special Needs Letter of Intent,” specialneedsplanning.com.“Choosing a Guardian for an Adult With Special Needs,” specialneedsplanning.com.The Academy of Special Needs PlannersSpecial Needs AllianceNALA—The Paralegal AssociationGovernment-Provided Assistance and Special Needs TrustsThe ABLE AccountGovernment BenefitsHousing and TransitionThe Arc of Massachusetts“A Special Needs Trust and Your Plan for the Future,” specialneedsplanning.com.“How ‘Third-Party' Special Needs Trusts Differ From Other Trusts,” specialneedsanswers.com, March 8, 2023.

Bill & Mike Got Your Money Monday Cashed In With Cleveland Guardians Charities Remote - Quail Hollow Golf - Guests All Morning - Guardians Lose 4-1 & Series To Tigers - Dodgers On Deck-Guards PBP Tom Hamilton - Money Monday-Sequoia Financial Group & Jordan Goodman-Money Answers.com - ABC News Steve Roberts on President Trump's decisions to skip both a news conference and the Republican debate later this week - Electric cars are breaking sales records, but they won't be totally replacing gasoline cars anytime soon-NBC Radio Erin Real - NBC Radio Rory O'Neill-Latest on Tropical Storm Hilary, as well at President Biden's trip to Maui.

Bill & Mike Got Your Money Monday Cashed In With Guardians Sting The Rays 9-2 On Bibee & The Bats - Reds On Deck-Guards PBP Tom Hamilton - Browns Practice With Eagles-Mon-Tue - Money Monday From Sequoia Financial Group - 2024 Election Will Come Down To A Few Swing States-ABC News Steve Roberts - The death toll continues to climb from the wildfire in Maui.-NBC Radio Rory O'Neill - From “crisis” to “catastrophe” as schools can't find enough teachers to staff classrooms-NBC Radio Erin Real

Bill & Mike Got Your Money Monday Cashed In With Guards Lose To W-Sox - B-Jays On Deck - Ramirez Punches Anderson - Hammy & Cosell - "Down Goes Anderson & Frazier" - Guards PBP Tom Hamilton - Browns Training Camp - Money Monday-Sequoia Financial Group-Ashley Costello & Elizabeth Schinderer - Live Nation Concert Update-Barry Gabel - "The Biden Malaise" Kim Strassel-Wall Street Journal Editorial Board - Special Counsel Jack Smith is asking the federal judge overseeing former President Trump's election fraud case to issue a protective order for evidence – saying that he is concerned about the threat that social media may have on the case. White House Correspondent-attorney-Jon Decker & ABC News Steve Roberts - If you are like most Americans your credit card debit is rising, and according to a new study to be released on Monday – the numbers are staggering-NBC Radio Rory O'Neill

Shaun Kapusinski, Senior Director, Technology at Sequoia Financial Group, Founder of HIFON (hifon.org), and Co-Author of "The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration & Beyond" joins Matt on today's episode of Bridging The Gap to explore the intersection of technology, operations, and decision-making in the financial services industry. Shaun shares his experience in the industry and the pivotal role he's played at his firm in navigating the challenges and opportunities the arise from adopting new technologies. We then dive into the importance of custodial decision-making, the power of community in the RIA space, the impact of AI on smaller firms, and the role of technology in enhancing client experiences.Shaun Kapusinski Bio:Shaun is responsible for Sequoia Financial Group's technology infrastructure and cybersecurity. He is involved in the systems, training, and support that help drive their client and advisor experiences. He approaches problems and solutions from an operational perspective, having spent much of his Sequoia career managing the client service group. Shaun is part of the technology team at Sequoia which strives to equip the firm's members with the best digital resources to serve and assist their clients.Shaun has spent most of his career at Sequoia, which has presented him with various networking, speaking, and writing opportunities. In 2010, Shaun founded HIFON (High Impact Financial Operations Network), a group of over 280 registered investment advisors from around the country that network regularly to share best practices on running an efficient and effective advisory practice. In addition to speaking at various industry conferences, in 2018 Shaun had the privilege of co-authoring The Financial Advisor M&A Guidebook.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

Bill & Mike Got Your Money Monday Cashed In With Guardians Beat Twins 2-1 - Split Series - McKenzie 10 K's - Red Sox On Deck-Guards PBP Tom Hamilton - Former Speaker Of The House Newt Gingrich Interview - Money Monday With Sequoia Financial Group - GOP In IOWA-ABC News Steve Roberts - A Federal Grand Jury will be reconvening this week to look into the discovery of classified documents at former President Trump's Florida home. What is at stake, and how are Trump's legal issues affecting his Presidential campaign?-NBC Radio Rory O'Neill - Big companies such as Anheuser Busch, Kohl's and Target may be rethinking their “inclusivity campaigns” as stocks tumble. Are the boycotts working, or is this just investors shying away from controversy?-NBC Radio Erin Real

Bill Got Your Money Monday Cashed In With Guardians Lose Doubleheader To Mets 5-4 - 2-1 & Get Swept - WSox On Deck-Guards PBP Tom Hamilton - Money Monday-Sequoia Financial Group & Jordan Goodman-Money Answers.com - White House Correspondent Jon Decker is back from Japan where he covered President Biden's meeting with other world leaders. What was discussed, and how is the President planning to handle the debt crisis this week? - With Congress and the White House stalled over increasing the debt limit, some experts are warning that it could cause volatility in the market – meanwhile the Treasury Secretary says “hard choices” will have to be made about which bills get paid-NBC Radio - Erin Real - A group of “private astronauts” are expected to lift off Monday night for a rendezvous with the International Space Station-NBC Radio Rory O'Neill - Kerry Rutigliano-Coach Sam's team annual Legends event at Cleveland Browns Stadium, May 26, 2023-honoring Clay Matthews, Jr.

Bill & Mike Got Your Money Monday Cashed In With Guardians Beat Angels 4-3 On Naylor's 3 Run Bomb & Win The Series-Guards PBP Tom Hamilton - Money Monday From Sequoia Financial Group & Jordan Goodman-Moneyanswers.com - SACS Consulting Tim Dimoff Talked Cleveland EMT Lachelle Jordan - NBC Radio Alice Stockton-Rossini is in New York where she will have the latest on the charges against a former Marine accused of killing a man who was harassing subway riders - Do you hate all of the passwords you have to remember? It may be time to switch to PassKEY-NBC Radio Erin Real

Bill Got Your Money Monday Cashed In With Guardians Beat Twins 2-0 - Win Series - On Quantrill's 1 Hit Gem-Guards PBP Tom Hamilton - NASA Administrator Bill Nelson-NASA's Artemis program - Money Monday-Sequoia Financial Group - NBC Radio Rory O'Neill had the latest into the investigation into Sunday's shooting at a mall outside of Dallas - Prince Harry's minor role at his father's coronation as king was a striking image of a family disunited-NBC Radio Erin Real - ABC/Washington Post poll contains a flood of bad news for President Biden-ABC News Steve Roberts

Bill & Mike Got Your Money Monday Cashed In With Cavs Lose To Knicks 102-93 With A Hot Garland & A Cold Mitchell - Down 3-1-Cavs PBP Tim Alcorn - Guardians Beat Marlins 7-4 - 11-11 Record With The Rockies On Deck-Ducks-PBP Marco LaNave - Money Monday-Sequoia Financial Group-Elizabeth Schiederer-Savings Account & Jordan Goodman-Moneyanswers.com-Bitcoin-Gold - Trump-Biden rematch? How do Americans feel about It - See Poll-ABC News Steve Roberts - US Special Forces evacuated Americans from Sudan over the weekend. What is happening in the northeast African country, and why is it important?-NBC Radio Rory O'Neill - The U.S. government is under pressure to clean up procedures for deciding who has top secret clearance in light of recent Pentagon leaks. How is personnel cleared now, and what is ahead?-NBC Radio Erin Real

Bill & Mike Got Your Money Monday Cashed In With Guardians Get "Nipped" By The Nationals 7-6-Guards PBP Tom Hamilton - Cavs VS Knicks Playoff Game 2 Preview-Cavs PBP Tim Alcorn - Money Monday-Sequoia Financial Group & Jordan Goodman-Money Answers.com-Banking Safety - The trial in the suit by Dominion Voting against Fox News starts Monday-NBC Radio Rory O'Neill - The suspected airman who is accused of leaking top secret war plans has a long history of involvement with various online groups-NBC Radio Erin Real

Bill & Mike Got Your Money Monday Cashed In With Cavaliers Clinch Playoff Berth By "Crashing" The Rockets 108-91-Cavs PBP Tim Alcorn Recapped The Win - Final 4 Is Set - FAU-SDSU - Miami-UConn - Money Monday-Sequoia Financial Group - FOX Legal Analyst Andrew Reed on Legal Stories - Trump Campaign & Grand Jury Talk From NBC Radio Rory O'Neill & ABC News Steve Roberts - Why is it the most popular apps used by Americans are made in China, and is the US losing the “cyber Cold War?”-NBC Radio Erin Real

Bill & Mike Got Your Money Monday Cashed In With Cavs VS Nets Preview-Cavs PBP Tim Alcorn - March Madness-Sweet 16 - Tim Dimoff Sacs Consulting Talked Protonitazene...Stronger than Fentanyl - Money Monday with Sequoia Financial Group & Jordan Goodman-Money Answers.com - Former President Donald Trump is calling on supporters to protest his possible arrest on Tuesday. Why would he be indicted and what is being done in New York to prepare for his possible booking?-NBC Radio Rory O'Neill - The financial markets seem to be in turmoil and the Federal Reserve is looking to increase interest rates again this week. How much will they go up and what impact will the increase have on the economy?-NBC Radio Erin Real

Good Morning Everyone! Today is Monday February 20th Presidents Day and we have Brad Sussman in for Bill Wills and on today show Brad talk with special guess Melanie Ross from Sequoia Financial Group and John Decker our White House correspondent during the 7 O'clock hour.

Bill & Mike Got Your Money Monday Cashed In With Cavs Crush Pacers 122-103 & Preview Of Wizards-Cavs PBP Tim Alcorn - Money Monday From Jordan Goodman-Moneyanswers.com & Elizabeth Schiderer-Sequoia Financial Group Talk Mortgages - NBC Radio Rory O'Neill had the latest on the spy satellite that was shot down over the weekend - A possible recession may be softened for taxpayers thanks to money that governments have been saving for a rainy days fund-NBC Radio Erin Real - SOTU Address Preview From ABC News Steve Roberts

Bill & Mike Got Your Money Monday Cashed In With Cavs VS Knicks Preview From Cavs PBP Tim Alcorn - Money Monday With Elizabeth Schiderer From Sequoia Financial Group & Jordan Goodman-Money Answers.com Talking Gasoline Prices - ABC News Steve Roberts & NBC Radio Rory O'Neill Talked President Biden's attorney is confirming that six additional items, including documents marked as classified, were found in Biden's Delaware home Friday following a Department of Justice search - Weight loss drugs trending with billionaires are about to enter more American homes-NBC Radio Erin Real

Good Morning Everyone! Today is Monday January 16th Dr. Martin Luther King Jr. Day and we have Brad Sussman in for Bill Wills and on today show Brad talk with special guess National Correspondent Erin Real, Aviation Specialist Jay Ratliff, Melanie Ross from Sequoia Financial Group, Steve Roberts from ABC, and The Cleveland Cavaliers own Tim Alcorn.

Bill & Mike Got Your Money Monday Cashed In With Bills Outlast The Browns 31-23-Fred Greetham-Orange & Brown Report Recap - Cavaliers Burn The Heat 113-87-Cvas PBP Tim Alcorn Recapped The Win - Money Monday From Sequoia Financial Group & Jordan Goodman-Money Answers.com - The controversial World Cup is underway in Qatar, and the US plays its first game Monday afternoon-NBC Radio Rory O'Neill - The price of buying a new car is going down, but the cost of borrowing money is going up. What does that mean to those who are looking for cars, and those who are selling them?-NBC Radio Erin Real

19 Aug 2022 - Sequoia Financial Group Limited (ASX:SEQ) Managing Director Garry Crole discusses FY22 financial highlights, future margin growth, acquisition strategy and dividend policy.

Kevin Myeroff and Elizabeth Scheiderer of Sequoia Financial Group discuss the success of their long-running internship program.

June 13, 2022 ~ Leon LaBrecque, Executive Vice President, Head of Planning Strategy at Sequoia Financial Group, talks with Kevin and Tom about the financial literacy bill that will require high school students to take a personal finance course before graduating.

In the conclusion of Rick's discussion with Thomas Haught, the Founder of Sequoia Financial Group, Tom talks about how his decision-making process has evolved, why he's a proponent of employee ownership, and the most rewarding part of his job.

Rick welcomes Thomas Haught, the President and Founder of Sequoia Financial Group. Tom's team manages over 10 billion in assets and has been recognized by Barron's as one of America's Best Investment Advisors. Sequoia builds and maintains strong relationships that emphasize long-term planning to help clients reach their financial and life goals. In part one, Tom shares why he walked away from a good job to become an entrepreneur, the liminal moment in 1995 that changed the course of his company, and when he knew he got the culture right at Sequoia.

The Finance Guru Scott Haywood joins Gareth Parker on the 6PR Breakfast Program every weekday at 6.35am with "The Finance Report."  Today Scott spoke about:  our market expected to open weaker with concerns about US interest rates #thestocktowatch - Sequoia Financial Group - after a profit upgrade yesterday See omnystudio.com/listener for privacy information.

23 Apr 2021 - Sequoia Financial Group Limited (ASX:SEQ) Managing Director Garry Crole discusses the company's FY21 profit update and guidance.

22 Feb 2021 - Sequoia Financial Group Limited (ASX:SEQ) Managing Director Garry Crole talks about the company's strong 1H21 results on the back of increased trading activity, wealth management and continued growth in advisors.

Managing Director Garry Crole discusses the company's goal of becoming Australia's first premium brand in the financial advice market. Sequoia Financial Group Limited (ASX:SEQ) is an integrated financial services company providing products and services to self-directed investors, AFSL holders and third party professional service firms. Any advice contained within this presentation is general advice and does not consider your objectives, financial situation or needs, and you should consider whether it's appropriate for you. The information we are giving you is for educational purposes only. Accurate time of recording, 23 September 2020 at 12pm AEST.

Human Bandwidth: Expanding Your Life with Leon LaBrecqueBurnout, stress, and anxiety are increasingly common in our society. With a never-ending plateful of things to get through, it can often feel like you are just trying to make it through each day. By merely surviving, we are not living up to our full potential. One way to change this and expand our lives is to work on our human bandwidth, and today’s guest, Leon LaBrecque, is here to provide insights on how to do just that. As the Chief Growth Officer at Sequoia Financial Group, Leon has seen firsthand what it takes for people to flourish. In this episode, he shares his theory on the parallels between electronic bandwidth and its human counterpart. Through critical inquiry, Leon has found that four components make up human bandwidth — time, money, happiness, and love. We learn more about what he discovered when he played around with the formula and how an increase of one component leads to nine times more volume! Noise adversely affects electronic bandwidth, and it’s no different with human bandwidth. Leon sheds light on how we can distance ourselves from the mental clutter to see what’s important. We also discuss how to reframe our time-money relationship and the importance of delegation. Outsourcing draining work has cascading effects, increasing your time and money, which in turn grows your capacity to love. We hear some incredible tips on altering your bandwidth inputs too. What Leon ultimately wants us to remember that as overwhelmed as you may feel, making small, consistent changes is what gets the needle moving, so just start. Don't miss out on this great conversation! Key Points From This Episode: What Leon means by ‘personal bandwidth’ and the four components it’s comprised of.Leon’s fascinating discovery about the bandwidth formula and tweaking the inputs.The interrelationship between time and money and ways to optimize money and time actions.The signal-to-noise ratio is as important in human bandwidth as it is in regular bandwidth.How to step back from the noise and focus on what is actually important.What construal is and how it impacts our perception of the world around us.Rethinking our time-money relationship and looking for opportunities to save on both.Increasing our own bandwidth increases everyone’s bandwidth, through network connectivityLeon’s tips on how to prioritize activities so that your bandwidth inputs are optimal.Why you should try to figure out a way to not sell your time.The cumulative effect of small, positive changes and why they end in big results.Human Bandwidth TEDx talkVince LombardiMindset: The New Psychology of SuccessLeon LaBrecque LinkedInAlex Drost LinkedInConnection Builders LinkedInHave thoughts or comments? We want to hear from you. growth@connection.builders

Get familiar with the ins and outs of proprietary trading, and how TJ Gliha went from the stock exchange floor to become Vice President of Private Client Services at Sequoia Financial Group. What are traders doing with their hands? What has QUANTS meant for Wall Street? How does TJ help business owners think through succession, financial independence, and capital structure? Find out this week on BPE. Connect with TJ on LinkedIn and visit Sequoia Financial Group online at sequoia-financial.com SHOW NOTES An interest in investments leads to an internship in NYC; New love and learning to trade in Chicago; The path to proprietary trading; Gambling and risk; Minimizing loss; QUANTS and how a computer changed the game; Prioritizing family and Sequoia Financial; Helping business owners manage wealth and prepare for their futures; Recession as an opportunity; What Sequoia does for businesses and how it started. ALSO REFERENCED IN THE SHOW Jamie Dimon’s Harvard Business School commencement speech is on YouTube here: https://www.youtube.com/watch?v=9T9Kp4NE5l4 Listen to Admiral McRaven’s speech and our discussion on it in Bonus Episode – Admiral McRaven’s Lessons from Navy Seal Training with Steve Bales after episode 36.

More than 85 million Americans have IRAs — and the SECURE Act stands to affect all of those plans and more. Scott Swain of Cohen & Company and Leon LaBrecque of Sequoia Financial Group give real-world examples of the impact of the new Required Minimum Distribution age as well as the elimination of the stretch provision, which will significantly increase the tax burden on individuals inheriting IRAs. Learn how tax bracket management, trust planning and other proactive steps may be necessary to align your retirement goals.

I’m Alexis Cavanagh with Sequoia Financial Group, here to talk about the different professional designations you see on those linkedin profiles. As a client it can be overwhelming trying to sift through the seemingly endless and important looking designations, to figure out which ones you’re looking for in an advisor. There’s been a proliferation in recent years thanks in part to online schools that offer certification in an endless list of specialties, so the best place to begin the discussion is with the “old-school” credentials that have been around long enough for most people to recognize. Special Guest: Alexis Cavanagh.

What does it really take to prepare for and sell your company? From following your financial plan, finding the right buyer and navigating the sale process, to communicating with family and prioritizing what needs to be done when, Randy Myeroff of Cohen & Company and Annie McCauley of Sequoia Financial Group share how entrepreneurs can plan for and execute a successful business exit.

In this podcast, Alex Rupert with Sequoia Financial Group, will be discussing “Finance Apps”, also known as “Fintech” and how they can be used to compliment a financial plan. From becoming more educated with finance to utilizing specific applications for specific goals – we will be touching on different aspects in which you can become involved with fintech. We live in a time where we have access to a seemingly infinite amount of information. Technology is changing rapidly and becoming more and more dynamic. Once cumbersome tasks have become more automated. As we live through this time of innovation in finance, we should be asking ourselves what is the best way we can utilize these developments. Special Guest: Alex Rupert.

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

In the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia Financial Group, an RIA in Akron, OH managing over $4 billion. Trevor, also featured in our latest White Paper, is the Chief Technology Officer and Shaun is the Director of Technology and Operations at Sequoia. Matt, Trevor, and Shaun dive deep into how Sequoia has evolved the client experience through technology and much more, including: The history and background of Sequoia Financial Group Their respective professional experiences and how those experiences have shaped their roles today How Trevor and Shaun manage the inevitable growing pains of implementing new technology in an acquisitive firm The key differences Trevor sees between his CTO role and a more traditional COO role Their extensive work in building out firmwide use of Salesforce Trevor’s development of Sequoia’s financial planning platform Shaun’s networking group founded for operations professionals, HIFON Sequoia’s recent acquisition of LJPR Financial Advisors (a $776 million RIA) Shaun’s new book, The Financial Advisor M&A Guidebook, co-authored with Greg Friedman of Private Ocean We hope you enjoy, share, and subscribe! Be sure to keep an eye out for Episode 4, which will feature Stacey McKinnon of Morton Capital Management and Tom Harms of Summit Trail Advisors. Both firms manage roughly $1.8 billion and $5.2 billion in client AUM, respectively. To subscribe to the podcast on iTunes, click here or to subscribe on GooglePlay, click here. To learn more about Shaun’s networking group, HIFON, click here. To purchase Shaun’s book, click here.

In the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia Financial Group, an RIA in Akron, OH managing over $4 billion. Trevor, also featured in our latest White Paper, is the Chief Technology Officer and Shaun is the Director of Technology and Operations at Sequoia. Matt, Trevor, and Shaun dive deep into how Sequoia has evolved the client experience through technology and much more, including: The history and background of Sequoia Financial Group Their respective professional experiences and how those experiences have shaped their roles today How Trevor and Shaun manage the inevitable growing pains of implementing new technology in an acquisitive firm The key differences Trevor sees between his CTO role and a more traditional COO role Their extensive work in building out firmwide use of Salesforce Trevor’s development of Sequoia’s financial planning platform Shaun’s networking group founded for operations professionals, HIFON Sequoia’s recent acquisition of LJPR Financial Advisors (a $776 million RIA) Shaun’s new book, The Financial Advisor M&A Guidebook, co-authored with Greg Friedman of Private Ocean We hope you enjoy, share, and subscribe! Be sure to keep an eye out for Episode 4, which will feature Stacey McKinnon of Morton Capital Management and Tom Harms of Summit Trail Advisors. Both firms manage roughly $1.8 billion and $5.2 billion in client AUM, respectively. To subscribe to the podcast on iTunes, click here or to subscribe on GooglePlay, click here. To learn more about Shaun’s networking group, HIFON, click here. To purchase Shaun’s book, click here.

In this episode, Leon Labrecque, Managing Partner and CEO of LJPR Financial Advisors, explains why embracing and communicating MIT AgeLab longevity ideas are resonating with his clients and prospects. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI155.pdf The MIT AgeLab, Leon Labrecque, LJPR Financial Advisors, and Sequoia Financial Group are not affiliates or subsidiaries of Hartford Funds

In this episode, Leon Labrecque, Managing Partner and CEO of LJPR Financial Advisors, explains why embracing and communicating MIT AgeLab longevity ideas are resonating with his clients and prospects. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI155.pdf The MIT AgeLab, Leon Labrecque, LJPR Financial Advisors, and Sequoia Financial Group are not affiliates or subsidiaries of Hartford Funds

In this episode, Leon Labrecque, Managing Partner and CEO of LJPR Financial Advisors, explains why embracing and communicating MIT AgeLab longevity ideas are resonating with his clients and prospects. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI155.pdf The MIT AgeLab, Leon Labrecque, LJPR Financial Advisors, and Sequoia Financial Group are not affiliates or subsidiaries of Hartford Funds

In this episode, Leon Labrecque, Managing Partner and CEO of LJPR Financial Advisors, explains why embracing and communicating MIT AgeLab longevity ideas are resonating with his clients and prospects. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI155.pdf The MIT AgeLab, Leon Labrecque, LJPR Financial Advisors, and Sequoia Financial Group are not affiliates or subsidiaries of Hartford Funds

Russell Moenich, Chief Investment Officer, for Sequoia Financial Group discusses a fantastic book recommendation, The Triumph of the Optimist, which is incredibly valuable as a part of the foundation of the investment process at Sequoia.

Today’s guest is the Director of Operations for Sequoia Financial Group, a hybrid RIA that manages more than $3.7 billion and spans four office locations. Shaun Kapusinski started out in the industry over fifteen years ago as a financial advisor selling life insurance, but made a shift early in his career to the operations side of the business. Since then, he has been able to grow his career by following an operations career track instead of the more traditional paths. In this episode, we talk about the organizational structure of his mega advisory firm, how they split apart a division of shared services, and why the firm is looking to make a shift to Salesforce Financial Services Cloud for their next stage of growth. We also talk about Shaun’s own unique career path, as well as why he believes that getting an MBA may be more valuable for those in the operations side. Tune in to hear Shaun’s valuable insight as he shares what he has learned throughout his impressive career. For show notes and more visit: https://www.kitces.com/47