Podcasts about wealth managers

Who became wealthier in 2025 and what do they want from their financial advisor? Merryn Somerset Webb sits down with Capgemini's Gareth Wilson to discuss the latest World Wealth Report, the rise of robo-advisors and family offices and why traditional wealth management firms are facing growing competition. They also debate the question: Do investors want empathy from their wealth manager or simply better returns?See omnystudio.com/listener for privacy information.

Jason Butler joins us today to discuss how having been a Wealth Manager to thousands of millionaires - what is the reason you're not rich yet! ---------

Welcome to the 20th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. In the latest episode of the Alts Pulse, we were live from iCapital Connect. iCapital Managing Director, Head of Private Asset Research & Model Portfolios, Kunal Shah, and I had a conversation about how to marry an institutional allocator's mindset with the nuances of serving wealth clients.Kunal brings an institutional allocator's mindset to the wealth channel. At iCapital, he's focused on the identification, selection, and due diligence of private equity funds offered on the Flagship Platform. Prior to iCapital, Kunal was a Principal in the private markets group at Meketa Investment Group, a leading global investment consultant serving pension funds, endowments and foundations, and family offices. In that role, Kunal was responsible for leading and managing private equity fund investments. He joined Meketa in 2006 and invested globally, covering buyouts, venture capital, private debt, natural resources, and infrastructure investments. He also developed and led Meketa's secondary funds purchase practice. Kunal has also served on various LP advisory boards. Prior to Meketa, Kunal was an analyst at The Vanguard Group. Kunal and I finally turned all those hallway conversations we had at iCapital's old office of 441 Lexington into a podcast! We had a fascinating discussion about how to evaluate alternative asset managers and what makes a great manager. We covered:How should wealth managers approach private markets?Why it's important to “always be committed” rather than try to time vintages.Are evergreen structures a “game changer” for the wealth channel and a foundational piece for model portfolios?What features does a GP need to run an evergreen fund structure?What does the centralization of the CIO function and OCIO consolidation in the wealth channel mean for GPs?Thanks, Kunal, for sharing your passion, wisdom, and expertise at the intersection of private markets and private wealth, and for a great conversation that tied together how private markets and private wealth are changing as new product structures and product innovation take shape.

Alana Riley is the Senior Vice President, Product & Distribution, Mortgage and Banking Solutions at IG Wealth Management. In this episode, Alana and host Stephanie discuss how Alana got to where she is today (personally and professionally), how she makes it work as a parent, what she wants you to know about financial planning, and the risk that changed her life. Alana is inspirational, had me thinking, AND provides practical advice that will benefit your career AND your personal life. Listen to get inspired, learn, and grow! More about Alana: Alana Riley has had an expansive career in Financial Services, leading teams of 1000+ employees in Wealth Management, Insurance, Banking, Mortgages, Estate & Trust, Small and Medium Sized Business lines. AND she was awarded Women of Finance, Wealth Manager of the Year. https://www.patreon.com/womendontdothat Instagram - http://www.instagram.com/womendontdothat/ TikTok- http://www.tiktok.com/@womendontdothat Blog- https://www.womendontdothat.com/blog Podcast- https://www.womendontdothat.com/podcast Newsletter- https://www.beaconnorthstrategies.com/contactwww.womendontdothat.com YouTube - http://www.youtube.com/@WOMENdontDOthat How to find Stephanie Mitton: Twitter/X- https://twitter.com/StephanieMitton LinkedIn - https://www.linkedin.com/in/stephaniemitton/ beaconnorthstrategies.com TikTok- https://www.tiktok.com/@stephmitton Instagram- https://www.instagram.com/stephaniemitton/ Interested in sponsorship? Contact us at hello@womendontdothat.com Produced by Duke & Castle Our Latest Blog: https://www.womendontdothat.com/post/i-don-t-do-resolutions-i-do-this-perfect-for-busy-women Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

'It's not about when there will be a recession or a downturn; it's how we respond, react, and behave when it does happen' – Mark MacSymon, Private Client Holdings.

Jay Lawrence is a Wealth Manager at Rathbones who look after £110 Billion for their clients. He joins us to discuss why buying a house is the worst money move in 2026 plus what he thinks is the better one to make for most people.---------A huge thanks to the episodes sponsor - Trading 212. 

Sean Standerwick opens up about building a wealth management business from £20 million to over £260 million, and the lessons learned along the way about money, discipline, and long-term thinking. What started as a traditional, hands-off advisory firm evolved into a modern, high-touch service built around ongoing relationships, smarter investing, and helping clients actually understand how to build real wealth. At its core, it's not just about numbers - it's about financial peace of mind, structure, and making better decisions early.But behind the growth is a much bigger conversation around the realities of money in the UK today. From rising taxes and shrinking allowances to the pressure on business owners and high earners, Sean breaks down how the landscape has shifted - and why so many people are unknowingly leaving money on the table. Simple habits like using ISAs, pensions, and tax-efficient strategies become the difference between stagnation and serious long-term wealth.Alongside this is a deeply personal journey - navigating a complex family management buyout, balancing business with life, and dealing with the emotional weight of taking over something built by a parent. What followed was a year and a half of intense negotiation, pressure, and growth - ultimately reshaping not just the business, but relationships and perspective.Now, Sean focuses on helping entrepreneurs and founders build wealth the right way - starting early, thinking long-term, and avoiding the common mistakes that cost people years. It's a grounded look at money, business, and the habits that quietly separate those who build lasting wealth from those who don't.This is the eventful life of Sean Standerwick. If you're a Founder and would like to come on the podcast then you can apply on the link here

In today's Tech3 from Moneycontrol, India's IT sector sees strong deal wins but weak revenue conversion as AI reshapes contracts. Wealth-tech platforms push to bring retail investors into structured investing. Dosa brand Benne eyes fresh funding from Claypond Capital, and SuperOps cuts workforce as it pivots to an AI-first model.

The private credit boom is having a shake-out: But not before many Australian investors - and big super funds - placed a lot of money into what has been, until very recently, a boom business. What's on the line and where is the exposure? Andy Darroch of Independent Financial Advice joins Associate Editor, James Kirby in this episode. In today's show, we cover: The problems plaguing private credit How local wealth managers and big funds are linked with the crisis Liquidity - If you did not know what it meant, you will now How to assess private credit as an asset class from here See omnystudio.com/listener for privacy information.

David Shapiro is Deputy Chairman at Sasfin Securities Pty Ltd. and Viv Govender is a Wealth Manager at Rand Swiss

Viv Govender is a Wealth Manager at Rand Swiss

From family offices to boutique advisory firms, the world of wealth management is shifting fast. Consolidation is on the rise, clients are demanding advice that’s truly tailored to them, and technology is changing how investments are managed. So what’s driving the surge in popularity of External Asset Managers, or EAMs? And how are client expectations evolving in this new landscape? On Wealth Tracker, Hongbin Jeong speaks to Laurent Pellet, Global Head of External Asset Managers (EAM), Lombard Odier, to find out more.See omnystudio.com/listener for privacy information.

Bernie Madoff & how NOT to go about it! Wealth Manager Talk w Eric Mangold Worried About Your Finances? https://www.emangold.com/*Curator Show Host: Pink the Disruptive Forcehere where HUMANITY × BUSINESS500+ CEO EPISODES100K BIZ AUDIENCE20+ YRS MarketingHARVARD RESEARCHPodcaster · Live StreamerProducing CEO-level interviews since 2020. Executives & Investors are in the room.Just 15 minutes — looking for Authors, Speakers, Coaches, Entrepreneur conversations and you walk away with real, lasting visibility tooYOU GET→ Evergreen content→ Full media kit→ Mini PR campaign→ 2027 Marketing→ Audience positioning→ Distribution+https://calendly.com/pinkcloud9media/podmatch-guest?month=2026-04BOOK here#pinkcloud9media #podcast #donation#sponsor#business

Viv Govender is a Wealth Manager at Rand Swiss

David Shapiro is Deputy Chairman at Sasfin Securities Pty Ltd. and Viv Govender is a Wealth Manager at Rand Swiss

MoneyMonday Topic: Using multiple financial advisers may hurt your wealth Guest: Mark MacSymon, Wealth Manager at Private Client Holdings

India's Northeast has always had money. Wealth managers are only now showing up to court it, and finding the welcome chillier than expected. Post-GST, a wave of newly banked business wealth is looking for a home. Sophisticated products like AIFs, PMS, bonds, are finding takers. But Northeastern millionaires play by different rules. They don't respond to cold calls. They don't trust outsiders easily. And they have little patience for managers who can't answer basic questions.So what does it actually take to win a client here — and why are so many wealth managers still getting it wrong?Tune in. 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.

David Shapiro is Deputy Chairman at Sasfin Securities Pty Ltd. and Viv Govender is a Wealth Manager at Rand Swiss

In this insightful interview, Tad Fallows shares his expertise on wealth management, self-managing high net worth portfolios, and the strategic use of asset classes like stocks, real estate, and private equity. Discover how wealthy individuals approach wealth creation, risk management, and the importance of community and education in managing substantial assets.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

David Shapiro is Deputy Chairman at Sasfin Securities Pty Ltd. and Viv Govender is a Wealth Manager at Rand Swiss

In this episode of Lead-Lag Live, I sit down with Michael Germano, Founder and Wealth Manager at Key Sage Wealth, to discuss whether markets are entering a major rotation after years of mega-cap tech dominance.From signs of mean reversion and passive-driven distortions to the case for a commodity supercycle and a weakening U.S. dollar, Germano explains why investors may want to rethink concentration risk and reassess exposure to AI-driven valuations.In this episode:– Why mega-cap tech may be “long in the tooth”– How passive flows have created market inefficiencies– The case for a structural commodity supercycle– What a weaker dollar means for portfolios– How wealthy investors compound capital using lending strategiesLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#MarketRotation #Commodities #AI #AssetAllocation #WealthManagementSupport the show

Sure music is all well and good, but what's the point if you can't afford to live? That's where a wealth advisor like Rick Morse comes in. He helps people manage their wealth to set them up for success in the coming years.For more information, you can find Rick on the Merril Lynch website.

For today's show we're bringing you an evergreen episode that we found really insightful last summer and the lessons remain valid for today.The more than $100 trillion wealth transfer that’s projected to be passed down from older to younger generations over the next quarter century is set to reshape the wealth management industry. And younger investors plan to move their money to new advisors, according to a report by IT services and consulting group Capgemini.On this episode of Merryn Talks Money, the firm’s global banking industry leader, Gareth Wilson, joins host Merryn Somerset Webb to discuss why young people want to make the move and what they should consider when choosing new wealth managers.See omnystudio.com/listener for privacy information.

In times of uncertainty, we need reminders of what truly matters. Today's episode is a profound lesson in hope, love, and perspective—one that gently calls us back to presence, connection, and grace.This is a re-release of my conversation with Bill Valentine, who passed away peacefully at home on October 21, 2022. I felt deeply called to bring this episode forward again. It's exactly what we need right now.This conversation isn't about fear or loss—it's about living without regret, being fully present because life is fleeting, and holding hope for the future.Many people say the most precious gift we can give is our time. Bill understood this in a way few ever do. When we recorded this episode, he was living with stage four terminal pancreatic cancer, and he chose to spend some of his remaining time with us.Bill was the only guest I've ever interviewed without doing extensive research beforehand. I wanted to meet him heart to heart. As it turns out, that choice mirrored one of his greatest realizations: who we truly are has nothing to do with what we've accomplished.Bill was a husband and a father of four boys. His focus had narrowed to what mattered most—love, relationships, and presence.In this conversation, Bill shares what his days looked like, what cancer was teaching him, and the lessons he wanted his sons to carry forward. He speaks openly about participating in his own living funeral—receiving love, hearing how he mattered, and discovering that he was, and always had been, enough.He also shares how psilocybin treatment helped him come to terms with his diagnosis and arrive at a simple, powerful truth: the meaning of life is to give and receive love. This is the legacy he left behind.“It shouldn't take a terminal disease for you to wake up to your obligation to live a full life—and at the center of that are other people.” — Bill ValentineBill was one of the greatest teachers to ever join Cracking Open. His wisdom, humility, and open heart continue to ripple outward.Rest in peace, Bill.Thank you for everything you taught us.

Pippa Hudson speaks to Nicola Langridge, a certified Financial Planner and a Wealth Manager at Private Client Holdings about shared accounts and how they work in the South African banking context. Lunch with Pippa Hudson is CapeTalk’s mid-afternoon show. This 2-hour respite from hard news encourages the audience to take the time to explore, taste, read and reflect. The show - presented by former journalist, baker and water sports enthusiast Pippa Hudson - is unashamedly lifestyle driven. Popular features include a daily profile interview #OnTheCouch at 1:10pm. Consumer issues are in the spotlight every Wednesday while the team also unpacks all things related to health, wealth & the environment. Thank you for listening to a podcast from Lunch with Pippa Hudson Listen live on Primedia+ weekdays between 13:00 and 15:00 (SA Time) to Lunch with Pippa Hudson broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/MdSlWEs or find all the catch-up podcasts here https://buff.ly/fDJWe69 Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Conversations about money often come with pressure. People worry about getting it wrong, asking the wrong question, or not fully understanding what's being explained. In those moments, clarity and trust matter just as much as expertise.In this episode of the Body Talk podcast, Alina is joined by Chenji Meng, Wealth Manager at Hymans Robertson Personal Wealth, to explore the role of trust and clear communication in the financial world.Chenji describes his work as financial therapy, focusing not just on numbers, but on the emotions, behaviours and beliefs that shape financial decisions. We talk about what great communication looks like in high-stakes conversations, how leaders can make complex financial ideas easier to understand, and why empathy and listening are just as important as technical expertise.This conversation is for anyone curious about how trust is built through communication, particularly in professional and financial settings. It offers a thoughtful look at how clarity, empathy, and presence shape decision-making, and why the human side of communication matters, especially when the stakes are high.

Charles is joined by Mario Veneroso, Wealth Manager at Kingsview Partners, to discuss reported data center investments and compare Google's performance with OpenAI in the evolving AI landscape. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Social Security headlines are everywhere, and much of what federal employees are hearing is confusing, incomplete, or flat-out wrong. In this episode of Plan Your Federal Retirement, Floyd Shilanski, Wealth Manager, cuts through the noise and explains what federal employees actually need to know about Social Security as retirement approaches. https://zurl.co/awQVP

Nokukhanya Mntambo speaks to Dr Dale McKinley, Political Economist, about South Africa’s economic performance in 2025 and the outlook for 2026, unpacking key finance, business and policy considerations. In other interviews, Siba Njoba, Director and Wealth Manager, discusses financial planning for new families, while clinical psychologist Charity Mkone explores how individuals can overcome imposter syndrome. The show also features SATSA Chairperson Oupa Pilane on why Gen Z is prioritising travel over family time, and sports business specialist Nqobile Ndlovu on the growing commercial and branding opportunities within the business of sport. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Rick Morse is a Senior Financial Advisor along with being a Senior Vice President at Merrill Lynch Wealth Management in Long Island, NY. In this episode Rick talks about music, your money, and planning your future! Rick graduated from Ithaca College in 1978 with a Bachelor of Science degree in accounting. He earned his Certified Investment Management Analyst® designation at The Wharton School, University of Pennsylvania, the CERTIFIED FINANCIAL PLANNER® certification and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. He is a member of Investment Management Consultants Association, CFP Board of Standards and the Institute for Preparing Heirs. Rick grew up navigating two worlds with complimentary sets of values. One culture focused on achieving success while the other focused on enjoying success. His focus includes multi-generational wealth planning, business succession strategies and tax aware investment management. He advises high net worth families, corporate executives, foundations and profit sharing plans. His goal is to help clients bridge the gap between building wealth and preserving it and has his clients make thoughtful, unhurried decisions. Rick has the knowledge, experience, and access to fully capitalize on the extensive resources and global reach of Merrill Lynch Wealth Management.  Website https://advisor.ml.com/sites/ny/melville-ny/morse-group Listed as Richard Morse on the website Location Melville, NY About Music Matters with Darrell Craig Harris The Music Matters Podcast is hosted by Darrell Craig Harris, a globally published music journalist, professional musician, and Getty Images photographer. Music Matters is now available on Spotify, iTunes, Podbean, and more. Each week, Darrell interviews renowned artists, musicians, music journalists, and insiders from the music industry. Visit us at: www.MusicMattersPodcast.comFollow us on Twitter: www.Twitter.com/musicmattersdh For inquiries, contact: musicmatterspodcastshow@gmail.com Support our mission via PayPal: www.paypal.me/payDarrell  voice over intro by Nigel J. Farmer          

Episode 123: This week, Kyle Van Pelt talks with Tim Thomas, Chief Investment Officer and Wealth Manager at Badgley Phelps Wealth Managers. Tim joined Badgley Phelps in 2008 and brings more than two decades of experience in financial planning and portfolio management. He specialized in security analysis and selection, portfolio construction, asset allocation, and alternative investments. Tim shares with Kyle about the mechanics of modern portfolio construction. He discusses why the financial plan must be the north star for investment strategy, how to navigate the noisy and rapidly democratizing world of alternative investments, and how AI is changing the backend of advisory work without replacing the human connection. In this episode: (00:00) - Intro (01:33) - Tim's money moment (02:57) - Marrying financial planning with investment strategy (03:56) - How investing has changed over time (06:18) - The rise in alternative investments (09:55) - Understanding alts as more than one asset class (16:24) - How Badgley Phelps helps clients navigate the nuances of alts (18:27) - Managing M&A and the acquisition of Marshall & Sullivan (21:45) - How Badgley Phelps approaches holistic planning (23:40) - Tim's thoughts about the future of the industry (27:25) - Tim's Milemarker Minute Key Takeaways Planning is a strategy. Investments are implementation.  The most effective portfolios are built after the cash flow model is complete.  By understanding the client's lifestyle needs and success rates first, you can determine the specific hurdle rate required to achieve their goals.  Democratization of alts is exciting, but operational risk is real. Alternative investments are booming, but they shouldn't be added to a portfolio just because they are trendy or accessible. Customization beats cookie-cutter strategies. Whether it's equities, fixed income, or alts, thoughtful leaders build client portfolios around client-specific needs — income, growth, risk tolerance, or liquidity — instead of defaulting to one-size-fits-all recommendations. The quarterback model vs. the generalist. There is a massive industry push to bring tax, legal, and estate planning in-house. Sometimes, building a bespoke team of external experts serves the client better than a one-size-fits-all internal department. Quotes "Planning has really come to the forefront, and the investments are critically important because that is the implementation of the plan. But the planning has definitely risen in prominence, and it has a much bigger role than it used to." ~ Tim Thomas "It's just incredible to see how fast alts have grown in prominence and how big an allocation they're getting in portfolios these days. We're missing out on some opportunities by not having them." ~ Tim Thomas "When you think about technology, computers are really good at crunching a lot of data, sorting, and solving a lot of different things at the same time. What they can't replace is that conversation with a client." ~ Tim Thomas Links  Tim Thomas on LinkedIn Badgley Phelps Wealth Managers Vanguard iCapital CAIS Focus Financial Partners Marshall & Sullivan, Inc. Chip War: The Fight for the World's Most Critical Technology Boom: Bubbles and the End of Stagnation Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

On today's episode of The American Land Man Podcast, we are back in the studio with Matt Radintz. We discuss:What separates average hunting land from elite whitetail groundManaging hunting pressure to let bucks reach maturityHabitat improvements that actually matterLong-term mindset vs short-term resultsWhy access, timing, and restraint are criticalHow land ownership changes the way you huntPassing land down and building legacy propertiesAnd So Much More!Connect:-https://bit.ly/NeilHaugerWhitetailProperties-https://bit.ly/NeilHaugerFacebook-https://bit.ly/NeilHaugerYouTube-https://bit.ly/NeilHaugerInstagram

In this week's episode of "Maximize Business Value," Dave Casey continues his conversation with new host of the Maximize Business Value Podcast: Gil Bean. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!                                        #maximizebusinessvalue #masterypartners #exitplanning #businesssuccess #GilBeanGET THE BOOKS: Start with Maximizing Business Value by Tom BronsonLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about Gil BeanGil Bean is an experienced strategic advisor specializing in wealth preservation and maximizing business value. A Certified Exit Planning Advisor (CEPA) since 2021, he is dedicated to helping business owners prepare for and execute successful transitions. Most recently, he was a Partner at ExitSmarts, Inc., where he worked with a network of trusted advisors, including Certified Financial Planners (CFPs), Wealth Managers, and Certified Public Accountants (CPAs), helping them help their clients who own businesses. Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.

In this week's episode of "Maximize Business Value," Dave Casey introduces new host of the Maximize Business Value Podcast: Gil Bean. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!                                        #maximizebusinessvalue #masterypartners #exitplanning #businesssuccess #GilBeanGET THE BOOKS: Start with Maximizing Business Value by Tom BronsonLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies. Learn More about Gil BeanGil Bean is an experienced strategic advisor specializing in wealth preservation and maximizing business value. A Certified Exit Planning Advisor (CEPA) since 2021, he is dedicated to helping business owners prepare for and execute successful transitions. Most recently, he was a Partner at ExitSmarts, Inc., where he worked with a network of trusted advisors, including Certified Financial Planners (CFPs), Wealth Managers, and Certified Public Accountants (CPAs), helping them help their clients who own businesses. Gil previously served as an EOS Implementer, a role in which he leveraged his expertise in organizational structure and process to drive substantial improvements in business clarity and performance. Prior to that, he built an extensive career in global sales in the enterprise-level software industry, holding key roles with major companies like SAP and JD Edwards. Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.

In this Oyster Stew episode our experts unpack what regulators expect and how firms can build strong processes around Reg Bi and account type recommendations recommendations.·       What Makes an Account Recommendation “Best Interest”? ·       Balancing Cost and Services. ·       Special Considerations in Practice Transitions. ·       Avoiding Double Dipping. ·       Documentation: Showing Your Work. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!

Join Jose Torres as he sits down with Michael Larson (The Money Show), Harry Figgie and Denton Jones (Greenwich Wealth Management), Jeff Zipper (Fifth Third Private Bank), and Vincent Randazzo (View Wright Advisors) to explore how wealth managers use forecast contracts in today's markets. Hear expert insights on trading strategies, prediction markets, and portfolio positioning from some of the industry's most trusted voices.

Ian Freeman started his professional life in banking, but it was after some personal reevaluation—facing both challenges and unexpected lessons—that he made the leap into wealth management and insurance. He's now the founder and lead wealth management advisor for The Freeman Group (part of Western Mutual), and has helped thousands secure their futures since 1987.Ian's journey is filled with stories of resilience, ethical leadership, and always putting people before profit—a mindset that's guided him to sell nearly $2B in life insurance policies. He's earned every one of his AEP, CASL, ChFC, and CLU designations by making authentic, long-lasting client relationships his highest priority. As an international speaker and author, Ian's new book Life Beneath the Suit brings together real experiences from the financial world, showing how moments of uncertainty can inspire growth, emotional well-being, and a renewed sense of purpose.

These personal stories from 5 fee-only wealth managers in Washington, DC show that there isn't one correct way to invest your family's money. Welcome to Financially Well, the finance podcast for Millennials.

This week, Jack Sharry talks with John Amore, President of Kestra Financial. John is committed to building out capabilities that empower advisors and support the financial independence of their clients. He focuses on creating a thriving community of complete wealth managers. Before becoming President, John led Kestra's Wealth Management division, where he drew on his global leadership experience to drive growth, innovation, and advisor success. John shares with Jack why he made the leap from wirehouse to the independent space, how Kestra is building out a holistic ecosystem for advisors, and what the firm is learning about one of the most critical issues facing the industry today—succession planning. John also discusses the recent industry study on succession planning and why it's a necessary and often deeply personal issue for financial advisors. In this episode: (00:00) - Intro (01:25) - John's career journey (05:10) - Lessons learned as president of Kestra (06:27) - Kestra's ecosystem and wealth management capabilities (10:03) - Why succession planning is important at Kestra (13:46) - The personal side of business and relationships (16:29) - How John operationalizes succession planning (18:29) - Kestra's new ventures (19:38) - John's key takeaways (20:20) - John's interests outside of work Quotes "It's always been my goal to make sure that our advisors can be complete wealth managers, and that means meeting all the needs of their clients." ~ John Amore "It's one thing to have the expertise. It's another thing to have it built into the platform so that it's easier for our advisors to use." ~ John Amore "It's interesting to learn that only 6% of the advisors surveyed have a written succession plan, which is fascinating for an industry that gets paid to give financial planning advice." ~ John Amore "Anyone who has been successful in this business, chances are they started because they were good or appreciate the power of relationships." ~ John Amore Links  John Amore on LinkedIn Kestra Financial UBS Stephen Langlois Kestra Holdings James Poer Kestra Investment Management Kara Murphy CBS Brokerage Bluespring Wealth Partners LPL Financial Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Our guest this week is Greg Corey of Highland Park, IL a wealth manager at Ameriprise Financial Services and father of three children including a son with Down Syndrome.Greg and his wife, Carly, have been married for 10 years and are the proud parents of three children: Ashton (4), Frankie (6) and Presley (8), who has Mosaic Down syndrome, which was not detected or diagnosed until he was three years old.  We also learn about a host of organizations that Presley has benefited from including:  Northern Suburban Special Recreation Association (NSSRA)Kick Start Therapeutic Day Care, andGigi's PlayhouseIt's an uplifting story about commitment to family and service to others all on this episode of the SFN Dad to Dad Podcast. Show Links - Phone - (847) 847-2134 Email – gregorycorey@gmail.comEmail - greg.corey@AMPF.com LinkedIn –  https://www.linkedin.com/in/gregoryjcorey/ Website –  https://www.ameripriseadvisors.com/gregory.corey/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/  SFN Mastermind Group - https://21stcenturydads.org/sfn-mastermind-group/Special thanks to SFN Mentor Father, SFN Mastermind Group dad and 21CD board member Shane Madden for creating the SFN jingle on the front and back end of the podcast.. 

US equity-index futures jumped in early trading and oil rebounded as President Donald Trump's administration signaled openness Sunday to a deal with China to quell fresh trade tensions while also warning that recent export controls announced by Beijing were a major barrier to talks. Vice President JD Vance called on Beijing to "choose the path of reason" in the latest spiraling trade fight between the world's two leading economies, claiming that Trump has more leverage if the fight drags on. Trump later posted a statement that hinted at a possible off-ramp for Chinese President Xi Jinping while issuing a veiled threat that a full trade war would wound China. For more, we spoke to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. Plus - The bull market in US stocks is having its third anniversary on Sunday, but if history is any guide it needs to broaden out soon to keep running. The S&P 500 Index began its current bull run on Oct. 12, 2022, soaring 83% in that time and adding about $28 trillion in market value. While the gain was 88% before Friday's selloff on President Donald Trump's threat of a "massive increase" in tariffs on goods from China, the benchmark's 13% jump over the past 12 months is still twice the average rise in the third year of a bull market, according to CFRA Research. We speak to Frances Stacey, Wealth Manager at Scarlet Oak Financial.See omnystudio.com/listener for privacy information.

In this special release episode of Small Biz Florida, host Tom Kindred reports from the 46th Annual America's SBDC Future of Work Training Event in Orlando, Florida. This episode features a timely and insightful discussion with Jim Colbourne, Wealth Manager, and Bryce Stacy, Service Advisor,  both from Merit Financial Advisors. The conversation centers around the importance of wealth management for small business owners, emphasizing the need to separate personal and business finances to ensure financial security and enable successful business exits. Jim and Bryce shed light on common challenges entrepreneurs face, including the co-mingling of assets, lack of succession planning, and the emotional hurdles of retirement. They also address the looming “silver tsunami,” the surge of business owners over age 65, and the critical need for early exit planning. Additionally, Bryce shares insights from their presentation on “Behavioral DNA,” which helps businesses improve team communication and internal dynamics. Whether you're considering retirement or just getting started, this episode provides actionable financial guidance tailored specifically for small business owners. This podcast episode was recorded live at the 46th Annual America's SBDC Training Event hosted at the Hilton Orlando. This podcast is made possible by the Florida SBDC Network and sponsored by Florida First Capital. Connect with Our Guest: Merit Financial Advisors

What do Palm Springs hot tubs, a six-month influencer experiment, and a stack of business books have in common? In this month's State of Play episode, I sit down with long-time friend and community member Bill D'Alessandro to unpack the latest in founder life, marketing trends, and entrepreneurial insights. Listen in as we reflect on the return of eComm Camp in 2026, share lessons from recent vacations with kids, and debate the state of influencer marketing. We also cover wealth management strategies, social content experiments, and what's currently on our reading lists. You can find show notes and more information by clicking here: https://bit.ly/4ghpbtz Interested in our Private Community for 7-Figure Store Owners?  Learn more here.   Want to hear about new episodes and eCommerce news round-ups?  Subscribe via email.

Are Trump's tariffs now a bust? Will new data on a stalling labor market tilt the Fed more definitively toward rate cuts? This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Kevin Grimes, CEO & CIO of Grimes & Company, and Emily Wood, Principal and Wealth Manager at Grimes & Company, to break down the biggest stories shaping markets right now. With global bond yields surging to record highs in Japan, Europe, and the U.S., Trump's tariffs facing a Supreme Court showdown, and fresh signs of a cooling labor market, Kevin and Emily share what these shifts mean for investors, portfolios, and financial planning.

Host Kenny Harper has this enlightening conversation with David Steele, a distinguished wealth manager, restaurateur, artist, and entrepreneur. David shares his unique journey from a financial product salesperson to a fee-based advisor, emphasizing the importance of adding true value to others' lives. Discover his pivotal moments, the significance of integrating values into your business, and practical habits that contribute to success, including goal setting, systematic behavior, and time management. Learn how empathy and striving to make a real impact can lead to a fulfilling business and personal life. Watch for valuable life lessons and actionable advice. 00:00 Introduction and Guest Overview 01:04 David Steele's Career Pivot 03:29 Building a Values-Based Business 05:42 Navigating Tough Times and Goal Setting 09:10 Daily Habits for Success 12:30 Book Recommendations and Insights 16:38 About Win Wealth Advisors 19:09 Final Thoughts and Advice 22:00 Closing Remarks

We'll be diving into the surprising rise of golf carts as everyday transportation. Since the pandemic, the golf cart industry has grown fivefold into a $5 billion market. We'll discuss how communities are making them street legal and why families are trading in SUVs for carts to run errands or cruise around town and contrasting the charm with the frustrations, from traffic slowdowns to unsafe driving by teens and even kids.While golf carts weaving through the suburbs are just one example of how technology and convenience can disrupt the guardrails of safety, some people are upset that this “golf cart revolution” is creating roadblocks. And speaking of roadblocks, we all travel a different kind of road every day—the information superhighway—which brings us to our next topic: cybersecurity.Joining us is Mark Hurley, CEO of Digital Privacy & Protection LLC, a company that provides personal digital protection services to the clients of wealth managers throughout the United States and Canada. He'll share best practices for protecting your data in an increasingly complex online world that exposes us all to greater threats.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — August 30, 2025  |  Season 39, Episode 35Timestamps and Chapters5:55: The Golf Cart Revolution17:19: Interview with Mark Hurley of Digital Privacy & Protection LLCFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Explore how a seasoned CEO leads a $6 billion advisory firm through complex client challenges, evolving advisor expectations, and a rapidly changing financial landscape.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Julie Parisio Roy, CEO and Wealth Manager at Badgley Phelps Wealth Management, which manages $6 billion in assets. She shares insights from nearly 30 years in the industry. She explains how her firm serves over 1,100 families, focusing on complex financial planning, generational wealth, and adapting to evolving client expectations. Julie also discusses how she balances client needs while leading and growing a diverse team in today's dynamic market.   Key Takeaways: → Why complexity in client situations can be an advisor's opportunity. → How long-standing client relationships fuel new business growth. → The impact of recent state-level tax changes on estate planning. → Strategies for managing investment anxiety in volatile markets. → How a slow-and-steady hiring approach builds strong teams.   Julie Parisio Roy joined Badgley Phelps in 2004 and serves as the chief executive officer, director of financial planning, and a wealth manager. She manages portfolios for high-net-worth private clients, aiming to help them find the ideal balance between enjoying their wealth and feeling secure about its longevity and legacy.    Connect With Julie:   Website Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Investment 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… Sponsored by: Constant Contact: Try Constant Contact free for 30 days at constantcontact.com. IDEO U: Enroll today and get 15% off sitewide at ideou.com/greatness.  Indeed: Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/darius. Shopify: Sign up for a $1/month trial period at shopify.com/darius.  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://www.youtube.com/@Thegreatnessmachine  Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephen Nelson (https://www.linkedin.com/in/stephen-nelson-cfp/) is Partner & Senior Wealth Manager at Mills Wealth Advisors, guiding business owners through complex financial decisions with a $450 million AUM perspective. His fiduciary mindset, deep investment discipline, and process-driven approach turn entrepreneurial success into generational security.In this episode, Chris and Stephen discuss:Why a unanimous three-person investment committee beats knee-jerk tradesThe move from broker-dealer sales culture to true fiduciary serviceA simple referral prompt that fuels high-quality client growthBuilding 75 percent standardized, 25 percent personalized client experiencesConnect with StephenWebsite: https://www.millswealthadvisors.com/stephen-nelson/LinkedIn: https://www.linkedin.com/in/stephen-nelson-cfp/Instagram: https://www.instagram.com/smartmoneystephenTwitter: https://x.com/smartmoneysnYouTube: https://www.youtube.com/@SmartMoneyStephenTikTok: https://www.tiktok.com/@smartmoneystephenFacebook: https://www.facebook.com/StephenCFPFollow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastDISCLAIMERThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.

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