Podcasts about wealth managers

PSG Wealth is a leading division of PSG Financial Services, offering a full range of wealth management solutions for individuals, families, and businesses across South Africa. Headquartered in Bellville, Western Cape, it provides investment services, retirement and estate planning, fiduciary solutions, and employee benefits. Known for its research-driven, low-risk, and cost-effective investment philosophy, PSG Wealth has earned multiple awards, including Wealth Manager of the Year and top broker recognition. For more, visit Radio Life & Style on Facebook · The Morning Show Sponsor: Excellerate Security

Working with a Wealth Manager vs an Asset Manager, Reasons not to pay off your mortgage, More on the Pints and Portfolios event on Saturday May 17th from 12pm to 2pm in San Carlos

I'm sitting down with Brad Hawkins, a franchisee with Floor Coverings International who went from private wealth management to owning a $2 million+ territory—all self-funded and with just a handful of employees.In this episode, Brad shares his journey from Wall Street to Main Street, what drew him to franchising, why “the floor is $2 million” in his business, and why following the playbook is key for franchise success. If you're thinking about owning a business, this one's for you.Timestamps:00:00 – Intro: Meet Brad Hawkins01:30 – Why Brad left wealth management to own a franchise03:45 – How a chance meeting with a franchise consultant changed everything06:10 – Why he chose Floor Coverings International09:20 – Starting a franchise with a $275K investment (and the “shoebox” funding story)12:05 – Why Brad didn't buy an existing business (and why he wanted to build from scratch)15:00 – Does franchise size matter? How many locations is “big enough”?17:40 – The hardest part of launching a franchise from scratch21:30 – Biggest mistakes new franchisees make (and how to avoid them)25:15 – “Follow the playbook” – why going off-script is a rookie mistake28:20 – How to leverage your franchise network like a mastermind32:10 – Show Me The Money: What's the earning potential?34:30 – “The floor is $2 million” – revenue expectations per territory37:00 – Net income margins & how many employees you really need40:15 – The cornerstone of Brad's success: being maniacal about customer service43:00 – Brad's future plans: scaling in Central NY and growing B2B/commercial work

The roles of wealth manager and investment manager may be quite different. Do you know the distinction? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss these two financial industry professions, how they differ, and where they may overlap. They also offer help in determining which financial professional is right for your individual situation. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Viv Govender is a Wealth Manager at Rand Swiss

Jay Lawrence is a Wealth Manager who hosts his own podcast 'Ambitious Minds Podcast'. In this episode, we speak about the importance of creating a strong company culture, reverse engineering and taking massive financial risks.Ambitious Minds Podcast Channels:Instagram: @ambitiousmindspodcastYouTube: @AmbitiousMindsPodcastYouTube: Dodge WoodallInstagram: @Dodge.WoodallWebsite: DodgeWoodall.comTikTok: @DodgeWoodallLinkedIn: @DodgeWoodall Hosted on Acast. See acast.com/privacy for more information.

This is a refreshing and relatable conversation with Alan Smith, founder and CEO of Capital Partners, a London-based independent wealth management firm managing over £500 million for around 300 affluent families.Though relatively new to diving into Bitcoin, Alan brings a thoughtful and open-minded perspective shaped by decades of experience advising clients who are trying to make sense of where to put their wealth.We explore the growing generational wealth divide, inflation, broken financial incentives, and how a more digital, mobile economy is forcing countries to rethink how they attract and retain citizens.Find Alan:X: https://x.com/alanjlsmith/Linkedin: https://www.linkedin.com/in/alancapital/Capital Partners: https://capital.co.uk/Alan's Podcast: https://open.spotify.com/episode/3Q6dljob9ybkS8iRoEipBJ?si=e50ec60dc1f24bd5&nd=1&dlsi=dd6dd9bb93b0431aFollow the Bitcoin Collective:

Is Your Financial Plan Missing Something Big?What if your retirement plan has a blind spot you didn't know existed?In this enlightening episode, host Cathleen Toomey welcomes wealth management experts Tom Sedoric and Casey Snyder of Clove Hitch Advisors to break down the real secrets of retirement success. With decades of experience and national recognition from Forbes, these two know exactly what can derail even the most prepared retiree---and how to fix it.Tom and Casey dive into the psychology of financial planning, including the dangers of optimism bias and recency bias. They discuss why collaboration with estate planners and accountants is essential, and how to create tax flexibility for a more secure future.You'll learn:Why your plan might not be as resilient as you thinkHow to start the financial conversation with your familyThe critical importance of having a written planAnd how financial advisors themselves can future-proof their businesses

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ David Clayman (https://twelvepointswealth.com/), is a man of many talents. His firm, Twelve Points Wealth Management, in Concord, Massachusetts, is known for top results, client care, and solid integrity. He's an Eagle Scout who follows a moral code. He's a big sports fan, a passionate car guy, and a car collector. Working with Dave, clients experience collaboration with a professional who shares a similar experience; enabling them to chart a path to freedom – whatever that may mean to them.In this episode, Brian and David discuss:1. Why Financial Planning Must Align with Client Values2. From 7 to 100 Advisors: The $20 Billion Vision3. The BHAG Strategy4. Why One-Size-Fits-All Financial Advice FailsLinkedIn: https://www.linkedin.com/in/daveclayman/ Website: https://twelvepointswealth.com/ Article: https://www.wsj.com/articles/as-oil-prices-climb-some-harbor-doubts-1423009406 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

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

Discover how a modern tech platform integrates traditional market data with AI to provide investment signals, optimize investments, and automate reporting in wealth management. Learn about the impact of generative AI in transforming the financial industry and why confidence in AI has surged, enabling rapid growth and better adaptation within firms. With Arianna Colombo, MDOTMLINKSMDOTM https://www.mdotm.ai/Arianna on Linkedin: https://www.linkedin.com/in/arianna-colombo-6941101a2/

Lorie Jones is the Wealth Manager at Fearless Financial Advisors, a DBA of hybrid advisory firm Fidelis Wealth Advisors based out of Colorado, where she oversees $30 million in assets under management for 88 households. What sets Lorie apart is how she maximized the capabilities of Salesforce CRM—typically used by larger firms due to its advanced features and higher cost—to streamline processes and workflows while working at a mid-sized advisory firm without the need for costly Salesforce developers, demonstrating how a well-optimized CRM can enhance efficiency across the firm. Listen in as Lorie shares how she leverages Salesforce's "clicks not code" functionality to create custom automations—such as her innovative "magic buttons"—that streamline firm operations, from client onboarding to money movements. She also discusses her journey from an administrative role to firm partner, her transition into full-time advising to focus on serving high-net-worth women, and how she overcame the challenges of launching her own practice. Lorie also reflects on balancing earning her CFP and MBA while raising five children, how starting a podcast helped her gain confidence in prospecting, and why learning from mentors empowered her to take bold career risks. For show notes and more visit: https://www.kitces.com/428

For today's episode of Living Off Rentals, we are joined by Austin Palacios, a short-term rental investor based in Miami. He is also the bestselling author of “Airbnb Co-hosting Secrets: How to Start and Scale a Co-Hosting Business in 30 Days,” and has been featured on MSN, Mogul's of Business, and US Times. Austin started his career in wealth management and transitioned into investing in real estate at the age of 23. Now, he holds a portfolio of properties across Florida and Chicago. Listen as he shares his journey since leaving his day job in 2021 to focus on investing in real estate full-time. He also reveals a clever strategy for generating rental income without actually owning the property.  Sounds interesting, right? Enjoy the show!   Key Takeaways: [00:00] Introducing Austin Palacios and his background [02:48] Going full-time in real estate investing [06:56] Getting into short-term rentals [13:33] Risks of Airbnb or short-term rentals [18:03] The downside and upside of co-hosting [24:59] Mistakes people make as they're getting into co-hosting [27:36] Type of team members Austin have [36:00] Finding the right market in real estate [43:03] Connect with Austin Palacios   Guest Links: Website: https://www.instagram.com/austin__palacios/     Show Links: Living Off Rentals YouTube Channel – youtube.com/c/LivingOffRentals  Living Off Rentals YouTube Podcast Channel - youtube.com/c/LivingOffRentalsPodcast  Living Off Rentals Facebook Group – facebook.com/groups/livingoffrentals  Living Off Rentals Website – https://www.livingoffrentals.com/  Living Off Rentals Instagram – instagram.com/livingoffrentals  Living Off Rentals TikTok – tiktok.com/@livingoffrentals   

In episode 62 of Venture Everywhere is hosted by Federico Baradello, co-founder and CEO of Finalis, a business that's building the AI operating system for the private capital markets. He chats with Nathan Sutton, co-founder and Managing Partner of Tangible, a company transforming the way secondary markets work for LPs, GPs and Wealth Managers. Nathan shares how Tangible is enhancing liquidity in private markets by expanding access to previously underserved wealth channels. Nathan and Federico also discuss broader shifts in investor sentiment and the growing opportunities driven by increased wealth allocation into private assets.In this episode, you will hear:Tangible's vision to be the go-to liquidity platform for top global wealth managers.How Tangible's technology connects private market funds with retail investors.Strategies employed by Tangible to address liquidity issues.Technological innovations in the private capital sector.Growth potential and future outlook for private capital markets.Addressing common misconceptions regarding liquidity needs. Learn more about Nathan Sutton | TangibleLinkedIn: https://www.linkedin.com/in/nathan-s-sutton/Website: https://www.tangible-markets.com/homeLearn more about Federico Baradello | FinalisLinkedIn: https://www.linkedin.com/in/federicobaradello/Website: https://www.finalis.com/

Danny Baer is the Director of Wealth & Asset Management at Meanwhile, a financial services company built for the Bitcoin economy. Danny has worked in the broader digital asset space for the past three years, with the most recent two years focused exclusively on Bitcoin.› Follow Danny: https://x.com/dbaer7› Meanwhile: https://meanwhile.bmSPONSORS

Comunidade Mamede no Banco Inter! Cartão Black + Cashback em Uber e Ifood: http://bit.ly/4buQ6hCSALA AO VIVO INTERNACIONAL - OPERE COM UM TRADER PROFISSIONAL!: https://bit.ly/ostraderszmbrNeste episódio, recebemos Ricardo Piza, um dos maiores especialistas em gestão de patrimônio e wealth management do Brasil. Com mais de 20 anos de experiência, Ricardo já atendeu mais de mil famílias de alto patrimônio, ajudando-as a construir, proteger e multiplicar suas riquezas. Ele é referência em investimentos, planejamento financeiro e educação financeira.O que você vai aprender neste episódio:

Viv Govender is a Wealth Manager at Rand Swiss

Welcome to the world of luxury-lifestyle management, where firms like RedBeryl, Indulge Global, and Quintessentially play the role of concierge for their ultra-wealthy clients, making the impossible possible.Now this sort of thing has become even easier for the rich. Because their wealth managers are also taking care of some of these requests. It isn't a one -off thing. Companies like RedBeryl, Indulge GLobal, Quintessential – all of which play the role of concierge for their ultra wealthy clients – are increasingly partnering with wealth managers to edge out competition and increase their clientele. In today's episode, we dive into how wealth managers are finding new ways to delight the ultra-rich. Tune in Daybreak is now on WhatsApp at +918971108379. Text us and tell us what you thought of the episode!Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

In this episode, Cedric sits down with wealth management expert Andy Edstrom to discuss Bitcoin's market cycles, the challenges of holding during bull runs, and the evolving dynamics of property rights in a decentralized world. ––– Offers & Discounts ––– Get up to $100 in Bitcoin on River at river.com/Matrix Theya is the world's simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Socials ––– Check out our new website at https://TheBitcoinMatrix.Com Follow on X: https://x.com/edstromandrew Follow Cedric Youngelman on X: https://x.com/cedyoungelman Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix ––– Chapters ––– 00:00 - Intro 01:29 - Andy's Background 03:59 - Reflections on Past Episodes 04:59 - LA Fires and Resilience 09:29 - Private vs. Public Solutions 14:29 - Emotional Impact of Disasters 18:29 - Property Rights and Bitcoin 22:29 - Ownership Durability Explained 25:29 - Bitcoin Market Cycles 29:29 - Bitcoin's Long-Term Price Potential 32:59 - Holding Bitcoin Through Bear Markets 36:29 - Selling vs. Borrowing Bitcoin 42:29 - Real Estate vs. Bitcoin as Investments 46:29 - Bitcoin Price Manipulation 53:29 - Transparency in Bitcoin vs. Stocks 58:29 - Institutional Adoption of Bitcoin 1:03:29 - ETFs and Wealth Managers' Role 1:09:29 - Closing Thoughts on Bitcoin's Future 01:09:25 - Bitcoin and Programmability 01:11:08 - Closing Thoughts I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening!

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Paul C. Ragone (https://www.iws.one/team/paul-ragone) is the founder and President of Integrity Wealth Services. Paul has over 20 years of experience as a financial advisor, an Accredited Wealth Management Advisor (AWMA), and an Accredited Asset Management Specialist (AAMS). Paul emphasizes client education and communication, which helps eliminate much of the distractions most investors face each day.  In this episode, Chris and Paul discuss: 1. From Orphan Clients to Million-Dollar Success 2. How to Build Client Trust When Starting from Scratch 3. Why Physicians and Engineers Make Great Clients—And How to Serve Them 4. Handling Regulation Challenges  LinkedIn: https://www.linkedin.com/in/integritywealthservices/  Website: https://www.iws.one/team/paul-ragone  Maximize your marketing, close more clients, and amplify your AUM by following us on:  Instagram:  https://instagram.com/ultrahighnetworthclients  TikTok: https://tiktok.com/ultrahighnetworthclients  YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast  Twitter: https://twitter.com/uhnwcpodcast  iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com  Work with us: https://famousfounder.com/fa  DISCLAIMER: This content is provided by Chris Brodhead 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. 

Today, Paul pulls out a Kiplinger article where a UBS Global Wealth Manager goes on the record saying that they like “energy and consumer staples” for investments in 2024. A quick look after 2024 reveals that this area did go up, but it performed very poorly in comparison to most market segments. Paul wants you to know that confident investors don't look to change their investments in the new year and don't follow the countless companies that are gambling and speculating with people's hard-earned money.   For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Work Christmas parties are supposed to be festive, but these confessions take the cake (or maybe the eggnog)! From bubble-wrapped stair rolls to an epic toe-sucking session, Oliver's Wealth Manager bash hit new heights of weirdness. Meanwhile, Mia faked a pregnancy to cover her hangover shame, Jamie blamed his dancefloor disaster on gluten, and Annabel accidentally sexted a dad from her kid's class. Classic holiday chaos. But not all was lost—Hannah drunkenly confessed her crush, and it turned into a five-year relationship. ‘Tis the season for festive mayhem! Which story tops your office party nightmares?

Financial Advisor or Wealth manager?Financial advisor Kostas Stylios joins The Next 100 Days podcast to discuss the differences between financial advisors and wealth managers and the conversation moves towards AI and robot-investing.Summary of the PodcastKostas joins the discussionKostas Stylios provides an overview of the key differences between financial advisors and wealth managers.He explains that while they often perform similar roles, wealth managers are typically associated with serving a wealthier clientele.Meanwhile, financial advisors may work with a broader range of clients.Exploring the active vs. passive investing debateThe conversation shifts to the debate around active versus passive investing strategies.Kostas and the hosts discuss the pros and cons of each approachThese include: the higher fees associated with active management and the potential for active funds to underperform their benchmarks.The future of financial advice and the role of AI The group explores the potential impact of AI and automation on the financial advice industry.They discuss the possibility of AI-powered “customer-facing devices” that could enhance client engagement and the challenges of maintaining the human element of financial advice in the face of technological advancements.Clips from the PodcastDifference between Financial Advisor and Wealth Managerhttps://thenext100days.org/wp-content/uploads/2024/11/Kostas-Stylios-Difference-FA-and-Wealth-Manager.mp4Restrictedhttps://thenext100days.org/wp-content/uploads/2024/11/Kostas-Stylios-Restricted.mp4Testimonialhttps://thenext100days.org/wp-content/uploads/2024/11/Kostas-Stylios-Testimonial.mp4The Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYES, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn.Kevin ApplebyKevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

As a financial advisor, you know full well that there's never a shortage of challenges and concerns on your clients' minds. But how up-to-speed are you on the specific issues that are currently top of mind for the affluent? CEG Insights recently interviewed some 1,200 investors—more than 1,100 of whom have at least $1 million dollars of net worth—about what's got them worried. Let's find out! Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

Stephen Grootes speaks to Gugu Sidaki, Director and Wealth Manager at Wealth Creed, exploring practical strategies for managing financial stress and achieving long-term financial stability.See omnystudio.com/listener for privacy information.

Dr. Martin Tarlie spent years at GMO, the iconic Boston asset manager, and now leads an award-winning investing platform, Nebo Wealth. In this Episode, Martin and Stacy discuss: His backstory: from physicist/golf-performance product developer to SaaS founder How the physics mindset that followed him into the investment world turned into a novel investing approach The massive communication gap between asset managers and investorsWhy the fascination with the 60/40 allocation is misguidedHow Nebo is helping asset managers rethink risk so they can build better portfolios More about Dr. Martin Tarlie: Dr. Tarlie is a member of GMO's Asset Allocation team and serves as the Nebo product lead. Before rejoining GMO in 2018, he was a managing director at QMA. He previously worked on GMO's Global Equity team from 2007 to 2014. Prior to that he worked at Breakwater Trading and at Marlin Capital Corp as a fundamental equity analyst and the director of research. Dr. Tarlie earned his bachelor's degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. He was also a postdoctoral research fellow at the James Franck Institute at the University of Chicago and is a CFA charterholder. He is passionate about building systems based on first-principles thinking, which led him to spearhead the development of Nebo Wealth, a new wealth tech platform challenging the traditional definition of risk. As an entrepreneur in the wealth tech space, Martin's innovative approach redefines risk—not as volatility, but as not having what you need when you need it. He's also a dedicated family man and self-proclaimed “Baseball Dad,” often found cheering his boys from the stands. Want More Help With Storytelling?  +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Welcome to the world of luxury-lifestyle management, where firms like RedBeryl, Indulge Global, and Quintessentially play the role of concierge for their ultra-wealthy clients, making the impossible possible.Now this sort of thing has become even easier for the rich. Because their wealth managers are also taking care of some of these requests. It isn't a one -off thing. Companies like RedBeryl, Indulge GLobal, Quintessential – all of which play the role of concierge for their ulta wealthy clients – are increasingly partnering with wealth managers to edge out competition and increase their clientele. In today's episode, we dive into how wealth managers are finding new ways to delight the ultra-rich. Tune in 

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/MACHINE and get on your way to being your best self. Is your financial advisor helping you build wealth or just selling you products? Today, I am flying solo to dive deep into the crucial process of selecting the right financial advisor, sharing valuable insights from my own experiences. Whether you are an entrepreneur preparing for a business exit or an individual with a growing nest egg, finding the right financial partner is key to securing your financial future.  In this episode of The Greatness Machine, I will break down the three main types of financial advisors–wire houses, independent RIAs (Registered Investor Advisors), and insurance companies–detailing the pros and cons of each. I will also explain why it is essential to interview multiple advisors, understand how fees work, and ask the right questions about the firm's planning capabilities, alt investment opportunities, and who you will really be dealing with on a day-to-day basis.  Topics include: Interviewing multiple advisors to find the best fit for your unique needs Working with advisors that offer comprehensive, in-house services The advantages of working with a lead (G1) advisor compared to a junior (G2) advisor Choosing a planning-centric firm over one focused solely on investments The importance of patience and avoiding hasty decisions during market dips And other topics… Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://therealdarius.com/youtube Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Sponsors: Timeline - Timeline is offering 10% off your first order of Mitopure. Go to timeline.com/GREATNESS. Shopify - Sign up for your one-dollar-per-month trial period at shopify.com/darius. Go to Quince.com/greatness for free shipping on your order and 365-day returns. Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness Learn more about your ad choices. Visit megaphone.fm/adchoices

Ng Hanbin's fascinating journey from top Singaporean basketball player to successful Senior Personal Wealth Manager, via a serious health challenge. Saturday Mornings host Glenn van Zutphen and co-host, author Neil Humphreys talk with Hanbin in their "Singapore Home Brew" segment about how his near-death experience shifted his perspective and led him on a new career path. Listeners will hear about the challenges and triumphs Hanbin faced in both his athletic and financial careers, offering inspiration for anyone seeking a career change or pursuing their passions. This episode is perfect for sports fans, finance enthusiasts, and anyone looking for motivation to make a change. Discover how Ng Hanbin turned adversity into opportunity and built a thriving career!See omnystudio.com/listener for privacy information.

In this episode, Ray Sclafani discusses the evolving landscape of wealth management, focusing on the recent surge in M&A activity among billion-dollar firms. He highlights six critical insights, including the rise of mega deals, the dominance of private equity, valuation pressures, the importance of technology integration, specialization in niche markets, and the emergence of long life capital partners. The conversation emphasizes the need for firms to adapt to these trends to remain competitive and thrive in the industry.Key Takeaways The wealth management industry is experiencing unprecedented M&A activity.Mega deals are becoming more common as firms seek scale.Private equity is a dominant force in wealth management M&A.Valuations remain high due to demand for quality firms.Specialization in niche markets is a growing trend.Firms must position themselves strategically to attract acquirers.References from this episodeEmigrant BankEchelon PartnersDeVoe & CoLiz NesvoldWhitepaper- "Welcome to The Jungle" by Mark HurleyFor more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Send us a textWhat happens when a carefree backpacker becomes a successful private wealth manager? Join us as Thomas Murray shares his transformative journey from world traveler to navigating a quarter-life crisis, ultimately finding success in the financial industry in Malaysia. Discover how he built a financial education course for underserved communities, the importance of personal growth, and how travel and networking shaped his path. Packed with insights on resilience, content creation, and aligning productivity with natural rhythms, this episode is a must-listen for anyone seeking purpose and success.

Our guest this week is Chris Hunter of Orlando, FL a father and grandfather, who has devoted much of his career to serving families with special needs, to help plan their financial future.  Chris and his wife, Jane, have been married for 40 years and are the proud parents of an adult daughter and four grandchildren. Chris is from Canada.  He has a civil engineering degree from New Brunswick University and a MBA from York University.  For 15 years, Chris worked for LafargeHolcim as a professional engineer.  The next 15 years he worked as a financial advisor for Merrill Lynch.  Since 2009 he has been a financial advisor, vice president & investment officer at Wells Fargo Advisors.Chris has been very intentional about serving families touched by disability in a way that separates him from most of the advisor community. His is story of compassion and care.  And we'll hear his story on this week's episode of the SFN Dad to Dad Podcast.Show LinksPhone – (407) 592-4939Email - Chris.Hunter@wellsfargoadvisors.comLinkedIn -  https://www.linkedin.com/in/chrishunterorlando/Website - https://fa.wellsfargoadvisors.com/chris-hunter/Special Fathers Network - SFN is a dad to dad mentoring program for fathers raising children with special needs. Many of the 800+ SFN Mentor Fathers, who are raising kids with special needs, have said: "I wish there was something like this when we first received our child's diagnosis. I felt so isolated.  There was no one within my family, at work, at church or within my friend group who understood or could relate to what I was going through."SFN Mentor Fathers share their experiences with younger dads closer to the beginning of their journey raising a child with the same or similar special needs. The SFN Mentor Fathers do NOT offer legal or medical advice, that is what lawyers and doctors do. They simply share their experiences and how they have made the most of challenging situations.Check out the 21CD YouTube Channel with dozens of videos on topics relevant to dads raising children with special needs - https://www.youtube.com/channel/UCzDFCvQimWNEb158ll6Q4cA/videosPlease support the SFN. Click here to donate: https://21stcenturydads.org/donate/Special Fathers Network: https://21stcenturydads.org/  

Host of Your Money Matters Jon Hansen is joined by Brandon Harwell, Founding Partner at BCH Wealth Management. Brandon talks about how he works with his clients and his prediction for the market in the next year.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with Alex Chaloff, the CIO of a large and sophisticated private wealth management firm that is very active in private markets.Alex is Chief Investment Officer of Bernstein's $125B+ private wealth management unit within $725B AUM AllianceBernstein. He was previously the Head of Alternative Asset Strategies. Prior to joining Bernstein in 2005, he was a MD for Wilshire Associates, serving on the firm's investment committee. Prior to that, he worked in fund accounting operations at a global custodian in Boston.Alex and I had a fascinating conversation about: How to approach private markets asset allocation.Why he's doing the job that he always wanted to do.How to think about portfolio construction.The importance of patience.The questions about liquidity.Why structure matters.Thanks Alex for coming on the show to share your wisdom and views.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Sponsor Message01:18 Podcast Theme Song01:35 Welcome to the Podcast01:59 Introducing Alex Chaloff03:01 Alex Chaloff's Career Jurney03:49 Transition to Bernstein04:16 Current Role and Responsibilities05:26 Investment Strategy and Market Insights06:58 Active vs Passive Investment11:35 Middle Market Focus14:26 Evaluating Fund Managers18:28 Lessons Learned in Fund Management20:51 Allocating to Private Markets22:38 Liquidity and Risk Management27:01 Current Market Opportunities31:01 The Perception of Infrequent Reporting31:38 Private Wealth and Market Fluctuations32:21 Understanding Liquidity Concerns32:54 The Future of Private Market Investments33:38 Challenges in Public Market Benchmarks34:45 GP and LP Dynamics in Private Markets36:58 Product Innovation in Private Markets38:30 Evergreen Structures and Asset Allocation39:20 Vintage Diversification Strategy42:07 Lessons from the Current Market Cycle42:30 Next Generation Investors and Impact Investing46:13 Double Bottom Line Investing48:24 Concerns in Private Debt Markets51:33 Opportunities in Venture Capital54:36 Favorite Alternative Investments and Future Trends

This week, we dive deep into the world of wealth management with a special guest—Josh Manwaring, a seasoned Wealth Manager from the greater Phoenix area (and Jamison's brother!). Josh brings a wealth of knowledge to the table, offering practical, no-nonsense advice on how to simplify your retirement savings strategy. His key message? Save as much as you can and live frugally now to secure a prosperous future. In this episode, Josh demystifies what it really means to be a financial advisor, pulling back the curtain on the industry and explaining the often misunderstood ways that advisors are compensated. He addresses common concerns that people have when deciding whether to hire a financial advisor, providing a balanced view of the pros and cons straight from someone who knows the industry inside and out. The discussion takes an intriguing turn when Jamison shares how Tony Robbins' book, The Holy Grail of Investing, transformed his approach to saving and investment. Josh and Jamison explore how this book can serve as a valuable resource for anyone looking to refine their financial strategy. Josh also offers his expert take on the age-old debate between investing in real estate versus the stock market, explaining how your age and financial goals should guide your choices. For those curious about cryptocurrency, Josh shares his well-researched thoughts on its potential future, even though it's not his primary area of expertise. Whether you're just starting your retirement planning journey or looking to optimize your existing strategy, this episode is packed with actionable insights. Tune in to learn how to take charge of your financial future, navigate the complexities of investing, and set yourself up for a secure and prosperous retirement.

The bedrock of the legal profession is a commitment to upholding the rule of law. Unfortunately, as Stanford Law researchers discover in the complex world of international sanctions, lawyers can often facilitate non-compliance and evasion.It's been two years since Russia's illegal invasion of Ukraine. And yet, businesses are still skirting sanctions imposed on Russia. As Erik Jensen, director of the Rule of Law Program at Stanford Law School, and law students Sarah Manney and Kyrylo Korol explore in this episode of Stanford Legal, lawyers could be playing a critical role in enabling Russian Oligarchs' evasive maneuvers.With hosts Rich Ford and Pam Karlan, the three guests explore the intricate relationship between legal practice and international sanctions, discussing insights from their research, the ethical responsibilities of lawyers, and potential solutions for safeguarding the rule of law.Connect:Episode Transcripts >>> Stanford Legal Podcast WebsiteStanford Legal Podcast >>> LinkedIn PageRich Ford >>>  Twitter/XPam Karlan >>> Stanford Law School PageStanford Law School >>> Twitter/XStanford  Law Magazine >>> Twitter/XLinks:Erik Jensen >>> Stanford Law School Page(00:00:00) Chapter 1: Introduction and OverviewKyrylo Korol discusses the responsibility of lawyers to uphold democracy and the impact of their actions on the profession. Hosts Rich Ford and Pam Karlan introduce the topic of Russia's invasion of Ukraine and the international response.(00:01:33) Chapter 2: Genesis of the Policy LabErik Jensen explains the inception of the Policy Lab focusing on sanctions against Russia, including the motivation from an S-Term course and subsequent student enthusiasm.(00:03:16) Chapter 3: Kyrylo Korol's Personal MotivationKyrylo Korol shares his dual perspective as a Ukrainian and American lawyer, emphasizing the need to keep the discussion on Russia's war against Ukraine alive and his personal drive to support Ukraine.(00:05:32) Chapter 4: Focus of the Policy LabThe team discusses the main areas of their research, including the role of Russian oligarchs in the war and the involvement of legal professionals in facilitating sanctions evasion.(00:12:57) Chapter 5: Comparative Analysis and Legal FrameworksThe conversation shifts to the comparative study of how different countries regulate lawyers concerning sanctions and money laundering, and the ethical obligations of U.S. lawyers with Sarah Manney.(00:21:25) Chapter 6: Challenges and Implications for the Legal ProfessionThe team delves into the implications of their findings for the legal profession, discussing the balance between upholding legal privileges and preventing abuse, and addressing systemic risks and de-risking issues.

We've provided a wealthy of insights on affluent clients' opinions about technology's role in their financial lives—what they want (and don't want) from their advisors in areas such as tech-enabled outreach and communication, information and education on your website, social media outlets, financial planning tech, and emerging tools such as AI.  Taken together, those findings point to 10 key tech strategies that you should seriously consider implementing in your practice. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

In this episode, we speak with Himanshu Kohli, Co-Founder of Client Associates. Client Associates is a leading private wealth management firm dedicated to providing personalized financial solutions to high-net-worth individuals and families. With a strong presence in the Indian financial landscape, Client Associates has built a reputation for trust and excellence, guiding their clients through complex wealth management processes. Himanshu Kohli's journey is one of vision, innovation, and a deep understanding of wealth dynamics. Since its inception, Client Associates has evolved to address the growing needs of India's affluent, adapting to changing market conditions and client expectations. Himanshu's commitment to building a firm that not only manages wealth but also plans for succession and legacy is truly inspiring. His insights into building capabilities, fostering trust, and understanding the mindset of the wealthy in India offer valuable lessons for anyone interested in wealth management. In our conversation, we delve into the origins of Client Associates, the challenges and successes faced along the way, and the future of private wealth management in India. Himanshu shares his personal experiences, life learnings, and advice for the younger generation aspiring to enter this field. This episode provides a comprehensive look at the intricacies of managing wealth and the importance of adapting to a rapidly changing environment. We're also very delighted to share that we are now a part of the Zerodha Collective Network! Grateful to be a part of and have the support. Here's what we talked about: 0:00 - Preview 0:48 - Introduction 1:38 - Emerging Indian Wealth 4:22 - Starting Private Wealth Management 11:56 - Entering the Market 19:26 - Evolution of Client Associates 22:36 - Planning Succession Wealth 28:32 - Building Capabilities 33:04 - Building Trust 36:48 - How the Rich in India Think 41:56 - Adapting to Change 49:43 - Managing Risk 52:59 - Learning from Clients 53:42 - Himanshu's Life Lessons 56:11 - Leading Client Associates 1:03:48 - Life Beyond Client Associates 1:08:48 - His Biggest Superpower 1:09:48 - Advice for the Younger Generation 1:12:45 - Outro Tune in to gain insights from one of the leading minds in private wealth management and learn how to navigate the complexities of wealth creation and preservation Instagram of Jivraj - https://www.instagram.com/jivrajsinghsachar/ #indiansiliconvalley #isv #indiansiliconvalleypodcast #isvpodcast #jivrajsinghsachar

Send us a Text Message.In this insightful panel discussion hosted by the Family Office Club and Richard C. Wilson, experts in the field delve into their respective areas of expertise within the investment space. Topics include a focus on alternative investments such as private equity, venture capital, real assets, and private credit. The panelists, each representing different perspectives within the family office realm, discuss strategies and insights tailored for first-generation wealth builders, business owners, and entertainers seeking robust financial planning and advisory services.-------------------- Watch the youtube video here https://youtu.be/4T0BpwFhRvo Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com To date, our podcast and YouTube content has been downloaded over 5 million times.  Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@FamilyOfficeClub

Keith Laska is a Professor of Bitcoin at Fordham University in New York. He is passionate about Bitcoin but got frustrated by the lack of high-quality, easy-to-understand education. To understand Bitcoin, he spent thousands of hours on YouTube, social media, books, and attending conferences. Keith concluded that Bitcoin is a once-in-a-generation money transformation, and most people won't understand it until it's too late. So he put a team of passionate Bitcoiners together and launched Learn Bitcoin, a Bitcoin Education Network. → Follow Keith on https://x.com/keithlaska → Keith's Bitcoin Education Network: https://learnbitcoin.io

•    The hosts, Bruce Whitfield, Maya Fischer-French, Personal Finance Journalist at Maya on Money, Gugu Sidaki, Director and Wealth Manager at Wealth Creed, and Warren Ingram, Co-Founder of Galileo Capital, discuss their 'one-thing' that can improve a household's personal finances. •    In an interview with Bruce Whitfield, Dr. Frank Magwegwe, Head of Financial Wellness and Advisory at Nedbank and GIBS faculty member, Nicky Newton-King, Former CEO of the Johannesburg Stock Exchange and Chairman of the Stellenbosch University Council NED, and Mike Abel, Chief Executive Partner and Co-Founder of M&C SAATCHI ABEL discussed how the economy and society are impacted by a butterfly effect and how it has the potential to drastically alter the trajectory of events in the country toward greater prosperity. •    Bruce Whitfield, host, speaks with Dr. Rutendo Hwindingwi, the founding director of Tribe Africa consultancy and author of Rumble in the Jungle Reloaded, and Dianna Games, the CEO of Africa At Work, about 'ONE THING' that South Africa can do to further the continent.See omnystudio.com/listener for privacy information.

The Group's success was made possible by Premier's unwavering focus on margin management, upskilling our workforce, and optimizing operational efficiencies. Despite financial limitations, Premier has been able to deliver on its investment case with resiliency and dedication to its goal because to R6 billion in capital expenditures over the previous ten years. Premier Group CEO Kobus Gertenbach joins with host Bruce Whitfield to help us comprehend these results. In recent months, a number of phishing schemes that target eFiling taxpayer profiles have surfaced, leading to the hacking of taxpayer profiles and the takeover of businesses. The major goal of scammers is to change banking information and login credentials so they may later file fake value-added tax (Vat) returns that are paid to the scammer's bank account. Host Bruce Whitfield speaks to Jean-Louis Nel, tax attorney at Van Huyssteens Commercial Attorneys, on how to safeguard your account and why and how the South African Revenue Service (Sars) will hold a taxpayer accountable if the fraud originates within the firm. In just over four years, Plato Coffee, a South African success story, has grown from its humble beginnings selling coffee out of a container in Centurion to a thriving empire with 58 outlets nationwide. Today, Plato Coffee employs about 350 people throughout South Africa, runs 20 corporate-owned and 38 franchise locations, and has a state-of-the-art roastery. Host Bruce Whitfield speaks to brothers Stephan and Petrus Bredel, the creators of Plato Coffee, about their adventure. Can a family handle personal finance management together? Create a family budget, discuss the five wellbeing areas and what they mean, set clear financial goals, review and maximize insurance, plan ahead for future expenses, teach children financial responsibility, use technology and financial tools wisely, hold regular family meetings, and seek professional advice. Bruce Whitfield is joined by Gugu Sidaki, Director and Wealth Manager at Wealth Creed, as she discusses how to have a family. See omnystudio.com/listener for privacy information.

Today we're joined by Jenny Martella, Principal and Wealth Manager at Modera Wealth Management, whose unique journey in the financial advisory world saw her and her partner achieving remarkable success in growing their firm from $19 million to $250 million in assets under management within 7 years. Jenny and her previous partner were so successful that they decided to seek a merger with Modera Wealth, a much larger enterprise, so they could focus on their strengths. In this episode, we explore Jenny's strategies for growth, the challenges of operational responsibilities, and the decision-making process behind merging with a larger firm. Listen in as Jenny discusses the intricacies of the merger process, from exploring potential partners to navigating the transition of clients and brand identity. She also shares lessons about managing change, adapting to new technologies, and finding her place within the larger organization. You'll learn about her methods for effective client communication and maintaining personal inspiration in the face of professional challenges, ideas for preserving brand identity during a merger, and more. For show notes and more visit: https://www.kitces.com/387   

We sit down with Wealth Manager, Bruce Weinstein, to discuss the value in having a detailed financial strategy in place when starting to create your estate plan. In this episode, Steve and Bruce discuss the following:·       Financial planning and estate law with an expert.·       Estate planning, financial projections, and tax implications.·       Estate planning, liquidity issues, and transferring assets to next generations.·       Life insurance planning for wealthy couples.·       Estate planning, financial planning, and small business ownership.·       Financial planning and estate law with a focus on trusts and taxes.If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.To learn more about how Bruce can help you, you can visit his website: https://weinsteinwealth.com/Disclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.

Wealth Management Director and Author Lindsey Kane Leaverton joins host John Garrett to discuss the intersection of her financial expertise and her passion for creativity. Lindsey shares insights from her book "Not Another Self-Help Book," reflecting on the role of songwriting and writing in her personal healing journey. She delves into the unexpected positive impact her book has had on her clients, revealing the importance of authenticity in professional and personal spheres. Lindsey's love for Life cereal, dark chocolate-dipped waffle cones, and an out-of-tune green piano is also on full display. Through her candid conversation, she illustrates the enriching power of embracing one's creative side. The episode showcases Lindsey as a prime example of living the "What's Your 'And'?" philosophy, blending professional drive with personal passions.