Podcasts about think advisor

Are you better looking than average? Four (4) big behavior errors and the formula for a happy life. Recency bias, the Backfire Effect and more fascinating insights. Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AAPL), (USO), (GME)

One of the main reasons people often stay in unhealthy marriages is due to finances. Whether you are a stay-at-home parent or have a high cost of living and depend on two incomes, the financial aspect of divorce is scary. This week, Michelle Dempsey-Multack sits down with Lacy Garcia, the founder of Willow. Michelle and Lacy will educate listeners on: Preparing yourself financially in the divorce process Changing your mindset about finances being something to dread Finding the right financial professional to help you now and in the future AND MUCH MORE! Lacy is the Founder & CEO of Willow (Trust Willow) an award-winning WealthTech platform powering financial advisors' acquisition, growth, and retention of today's investors. Through Willow's Advisor for Women™ and Advisor for NextGen™ certificate programs and marketing platform, advisors gain the knowledge needed to acquire and better serve modern clients. Willow matches individuals with vetted, and certified financial advisors based upon their financial goals and personal preferences, through an AI powered (and QA backed) proprietary algorithm. Willow is backed by leading investors, including BlackRock (BLK).   Lacy is frequently featured in the media, including: The TODAY Show, Cheddar News, Think Advisor, Financial Planning, Business Insider, WealthManagement.com, Yahoo Finance!, and GoBankingRates. Lacy was named the Hispanic Empowering Executive of the Year by Wealth Solutions Report in 2023.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you heard of the 4% rule?! It's the most recognized benchmark for safe withdrawal rates in retirement. However, it lacks flexibility and often leaves retirees "under-spending," particularly in their prime retirement years. Think Advisor put out this article (link below) that touched on three alternatives to the 4% rule and how they can potentially increase your spending capacity over time, while also protecting downside risk (outliving your assets). I hope you enjoy this episode! If you are interested in learning what it would be like to work with me, fill out my complimentary "Retirement Readiness Survey." We'll ask you to answer a few basic questions to determine the key areas of opportunity for you. Make sure to check "Podcast" at the end when we ask how you heard of us! Here are some other links I referenced in the show: Think Advisor article - Pros and cons of 3 retirement spending plans Bill Bengen's SAFEMAX, 4% Rule Study Guyton and Klinger Decision Rules Ep. 14 - "Retirees, Stop Underspending in your Go-Go Years" My blog article on using Guardrails to boost retirement spending! IRS Life Expectancy Tables Make sure to share this with a friend or family member who needs to learn about how retirement works! I appreciate all of you! Kevin@imaginefinancialsecurity.com Follow me on Facebook Follow me on LinkedIn

Today on the podcast we welcome back Tim Steffen, who is the director of advanced planning for Baird. In that role, he researches, writes, and speaks about various planning and tax matters, including retirement planning, executive compensation, legislative changes, and overall best practices. Steffen originally joined Baird in 1999, serving in a variety of planning-oriented roles. He left Baird in 2019 to join the advisor education team at Pimco, then returned to Baird in 2021. Prior to 1999, Steffen worked in Arthur Andersen's Private Client Services Group. He earned his bachelor's degree in accounting from the University of Illinois. He's a certified public accountant/personal financial specialist, a certified financial planner, and a certified private wealth advisor.BackgroundBio“Tim Steffen: Tax-Saving Strategies for a Falling Market,” The Long View podcast, Morningstar, Sept. 20, 2022.Tax Changes in 2024“Highlights of the Secure 2.0 Act,” by Tim Steffen, Baird Wealth, September/October 2023.“Secure 2.0 Act Summary: New Retirement Plan Rules to Know,” by Kelley R. Taylor, Kiplinger, July 17, 2023.“A Smaller Tax Bill in 2024 Starts in 2023,” by Tim Steffen, Baird Wealth, Oct. 18, 2023.“‘Tis the Season for Giving,” by Jonathan Raymon and Scott Grenier, Baird Wealth, Oct. 18, 2023.“Pros and Cons of Donor-Advised Funds,” by Amy Arnott, Morningstar, Nov. 6, 2023.Tax Cuts and Jobs Act“Tax Cuts and Jobs Act: A Comparison for Businesses,” IRS.gov.“2024 Tax Brackets,” by Alex Durante, Tax Foundation, Nov. 9, 2023.“State and Local Tax (SALT): Definition and How It's Deducted,” by Michelle P. Scott, Investopedia, Oct. 29, 2023.“Alternative Minimum Tax (AMT) Definition, How It Works,” by Jim Probasco, Investopedia, Jan. 2, 2023.“Don't Get Tripped Up by These Tax-Reporting Missteps,” Interview With Christine Benz and Tim Steffen, Morningstar, Jan. 8, 2019.Tax-Efficient Portfolio Planning and Retirement“Why Municipal-Bond Funds Are Worth a Look,” by Amy Arnott, Morningstar, Nov. 14, 2022.“Understanding 401(k) Contribution Limits,” by Debbie Carlson, Paul Curcio, and David Tony, CNN, Nov. 15, 2023.“The Three Tests Before a Roth Conversion,” by Tim Steffen, Baird Wealth, Oct. 16, 2023.“Are IRA Conversions a Good Idea During Volatility?” Interview With Christine Benz and Tim Steffen, Morningstar, May 12, 2020.“4 Timeless Tax Planning Insights for Advisors,” by John Manganaro, Think Advisor, Oct. 11, 2022.

Consumers and investors are in the holiday mood. Goldilocks may be in the house Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. We talk about liquid happiness, measuring brain activity and more on Dunning-Kruger. Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AAPL), (USO), (GME)

This week's retirement reading is from Think Advisor titled, T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/391.  Show Notes: RetireWithPurpose.com/391 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Laura Stover, RFC® and Michael Wallin, CFP® discuss why 1966 was the worst year to retire and why it matters in 2023. They explore the market downturn in 1966 and its impact on retirees, as well as the similarities and differences between that time period and the current economic climate. The market downturn in 1966 was a harbinger for difficult times ahead, with inflation and recessions following in the years to come. The current economic climate has similarities to 1966, with factors such as civil unrest, war, supply chain issues, and a contracting labor force. The lack of pensions for retirees today makes them more vulnerable to market volatility and the need for a solid income plan. Stress testing and having a diversified investment strategy can help retirees navigate uncertain times and increase their probability of success. Rate, Review and Subscribe to the Podcast: https://podcasts.apple.com/us/podcast/retirement-talk-podcast-with-laura-stover/id571347188 How to Connect: redefiningwealth.info lswealthmanagement.com Schedule a Review: https://redefiningwealth.info/schedule/ Redefining Wealth® Custom Blueprint Income Plan: https://redefiningwealth.info/schedule/ Rate, Review and Subscribe to the Podcast: https://podcasts.apple.com/us/podcast/retirement-talk-podcast-with-laura-stover/id571347188 How to Connect: redefiningwealth.info lswealthmanagement.com Schedule a Review: https://redefiningwealth.info/schedule/

Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment Advisors, a $4.3B (as of December 2022) RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent.The MattReiner.com site was created from Matt's passion to help other financial advisors grow in their knowledge of practice management, help them evaluate their technology needs, and inform them on what's new in the industry. On this site, you will find the Bridging the Gap Podcast, where Matt talks with top industry leaders about emerging trends, client best practices, and challenges financial firms face every day. In The Inner Circle, financial leaders will find a collaborative atmosphere and community of advisors to help them grow in their knowledge and practice management skills.An experienced thought leader and sought-after industry speaker, Matt has been a featured guest at top financial industry events like FinCon and is a frequently quoted source for outlets including the Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, Think Advisor, and Advisor Perspectives.Matt is dedicated to helping the industry grow and evolve. He has a very simple goal in mind. He wants the wealth management industry – specifically the RIA vertical – to become one of the most innovative, forward-thinking industries on earth. Matt believes that with true innovation, RIAs will attract top-tier talent, create practices that are efficient and scalable, and offer higher-quality personal service to clients at all levels of wealth. Matt Reiner wants to help you become THE advisor of the future!Learn more: https://mattreiner.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-matt-reiner-managing-partner-of-capital-investment-advisors

Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment Advisors, a $4.3B (as of December 2022) RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent.The MattReiner.com site was created from Matt's passion to help other financial advisors grow in their knowledge of practice management, help them evaluate their technology needs, and inform them on what's new in the industry. On this site, you will find the Bridging the Gap Podcast, where Matt talks with top industry leaders about emerging trends, client best practices, and challenges financial firms face every day. In The Inner Circle, financial leaders will find a collaborative atmosphere and community of advisors to help them grow in their knowledge and practice management skills.An experienced thought leader and sought-after industry speaker, Matt has been a featured guest at top financial industry events like FinCon and is a frequently quoted source for outlets including the Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, Think Advisor, and Advisor Perspectives.Matt is dedicated to helping the industry grow and evolve. He has a very simple goal in mind. He wants the wealth management industry – specifically the RIA vertical – to become one of the most innovative, forward-thinking industries on earth. Matt believes that with true innovation, RIAs will attract top-tier talent, create practices that are efficient and scalable, and offer higher-quality personal service to clients at all levels of wealth. Matt Reiner wants to help you become THE advisor of the future!Learn more: https://mattreiner.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-matt-reiner-managing-partner-of-capital-investment-advisors

This week's retirement reading is from Think Advisor titled, 3 Techniques to Help Retirees Spend More (Yes, More!). Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/370.  Show Notes: RetireWithPurpose.com/370 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Tyrone's Bio:Tyrone Ross is the CEO and Co-founder of Turnqey Labs, Inc. and President and Founder of 401 Financial, a registered investment adviser. Formerly as the CEO and Co-founder of Onramp Invest he raised $7M in venture capital from Gemini's Frontier Fund, Coinbase Ventures, SoftBank's Opportunity Fund and others. He has been recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. FinancialPlanning.com named him as one of 20 people who will change wealth management in 2020. He was recently named as Investopedia's Top 100 financial advisors, Think Advisor's 2021 IA25: VIP's Pushing Advisors Forward, and most recently acknowledged as one of Barron's 10 people to watch in wealth management in 2022. Social:https://www.linkedin.com/in/tyroneross/Twitter: @TR401 

Our guest this week is Kathy Jones, the managing director and chief fixed-income strategist for the Schwab Center for Financial Research. Prior to joining Schwab in 2011, Jones was a fixed-income strategist at Morgan Stanley. Before that, she served as executive vice president of the debt capital markets division of Prudential Securities. Jones received her bachelor's degree in English literature from Northwestern University and her Master of Business Administration from Northwestern's Kellogg Graduate School of Management.BackgroundBioTwitter handle: @KathyJonesPractical Matters“U.S. Treasurys at ‘Critical Point': Stocks, Bonds Correlation Shifts as Fixed-Income Market Flashes Recession Warning,” by Christine Idzelis, MarketWatch, Jan. 23, 2023.“Don't Give Up on the 60/40 Portfolio, Says Schwab's Jones,” Bloomberg, Aug. 9, 2022.Interest Rates and Bonds“Bond Market Mess Is a Chance to Lock In Higher Yields for Longer,” by John Manganaro, Think Advisor, Sept. 29, 2022.“For Income Investors, Bond Yields Are Looking Attractive,” by Tom Lauricella, Morningstar.com, Sept. 15, 2022.“Has the U.S. Dollar Peaked?” by Kathy Jones, Charles Schwab, Jan. 12, 2023.“Fixed Income Outlook: Bonds Are Back,” by Kathy Jones, Charles Schwab, Dec. 6, 2022.Inflation“Fed Rate Hikes: Why Are Bond Yields Falling?” by Kathy Jones, Charles Schwab, July 6, 2022.“Inflation Is Real Enough to Take Seriously,” by Jeff Sommer, The New York Times, July 28, 2021.“Kathy Jones on Monitoring Inflation Risks,” TD Ameritrade Network.Rates and Recession“Is a Recession Coming Soon? This Bond Market Indicator Is Flashing Red,” by Mallika Mitra, Money, April 11, 2022.“Liftoff: Fed Hikes Rates, Signals More to Come,” by Kathy Jones, VettaFi, March 17, 2022.“Market Perspective: Slowdown or a Recession?” by Liz Ann Sonders, Kathy Jones, and Jeffrey Kleintop, Charles Schwab, Jan. 13, 2023.“The Fed's Policy Tightening Plan: a One-Two Punch,” by Kathy Jones, Schwab Moneywise, Jan. 11, 2022.

Penny Phillips, President and Co-Founder of Journey Strategic Wealth, an industry speaker, and an engaging consulting coach, joins me today to discuss firm structure, practice management, and time management as a firm leader. Penny reveals best practices for firm owners when it comes to coaching your team and building successful individuals to become leaders. A thought leader in the space, Penny provides countless insights to what will position your firm for growth.About Penny Phillips: Penny Phillips has spent most of her career coaching and consulting financial advisors and institutions. She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and hands-on practice management support.Prior to founding Journey, Penny founded Thrivos Consulting, a practice management coaching company. She has worked in various leadership positions across the financial services industry and has authored multiple practice management training programs focused on helping financial advisors prepare for the next generation of wealth holder.As an industry speaker and workshop facilitator, she has spoken at financial services conferences across the US and Canada. She is a monthly contributor to Wealthmanagement.com and runs an advisor practice management community called The Study Group. Penny was nominated for Thought Leader of the Year at the 2021 Wealth Management Industry Awards. This year she has been nominated for Innovator of the Year by Wealthmanagement.com as well as for the Luminary Award by Think Advisor.On a personal note, Penny has dual certifications in Advanced Behavioral Analysis. She earned dual degrees in Economics and Corporate Finance from The Macaulay Honors College of New York. She was was born and raised in New York City, is of Greek descent and speaks fluent Greek.Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedInMentioned in this episode:Benjamin

In this episode of Bridging the Gap, we sit down with Sten Morgan, a leading voice in financial services, president at Legacy Investment Planning and a coach to other financial advisors. Sten gives insights into the challenges he experienced while starting up his firm and how he pushed past industry "norms" to create a truly innovative firm. During this episode, we also dive into the Goldilocks principle, not having a predetermined outcome when meeting with clients, the importance of having a meeting agenda, and how to keep your audience engaged. This episode is one you want to hear for tactical information on how to grow your firm.About Sten MorganSten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning by age 25 and was named a “40 under 40” advisor by Investment News at age 30. As president of Legacy, he strives to effect positive change in the industry, coach and support other advisors, and bring true value and vision to his clients.Sten's creative and proactive approach to financial planning and consulting is disrupting the financial advice space. In addition, he helps other advisors become more fulfilled and successful in their work. In 7 Mindsets of Success: What You Really Need to Do to Achieve Rapid, Top-Level Success (Morgan James Publishing, February 2017), he shares tips and advice for building a successful business, including the seven mindsets that helped him become a top financial advisor with his own firm at such a young age. He speaks at schools and conferences, teaching these same principles to budding entrepreneurs and experienced financial advisors alike.Sten is one of the youngest advisors ever named to the Chairman's Council. In addition, he was named a 30 under 30 advisor for millennials making a transformation in their industries by Think Advisor, and he has also received the 30 in their 30's award for nonprofit leaders in Tennessee. Passionate about giving back to his community, Sten was a founding board member of Tucker's House, a 501 (c)(3) non-profit organization that partners with the families of children with disabilities to make their homes safe and accessible.A Certified Financial Planner and a Chartered Financial Consultant, Sten graduated with a Bachelor of Science in finance and economics from Linfield College in McMinnville, Oregon. He lives with his wife and three children in Franklin, Tenn., where he enjoys traveling and golfing in his free time.Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedInMentioned in this episode:Benjamin

This week's retirement reading is from the Think Advisor blog titled, Why Fixed Indexed Annuities Are Back. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/328.  Show Notes: RetireWithPurpose.com/328 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

In this episode we begin with a rant about a Think Advisor article about what financial services is all about -- the PARTY CIRCUIT.  And the we address emails from the Nameless One, Kyu, Brian and Eric.  We discuss the original Permanent Portfolio and modifications to the Golden Butterfly portfolio, the tax feature of the Portfolio Visualizer Monte Carlo simulator, efficient allocations in taxable, tax-deferred and tax protected accounts, considerations surrounding expected returns of asset classes and the problems with cash drags in portfolio construction, and the BITW fund and alternatives.Links:Think Advisor article:  How Advisors Do the Party Circuit | ThinkAdvisor"Nimble Golden Butterfly" modifications:  Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)Risk Parity Radio Tutorial Video re Portfolio Visualizer Monte Carlo Simulator:  Tutorial #4: Portfolio Visualizer Monte Carlo Simulator -- Introduction - YouTubeSupport the show (https://www.riskparityradio.com/support)

Host Josh Hargrove contributed to a recent article at Think Advisor.  The topic was how financial advisors help their clients calculate their "retirement number."  Notwithstanding his contribution to the article, Josh and Ross discuss whether knowing one's number is actually helpful.  To connect with Josh visit joshhargrove.comTo connect with Ross visit rosspowellcpa.comThink Advisor article:  https://www.thinkadvisor.com/2021/10/25/how-10-advisors-help-clients-find-their-retirement-number-advisors-advice/Currently Listening: Josh - Songs from the TV series, "Yellowstone." - https://open.spotify.com/playlist/46YCA7r7jng5k3QmoI47pN?si=oyLHdebQRcas91Yb084DhARoss - Lucy Rose - https://open.spotify.com/artist/2uvY5pgdD9t1CZ5zMNw1rl?si=OZmMxH02Qoqrtg4WuGyQfA

In this episode, hosts Paige Johnson and Sanjeev Kumar talk with Michelle Feinstein, GM/Vice President, Wealth & Asset Management Industry Solutions and Strategy at Salesforce. Michelle is leading solutions and strategy for wealth and asset management at Salesforce. Her 25 years of experience in product strategy, client consulting, business development and wealth management helped position her as an influential and applauded leader not just in Salesforce, but the industry as a whole. In 2019, she was recognized as one of 16 Top Women in WealthTech, and the Consultant of the Year by Think Advisor and Waters Magazine, respectively. Michelle talks with Paige and Sanjeev about why CRM is considered a foundational technology for firms, the benefits of perfect CRM ecosystems, and how to achieve a healthy tech culture in your firm. (07:05) “CRM represents the heartbeat of the technology stack. This is not just a tool where you're going to load your leads and contacts, and only use it to capture information in that way. So many firms are looking at it as a solution to enable their digital transformation efforts. So I look at it as a foundational technology that really helps speed the business process.” ~ Michelle Feinstein Key takeaways  [10:30] - Three characteristics of a healthy tech firm: commitment to constant innovation, focus on employees' wellbeing, and flexibility with leveraging expertise. [17:37] - The benefits of a perfect CRM ecosystem are trustworthy reporting, dashboards that visually showcase data, improved messaging with automation, proactive service, efficiency enhanced by automation, and simplified collaboration. [21:32] Financial services clouds are very useful for digital process automation and deepening integrations. It can also enable firms to create a better onboarding experience for clients. [23:45] The pandemic accelerated how wealthtech firms are seeing the need for digital transformation. It's more than phone calls and emails—we need to look at the tech, the people, the process, and the cultures to bring value to every client engagement. Links Michelle Feinstein on LinkedIn Salesforce BNY Mellon Slack Behind the Screen: 16 Top Women in WealthTech | Think Advisor Financial-Planning.com InvestmentNews RIABiz WealthManagement.com Metallica Dreamforce Hyperforce Google Hangouts Netflix Sarah Franklin Connections Twilio Mulesoft Tableau The 6 Greatest Benefits of CRM Platforms | Article Connect with our hosts Paige Johnson Sanjeev Kumar Skience Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts

This week in the China Shop, Matt Reiner stops by to show the guys the fun side of financial planners. Listen along as our conversation ranges from Matt's book, Dr. Cole Cash Will See You Now, to the future role of financial planners and what to watch out for when working with one, and finally learning more about his AI project... How he manages to work on all these projects and host a podcast is beyond us!About Matt Reiner:Matt Reiner is both a CFA and CFP and a partner of Capital Investment Advisors, a $2.8 Billion RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent.An experienced thought leader and sought-after industry speaker, Matt has been a featured guest at top financial industry events like FinCon and is a frequently quoted source for outlets including the Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, Think Advisor, and Advisor Perspectives.Matt is dedicated to helping the industry grow and evolve. He has a very simple goal in mind. He wants the wealth management industry – specifically the RIA vertical – to become one of the most innovative, forward-thinking industries on earth. Matt believes that with true innovation, RIAs will attract top-tier talent, create practices that are efficient and scalable, and offer higher-quality personal service to clients at all levels of wealth. Matt Reiner wants to help you become THE advisor of the future!Guest Links:WebsiteDr. Cole Cash Will See You Now (Book)Bridging the Gap (Podcast)TwitterLinkedInIf you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!Paypal donation link2 Bulls Discord:https://discord.gg/Q8hft2zMTMAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

David Lewis one of the smartest and brightest minds in the Insurance Industry today, shares his expertise, wisdom, and his opinions on the survival of ordinary people, and Organizations. His experience: Over the last 15 years, he's helped develop educational and marketing content for large financial firms like Allstate, New York Life, State Farm, Am Trust, and J.G. Wentworth. California State University (CSU) teaches his essays on Human Life Value and life insurance as part of its Expository Writing and Reading Course. His articles have been featured in online publications like Think Advisor, The Huffington Post, NuWire Investor, and Real Clear Markets.  

Are you aware of the risk that comes with your retirement investments? If so, have you considered reframing the way you think about risk tolerance?    In this episode, Laura discusses Kitces article on risk tolerance in Think Advisor and why it's important to understand the benefits of the risks you're taking. Listen in as she highlights the difference between risk tolerance and risk capacity, along with highlighting the 5 essential pillars in the Redefining Wealth Process for planning for retirement.   Review the article mentioned in today's show >>  Today's episode and show notes can also be accessed by visiting:  redefiningwealth.info/64 Rate & Review the Podcast on your favorite podcast app! Sign Up for The Weekend Reading Email to read more on the featured podcast: redefiningwealth.info/weekend-reading

This week's retirement reading is from Think Advisor, titled Kitces: The Big Problem With ‘Risk Tolerance'. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/226.  Show Notes: RetireWithPurpose.com/226 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

This week's retirement reading is from Think Advisor, titled How to Prepare for a Retroactive Capital Gains Tax Hike. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/221.  Show Notes: RetireWithPurpose.com/221 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Dr. Daniel Crosby is one of the industry's top thought leaders on Behavioral Finance. He authored the New York Times bestseller 'The Laws of Wealth' and is the host of the popular Standard Deviations podcast. Daniel recently joined Brinker Capital as the Chief Behavioral Officer.  On this episode, we discuss how financial advisors can leverage his 'Third Way' of looking at investing through a behavioral lens. There are granular applications that you can implement in your practice today.      Also mentioned in this episode:   Jesse Felder's The Felder Report: https://thefelderreport.com   Here is a list of Dr. Crosby's top books on the subject of Behavioral Finance.  www.nocturnecapital.com/blog/2016/8/1/the-best-books-on-behavioral-finance-and-behavioral-economics   Connect With Daniel:   LinkedIn: https://www.linkedin.com/in/danielcrosby   Twitter: https://twitter.com/danielcrosby   Website: http://www.nocturnecapital.com     About Daniel: Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne's tactical strategy. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News.  Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational.

John, Janet, Scott and Eric delve into a Think Advisor article regarding your "Retirement Saving Checklist: 15 Things to Know That Can Lead to Success." *Annuities are suitable for long-term investing, such as retirement investing.  Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Originally aired 11/4/2017

Modern Portfolio Theory in the (negative) spotlight ! Lifting a lid on four concepts to lead the development of a new investment strategy model. Remember, there is hope. Don't miss episode 232 of The 401k Owner's Manual !