Podcasts about top advisors

Feeling overwhelmed with marketing your book? You're not alone. Writing the book was challenging, but now, the prospect of getting it out to your audience might seem just as daunting. That's why I always say marketing isn't about shouting to the masses—it's about connecting with the right people. You don't need to sell millions of copies to create a lasting impact. You need a strategic plan to engage with your readers and draw them into your world. The key is building genuine connections and positioning your book as the gateway to the value you bring in other areas of your business. As a book launch strategist, I help authors do just that. Whether it's through tailored launch teams, virtual events, or content strategy, I can help you create a plan that turns your readers into clients, partners, or even evangelists for your ideas. Whether you're just getting started writing a book, have a book ready to publish, or are thinking about a relaunch, I suggest you schedule a complimentary book launch brainstorming session at www.BookLaunchBrainstorm.com. Before we jump into today's panel, here's a quick word from our sponsor. I'm thrilled to introduce today's panelists, who will share their best strategies and lessons learned from marketing their books. Ari Krzyzek (shooghek) wrote “Made to Sell: Creating Websites that Conver,” which provides essential strategies and insights for transforming your website into a powerful marketing tool that attracts traffic, builds your brand, and drives revenue. Kris Putnam-Walkerly wrote “Confident Giving: Sage Advice for Funders from One of Philanthropy's Top Advisors,” a comprehensive guide to impactful philanthropy, offering practical strategies, expert insights, and inspiring stories to help funders enhance their efforts and drive meaningful change. Pam Rollin wrote “Growing Groups into Teams: Real-life stories of people who get results and thrive together,” offering practical strategies and real-life examples to transform a group of individuals into a highly effective and productive team, focusing on engagement, accountability, inclusion, and building trust to drive organizational success. Please join me in welcoming Ari, Kris, and Pam.  In this episode, we discuss the following: Discover how crafting a book can redefine your business approach, opening doors to speaking engagements, consultancy opportunities, and expansive networking circles. Learn the art of connecting with the right audience to leverage your book as a powerful gateway to building long-lasting client relationships. Hear about our panelists' experiences and insights—like turning blogs into books, co-authoring dynamics, and reaching niche markets with focus and creativity. Get valuable advice on integrating your book into your business strategy, using strategic calls to action, and boosting your reach with tailored promotions. Links for Ari Krzyzek LinkedIn, Instagram, and YouTube. www.chykalophia.com and www.arikrzyzek.com “Made to Sell: Creating Websites that Convert"  Links for Kris Putnam-Walkerly LinkedIn and YouTube. www.putnam-consulting.com and linktr.ee/krisputnamwalkerly “Confident Giving: Sage Advice for Funders from One of Philanthropy's Top Advisors” Links for Pam Rollin LinkedIn www.ideashape.com and www.altusgrowth.com/how-we-help “Growing Groups into Teams: Real-life stories of people who get results and thrive together” Robbie's Resources Schedule a complimentary book launch brainstorming session: www.BookLaunchBrainstorm.com.  Find all the archived podcast episodes, plus an invitation to free virtual networking events for writers and authors, AND Hub Partners ready to help entrepreneurs become successful authors: www.BizBookPubHub.com Join the waitlist for the next Kindle Cross-Promotion Campaign for business authors: www.BizKindlePromo.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Julia is CEO and Founder of Financial Freedom Wealth Management Group, LLC, and with its successes she has become a thought leader in the financial industry.  Julia, an expert in personal finance, has been honored to be recognized for her excellence throughout her career including being ranked by Barron's and Forbes as one of America's Top Advisors.  As a wife, mother to three children, and owner of multiple businesses, Julia is passionate about living life fully in the present and living out the concepts discussed in her book, Money Loves You.  She lives in a small town on the Oregon Coast.website: www.thejuliacarlson.comInstagram - @thejuliacarlsonPurchase her book Money Loves You: https://a.co/d/3ayHZi2 Learn more about Keira Brinton, JOA Publishing, & the MOSAI Network here: https://www.keirabrinton.com/____________________________Register for First Friday's Free coaching and learn other ways to work with me: ⁠⁠⁠⁠⁠⁠⁠https://paperbell.me/meagan-skidmore⁠⁠⁠⁠⁠⁠⁠https://⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠meaganskidmorecoaching.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠Please help the podcast grow by following, leaving a 5 star review on Spotify or Apple podcasts and sharing with friends.Living Beyond the Shadow of Doubt™ is a proud member of the Dialogue Podcast Network [⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DialogueJournal.com/podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠].Hopeful Spaces, a monthly support group facilitated by Meagan Skidmore Coaching, is a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dallas Hope Charities⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ component of Hopeful Discussions sponsored by Mercedes-Benz Financial Services USA. Send an email to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠chc@dallashopecharities.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to join.

MeidasTouch host Ben Meiselas reports on Donald Trump pushing aside his top campaign advisors in the final stretch of the election. Try Mosh today and use MEIDAS to save 20% plus free shipping at https://moshlife.com/MEIDAS Visit https://meidastouch.com for more! Join the MeidasTouch Patreon: https://Patreon.com/meidastouch Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast The Influence Continuum: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan Mea Culpa with Michael Cohen: https://www.meidastouch.com/tag/mea-culpa-with-michael-cohen The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 Political Beatdown: https://www.meidastouch.com/tag/political-beatdown Lights On with Jessica Denson: https://www.meidastouch.com/tag/lights-on-with-jessica-denson On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Coalition of the Sane: https://meidasnews.com/tag/coalition-of-the-sane Learn more about your ad choices. Visit megaphone.fm/adchoices

We dive deep into the entrepreneurial journey, discussing the realities of training and mentoring talent, and the inevitable challenge of team members moving on. We explore how perfecting your firm's story, values and mission not only draws in clients but also helps you attract the best talent. Caleb shares valuable insights, including key stats on compensation and hiring timelines, as well as practical tips for vetting applicants through interviews and work samples. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/395

CBS' Stacey Lyn tells us more about the events leading up to President Biden dropping out of the race for the White House.

In this eye-opening episode, we dive deep into the habits that set successful financial advisors apart. Discover why continuous learning is the cornerstone of industry excellence and how you can harness its power to skyrocket your practice. We'll explore: • Practical strategies to incorporate learning into your busy schedule • How to leverage new knowledge to benefit both your team and clients • The art of transforming information into actionable business growth • Why investing in your team's development pays dividends Plus, get insider tips on shortening your path to success and staying ahead in a competitive field. Whether you're a seasoned pro or just starting out, this episode is your roadmap to becoming the advisor you've always aspired to be.

In recent days Sir Keir Starmer has been appointing his cabinet as the country's new leadership takes shape. But who are the people you won't see who helped get Labour elected and prepared the party for power? Patrick Maguire profiles Morgan McSweeney, Labour's campaign director, and Sue Gray, the former civil servant who is now chief of staff.This podcast was brought to you thanks to the support of readers of The Times and The Sunday Times. Subscribe today: http://thetimes.com/thestoryGuest: Patrick Maguire, Columnist and Senior Political Correspondent, The Times and Times Radio.Host: Luke Jones.Further listening: The UK economy's broken. Can Labour fix it?Get in touch: thestory@thetimes.comFind out more about our bonus series for Times subscribers: 'Inside the newsroom'Clips: BBC, ITV, SKY, Channel 4, keirstarmer.com. Hosted on Acast. See acast.com/privacy for more information.

Looking for ways to elevate your financial advisory practice? Staying in the loop with current industry standards and keeping an eye open for advancements in marketing technologies are key in helping yourself stand out from the crowd. In this episode, Jeremy Houser delves into some of his recent activities while also highlighting the importance of … Read More Read More

Bair Financial Planning has been offering investment and lifestyle financial advisory services to clients for 20 years! Initially focused on the LGBTQ community in San Diego, CA, Marci Bair broadened the scope of her firm's life planning and asset management advice when Victor Orozco joined the firm a decade ago. They now have clientele across multiple family generations and offers sustainable and ESG investment strategies as well as more traditional portfolio diversificaiton, and sometimes both to generations within the same family. We discussed the ever-changing list of acronyms and definitions in the asset management industry, all of which are finally about the same objectives of long term financial security that matches and compliments the lifestyle choices of their clients. Marci and Victor are actively growing their firm and adapting the services provided to their clients to meet today's financial needs and tomorrow's aspirational goals.

To check out OneSkin click here!  https://shareasale.com/u.cfm?d=1054216&m=102446&u=3821794&afftrack= To get your 15% one time use discount use code: Confidence Remember if you opt in for the subscription you can cancel any time but you can only use the discount code once. In This Episode You Will Learn About:  The best ways to prime your brain for success My favorite tips to turn your nerves into excitement What you need to know when everything goes wrong The questions you need to ask your clients so you can deliver every time  Resources: Website: trysomethingnewnow.com LinkedIn: @ScottMacgregor Twitter: @stmacgregor Visit heathermonahan.com Overcome Your Villains is Available NOW! Order here: https://overcomeyourvillains.com  Show Notes:  Are you afraid of public speaking? Most people are! But whether it is to 3 people at the dinner table or 500 people at a conference, the ability to get your message across is invaluable! Thankfully I have my exclusive interview with Scott MacGregor's “Top Advisors” program to share with you today. He'll ask all the big questions so we can get to the nitty gritty of crafting your voice, steeling your nerves, and delivering every time. Stop letting your message get caught up in the fear! Let's amplify our voices together.  If You Liked This Episode You Might Also Like These Episodes: #360: The Simple Hack To Boost Your Confidence & Productivity With Heather! #351: Unlocking The Secret To Age Reversal with Carolina Oliveira Co-founder & CEO at OneSkin #353: DEFINE & Align Your True Values To Find FULFILLMENT In Your Successes With Kevin Miller, Former Pro-Athlete & Self-Help Author Learn more about your ad choices. Visit megaphone.fm/adchoices

Top firm leader, Onur Erzan discusses how a growth mindset transcends AllianceBernstein's culture, from its enhanced value proposition to its blend of proprietary and open architecture solutions.

MeidasTouch host Ben Meiselas reports on how this week Donald Trump's former top advisors have been giving interviews discussing what a threat he posed and how incompetent he is. Cancel unwanted subscriptions – and manage your expenses the easy way – by going to https://RocketMoney.com/meidastouch Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast The Influence Continuum: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan Mea Culpa with Michael Cohen: https://www.meidastouch.com/tag/mea-culpa-with-michael-cohen The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 Political Beatdown: https://www.meidastouch.com/tag/political-beatdown Lights On with Jessica Denson: https://www.meidastouch.com/tag/lights-on-with-jessica-denson On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

Larry Sprung, founder of Mitlin Financial, dedicates his free time to raising awareness around mental health and suicide. He dedicated more than 12 years to serving on the National Board of the American Foundation for Suicide Prevention (AFSP). In this impactful episode, Larry will share why this cause is close to his heart and provide guidance on supporting a friend or loved one dealing with depression. Addressing suicide can be challenging but shouldn't be sidestepped. This episode is a valuable resource for those affected by these issues. IN THIS EPISODE: [2:10] Larry sites his own life and background as making him uniquely qualified to serve families both financially and with mental health awareness [3:51] Larry shares his family history [6:52] The stories of why individuals commit suicide [9:08] Larry explains why conversations with those who struggle may save their lives [14:10] Larry suggests a resource to listeners who have been inspired by listening to this podcast and invites people who struggle to do the “walk” [16:45] Larry describes what brings him joy   KEY TAKEAWAYS:   With medication, it is possible to prevent suicide, and individuals can lead long and productive lives after making an attempt. Daily self-reflection of joyful moments is good for the soul as you relive those moments. You can be there for an individual, even by telephone, to walk people through difficulties and support them with a conversation on the phone when you can't be present.   RESOURCES: Beyond the Balance Sheet Website Family Wealth Report - Website American Foundation for Suicide Prevention - Website Mitlin Financial, Inc    BIOGRAPHY:  Lawrence “Larry” Sprung, CFP®, is a husband, father, entrepreneur, author, and mental health advocate.  In 2004, he founded Mitlin Financial, Inc., naming the firm memory of Larry's wife's grandfather, Mitchell, and his mother, Linda.  During his career, Larry has found that many industry terms and concepts can seem confusing to outsiders. That's why he works with the families he serves to break down complex financial topics into easy-to-understand concepts.  Larry is the author of the Amazon Bestselling book “Financial Planning Made Personal” and the host of the Mitlin Money Mindset™, a podcast that reminds you to ask yourself, “What did you do today that brought you joy?®.”   In recognition of Larry's significant contributions to his profession, he has received several awards. In 2021, Larry was named to the Investopedia 100 Top Advisors 2021 and was even more humbled to make their Top Ten list for 2022.    Outside the office, one of Larry's greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees.  With his wife, Denise, he has raised more than $1.7 million for the organization through the Keith Milano Memorial Fund. The fund was created in memory of his brother-in-law.   Larry values his family tremendously, and his desire to do right by his wife and two sons drives him in and out of the office.  

On the latest episode of The Get Ready Money Podcast, I spoke with Larry Sprung, author and wealth advisor about changing the way we think about money, mindset and finding joy. In this episode we discussed:Why financial planning is personal.The importance of paying yourself first.Changing the narrative on retirement. Lawrence “Larry” Sprung, CFP® is a husband, father, entrepreneur and mental health advocate. He is the founder of Mitlin Financial, Inc. Larry is the author of the Amazon Bestselling book “Financial Planning Made Personal”. In 2021, Larry was named to the Investopedia 100 Top Advisors in 2021 and to their Top Ten list for 2022. He is also the host of the Mitlin Money Mindset™ podcast. Links:Website: www.mitlinfinancial.comPodcast: www.mitlinmoneymindset.com & https://mitlin.us/MMMYouTube LinkedIn: https://www.linkedin.com/in/lawrencesprung/Facebook: https://www.facebook.com/lawrencesprung/Twitter: https://twitter.com/Lawrence_SprungInstagram: https://www.instagram.com/larry_sprung/Books: Financial Planning Made Personal: How to Create Joy And The Mindset for Success (Amazon)

"The art of asking the right questions: this approach, inspired by the Socratic method, helps uncover valuable insights and ensures a thorough understanding of situations. Authenticity is key in every interaction." Carm Capriotto introduces a panel to discuss the importance of listening to service advisor calls. Rena Rennebohm and Clint White are service advisor coaches, while Collin Ashin and Tyler Nichols are their clients. They discuss the benefits of reviewing recorded calls, such as identifying areas for improvement, enhancing problem-solving skills, creating a safe environment for feedback, the value of coaching, and the need for continuous improvement. Remember, the journey to self-improvement begins with a single step. Rena Rennebohm, CEO Empowered Advisor. Listen to Rena's previous episodes HERE. Collin Ashin, European Auto Garage, Knoxville, TN Clint White, Service Advisor Coach & Shop Consultant with CWI and currently holds multiple ASE certifications. Clint's previous episodes HERE Tyler Nichols, X-tra Mile Auto Care, Stillwater, OK Show Notes: Watch Video Episode  Listening to service advisor calls (00:00:28) Discussion on the impact of listening to service advisor calls and how it improves their performance. Coaching style and empowerment (00:03:56) Exploration of the coaching style that focuses on empowerment and positive experiences for service advisors. Enhanced problem solving (00:09:20) Discussion on the benefits of reviewing recorded calls for service advisors to improve their ability to respond effectively and professionally. Drawing attention to extended silences and lazy language (00:10:25) Conversation about the importance of avoiding extended silences while speaking and the impact it has on customer confidence. Trust building and providing lessons before listening to calls (00:14:27) Explanation of the approach to establish trust and provide education and tools before giving critique on recorded calls. The Importance of Coaching and Training (00:16:41) Discussion on the value of coaching and training in various industries, using examples like Tiger Woods and football players. Working with Top Advisors (00:17:37) Exploring the concept of working with top advisors and keeping them at the top of their game. Using Scripts as a Guide (00:18:51) The benefits and challenges of using scripts in client interactions, emphasizing the need for authenticity and personalization. Improving Call Structure and Clarity (00:24:32) Discussion on the importance of having a structured call and how it helps in assessing improvement. Seeking Feedback from Spouse (00:25:15) Sharing phone calls with a spouse to get their input on how the calls sound and if they seem forced. Building the Clock Analogy (00:32:56) Explains the analogy of building a clock to illustrate the importance of not overcomplicating things in the automotive industry. Realizing You're Still a Good Advisor...

Have a financial plan. Be ready for life with the right mindset and be OK with asking for help. At the same time, check in on the people you care about. Reach out to them and focus on what's important for you, more than anything. My wonderful guest, Lawrence Sprung, talks with so much passion about his family. As he has been through quite some challenges in his life from a young age, Larry has seen how important being prepared is and he is focusing on his mindset and his physical condition to keep himself away from fear. Get to know my amazing guest: Lawrence “Larry” Sprung, CFP® (Certified Financial Planner) is a husband, father, entrepreneur and mental health advocate.  In 2004 he founded Mitlin Financial, Inc. naming the firm memory of Larry's wife's grandfather, Mitchell, and his mother, Linda.  During his career, Larry has found that a lot of industry terms and concepts can seem confusing to outsiders. That's why he works with the families he serves to break down complex financial topics into easy-to-understand concepts. Larry is the author of the “Financial Planning Made Personal” and also the host of the Mitlin Money Mindset™ a podcast that reminds you to ask yourself “What did you do today that brought you joy?®” In recognition of Larry's significant contributions to his profession, he has received quite a few awards. In 2021, Larry was named to the Investopedia 100 Top Advisors in 2021 and was even more humbled to make their Top Ten list for 2022.  Outside the office, one of Larry's greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees.  With his wife, Denise, he has raised more than $1.7 million for the organization through the Keith Milano Memorial Fund. The fund was created in memory of his brother-in-law.   Be prepared! Grab your copy of Financial Planning Made Personal  http://www.financialplanningmadepersonal.com Get in touch with my amazing guest today: Larry Sprung,  CFP® https://www.linkedin.com/in/lawrencesprung/ https://www.facebook.com/lawrencesprung/ https://twitter.com/Lawrence_Sprung https://www.instagram.com/larry_sprung/ Financial Planning Made Personal  https://www.financialplanningmadepersonal.com/ Mitlin Money Mindset™ www.mitlinmoneymindset.com  https://twitter.com/mitlinmoney https://www.linkedin.com/showcase/mitlinmoneymindset https://mitlin.us/MMMYouTube  Mitlin Financial, Inc®  www.mitlinfinancial.com https://www.facebook.com/mitlinfinancial https://www.instagram.com/mitlinfinancial/ https://twitter.com/MitlinFinancial https://www.youtube.com/@MitlinFinancial Enjoy more tools to keep your fears under your control! •••••••••••

Certified Safe Money offers various financial strategies that will help you make your retirement years more secure and enjoyable. Visit Safe Money Basics for more information! Certified Safe Money P.O. Box 3540, Silver Springs, NV 89429, United States Website https://www.certifiedsafemoney.com/ Email Info@certifiedsafemoney.com

Subscribe to the Complete Advisor Podcast on your favorite podcast app.Apple Podcasts: https://bit.ly/Apple-CompleteAdvisorSpotify: https://bit.ly/Spotify-CompleteAdvisorAmazon Music: https://bit.ly/Amazon-CompleteAdvisorGoogle Podcasts: https://bit.ly/Google-CompleteAdvisorStitcher: https://bit.ly/Stitcher-CompleteAdvisorPandora: https://bit.ly/Pandora-CompleteAdvisor

Digital marketing is the center of any successful marketing strategy, and social media plays a significant role in that outreach. Kestra Financial's Mark Schoenbeck VP, advisor engagement hosts a panel of trailblazing financial advisors who have built leading businesses with strong social media strategies. Ted Jenkin, CEO of oXYGen Financial, Liz Hand, Co-Owner of Pleasant Wealth, and Derrick Jackson, owner of Ryleigh Wealth Management share their stories of how they grew their practices and tips for how you can too.   Watch on YouTube: https://www.youtube.com/watch?v=joPawvGKFM0

Here's a little Monday morning and Monday afternoon inspiration, Chris Roper has a lofty goal of helping one million people over the course of his career, and so far, he's on track to do so.It's one of the reasons Roper, with Kansas-based Qualified Plan Advisors, is one of our Top Advisors by Participant Outcomes. He tells us about how, specifically, he'll reach his goal, a retirement plan case of which he's particularly proud, and what the firm does better than anyone else.

On this 168th Discovering Multifamily Podcast, Larry Sprung joins us as the  Founder and Wealth Advisor at Mitlin Financial Inc™ a wealth management firm named in memory of his wife's grandfather, Mitchell, and his mother, Linda. We discuss why having a mission and purpose is essential to become a successful long-term multifamily real estate investor. Larry is one of Investopedia's 100 Top Advisors for 2021, and currently sits on the National Board and finance committee for the American Foundation for Suicide Prevention. He is also the host of the Mitlin Money Mindset™ show. iTunes: https://podcasts.apple.com/us/podcast/discovering-multifamily/id1506820688#episodeGuid=Buzzsprout-3366217YouTube: https://youtu.be/SM8-8HXN80I   Website: www.redknightproperties.com/media   Spotify: https://lnkd.in/gfcVc3p   #financialfreedom #passiveinvesting #activeinvesting #investsmart #investwisely #buildingwealth #multifamily #podcast #Red Knight Properties #Anthony Scandariato #Brian Leonard #investing in real estate #investing in multifamily #investing in syndication

Host Stephen Dinkel talks with Certified Financial Planner Brian Cochran of John Moore Associates about company benefits, generosity and succession plans.  Brian has been part of the JMA team since 2013 and became a shareholder in 2016. As a CERTIFIED FINANCIAL PLANNER™ professional, Brian collaborates with tax advisors, attorneys and insurance professionals to help meet the financial objectives of the clients he serves. Brian has been named the top advisor in New Mexico by both Forbes and Barron's.* He was also recognized as one of the 2020 Financial Times 400 Top Advisors. He is proud to serve on the board of the New Mexico Christian Foundation. Brian is a sports enthusiast and spends his free time watching, playing and coaching basketball. He especially enjoys watching Portland Trailblazer games with his wife, Emily, and their two sons.

Ryan DeVore, of William Blair, joins the show to discuss the success of the boutique model, and talk about the amazing growth of the firm and how it compares to others like First Republic and Rockefeller, and much more.

Amigos de Cultura de Seguros, esta vez tuvimos el gusto de conversar con Yira Deamond, quien tiene una excelente carrera en el mundo de los seguros, la cual nace a partir de un interinato en Mapfre Venezuela, quienes la llevan hasta Guatemala para seguir desarrollándose en Mapfre Guatemala y luego en algunas corredoras del país, hasta llegar a formar su propia empresa, la cual tiene como objetivo apoyar a los corredores y agentes de seguros a mejorar sus procesos y así alcanzar un crecimiento exponencial en sus empresas. Hablamos de Insurtech, comercialización, digitalización, productividad y un poco acerca de lo que Top Advisors ofrece a sus clientes y al sector asegurador. Esperamos que disfruten de esta conversación.

Interview with Aaron Klein; News Headlines; Biden's gaffes in England; New COVID symptoms; Who is Israel's new leader? Learn more about your ad choices. Visit megaphone.fm/adchoices

We quite possibly have one of the coolest jobs in the world. We travel, we explore, we work with clients to plan their dream vacations and getaways. Whenever a client calls, there’s always excitement in the air as they tell us what they have in mind for their next adventure.    At the beginning, for me personally, I said yes to every FAM I was invited on and I attended as many trade shows and industry events as I possibly could. This was great at the very beginning when I didn’t know anyone and I didn’t know what my future clients would be asking for, so I wanted to know it all. It wasn’t until I was able to progress a little further on in my business and look back that I started to realize that saying yes to every FAM opportunity and attending every trade show possible may not be the most time efficient nor the most cost effective way to run a business - especially when we’re not earning a lot of money at the very beginning.    Rather than trying to learn everything in an attempt to be prepared for a client’s call, I feel we should rather accept FAM invitations, plan personal travels, and register for trade shows with intention - with the business that we would like to build in mind, not what a hypothetical client may or may not potentially request, sometime in the future.    Joining me in this week’s discussion is Beth Bastian of Bastian World Travel, Emily Lockard-Furry of Traveluxe Official, and Sarah Brook Austin of Currie & Co Travels.   Find us on Instagram: @mastersintravel

Attention advisors! It's time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today's advisors. You will learn: How to use strategic, agenda-driven meetings to elevate the client experience What outcome advisors are seeing from rebranded client meetings The difference between stewardship and salesmanship Why elite financial professionals choose to outsource 3 essential keys to making a video that clients will love and remember How to develop a process-driven approach to attract more clients And more! Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable! Resources:  Top Advisor Marketing | Matt Halloran on LinkedIn | Duncan MacPherson on LinkedIn | Pareto Systems: (866) 593-8020 | The Advisor Playbook | Video: The Review Meeting is Obsolete | Idea Decanter

Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today’s advisors. You will learn: How to use strategic, agenda-driven meetings to elevate the client experience What outcome advisors are seeing from rebranded client meetings The difference between stewardship and salesmanship Why elite financial professionals choose to outsource 3 essential keys to making a video that clients will love and remember How to develop a process-driven approach to attract more clients And more! Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable! Resources:  Top Advisor Marketing | Matt Halloran on LinkedIn | Duncan MacPherson on LinkedIn | Pareto Systems: (866) 593-8020 | The Advisor Playbook | Video: The Review Meeting is Obsolete | Idea Decanter

Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today’s advisors. You will learn: How to use strategic, agenda-driven meetings to elevate the client experience What outcome advisors are seeing from rebranded client meetings The difference between stewardship and salesmanship Why elite financial professionals choose to outsource 3 essential keys to making a video that clients will love and remember How to develop a process-driven approach to attract more clients And more! Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable! Resources:  Top Advisor Marketing | Matt Halloran on LinkedIn | Duncan MacPherson on LinkedIn | Pareto Systems: (866) 593-8020 | The Advisor Playbook | Video: The Review Meeting is Obsolete | Idea Decanter

Happy Friday! To start your morning off right, listen to our brand-new episode. Here are the list of topics we will be talking about: Updates on DACA.Duck Session Information.IRS scam.Tax regarding people who work from home.Covid-19 updates.President-Elect Joe Biden announces the top advisors.Of course to rap a show up, we have good news and rapid news. Follow Nick on Twitter https://twitter.com/Blinding_AuraFollow Chris on Twitter https://twitter.com/c_baker002Follow Amina the social media boss on Twitter https://twitter.com/_nyc_pyt_Follow the Podcast on Twitter for constant news updates https://twitter.com/blindboypoliticWe hope you enjoy your weekend, make sure to listen to our new episode on Monday!

Trump asks top advisors for military options to strike Iran nuclear facilities.U.S. Covid infection cases rise 82% in two weeks.UK's Boris Johnson in quarantine, fears he's been reinfected with Covid19.Biden tells aides he doesn't want federal investigation of Trump.Progressives urge Biden to cancel most student debts soon after taking office in January.Ethiopia on brink of civil war, as deadline passes for opposition fighters to surrender.Hurricane Iota smashes into Nicaragua and Hondura causing widespread devastation.U.S. Senators clash on Senate floor over wearing masks.Good News: Mexican man turns home into shelter for 300 dogs.

This week's episode is a conversation with Sean Schantzen, Co-Founder and President at Health Rosetta Group. Today, Sean shares his insights on what top advisors are doing to bring innovation, control, cost savings, and better user experiences to their clients. Sean explains that transparency is central to reestablishing a relationship of trust between advisors and employers. He also discusses the Mr. Potato Head problem and how architecting new plans from the ground up is the only solution to give stakeholders what they really want. You can find show notes and more information by clicking here: https://bit.ly/3j3ubng

The 3rd of a 3-part series on the landscape of the wealth management industry explores today's boutique firms – a quasi-independent model – focusing on the top 2 firms in particular: Rockefeller Capital Management and First Republic Wealth Management.

Patti Brennan, the President and CEO of Key Financial, joins us this week on ForbesBook Radio. Her wealth management firm provides clients with personalized financial plans with multiple scenarios, stress tests and what if's. Patti and Key Financial have garnered recognition by Forbes, The Financial Times and Barron's as one of the Top Advisors in America year after year for over a decade.

Sterling Shea, Global Head of Wealth Management for Barron's and Dow Jones, continues his discussion with Patti regarding the industry trends he is seeing. What differentiates the nation's Top Advisors from others? What is the client experience that is to be expected in today's market? Is the economy heading towards the bear market everyone seems to be talking about and if so, how does he see Top Advisors navigating these waters for their clients? In part two of the two-part series, Patti and Sterling break down the industry trends that he is seeing and what investors should be looking for in 2020.

On this Episode we are discussing the importance of creating a strong advisory board for your business and personal development. Mentor. Accountant. Banker. Accountability Partner. Business Attorney. Allenchaney.com --- Send in a voice message: https://anchor.fm/allenchaney/message

What is it that makes elite advisors so successful? Mindy Diamond takes a deep dive into the motivations, mindset and habits of top financial advisors with Matt Oechsli of The Oechsli Institute.

Welcome to this episode of The Magellan Network Show. Today, I want to give you a debrief of a special meeting that I recently facilitated. I invited six (6) of my long-time clients whose business valuation have excess of $5M or more. I wanted to see what would be the outcome if I put together six (6) Advisors/CEO's of their own enterprises in one meeting. A lot of advisors aspire to reach the top line. They work hard to elevate their business and then, in the end, they get frustrated. Anyone can be a great advisor, but it's not about elevating your game, it's about changing your game. The question I want you to ask yourself is, "Who do I need to become". The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000's of advisors (below are video and written testimonials by many of them). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it's about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision. Here is what you are going to get from me each month: A 5-10 minute morning coach video each business day. 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above. A live group coaching session where you and I can interact and work together. Here is what you can do each month: Post a question to me and I will answer it. Collaborate and associate with like-minded advisors. Invite other great advisors into the network. Your Bottom Line: Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 30-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 30-days. If after experiencing my work for 30-days and if you believe that I can help you, here is the deal. To remain in Magellan Network and have access to Magellan Academy, your daily investment in yourself will only be about the price of a Latte these days. One more thing, it's a month-to-month deal. I'm not going to lock you into anything. Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network. ► Subscribe to our channel here: https://www.youtube.com/user/CoachJoeLukacs?sub_confirmation=1 Facebook: https://www.facebook.com/coachjoe.guru/ Instagram: https://www.instagram.com/coach_joe_guru/ LinkedIn: https://www.linkedin.com/in/coachjoelukacs/ Website: https://www.magellannetwork.net/ Soundcloud: https://soundcloud.com/themagellannetwork Twitter: https://twitter.com/CoachJoeLukacs__

In this episode of The Ultimate Advisor Podcast, we kick off our 12 part series on the top characteristics of top financial advisors . In part one, we discuss the importance of having the right mindset, getting comfortable with uncertainty, as well as keeping the big final picture in focus to create a clear target to aim for. So, push PLAY and join us as we delve into setting yourself apart and up for success through the power of forward thinking and a vivid vision! Cameron Herold - Vivid Vision: A Remarkable Tool For Aligning Your Business Around a Shared Vision of the Future UltimateAdvisorPodcast.com UltimateAdvisorMasterMind.com

You’ve got to give Alexandria Ocasio-Cortez (D-N.Y.) credit. It’s not every freshman congresswoman who garners attention by simply losing two members of her staff. Of course, AOC is no ordinary freshman congresswoman. She is the face of the new Democrat Party, which is now firmly entrenched with the ideology of Marx and Lenin. Read the article here!

Ever wonder what the top advisors in the nation discuss in their meetings? Are the tariffs on China going to harm the average American consumer? Patti and her Chief Investment Officer, Brad Everett, return from Barron's and Wall Street Journal's Top Advisor conferences and share insights gleaned from these investment professionals. Listen to what is discussed at these exclusive events and what actionable steps they are suggesting.  

A master class from Sterling Shea on how to revamp your business and thrive as a world-class financial advisor, taught by someone who literally writes the book on where our industry is going and how the best of the best stay at the top.

Vince Caine and Jay Coulter discuss how top advisors are communicating with their clients during this period of volatility. 

The story of David Kirschner’s dad might be one of the most remarkable Holocaust stories you’ll hear. Maybe just the most remarkable story period. Just as powerful is the legacy he left behind in his family. David, who has worked at Goldman Sachs for over 20 years and serves on the firm’s Top Advisors and Advisors Council Groups, joins us in the podcast. On this episode, David shares the life of his dad, along with a lot of other great stories, observations and insights into living. #goldmansachs #holocaust #wealth #success #family

Fred Hubler founded CCWMG with the goal of providing exceptional client service and allowing the clients access to institutional strategies, programs and platforms typically reserved for ultra-high network individuals. By using wealth accumulation strategies and a variety of diverse financial and insurance instruments, he strives to help clients reduce the risk of investing in these uncertain times. All these and more on today’s Grab Life Big Podcast! In this episode, you will learn: Fred’s brief background. What Fred does today. What percentager Fred is. Fred’s net worth. Where Fred’s investments are. Fred’s life happiness index. Fred’s life’s past and future greatest hits. Fred’s best and lowest pillar. What Fred’s diet looks like. Plus so much more! Fred Hubler Frederick E. Hubler, Jr. is the President and Chief Wealth strategist for Creative Capital Wealth Management group. He has a M.B.A and is a certified wealth strategist. He is also a registered principal. Fred created one of the first retainer-based wealth management firms that offers high quality virtual meetings through the use of technology. "Changing the way financial advice is given- from virtually anywhere". Fred is a multi-year NABCAP Premier Advisor and one of Main Line Today’s Top Advisors. He has also been featured in the Wall Street Journal, Christian Science Monitor, Kiplinger's, MainLine CEO, Philadelphia Magazine, the Philadelphia Business Journal, American Banker, and Chester County Life. Fred is a current board of the Andy Talley Bone Marrow Foundation, and the West Chester University School of Business Advisory Board. He is a past Chairman of the Phoenixville Area Chamber of Commerce, a past President of the Kiwanis Club of Phoenixville and previously served on the Board of Directors for the Phoenixville Senior Center as Vice-President. He is married to Elizabeth, has six year old twins James and Abigail, and loves Eagles football. His hobbies include technology, cigars, and cars.

Kirk and Matt dive into the deep end of marketing tactics for a niche advisor. It's important when developing your brannd and business to capitlize on small markets, whether its government employees, blue collar business owners, or adventure junkies, cartering your brand to your ideal clients is the best way to get them through the door. Matt and Kirk explain all of this while walking you through the 10 reasons to have a niche persona. 

Get the podcast bonus pack: www.startupmilestones.eu/bonus How to get top advisors; why you shouldn't boostrap too long - with Travis Pittman, TourRadar Cofounder&CEO

The top marketing people realize that when it comes to marketing the services of a financial advisor, you'll have better results if you purposely repel a significant segment of the population. Most of us want to be liked by as many people as possible so the thought of gearing our marketing to repel potential clients seems ridiculous. But one very successful advisor at the Barron's Top Independent Advisor Summit has built a top business by becoming the recognized expert for a select type of clientele. That's just one of the many takeaways from part II of our roundtable discussion with attendees from Barron's Top Independent Advisors Summit. Our goal was to pull out the key takeaways from America's top advisors and deliver Actionable Intelligence to you. See here for part I of the conversation and the detailed blog post I wrote covering six key takeaways from the first day of the conference. The roundtable participants were Jack Davis of Navigation Retirement Group, and Bill Keen and Matt Wilson of Keen Wealth Advisors.

LeftFoot had the opportunity to attend a GroPro 20/20 Professional Services CMO event and interview several attendees for the LeftFoot podcast. Listen to what these Top Advisors have to say about GroPro 20/20 events … Jeff Berardi – CMO at K&L Gates; Brian Miske – CMO at KPMG MSPL; Nick Araco – Senior Director of Growth Strategies and Business Development at Drinker Biddle; and the CEO of the CFO Alliance; Jeff Antaya – Partner and CMO at Plante Moran

America's top advisors gathered in Scottsdale, AZ on March 21 - 23 for the annual Barron’s Top Independent Advisors Summit. I held a roundtable discussion with three top advisors who attended the event and our goal was to pull out the key takeaways from America's top advisors and deliver Actionable Intelligence to you. The roundtable participants were Jack Davis of Navigation Retirement Group, and Bill Keen and Matt Wilson of Keen Wealth Advisors. This is part I of a two-part podcast. Make sure you visit www.belayadvisor.com to read the article that goes along with this episode. 

Knowing what you know now, what would you do over if you could restart your business today? I posed this question to 6 successful advisors and their answers were insightful. And here's the funny thing, you can implement these ideas now and benefit from their hard-fought mistakes. You'll also hear my color commentary on each of their do overs.

If you ever wanted to know what it takes to get on Barron’s list of Top Advisors, here it is. Sterling Shea opens the kimono and takes us behind the scenes as he shares the criteria Barron's uses to rank its top advisors. From his perch as the Managing Director and Head of Advisor Programs at Barron's, Sterling is a leading authority on financial advisor practice management and one of the most plugged-in experts on the best practices of the country's top advisors. 

--{ For Kerry Robertson, Mark McDougall and Baby Ben: "In Peaceful Times People Knew to Live and Let Live, Helped Each Other in Hardship, Knew How to Give, Government Agencies Destroyed That, in Inefficiency We Suffer, Deciding Who Can Marry, Who's Unfit to be a Mother, Scientific Eugenics Creeps into Every Mode of Being, Disguised So Very Carefully, Unaware of What We're Seeing, Especially When Called Professional, the New Infallible Order, These Organized Control Freaks Move Across Every Border, Arrogant, Strutting All-Knowingness, Snatching Children at Birth, Trampling All Over Families, Extinguishing All Mirth" © Alan Watt }-- Public used to Build Elite's Future then Discarded - Training to Give Away All Personal Info - Authoritarian Federal "Services" and Agencies- Govt. Testing and Requirements for Parents, Declaration of "Unfit", Children Kidnapped by Social Workers - U.S. Eugenics Experiments, Public Convinced into Self-Sterilization. Brzezinski and Top Advisors, Trend Reports - "Conflicting" Groups used to Bring in New System - Terminology of "Nature", Change through Conflict, Dialectical Process - So-called Progression of Society - Marxism (Run through Deception), Distribution of Inside Information - UK 'Common Purpose' group - Marxists in British Govt. and EU Parliament - EU Bloc, Dictatorial EU Commission - "Terrorists" and Counter-Revolutionaries Within. Symbol of Beehive (Perfect Society), Napoleon's Trip to Egypt - Bees Serving the Queen. Behaviour Alteration by Altering Environment - CCTV Cameras, Monitoring for "Suspicious" Behaviour - State-Surveillance Cameras in Homes - California Powder-Keg, Crime, Multiculturalism. Euthanasia Booths for Elderly, Raising Public Awareness, Putting Control over Life and Death into Hands of Govt.. Serfs and Villeins, Villainy (Base, No "Virtue") - "Superior Breeding" of Elite - 3 Levels of Marxism: Followers, Middle-Managers, Top Group - Need of Enemies in Dialectic. (See http://www.cuttingthroughthematrix.com for article links.) *Title/Poem and Dialogue Copyrighted Alan Watt - Jan. 27, 2010 (Exempting Music, Literary Quotes, and Callers' Comments)