Podcasts about top financial advisor

Having a diverse background is sometimes better than specializing in one thing. Today's guest, Lori Van Dusen, is the author of Running with Grace. Notice how she didn't say running with the fastest speed or endurance. It's about style, being a good sport, and thinking about things in the long term. Lori Van Dusen, welcome to the Better Call Daddy show. I am so excited that David Hirsch connected us. In this heartfelt episode, Lori shares her journey from Wall Street trainee to successful financial advisor, emphasizing the importance of holistic client care. She delves into her personal life, discussing the sudden loss of her husband, the challenges of being a present mother while managing a demanding career, and the therapeutic process of writing her book. This episode is a powerful exploration of resilience, adaptability, and the importance of building meaningful relationships. Tune in to hear Lori's inspiring story and the wisdom she's gained along the way.   Lori Van Dusen, CIMA®, is the Founder and CEO of LVW Advisors, a registered investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States.  An advocate of client-focused strategies for more than 25 years, she has become the voice of reason in providing unbiased and integrated solutions in a fragmented financial services industry. Lori is passionate about numerous philanthropic causes, serving on several boards focused on urban education, health and wellness, and the fine arts. Lori began her investment advisory career in 1987 with Shearson Lehman Brothers, which was later acquired by Citigroup Smith Barney. By 2004, she had achieved the title of Managing Director with Citigroup Smith Barney. She founded LVW Advisors, a registered investment advisory firm, in 2011, leading a team of investment professionals. A recipient of numerous accolades, in 2019 Lori was named to Barron's Financial Advisor Hall of Fame, which recognizes advisors who have appeared in more than 10 of Barron's annual Top Financial Advisor rankings. Additionally, Lori was ranked #1 in New York - NY State on Forbes' 2023 and 2022 Best-In-State Wealth Advisors lists and has been ranked for five consecutive years on both Forbes' America's Top Wealth Advisors list and Forbes' America's Top Women Advisors lists.  In recognition of her involvement in the Rochester community, Lori was recognized in the Rochester Business Journal's 2023, 2022, and 2021 Power 100 list and received the 2020 Women of Excellence distinction with the Circle of Excellence honor. The Circle of Excellence recognizes a small group of women each year with longstanding, notable success in the community who are leading the way for other women. Additionally, Lori was inducted into the 2019 Rochester Business Hall of Fame and joins a prestigious list of Rochester business leaders who have been previously inducted. Lori has also been recognized by the Girl Scouts of Western New York as one of the 2019 Women of Distinction. In 2017, Lori was featured on the J.P. Morgan Asset Management and Dow Jones panel discussion, “Let's Talk: The Changing Face of Advice,” where she and Dr. David Kelly, Chief Global Strategist of J.P. Morgan Asset Management, discussed the investment and wealth management needs of today's client and the client of the future. This inaugural production was widely promoted in both Barron's and The Wall Street Journal. In addition, in light of her astute business acumen and numerous philanthropic endeavors, Lori is a highly sought out speaker and is frequently featured in premier investment publications, such as Barron's and Forbes. In 2018, Lori was awarded the Alice Holloway Young Award for Distinguished Service by a Retired Trustee, presented by the New York Community College Trustees. This prestigious award recognized Lori for her fervent advocacy, leadership and on-going support of student success at Monroe Community College, where she retired as Chair of the Board of Trustees in 2008. Key Takeaways - The importance of holistic client care and listening to truly understand their needs. - The challenges and rewards of balancing career and family life. - The therapeutic power of writing and sharing personal stories. - The value of building a supportive team and mentoring the next generation. Connect with Lori Van Dusen - Book: Running with Grace Connect with Reena - Website: bettercalldaddy.com - LinkedIn: Reena Friedman Watts - Twitter: @reenareena - Instagram: @reenafriedmanwatts - Instagram Podcast: @bettercalldaddypodcast We love hearing your feedback. Leave us a review, share your thoughts, and spread the word about this enriching episode. Share it with someone who appreciates resilience and the importance of self-worth. - (00:00) Reena Friedman Watts welcomes back Wayne Friedman for the better call daddy show - (01:58) Lori Van Dusen: David and I go way back - (08:54) When you have a traumatic event, your soul leaves your body - (14:00) Your music producer son helps you edit your book - (16:46) I just want to say that I love how personal your book is - (21:54) What is your most gratifying experience with philanthropy - (27:35) Cole weighed five pounds when he was born - (28:00) You met your husband on his birthday, and you got married quickly - (31:40) You've sold two homes and are in the process of listing another one - (35:29) After Ron, my husband, died, I dealt with grief through meditation - (42:01) I have kept things from my college days or my early twenties - (43:08) You didn't really know your dad until you were 24 - (47:04) You write about how your family has incredible history in New York - (49:49) When you started at Lehman Brothers, there were 300 people - (54:25) You developed a recurring revenue business model to help grow your firm - (57:12) I'm curious how opera singing fits in to your next book - (01:02:33) I'd love to hear your dad's advice to young parents - (01:04:15) You've heard from my mom. Now let's switch it over to grandpa Show notes created by https://headliner.app

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Yusuf Abugideiri, CFP® (https://yebu.com/) is a Partner and Senior Financial Planner at Yeske Buie. Yusuf has been recognized as a top financial professional by several respected publications. Washingtonian Magazine named him a Top Financial Advisor in 2019 and 2020, and he was named to Northern Virginia Magazine's list of Top Financial Professionals in 2020 and 2021. In this episode, Brian and Yusuf discuss: 1. Nurturing Young Talent in Financial Advisory 2. The Human Side of Financial Advisory 3. Planning for Uncertainty in Financial Markets 4. Aligning Strategies with Individual Needs LinkedIn: https://www.linkedin.com/in/yusuf-abugideiri-cfp%C2%AE-737854110/ Website: https://yebu.com/    Twitter: https://twitter.com/yusabu_pro Facebook: https://www.facebook.com/YeskeBuie Article: https://yebu.com/author/yusufa https://www.financialplanningassociation.org/article/journal/SEP17-serving-millennial-clients-3-step-model To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

Talk to the highly-rated financial advisory firm Goldstone Financial Group (630-620-9300) about its tax planning services for retirees! More details at https://goldstonefinancialgroup.com/ Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://goldstonefinancialgroup.com/ Phone: +1-630-620-9300 Email: contactus@goldstonefinancialgroup.com

Goldstone Financial Group (630-620-9300) helps you make a smarter choice for your IRA - regardless of your employment status.Learn more at https://goldstonefinancialgroup.com Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website https://goldstonefinancialgroup.com/ Phone +1-630-620-9300 Email contactus@goldstonefinancialgroup.com

In this episode, we chat with Chris Ogletree who has been providing financial services to dentists, healthcare professionals and entrepreneurs in Atlanta since 2015. He is one of the top financial advisors who has built his life around amazing people that he is fortunate enough to serve everyday. He feels this is not a career to him, but a calling. He is a graduate of the 264th Fastrack academy where he was able to sharpen his skills with other top advisors in the country. He completed his FINRA Series 6, Services 63 and Georgia Variable Annuity exams to be a Northwestern Mutual Financial Advisor.  Chris discusses the biggest opportunities that he sees in his clients' financial portfolio to help them create wealth, personally and professionally. We also discussed how many of his clients are or aren't doing marketing and how he advises them on how to become profitable with the right marketing partner.  Northwestern Mutual: https://www.northwesternmutual.com/financial/advisor/christopher-ogletree/  Med Rank Interactive: https://medrankinteractive.com/   #healthcaredigitalmarketingpodcast #chrisogletree #lamarhull #northwesternmutual #medrankinteractive #dentalmarketingatlanta #dentalseoatlanta #dentalwebsitedesignatlanta #financialplanningfordentists #wealthmanagementfordoctors 

Apple debuts its iPhone at its flagship event in Cupertino. CNBC's annual top Financial Advisors list is out and the #1 advisor joins with his best small cap buys now. Plus, Morgan Stanley's all in on Tesla, but Needham says not so fast. 

Summary & About Guest Dr. Preston Cherry is the Founder & President of Concurrent Financial Planning, Head of the Financial Planning Program, and Director of the Charles Schwab Centre for Personal Financial Planning at the UW – Green Bay. Preston specializes in empowering individuals to share stories that inform their financial resources and life's design to achieve financial wellness and freedom that cultivates life wholeness. Preston has been cited by the New York Times, Forbes, the Wall Street Journal, CNBC, and Yahoo Finance. He is an Investopedia 100 Top Financial Advisor, 2022 ThinkAdvisor LUMINARY Finalist, WealthManagement.com Ten to Watch in 2023, President of the Financial Therapy Association and practitioner editor of the award-winning Journal of Financial Planning. In this episode Dr. Cherry and I discuss the importance of understanding the meaning of retirement and creating a vision for the future. He introduces the concept of the four T's: trial, triumph, transition, and transformation, and explains how these stages can impact one's retirement journey. We also discuss the emotional aspect of money and the need to give oneself permission to enjoy retirement. Dr. Cherry shares personal stories and insights to inspire you to embrace your financial freedom and live a fulfilling retirement. Useful Links Dr Cherry's Website Subscribe to the Humans vs Retirement podcast on Apple Podcasts, and Spotify Download for free my 7 Step Retirement Toolkit Subscribe to my fortnightly newsletter Stay The Course Connect With Preston LinkedIn X / Twitter Connect With Me TFP Financial Planning LinkedIn X / Twitter Book in a chat if you want a second opinion about your retirement planning. Email at dan@tfp-fp.com Find out more at www.humansvsretirement.com 

In this captivating episode, we sit down with Emmanuel Jones, the brilliant mind behind Jones and Co Wealth, a renowned financial advisory firm. Join us as we delve into Emmanuel's vast experience and expertise in the realm of financial literacy, where he has successfully guided a diverse range of clients, from professional athletes to everyday working individuals.Emmanuel's journey as a black financial advisor has been marked by his unwavering dedication to empowering the African American community through financial education. Through his insightful strategies and tailored advice, he has helped countless individuals overcome financial challenges, break through barriers, and achieve long-term wealth.Tune in as Emmanuel shares his profound knowledge and passion for financial literacy, unraveling the essential principles and strategies that can pave the path to financial success. From budgeting and saving to investing and wealth-building, he offers invaluable insights and practical tips that transcend socio-economic backgrounds.Discover the unique perspective that Emmanuel brings to the table, as he highlights the importance of addressing specific financial challenges faced by the African American community. Gain a deeper understanding of the systemic factors that contribute to wealth disparities and learn how Emmanuel leverages his skills to bridge the gap and create opportunities for economic growth and prosperity.

Want to protect your nest egg and build a secure financial future? Call Approved Financial Planners Pty Ltd at +61-8-6462-0888! Find out more at: https://www.approvedfp.com.au/services/retirement-planning/ Approved Financial Planners Pty Ltd 7/437 Cambridge St,, Floreat, WA 6014, Australia Website https://approvedfp.com.au Email prc.pressagency@gmail.com

With a little planning, your retirement income could be a whole lot healthier. For the best solutions and tax strategies without the hassle and stress, talk to Goldstone Financial Group (630-620-9300)! More details at https://goldstonefinancialgroup.com/ Goldstone Financial Group 18W140 Butterfield Road Oakbrook Terrace, Villa Park, IL 60181, United States Website https://goldstonefinancialgroup.com/contact-us/ Email prc.pressagency@gmail.com

“My virtual assistant made me $43,000 in commissions less than half an hour ago, so if you're still on the fence about hiring one, my advice is: just do it. The ROI on our virtual assistants is amazing – it's definitely going to finish the year over 20x…” This is only one of the many strategies Marvin has used to grow his business into the #3 financial advising firm in the United States. Take Marvin's advice: just do it! Learn more and be successful in any industry with MyOutDesk Virtual Assistants. Schedule a free business strategy session today: https://bit.ly/3KDm8N9 Here are some links to important info about MOD

David Bahnsen is one of America’s most successful financial advisors and also one of our most prominent economic thought leaders. The combination of deep intellectual knowledge and practical skin-in-the-game experience as a portfolio manager places him in an unusual category of thinkers, those who think about big ideas but also live with the consequences of their ideas. In this episode of Meeting of Minds we see Bahnsen at his best, going deep into the Bible and applying those deep insights to economics. Bahnsen’s newest book ( https://www.nofreeluncheconomics.com/) is accessible to neophytes, but still contains insights which those who are already well advanced in the knowledge of markets will welcome. Timestamps: 0:00 – Intro1:18 – Genesis 1 versus the labor theory of value7:20 – Origins of Marxist and Keynesian economics13:39 – Christianity and economic freedom17:56 – Marx’s biggest mistake21:53 – Utopian education27:10 – Creational theology32:48 – Sound money and creditSee omnystudio.com/listener for privacy information.

“If you don't know what you want to accomplish, it's hard to accomplish it. And if you haven't put numbers to it, then it's just a dream not a plan.” – Robert Schulz How much does your financial freedom cost? If you have it, put numbers on it! Top Financial Advisor and Founder of Schulz Wealth, Ltd, Rob Schulz emphasizes the importance of financial planning to present and future successes. In this episode, Ted and Rob will help you recreate your vision board, adopt good money habits, and plan your finances wisely. Too much cash is too much! Understand the real essence of your freedom and set realistic goals that will push you further rather than burden you down. Learn how to manage your cash flow, improve your credit scores, make investments within your capacity, protect your investments, and avoid the debt trap. Plan your finances and get the benefits of taking action early. Tune in and craft your best years ahead!    Connect with Ted:  Website Facebook  Twitter Instagram     LinkedIn YouTube Highlights:  02:34 Why It's Hard To Plan Your Finances 05:16 Compounding Interest Benefits 08:11 Have Your Vision Board 08:55 Start Wherever You Are! 10:39 Adopt Good Money Habits 14:24 Managing Debt And Cash Flow 19:45 Planning For Chaos, Unforeseen Expenses 23:03 Planning For Your Own Death 27:57 Managing Risks

Today’s episode of In The Suite with Cathy Curtis, CFP® is all about feeding your soul by sharing your authentic self. Cathy Curtis, CFP® is the Founder & President of Curtis Financial Planning, an independent, fee-only Registered Investment Advisor located in Oakland, California that specializes in the finances of independent women. In this podcast episode, Cathy shares how she learned to market herself on social media to realize her dream job of launching a second career in financial services. One of the industry’s most notable female advisors, Cathy has been named to the coveted Investopedia 100 Top Financial Advisors for three years running and is a member of the CNBC Financial Advisor Council, an achievement unto itself.“I have to tell you, you have to find what’s right for you, what feeds your soul,” said Cathy. Armed with the power of knowledge, she also aims to demystify many of the financial planning topics that specifically impact women through many initiatives, the first being her own podcast called Financial Finesse, which can be found on Apple Podcasts, Spotify, and Google Podcast, and in video format on YouTube.Join the conversation to hear about:A warm welcome to Cathy (05:10)Branding, spaghetti sauce, timing, and luck (08:20)How Cathy dove headfirst into social media (10:35)Rebranding and dealing with imposter syndrome  (12:45)Working one-on-one with women on their finances (16:40)How Cathy got into the world of podcasting (22:30)Why peer coaching can uplevel you (28:20)What a mastermind is and Cathy’s journey to joining them (31:20)Being authentic on social media (42:05)Finding your audience (48:30)Accessing the right people to ask questions to (51:00)The AGC™ and diversity in the financial services industry (54:45)Referenced MaterialsCathy Curtis CFP® - Twitter Cathy Curtis CFP® - LinkedInCathy Curtis CFP® - YouTubeCathy Curtis CFP® - InstagramCurtis Financial Planning- WebsiteFinancial Finesse Podcast With Cathy Curtis, CFP®Investopedia 100 Top Financial Advisor 2020 CNBC Advisor Council - Cathy Curtis  Khan Academy - WebsiteLimitless Adviser - Stephanie BoganChristine Benz - MorningstarJustin Castelli, CFP® The Advisor of Tomorrow PodcastExperiments in Advisor Marketing Taylor Schulte, CFP®The A

YIN LONG; From China, to NJ, Rutgers ‘ 92 MS HR, to MassMutual, Top Financial Advisor MEET: YIN LONG, From China, to NJ, Rutgers ‘ 92 MS HR, to MassMutual, Top Financial Advisor YouTube: As an eight-year-old girl in China, Yin read stories about Madame Marie Curie. Motivated by this female pioneer in science, she became determined to realize her own career aspirations. Today, Yin runs a highly successful financial practice that serves owners of closely held businesses with sophisticated estate tax planning strategies, retirement planning solutions and employee benefits. How she fulfilled her dream of entrepreneurship in America is a wild ride of a story — both entertaining and inspirational; Her many attempts and long train rides in China to get a visa to Come to America!! CONTACT: ylong@financialguide.com

Tyrone Ross is a financial consultant, community builder, and entrepreneur.   He has been named to Investment News 40 under 40 (2019) and a top ten advisor set to change the industry by WealthManagement.com.   Tyrone has focused on pushing a conservative, stodgy industry forward by focusing on young professionals, embracing financial technology startups, and acknowledging the role crypto assets play in a portfolio.   Aaron and Tyrone talk about fighting financial jargon, why advisors fear crypto, and how Tyrone has never taken a vacation.   Pittsburgh’s best conference to Expand your Mind & Fill your Heart happens once a year.   Tyrone Ross’s Challenge; Find our leaders. Mold the next generation of young minds.    Connect with Tyrone Ross Linkedin Twitter Website   If you liked this interview, check out our back catalog of finance-focused podcast interviews.   Text Me What You Think of This Episode 412-278-7680 Underwritten by Piper Creative Piper Creative creates podcasts, vlogs, and videos for companies.    Our clients become better storytellers.    How? Click here and Learn more.   We work with Fortune 500s, medium-sized companies, and entrepreneurs.   Follow Piper as we grow YouTube TikTok Instagram Subscribe on iTunes | Stitcher | Overcast | Spotify 

Today’s episode, with Dominique Broadway, is chocked full of insight into money management, entrepreneurial success, and pivoting your business during times of change and transition! Dominique is all about financial literacy and demystifying finances. Dominique talks with Casey about how she is shifting her business during this current state of affairs. She draws on the wealth of knowledge she has gained over the years as a serial entrepreneur and financial enthusiast. She shares the experiences she has had in business, from legal mishaps to times she has previously had to readjust her business to move forward. As always she sprinkles in the types of golden nuggets that have landed her spots on some of the most elite lists and media platforms during her career! You’ll definitely want to listen until the very end! More on Dominique Dominique Broadway is an award-winning Personal Finance Coach, Speaker, Finance Expert and the Founder of Finances Demystified & The Social Money Tour. Dominique has received various accolades such as the Top 30 Under 30 in Washington DC, the DC Future Business Leader of America Businessperson of the Year and the Top Financial Advisor for Millennials in the US. Dominique’s demystified financial advice has been highlighted on Yahoo!, Huffington Post, Forbes, USA Today, Black Enterprise, Marketwatch.com, Ebony Magazine, Levo League, Refinery29 and other media outlets. She has a strong passion for working with young professionals, entrepreneurs, and people of all ages to bring their Dreams2Reality. Where to find Dominique Social Media:  Facebook: https://www.facebook.com/FINANCESDEMYSTIFIED/ Instagram: https://www.instagram.com/dominiquebroadway/ Best Way for Audience to Contact You: email - dominique@financesdemystified.com

Ji Suk Yi hosts today’s edition of the Wintrust Business Lunch for Thursday, February 20th. Segment 1: (At 0:00 ) Chicago Tribune’s Ryan Ori covers commercial real estate. His latest article highlights the unprecedented pace of construction in downtown Chicago— 10,000 plus new apartments are predicted for downtown Chicago by 2022. Ori explains why this […]

In this episode Greg and Shay sit down with former top NFL prospect, current Financial Advisor, and businessman, Richard Spencer. Richard was a top 10 college football safety in the West and had hopes of making his dreams a reality by playing in the NFL. Richard shares his story of suffering a potential career ending injury and simultaneously getting cut from his football team his Senior year. His world was turned upside down as his dream slipped away and Richard shares how dealt with the heartache of losing what he worked his whole life for and how he found a new passion in life after football. Through perseverance, he is now involved in multiple successful businesses and considered to be one of the top financial advisors in the Greater Los Angeles Area. Richard is a testament to what is possible for anyone and how you are likely closer to your purpose than you realize!

Don't thank us! Thank Morningstar's director of personal finance, Christine Benz, who recently overhauled the investment portfolios of everyday Americans, from millennials to retirees, by coming up with TWO strategies for everyone. Bobbi and guest co-host Newsweek Executive Editor Diane Harris discuss her ideas, and share investing suggestions from our money friends.

Guest Dominique Broadway-Award Winning Personal Finance Coach, Speaker, Finance Expert and Founder of Finances Demystified & The Social Money Tour Dominique has received various accolades such as the Top 30 Under 30 in Washington DC, the DC Future Business Leader of America Businessperson of the Year and the Top Financial Advisor for Millennials in the US. Dominique’s demystified financial advice, has been highlighted on Yahoo!, Huffington Post, Forbes, USA Today, Black Enterprise, Marketwatch.com, Ebony Magazine, Levo League, Refinery29 and other media outlets. She has a strong passion for working with young professionals, entrepreneurs and people of all ages to bring their Dreams2Reality. Subscribe: www.dominiquebroadway.com Join Her: www.wealthbuildingcollective.com/wbc Follow Her IG: @DominiqueBroadway FB Group: Millennial Wealth Builders Support The Show https://www.patreon.com/bePatron?c=1182948

Dominique Broadway is an award winning Personal Finance Coach, Speaker, Finance Expert and the Founder of Finances Demystified & The Social Money Tour. Dominique has received various accolades such as the Top 30 Under 30 in Washington DC and the Top Financial Advisor for Millennials in the US. Dominique’s demystified financial advice, has been highlighted on Yahoo!, Huffington Post, Forbes, USA Today, Black Enterprise, Marketwatch.com, Ebony Magazine, Levo League, Refinery29 and other media outlets. She has a strong passion for working with young professionals, entrepreneurs and people of all ages to bring their Dreams2Reality. - In this episode Dominique shares: Her personal story and the steps she took to transition from being a full time employee to a full time business owner with her own financial planning business and how she almost started a cupcake business instead! However, when she realized finance was her calling, she got her business up and running in a week but then she went broke shortly after. She discusses what happened, what she learnt and how that experiences helped her business grow to where she is now. She shares valuable business and financial tips for those of you looking to start your own businesses, including how not implementing what you are learning out is wasting your time. - How to keep up with Dominique: On her website at http://dominiquebroadway.com/ Via her course at https://wealthbuildingcollective.com/wbc and on Instagram at https://www.instagram.com/dominiquebroadway/ Get access to the Clever Girl resource library and Facebook community on www.CleverGirlFinance.com Check out the Clever Girl Finance YouTube Channel at YouTube.com/CleverGirlFinance Do you follow Clever Girl Finance on Instagram yet? You should! www.instagram.com/clevergirlfinance

In this episode we talk with Bill Mellas. Bill helps people keep the money they already have or tackle big money decisions with formidable long-term strategy. I love this topic. Because Bill and I break down major blocks and insecurities that people have about managing money. You will be entertained, equipped and inspired as you listen to this lively and life changing episode. You can easily reach Bill at his email address: wjmellas@yahoo.com

Dominique Broadway is an award winning Personal Finance Coach, Speaker, Finance Expert and the Founder of Finances Demystified & The Social Money Tour. Dominique has received various accolades such as the Top 30 Under 30 in Washington DC, the DC Future Business Leader of America Businessperson of the Year and the Top Financial Advisor for Millennials in the US. @DominiqueBroadway Host: @DeiLake  DeiLake.com --- Support this podcast: https://anchor.fm/successondemand/support

Dominique Broadway is one of the Top Financial Advisors for Millennials. She talks about Three Major issues that you should tackle if you're looking to spice up and get on top of your financial game.

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.