Podcasts about wealth partners

The head of Wealth Partners at J.P. Morgan Wealth Management explains how advisors can respond to the priorities of clients and connect them with experts who “always deliver.” Host: Greg Bartalos. 

Download “How To Find Ultra High Net Worth Clients" fromhttps://financialadvisorsworkshop.com/ Todd Bryant (https://www.yoursignaturewealth.com/) is a founding partner and a CERTIFIED FINANCIAL PLANNER® with Signature Wealth Partners in Orlando, FL. He was recently recognized at the UCF College of Business Hall of Fame Gala as an “Honorable Knight” and the Orlando Business Journal's 40 Under 40. In 2023, he appeared on the Nasdaq Web Series “Queue & A” from Nasdaq International Headquarters in Times Square and co-authored the book More Than Money: Real Life Stories of Financial Planning. Bryant also helped write a financial literacy course, which is now accessible to high school students across the country.In this episode, Brian and Todd discuss:1. Overcoming the ‘Too Young' Objection in Finance2. The Power of Instant Communication3. What a $400M Firm is Doing Differently in Wealth Management4. The Advisor's Roadmap to Long-Term SuccessLinkedIn:https://www.linkedin.com/in/toddabryant/ Website:https://www.yoursignaturewealth.com/ Article:https://www.bizjournals.com/orlando/news/2020/11/19/2020-40-under-40-todd-bryant.html 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

Beth Coffey/Southwest Gwinnett Chamber of Commerce The Southwest Gwinnett Chamber of Commerce is a membership organization that exists to form partnerships among businesses, non-profits, and government leadership to positively impact the people they serve – their communities of Berkeley Lake, Norcross, and Peachtree Corners.   Ray Godleski/Southeast Wealth Partners powered by Osaic Wealth Southeast Wealth Partners guides […]

Beth Coffey/Southwest Gwinnett Chamber of Commerce The Southwest Gwinnett Chamber of Commerce is a membership organization that exists to form partnerships among businesses, non-profits, and government leadership to positively impact the people they serve – their communities of Berkeley Lake, Norcross, and Peachtree Corners.   Ray Godleski/Southeast Wealth Partners powered by Osaic Wealth Southeast Wealth Partners guides […] The post Beth Coffey with Southwest Gwinnett Chamber of Commerce and Ray Godleski with Southeast Wealth Partners appeared first on Business RadioX ®.

Loved having a chat with Zach and Connor from Broadway Graham Wealth Partners. BGWP is an independent financial advisory firm committed to providing financial solutions to a diverse group of clientele. Listen in as we talk about the company and everything they have to offer. Listen on your favorite platform: ⁠itbpodcast.com --- Support this podcast: https://podcasters.spotify.com/pod/show/ootboxmedia/support

Branch Wealth Partners is an organization that helps individuals build generational wealth through real estate investing.Founder Greg Lafferty and client relationship manager Christina Wright join the podcast to share the story behind the company and the programs they offer for real estate investing.Want to learn more about real estate investing? Listen to this episode, and then contact Branch Wealth Partners to get started.Branch Wealth Partnershttps://www.branchwealthpartners.com/Special thanks to:Jason AdamsOwner: ISI Elite Training - Corneliushttps://thebestoflkn.com/211-isi-elite-training-cornelius/Andy ManzellaThe Paper Theater Studiohttps://thepapertheaterstudio.com/—----------------------------------------------The Best of LKN Podcasthttps://thebestoflkn.com/Hosted by:Jeff HammAllen Tate Realtors®https://lknreal.com/Produced by:Epic Journey Mediahttps://epicjourneymedia.com/Support the Show.

This episode of the Power of the Ask podcast features financial media spokesperson and wealth activist Lazetta Rainey Braxton, MBA, CFP®, co-CEO and co-founder of 2050 Wealth Partners and founder of Lazetta & Associates. For nearly 30 years, Lazetta has worked to build successful entrepreneurial ventures, drive innovation, and navigate the complexity of diversity in the financial services industry. She possesses a unique understanding of consumer engagement, talent management, and regulatory requirements shaping the evolving financial services landscape. On the podcast, Lazetta shares her inspiration to pursue financial planning and her desire to level the playing field for women and minorities. She explains how her experience with toxic work environments in the financial industry led her to form her own financial advisory firm. She provides tips for women starting out in their careers or businesses and underscores the importance of being comfortable with financial information — no matter what the setting. Lazetta stresses financial education, podcasts, and online resources are crucial in providing valuable information to this generation and the next. For Lazetta, it's all about doing the work. Her advocacy is anchored in humanity, in people, in reminding institutions that they are a consortium of people. Her passion for amplifying diversity, inclusion, equality, and belonging in the financial planning profession is exciting and a great listen.Overview:Tell Us About Yourself  00:00Let's Talk About the 1% 04:45 What Surprised You About Financial Education 13:10What You Need to Know 15:48Inspiring Self Confidence 20:55Putting You Into A Box 27:03  Power of the Ask 29:51Important Links:Lisa Zeiderman, Esq., CDFA, CFL - Forbes Business Council | LinkedInPrecious L. Williams - Perfect Pitch Group | LinkedInLazetta Braxton |Linkedin 

Signal Mountain Road in Chattanooga is getting ready to host it's newest tenant:  Paradigm Wealth Partners is officially moving in! As my family and I plant our roots even deeper in Chattanooga, this expansion isn't just business growth; it's a personal celebration of community and connection.Stay connected with our new office location progress and future ribbon cutting. 

If you're tired of the same old business strategies (that don't even work for boutiques) and want to carve a path to uncommon success, it's time to challenge the status quo.  Not sure how? You're in luck with this episode. Matt Blocki and Jamison Smith from Equilibrium Wealth Advisors are coming on the show to share their rebel playbook for success. Listen in as they discuss:  ●      The danger of not using EOS ●      How over tracking marketing analytics can be harmful●      How specializing supercharged their success●      A fresh client acquisition playbook that skips the usual pestering for referrals strategy  Ready to break the mold so you can take your boutique to new heights? This episode has all the insights you need to make it happen.  About Matthew Blocki: Matthew Blocki is the founder and CEO of Equilibrium Wealth Advisors, an SEC-Registered Investment Advisory Firm. He has a Bachelor of Science in Business Administration with concentrations in Finance and Accounting. He also holds several designations as a financial advisor: CFP® ChFC® and RICP®.  Before founding EWA as an independent RIA, Matthew started off his financial advisor career with a fortune 100 company, where in his 2nd year he achieved several qualifications that put him in the segment of the top 1% of financial advisors in the USA (based on quality and production metrics). He has maintained this every year since He is a Pittsburgh native, and enjoys spending time and traveling with his daughter, Aurora (who is almost 5), and his girlfriend (Beth). They also have 2 golden retrievers (Sammie and Chloe) and a Frenchie (named Tito). About Jamison Smith:  Jamison has dual Bachelor of Science degrees in Accountancy and Business Administration with a concentration in Personal Financial Planning. He began in the financial planning industry as a college intern a large broker dealer, where he met Matt, and later joined EWA shortly after the RIA was launched in 2020. Jamison is now a Lead Advisor and Partner at EWA, where he spends much of his time working with some of the firm's top clients. After spending 2 years inside of a fortune 100 broker-dealer crafted his belief that there was a lack of training and awareness of sound financial planning and advice in the industry where much of the training offered is product centric. That's why In 2022, Matt and Jamison founded Wealth Advisor Training, LLC. Outside of business, Jamison resides in Pittsburgh where he spends much of his free time with his dog Chance, on the golf course, or traveling to new places.

On this episode with host David Paul, John Lott, CEO of Predicate Wealth Managers, shares his insights and experiences in the world of finance and entrepreneurship. He emphasizes the importance of operating skills and the potential of digital currencies. John also discusses the challenges in the private equity market and the significance of alignment between investors and founders. He shares his personal journey of transitioning to entrepreneurship and building a successful business with his wife. John's passion lies in helping others find their purpose and achieve success, which led him to develop the 8-Block Method. Overall, this conversation provides valuable lessons and perspectives for both investors and entrepreneurs. In this conversation, the principal themes revolve around finding passion, sustaining motivation, and the resilience of entrepreneurs. The guests emphasized the importance of pursuing something one is truly passionate about, as it provides the necessary drive to overcome challenges. They discuss the idea that everyone has a plan until they face adversity, highlighting the need for resilience in entrepreneurship. The conversation concludes with closing remarks and a call to action for listeners to subscribe, share, and leave reviews. You can watch/listen to the podcast on YouTube, Spotify, and Apple.TakeawaysOperating skills are crucial for success in business, and they are often more valuable than finance skills.The private equity market is not always efficient, and success depends on the alignment between sponsors and management teams.Effective communication and collaboration are essential for building successful partnerships between investors and founders.Working with a spouse as a business partner can be challenging but can also lead to personal and professional growth.The 8-Block Method is a framework for finding purpose and achieving success in life and business.Chapters00:00 Introduction and Background02:09 The Importance of Operating Skills03:25 The Potential of Digital Currencies05:25 Challenges in the Private Equity Market07:41 The Importance of Alignment Between Investors and Founders09:07 Effective Communication and Collaboration11:04 Transitioning to Entrepreneurship14:28 Lessons from Building a Successful Business17:55 Working with a Spouse as a Business Partner23:19 Starting Predicate Wealth Managers25:37 The 8-Block Method and Building a Legacy40:47 How to Learn More about the 8-Block Method43:31 Finding Passion and Sustaining Motivation44:01 The Resilience of Entrepreneurs

In this episode of “In Conversation With”, host Lois Vallely chats to Amyr Rocha Lima – chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year. They talk about what it was like launching a brand-new advice firm, how AI can help advisers become more efficient, and the topic on everyone's mind at the moment: the Consumer Duty. They also discuss the challenge of regulation more generally, and how advisers can help close the advice gap.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠⁠⁠https://UHNWC.com/⁠⁠ ⁠⁠⁠ Todd Bryant (⁠https://www.yoursignaturewealth.com/⁠) is a Founding Partner and a Certified Financial Planner practitioner with Signature Wealth Partners in Orlando, FL. He is a Florida native, getting his undergrad from the University of Central Florida with extensive post-graduate studies through the American College of Financial Services. He specializes in working with business owners, pre-retirees, and retirees in planning financially for life's milestones. In this episode, Todd and Chris talk about: 1- Strategies to grow a business 2- Tips on lead generation and client acquisition 3- Evolution in the financial planning industry 4- The role of technology in financial planning LinkedIn: ⁠https://www.linkedin.com/in/toddabryant/⁠ Website: ⁠https://www.yoursignaturewealth.com/⁠ Twitter: ⁠https://twitter.com/ToddABryant⁠ --------------------------------------------------------------------------------------------------------------------------- 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/ ⁠⁠⁠⁠ 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 a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance.

Frame Wealth Partners was born from a simple yet revolutionary idea: people deserve smarter, personalized financial planning, not just product sales. We believe in delivering advice that truly adds value to your life, all wrapped up in an experience that's as unique as you are.For more info, visit shrimptankpodcast.com/atlanta/Check us out on Facebook: www.facebook.com/theshrimptankFollow us on Twitter: twitter.com/theshrimptank?lang=enCheck out Atlanta on LinkedIn: www.linkedin.com/showcase/shrimp-tank-episodes

The earlier you plan for life after exiting your business, the more successful your transition will be. Determine your post-exit goals and work towards a number that helps you achieve your preferred lifestyle. Anna Felix, Smart Money Strategist with StrongHold Wealth Partners, talks with host Laurie Barkman about long-term incentives that owners might consider to retain and reward key employees.   Listen in to learn more about: Find the number; how much do you need to live on after exiting your business When to find out what your business is worth Employee retention and golden handcuffs How much should an employee expect to receive   Show Links: Annafelix.com Grab a copy of "The Business Transition Handbook” for yourself at https://amzn.to/3Hqj2eo Download the official workbook to help you plan your transition as you read at https://thebusinesstransitionhandbook.com Follow the Succession Stories YouTube Channel Connect with Laurie Barkman on LinkedIn: https://www.linkedin.com/in/lauriebarkman/ Subscribe to The Business Transition Newsletter. Text Transition to +1-646-495-9867   If you enjoy Succession Stories, please leave a review. Reviews help me reach new listeners, grow the show and continue creating content you'll enjoy. Please click here to leave a review. RateThisPodcast.com/successionstories   About Succession Stories Podcast Succession Stories is an award-winning podcast guiding entrepreneurs from transition to transaction. Hosted by Laurie Barkman, author of "The Business Transition Handbook: How to Avoid Transition Pitfalls and Create Valuable Exit Options."  Learn more about Laurie's strategic business transition planning and M&A advisory services by visiting: https://thebusinesstransitionsherpa.com  ______________________________ SHOW SPONSOR: STONY HILL ADVISORS Is this the year to sell your company? Don't leave your exit to chance. Stony Hill Advisors works with owners like you to get ready and maximize value when you're ready to sell. Visit www.stonyhilladvisors.com/podcast for a complimentary business valuation.  

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Ari Baum (https://www.endurancewealthpartners.com/), the CEO and Founder of Endurance Wealth Partners, talks about his inspiring transition from stockbroker to financial planner, the creation of his Q4 Formula, and the importance of aligning personal values with financial goals. In this episode Brian Kasal and Ari Baum discuss: 1. The Power of the Q4 Formula 2. Leverage Technology for Success 3. Effective Financial Advice 4. Clear Thinking in Uncertain Markets LinkedIn: https://www.linkedin.com/in/aribaumcfp/ Website: https://www.endurancewealthpartners.com/ Twitter: https://twitter.com/AriBaum97 Facebook: https://www.facebook.com/Endurancewealth/ YouTube: https://www.youtube.com/@theironadvisor 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

Join Stoy Hall, CFP® and Lazetta Rainey Braxton, CFP® in this insightful episode of the Black CFP series, where they discuss the importance of financial planning and how everyone can be a part of the industry. Lazetta shares her inspiring journey of founding Financial Fountains in 2008 and partnering with Rianka Dorsainvil to launch 2050 Wealth Partners in 2020. As co-CEO of the firm, Lazetta discusses their unique model and the importance of holistic wealth that encompasses mental and spiritual health. The name 2050 Wealth Partners reflects their belief in the transfer of wealth and the country's shift towards becoming a racial mosaic by 2050. Tune in to this engaging conversation about the power of financial planning and creating a more inclusive industry.https://www.2050wealthpartners.com/https://www.linkedin.com/in/lazettabraxton/https://www.instagram.com/lazettabraxton/https://twitter.com/lazettabraxtonhttps://www.facebook.com/lazettaraineybraxton/Black Mammoth We believe everyone deserves the opportunity to build, protect and enjoy their wealth.We appreciate you tuning in, want to learn more about us!?Subscribe to our youtube channel Follow us on Tiktok, Instagram, TwitterFollow Stoy:Twitter, FaceBook, Instagram, TiktokResearch our companies or partners:blackmammoth.com

In today's heartwarming Inside The Wolfs Den episode, Shawn and Joni interview acclaimed investor and well-respected mentor, coach, and capital raising expert Tim Mai. Tim is the embodiment of the American Dream. Having survived a childhood that included war, a dramatic escape from pirates at sea, and languishing in a Vietnamese refugee camp, he arrived in Houston, Texas, at age 12, with his 19-year-old brother, speaking no English and with nothing more than the shirt on their backs. Now, the founder of H.E.R.O. Wealth Partners, a leading real estate investing coaching firm, Tim has acquired and exited well over $50M worth of real estate and is currently a passive investor in over 2700 units of multifamily apartments. By buying multifamily and other commercial real estate assets, he strives to provide his investors with stable cash flow and long-term capital appreciation. Along with his many business accomplishments, he has also been very active with several charities in Houston, Texas, and has helped raise hundreds of thousands of dollars for various organizations. Tim tells his harrowing tale of overcoming overwhelming difficulties to become a leading authority in his field. The three business owners also talk about how crucial it is to grow your network and establish yourself as a "go-to" authority to earn a success-related reputation. H.E.R.O.S. Real Estate Investing Coaches Link: https://herocoaches.com Tim Mai Instagram Profile Link: https://www.instagram.com/timmaicom/?hl=en Tim Mai Facebook Page Link: https://www.facebook.com/TimMaicom

Welcome to The Startup Tank Climate Investor Pitch Show presented by 4WARD.VC, the ultimate startup investor pitch contest where top climate tech founders pitch to a panel of VCs looking to fund world-positive cleantech & sustainability startups looking to move the world forward. If you've ever wanted a chance to pitch your company or get in front of VCs and angel investors, now is your time to shine. https://thestartuptank.com/apply Today's Investor Panelists Include: - Gabriel Scheer @ Elemental Excelerator - David Galaviz @ Social Wealth Partners - Armin Greinocker @ SET Ventures Presenting Companies: - GKinetic: A flow accelerating hydrokinetic turbine for streams, rivers and tidal power generation - Reviv Energy: Turning plastic waste into sustainable biofuels - Locoal: Mobile, modular clean energy generation and carbon capture - Ethosa: Waterless, refillable plant-based personal care products - Catalyco: Creating high performance Zinc Oxide from waste streams - KleenHub: Reducing single use packaging with an innovative circular system The Startup Tank is brought to you by 4WARD.VC's "Partner in Crime" Climate Accelerator program and Climate Investor Syndicate 4WARD.VC's “Partner in Crime” Climate Accelerator is disrupting the outdated venture industry with the world's most hands-on, sales & traction-focused accelerator for elite early stage climate companies led by CRAZY ASS, world class climate founders tackling MASSIVE problems in areas including Food & Agriculture, Construction & Manufacturing, Commerce & Circularity, Recycling & Waste Reduction, Energy & Renewables, Transportation & Mobility for more info and to apply, please visit: http://4ward.vc/accelerator 4WARD.VC's Climate Investor Syndicate also allow accredited investors to participate in the post-program investments in our portfolio companies. For more information on 4WARD.VC's accelerator and accredited investor syndicate, please visit: https://4WARD.VC -- BONUS: Free 850+ Climate VC & Accelerator Database 4WARD.VC made a searchable index of 750 climate, sustainability and impact investors, LPs, incubators, accelerator programs and angel investor groups worldwide. Filter climate tech VCs by stage, sector, geography & check size to find your ideal investor and/or co investors! https://4ward.vc/VCdatabase -- About The Startup Tank Climate Investor Pitch Show Welcome to The Startup Tank Climate Investor Pitch Show presented by 4WARD.VC, the ultimate startup investor pitch contest where top climate tech founders pitch to a panel of VCs looking to fund world-positive #cleantech & #sustainability startups looking to move the world forward. If you're combating climate change by building the next sustainable development (SDG) superstar or circular economy unicorn and looking to fundraise from top tier VCs and angel investors, you've come to the right place Founders apply: http://thestartuptank.com Investors apply: http://4WARD.VC

Do you struggle with creating good money habits? Today, we're chatting with Raquel Tennant, a 25-year-old Certified Financial Planner, to chat about how we can boost our personal finance habits in 2023. By the end of this episode, you'll know how to create a budget you can stick to, learn why your bank account balance is a scam, and shift your mindset about money. Let's become financially stable together! More from Raquel Keep up with Raquel on Social: https://www.instagram.com/raquel_tennant/ Connect with Raquel on LinkedIn: https://www.linkedin.com/in/raquel-tennant-cfp%C2%AE-92a689162/ Check out 2050 Wealth Partners: https://www.2050wealthpartners.com/ Budgeting platform mentioned: You Need A Budget (YNAB) https://app.youneedabudget.com/ _____________ Subscribe to our monthly newsletter: https://www.thecolorsofhersuccess.com/about Follow us on Social: msha.ke/thecolorsofhersuccess

Musician, Lawyer, and President of one of the nation's premier RIA firms, David Canter, is focused on positioning Bluespring Wealth Partners as one of the premiere acquirers in the industry. He is very hands-on with operations, including overseeing day-to-day operations and identifying new areas of opportunity and growth. David has worked himself up the ladder in the space, previously serving as Executive Vice President and Head of the RIA segment for Fidelity Clearing & Custody Solutions and now serving as President of Bluespring Wealth Partners. David has worked on many sides of the RIA space, including custody, and now acquiring, but, as most stories go, working in the RIA space wasn't his life-long passion. Without question, he had his sights set on the entertainment industry. He based his life around going into the entertainment industry – training at one point as an actor – and has a love of music and playing his guitar. Breaking into the entertainment industry is hard; beyond acting as an extra, he found that the work just wasn't there. He quickly had to realize that there were other avenues he could take to make money, while still keeping the arts as a deeply held passion. Once he made the decision to focus himself elsewhere, David was drawn to law. The lure of the courtroom was undeniable to David, and he went on to pursue a Juris Doctorate from the University of Baltimore. He loved the courtroom and trial-work, and currently holds his FNRA Series 24 license and is a California State Bar member. THE BLUESPRING ATTRACTION David has been a jack of all trades in the best way possible, but what attracted him to Bluespring Wealth Partners after nearly three decades in the RIA space is simple: He wanted a new challenge. He wanted to find a place that met his self-evaluations for a new challenge after 12+ years at another firm. He found Bluespring's platform very appealing. That platform is based on: Helping people, helping investors specifically Welcoming entrepreneurs Allowing entrepreneurs to continue to be entrepreneurs Doing good with the education and powers they have For David, Bluespring Wealth Partners wasn't just a challenge, but a fitting piece to the next chapter in his career. It allows him to be entrepreneurial, but simultaneously intrapreneurial. This balance allows David many freedoms he wouldn't otherwise have, and a chance to build the company into something new. It is now a 29-firm platform spanning 16 states – and growing. The firm will do 9 acquisitions by the end of 2022, but not just for the sake of acquisitioning. Their acquisition plan is focused on solving the problems of their “partner firms”, as they call their network of firms. AN INFORMED CHOICE In the RIA space, there are many choices an investor can make just to get to the starting line. David believes in choice, and not merely having choice, but having informed choice. David understands that Bluespring Wealth Partners isn't going to be the perfect choice for everyone, however he wants the DealQuest listeners to know what Bluespring does. Bluespring Wealth Partners can be best described as a practice management consultancy at its core that happens to be in the strategic M&A space. It is the responsibility of practice management consultants to assist offices and firms with improving efficiency within their workplace and in their business operations. That's the bulk of Bluespring Wealth Partners' approach: Addressing problems with their acquired “partner firms” and problem-solving efficiency via the network of firms under Bluespring. ONE SIZE DOES NOT FIT ALL Two of the most commonly used words in the RIA space are “aggregator” and “integrator”. Many firms operate either pure aggregator or pure integrator, however, there are a number of firms that pick elements of either model to formulate their perfect model. There is a reason all these models exist, and that's simply because no singular model works for every firm, entrepreneur, client, or investor. Again, choice plays a vital role in decision for the model under which Bluespring operates. The choices David lay out are: Choice 1: Do nothing. Keep on moving forward as you always have, and hopefully filling your career. Choice 2: De-risk. For example: A firm has a retiring partner, so to pull some capital, they find a minority interest. Not take control, but merely provide some capital. Choice 3: Find a pure capital partner. For example: They buy 50%+, and you obtain a capital partner that's not going to provide other shared services or contributions aside from bulk capital. Choice 4: Entrepreneurial model (A.K.A.: aggregation model). Keep your brand and the acquiring company will take at minimum 51% interest in your firm and build a flexible deal structure. By doing this, the focus is preserving the entrepreneurial model and providing various services to help propel your firm forward into growth within the network of acquired firms. Choice 5: Subsume into another brand (more commonly known as integration model). You become the larger brand, forgoing your independent brand identity for the growth of the whole institution. The larger firm will guide the smaller acquired firms in their business activities, but the goal of the smaller firms is to continue looking after their clients. Choice 6: Internal succession to a G2. David notes that in their initial research for founding Bluespring, they found that founders mostly prefer this route;however, the biggest obstacle is finding the capital. G2s would say they would like to pay out of cash flow, but ultimately, it's the entrepreneur taking the risk and it's their cash flow that will fund that transition. Choice 7: A combination of all of the above. Choosing the aspects of all the available models to build a Frankenstein model that works best for your goals, your future, and what you want to do with your firm. These seven choices on how to proceed is what allows a firm to formulate how they're going to move forward with their M&A deals. Bluespring Wealth Partners primarily functions as Choice 4, the Entrepreneurial Model, while recognizing the benefits of all models, opting to borrow practices from other models to give their entrepreneurs the best of all worlds, and allowing over half of their firms to be standalone RIAs. Keep their brand (For example: Capital Planning, A Bluespring Wealth Partner) Keep their own ADV Keep their client experience Bluespring provides capital A sister company Kestra Financial wherein some of their firms they've bought it on that chasse THE VALUE BLUESPRING BRINGS David affirms there are about 90% of opportunities that cross their path that they do not take. Bluespring is very transparent with those opportunities as to why they pass. By being particular in the opportunities they take, Bluespring has built an elite and strong network of firms. Offering immense value to the firms that Bluespring acquires. One attribute of Bluespring's consultancy is that even when they pass on an opportunity, they're offering their consultancy to these firms to help them better grow, irrespective of Bluespring choosing to bring them into their network or not. Bluespring's consulting really begins long before they even decide to enter into a transaction. If Bluespring does go forward with a transaction, there's a lot of due diligence they do by way of taking a consultative approach to how they're going to do business together, and how they're going to structure transactions so the right benefits, incentives, and horizons can be found. Once a firm enters their network, they provide an array of resources to help their community network grow: A business consulting group Marketing assessments Large technology infrastructure An M&A team to help with sub-acquisitions Access to capital, backed by two private equity firms -- majority-owned by Warburg Pincus, and Oak Hill Capital Offering a training program for G2s: The G2 Successor Academy, a simulated 2-year course wherein G2s are educated and trained through guest lecturers, peer study, etc. CHOOSING WHAT WORKS FOR YOUR SUCCESS There is a reason why there are so many various models and combinations of models. At the end of the day, choosing your model is about you and your goals. With Bluespring, David ultimately wants to operate as a culture-driven community. Allowing their acquisitions to remain primarily autonomous, while gaining the support of Bluespring and their resources. There is no one superior model, however each firm will always believe they've found the key to making a successful business. That is true in a lot of ways because success is very abstract; they are successful because their model works for them, not because they have the superior model. Reviewing choices, building a model for their needs and goals, and understanding what opportunities should be taken and those that shouldn't, are all keys to making Bluespring's model work successfully. They will be some of the keys to help build your success, as well. • • • For my full discussion with David Canter, and more on the topic:Listen to the Full DealQuest Podcast Episode Here • • • FOR MORE ON DAVID CANTER AND BLUESPRING WEALTH PARTNERS:https://www.bluespringwealth.com/advisor/why-bluespring Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. If you want to find out how deal-ready you are, take the Deal-Ready Assessment today!

TQM's purpose: To help people make financial decisions that are connected to their values so they can cultivate prosperity and live their legacies by seeing how the decisions they make today will impact their current life and in their future.TQM's mission: To empower people to have rich, fulfilling lives by providing customized investment guidance based on their unique and dynamic comprehensive financial plan, which we design with great care to help them protect and grow their wealth in the most efficient and cost-effective ways.www.tqmwealthpartners.com #wealthmanagement #advancedplanning #wealthprotection #businessprotection #retirement #tax#wealthbuilding #wealthcreator #disabilityprotection #financialplanning #planningforsuccess #planning #prosperity #womanownedbusiness #goals #Marblehead #Boston #Massachusetts #Hispanic #Latina #insurance #community #martinique #determined #standout #strategy #entrepreneurs #smallbusiness #businessstrategy #pandemic #innovators #MYBJT #podcast #thankyou  Episode 196 - https://youtu.be/SBWM4gtXcHQ Listen here: https://www.mindingyourbusinesspod.com/ Watch here: https://www.youtube.com/c/mindingyourbusinesswithjoditatianaFollow TQM Wealth Partners LLC https://www.instagram.com/tqmwealthpartners/ https://www.facebook.com/tqmwealthpartners.com/ https://www.linkedin.com/company/tqm-wealth-partners/   Learn about TQM Wealth Partners LLChttps://www.forbes.com/sites/brucebrumberg/2022/06/02/financial-planning-strategies-to-manage-risk-in-concentrated-stock-positions https://www.bostonherald.com/2007/09/01/womens-strength-comes-in-numbers/ https://www.bizjournals.com/boston/news/2017/02/24/then-now-connecting-with-her-clients-powers-marcel.html https://www.bizjournals.com/boston/stories/2009/10/26/focus20.html https://marbleheadhomestyle-cnhi.newsmemory.com/ September 2021 edition pages 32-35 https://www.wickedlocal.com/story/marblehead-reporter/2011/07/18/governor-appoints-marblehead-resident-to/40678760007/ https://www.wickedlocal.com/story/marblehead-reporter/2009/11/18/best-both-worlds-quiroga-s/40704074007/ https://legacydialogues.com/ https://authenticleadershipforeverydaypeople.com/2021/05/24/009-marcel-quiroga-wealth-management-for-the-whole-person-and-servant-leadership/ Support the show

Climbing a mountain is no different than investing — one miss step and you could plummet. If you want to summit Mt. Everest, you need someone who has been there before to reduce your risk and master expectations. In this episode, David Wolf, CEO of BSW Wealth Partners draws from his climbing experiences to provide you with tangible takeaways for how to think about investing.

Key discussion points covered by Frank and Jeff include:*A look under the hood at Stratos Wealth Partners operational philosophy and the key differentiators that have made the firm's Hybrid RIA model so successful.*The levels of infrastructure and support advisors require to go independent with confidence and the technology and processes that prove key to increasing operational capacity.*An analysis of the leadership paradigm of independence and the entrepreneurial strategies that establish independent advisors and their practices for success.*Setting the foundation for scalable growth, client retention, and ROI by creating business operations strategies focused on practice management efficiency.*Building high performance teams and the leadership keys that attract and retain the best industry talent.*Forecasting the months ahead in financial services and the impact market volatility will have on independent advisors and their mindset.The mind-blowing level of entrepreneurial and leadership insight of this episode will have ever advisor who listens eager to next level their personal and professional performance. At the conversation's heart, Frank and Jeff challenge the listener to take a hard look at what they are trying to build when it comes to their practice. If the answer is a practice that has value and a unique story to tell, Frank and Jeff are here with the roadmap to make that vision possible.

Welcome back to the Beef! Joining us in conversation today is Matt Miller with Awaken Wealth Partners. Tune in to this episode to hear why he brought his career in sales to an end to start Awaken Wealth Partners, what he would like to see done differently within the financial industry, and why relationships are central to his approach. Listen to Matt's process behind naming his consultancy, and why Matt believes that our modern perspective on balancing life and work is wrong, and that equal partnership is essential for husbands and wives. We touch on having a long-term focus, understanding which of your assets are investments, and what Matt means by having a triple bottom line, along with what he considers the four different forms of health and the shape that debt can take in your life, which is definitely not always financial. Key Points From This Episode: Welcome to Matt Miller with Awaken Wealth Partners.Ice-breaker questionMatt's experience of growing up in a blended family, living in different states, and working in the packaging world.Starting out in sales and what motivated him to pursue a different career. Who he is looking for as a client at Awaken Wealth.What Matt would like to see done differently within the financial industry.The value of relationships you can trust. What inspired the name ‘Awaken Wealth Partners' and what they aim to do.Why Beefy Marketing uses their work for Awaken Wealth Partners as a portfolio piece.Why Matt believes that our perspective on balancing life and work is wrong. The importance of having equal partnership between husbands and wives.Core competencies at Awaken Wealth Partners. Why relationships are at the core of all business relationships.What he believes needs to change in the industry.Keeping the long term at the front of your focus. What Matt encourages people to remember: your home is the only appreciating asset.Why Matt believes that every home operates like a business, but not every business operates like a home.The idea of a triple bottom line for your business and why it is necessary.Why seasons and changes are a reality.The power of reaching out to others and getting the advice you need.How debt comes in a variety of forms too.The four categories of health and why they are important. This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Advisory services offered through Thrivent Advisor Network, LLC.  Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Awaken Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies. Tweetables: “We would like to awaken as many people as possible to their fullest potential. We say that wealth comes in a variety of forms. It is not only quantitative in form. It is qualitative.” — Matt Miller [0:16:47] “We've got it wrong in my opinion with work-life balance. No! It's life work balance. The work supports the life.” — Matt Miller [0:21:47] “Our behaviors dictate our outcomes.” — Matt Miller [0:33:10] Links Mentioned in Today's Episode: Awaken Wealth Partners: 281-358-0134 Matthew Miller on LinkedIn Awaken Wealth Partners  Beefy Marketing

For this episode of the Planet MicroCap Podcast, I spoke with Gautam Baid, Founder and Managing Partner at Stellar Wealth Partners, LLC. In our last interaction, we discussed his background, journey to the US, his book - "The Joys of Compounding", and his stint as portfolio manager at Summit Global Investments. After leaving Summit Global July last year, where Gautam was a portfolio manager for the last 5 years, he set out to start his own fund focused on Indian equities. In our discussion we talk about Gautam's new endeavor at Stellar Wealth Partners, why Indian-listed equities only, why US investors looking to get exposure outside the US should consider India, understanding the Indian economy and growth prospects, plus why now is the time to get exposure to Indian equities.  For more information about Gautam Baid and Stellar Wealth Partners India Fund, please visit: https://stellarwealthindia.com/  You can Follow Gautam Baid on Twitter @Gautam_Baid: https://twitter.com/Gautam__Baid  Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Jesse Todisco, better known as Jesse Tee, is the founder of 46 & 2 Wealth Partners and his business ethos is rooted in showing others how to become free and create happy wealth. He's also the host of The Jesse Tee Show, a mindset-focused podcast that teaches anyone hunting greatness in business, health, wellness, and relationships the secrets to success. Jesse grew up in a life filled with adversity—food scarcity, a narcissistic mom, a drug-addict father, and an overall lack of money—he learned to hustle early on in life. Through this upbringing of scarcity, he wanted to create prosperity. He managed to do that, all without sacrificing his values. If you're trying to get started creating a new life for yourself you need three things: Love Gratitude Presence We're not taught to love ourselves or to show love for ourselves, and self-love is a requirement for safety. And if you can be grateful for something every day and lean into it as a practice, it will change your life. Even if it doesn't feel like you have anything to be grateful for, you're here today, and that can be a great place to start. And lastly, being present in the moment. It reduces anxiety and allows you to experience life as it's happening.   The Biggest Helping: Today's Most Important Takeaway “Love yourself like your life depends on it. If you knew that you could live the life that you want to live, impact other people, be impacted by other people, have a beautiful journey on this earth, and live life fully, just by being powerfully present, grateful, and loving yourself, that's the magic.”   --   Thank you for joining us on The Daily Helping with Dr. Shuster. Subscribe to the show on Apple Podcasts, Stitcher, or Google Podcasts to download more food for the brain, knowledge from the experts, and tools to win at life.   Resources: Instagram: @jesse_tee LinkedIn: linkedin.com/in/jessetee Listen: The Jesse Tee Show Guided Wim Hof Method Breathing  

Raquel Tennant, a Certified Financial Planner with 2050 Wealth Partners joins us to share her finance story and best money tips. She is the first in our Money Tips from a CFP (Certified Financial Planner) series. Raquel discusses her Jamaican and Panamanian roots. She shares how she transitioned from spending everything she earned to saving and investing in herself. She shares her journey from restaurant worker to Certified Financial Planner and drops so many financial tips throughout this episode. Be sure to listen to the end of the episode when Raquel shares what has been the biggest impact on her finances and how you can apply that same tactic to your situation. In This Episode We Discuss Raquel's finance journey from growing up as a first generation American and the impacts of this on her as an adult How to budget, track spending, and also support family financially without sacrificing your own How to remove the stigma from money conversations and Resources & Related Posts Connect with Raquel at 2050 Wealth Partners For additional resources, visit blackandbrownmakegreen.com/032 Sign up for the email list by visiting blackandbrownmakegreen.com/subscribe Disclaimer: Any discussion on our podcast is based on our opinions and personal life experiences. We offer information, not advice, and recommend you seek out a certified financial professional to discuss your personal finances or another professional for your needs. Read the full disclaimer here.

Money is always on our minds. Abacus Wealth Partners Co-Founder Spencer Sherman joins Fran Racioppi to discuss money, how we think about it, what we do with it, and where the economy is going. Spencer oversees $4B in assets. He is the author of The Cure For Money Madness and the creator of Fearless Finance, a course designed to teach us how to effectively manage and handle our views and decisions about our money. He abides by Buddhist principles and the simple concept that the road to financial freedom is long and boring. Take a listen then check out Spencer's courses to unleash your money wisdom at Spencer-Sherman.com.Read the full episode transcription here and learn more on The Jedburgh Podcast Website. Check out our video versions on YouTube.Highlights:-Why the topic of money is taboo. (5:45)-Spencer's entry into financial advisory to become an ally of the client vs a salesman of financial products. (8:13)-A fire destroyed Spencer's first firm. He re-entered the building to save his client files and changing his life. (11:17)-Fran asks Spencer to apply the core teachings of Buddhism to financial planning: Impermanence, Mindfulness, Equanimity, Interdependence/Interconnectedness. (28:18)-Spencer explains how simplicity in your portfolio is the key to long term wealth and why women are outperforming men in portfolio management. (37:46)-Emotional intelligence is essential to financial decisions and includes self-awareness, self-regulation, motivation, empathy and social skills. (45:31)-Fearless Finance: Financial Freedom on the Road to Enough is Spencer's new course; determining your inner compass, overcoming fear, why we must think about death, how to define “enough” and the importance of generosity. (51:21 & 1:22:46)-Spencer defines the four negative emotions that lead to lost money: anxiety, envy, shame or fear, selfishness. (1:06:38)Quotes:-”We have this idea that my self worth is equal to my net worth.” -”I know that the most important thing in my life is in that building…and if I don't get it I know that my life is worthless.” -”Meditation is this training for the mind.” -”Mindfulness is really about being present with what's happening and letting go of any judgment.” -”Have a boring portfolio. Live an exciting life.” -”If all of us could take on that beginner's mind, the world just opens up.” - “The problem with going for more and more and more is it trains our brain to be in a place of scarcity, a place of fear because we're never arriving.” -“We're actually thinking that we need more to get happy, when really we can be happy right now.” -”I think more about what's possible.” Spencer's Three Daily Foundations to Success:-Sit quietly to center self-Take a cold shower to shock the system-Complete a compassion practice-Spencer's bonus: journal then throw it out so you write anything down without hesitationThis episode is brought to you by Jersey Mike's, 18A Fitness, and Analytix Solutions

Lazetta Rainey Braxton is the co-CEO of 2050 Wealth Partners, a financial planning firm. She is also the Founder and CEO of Lazetta and Associates, a consulting practice that helps financial services firms create culturally aware and hospitable workplace environments. Today we are focusing on financial decision making when returning to work after a career break. Relaunching can impact Social Security benefits, tax brackets, budgeting and more. If a spouse or partner is involved, money-related conversations can change significantly when a non-working partner is working again. Listen in to the conversation as Lazetta offers financial advice to relaunchers coming back from a career break.

Download our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” by going to https://financialadvisorsworkshop.com/ RJ Devick (@luddite1984) has been a Financial Planner for more than 25 years, specializing in investment management, Sustainable, Responsible, and Impact Investing and retirement planning. RJ joined Penny Bond & Associates in 1993 and became a partner in 2001. RJ Devick talks about the need for ESG Investments and how they found a niche in people whose social and political beliefs aligns with their company's goals and values. https://www.linkedin.com/in/rjdevick/ https://www.bondanddevick.com/ https://twitter.com/luddite1984 https://www.bondanddevick.com/podcasts To see short videos of all our best Financial Advisor Business Growth tips from each episode follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@FAWorkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw 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/ Interested in working at FourStar: https://fourstarwealth.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 I interview Robbie Dos Santos about his move to Knysna and his career in financial advising. He has a passion to help others steward their resources well.

Will Hamilton discusses the selloff in bonds finally catching up with equity markets as equities resumed their selloff and Why.

There's no single answer to the question “Should I rent or buy?” but there certainly are questions one can ask to help determine what the right decision is for them. Rianka Dorsainvil ia a Certified Financial Planner and the Co-Founder and Co-CEO of 2050 Wealth Partners a virtual, fee-only comprehensive financial planning firm dedicated to serving first-generation wealth-builders, entrepreneurs, and thriving professionals. Because so much of the decision to rent or buy comes down to one's finances and financial goals, a CFP® can offer insight beyond what traditional real estate professionals have on this topic. In this episode, Rianka and Alison discuss their thoughts on how to best evaluate renting vs buying and list things to think about and consider as one makes this important decision. Subscribe to our show and feel free to reach out to us on The RARE website or directly to Alison with comments and questions: www.theRAREdc.com | alison@theraredc.com IG: @theraredc and Rianka: 2050wealthpartners.com IG: @Rianka_d

Want to learn the secrets to business success from company owners who are not only surviving but thriving in this difficult economy? Then join award-winning entrepreneur Mike Bosma and his guests as they provide you with the insight and expertise you need to start a new business or to take your company to a whole new level. In between jobs? Why work for the boss when you can be the boss? With Bosma On Business you can be in conversation with the area's top corporate executives, community leaders and movers and shakers. The show is the ultimate business networking event and entrepreneurial incubator wrapped up in one and it's brought to you live weekly over the airwaves and through the Internet. You'll tap into a wealth of wisdom from top experts in the fields of accounting, marketing, sales, information technology, business law, human resources, corporate real estate, banking and so much more. If you're doing business in Northern Nevada or have the entrepreneurial itch, then plan on joining us on News Talk 780 KOH every Saturday morning at 10 a.m. With Mike Bosma, the Pied Piper of entrepreneurial excellence leading the way, we're Getting Northern Nevada…Back to Business. See omnystudio.com/listener for privacy information.

While a lot of companies talk the talk, only a handful ever walk the walk and stand by their promises to be inclusive towards minorities. While indeed the world is changing, the fight is far from over to have financial education and opportunities available to our people. For this episode, I've invited Lazetta Braxton, co-CEO of 2050 Wealth Partners, and a social entrepreneur that aims to amplify diversity, inclusion, and equality in the financial planning profession. It is through her own consulting firm, Lazetta & Associates, that she is able to create her own change by employing a “no fear, no shame” zone so her employees and associates feel like they are in a safe space. The change begins with you, so hop in on this episode and check out how Lazetta can help! Highlights >> Using Human Capital for Social Change >> Older Firms Aren't Keeping Up >> Leaving a Legacy >> Lazetta's Financial Tip Connect with Susanne: >> https://twitter.com/lazettabraxton?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor (Twitter | @lazettabraxton) If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/success-for-minority-teens-with-carlos-gomez (Episode 88: Success for Minority Teens with Carlos Gomez) >> https://minority-money.captivate.fm/episode/bridging-the-racial-wealth-divide-with-dedrick-asante-muhammad-black-history-month-special (Episode 85: Bridging the Racial Wealth Divide with Dedrick Asante-Muhammad) >> https://minority-money.captivate.fm/episode/making-the-financial-industry-more-inclusive-with-lazetta-braxton (Episode 68: Making the Financial Industry More Inclusive with Lazetta Braxton)    I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS

In the first quarter of 2022 we saw significant market volatility with conflict, inflation and higher interest rates creating uncertainty for investors. We look back on Q1 and discuss how we are positioned in this environment.

Will Hamilton discusses our asset class positioning and outlook for the reminder of 2022.

Jesse “Tee” returns for a comeback, dropping bombs from his latest travels and psychedelic journeys in Peru & Mexico. Jesse is an entrepreneur, founder of “46&2 Wealth Partners”, where he creates wealth for entrepreneurs & executives, as well as the Podcast host for the “Jesse Tee Show”, growth-mindset podcast. He is a nitty gritty Boston born hustler who came from the bottom and worked his way up, got structure in the US Navy, then pursued sales, naturally went in to leadership to then become an entrepreneur, and now he is giving it back in terms of lessons and advise.  JESSE TODISCO:  ⚡️ Podcast - The Jesse Tee Show Podcast: https://www.breaktherecordconsulting.com/ (https://open.spotify.com/show/2oa5JvfUjl1KgE0AFE0bhv) ⚡️ LinkedIn: https://www.linkedin.com/in/jonaskehrbaum/ (https://www.linkedin.com/in/jessetee/) ⚡️ Instagram: https://www.instagram.com/jonaskehrbaum/ (https://www.instagram.com/jesse_tee/) ⚡️ Twitter: https://twitter.com/manvandogblog?lang=en (https://twitter.com/jessetee81?lang=en) 46&2 WEALTH PARTNERS (JESSE'S COMPANY): ⚡️ Website: https://46and2wealthpartners.com/ (https://46and2wealthpartners.com/) SAFINA: ⚡️Website - http://safina.io (https://www.safina.io/) ⚡️Instagram - http://linkedin.com/company/sebastianengstrompodcast (https://www.instagram.com/safina.io/) ⚡️LinkedIn - https://www.linkedin.com/company/sebastianengstrompodcast (https://www.linkedin.com/company/sebastianengstrompodcast)   ⚡️Facebook - https://www.facebook.com/safina.io (https://www.facebook.com/safina.io) SEBASTIAN ENGSTRÖM: ⚡️ Instagram - https://www.instagram.com/sebastian__engstrom/ (https://www.instagram.com/sebastian__engstrom/)  ⚡️ LinkedIn - https://www.linkedin.com/in/sebastian-engstr%C3%B6m-80418b52/ (https://www.linkedin.com/in/sebastian-engstr%C3%B6m-80418b52/)  ⚡️ Facebook - https://www.facebook.com/sebastian.engstromm (https://www.facebook.com/sebastian.engstromm)  

Pushing yourself to the limit isn’t serving you if you’re doing it to make ends meet. On this episode Jesse Todisco shares how he came from humble beginnings and created his own wealth from the ground up by focusing first on what he had in front of him. Listen in as Jesse and I explore his journey from the streets of Boston to helping entrepreneurs build wealth portfolios that support the life they desire. Jesse shares the key mindset hacks that take you from lack to abundance, and how to fully understand the power of your story. Jesse is the founder of 46 & 2 Wealth Partners, a fee only registered investment advisory firm in Georgia. Jesse also hosts The Jesse Tee Show. A mindset focused podcast that teaches anyone hunting greatness in business, health and wellness and in relationships the secrets to success. You can connect with Jesse via LinkedIn: https://www.linkedin.com/in/jessetee/ Do you have what it takes to have it all? Book 15-minute clarity call to see how you can create the roadmap to your own Peaceful Achievement success story.See omnystudio.com/listener for privacy information.

In Episode 17 of the HBA BuildCast, host Danielle Whatley interviews Jason Inman and Ray Panquerne of Legacy Wealth Partners, a Bronze Industry Partner of the HBA. If you're looking for financial planning advice, look no further! Jason and Ray reflect on the financial lessons learned this past year, the talks about inflation, and the economic data that could impact our members. For helpful advice for consumers, the duo shares common areas clients typically neglect during their financial planning process, and how to ease some anxiousness when it comes to the unknown. It's never too early to start! If you're thinking about your financial future, check out Legacy Wealth Partners at legacywealthpartners.com to get started today!

Jesse is an entrepreneur, founder of “46&2 Wealth Partners”, where he creates wealth for entrepreneurs & executives, as well as the Podcast host for the “Jesse Tee Show”, growth-mindset podcast. He is a nitty gritty Boston born hustler who came from the bottom and worked his way up, got structure in the US Navy, then pursued sales, naturally went in to leadership to then become an entrepreneur, and now he is giving it back in terms of lessons and advise. We speak about his story, accountability, parenting, entrepreneurship, being addicted to drugs, making it through, spiritual growth, and giving back. A phenomenal man with a very intruding story.   JESSE TODISCO:  ⚡️ Podcast: The Jesse Tee Show Podcast: https://www.breaktherecordconsulting.com/ (https://open.spotify.com/show/2oa5JvfUjl1KgE0AFE0bhv) ⚡️ LinkedIn: https://www.linkedin.com/in/jonaskehrbaum/ (https://www.linkedin.com/in/jessetee/) ⚡️ Instagram: https://www.instagram.com/jonaskehrbaum/ (https://www.instagram.com/jesse_tee/) ⚡️ Twitter: https://twitter.com/manvandogblog?lang=en (https://twitter.com/jessetee81?lang=en) 46&2 WEALTH PARTNERS (JESSE'S COMPANY): ⚡️ Website: https://46and2wealthpartners.com/ (https://46and2wealthpartners.com/) SAFINA: ⚡️Website - http://safina.io/ (https://www.safina.io/) ⚡️Instagram - http://linkedin.com/company/sebastianengstrompodcast (https://www.instagram.com/safina.io/) ⚡️LinkedIn - https://www.linkedin.com/company/sebastianengstrompodcast (https://www.linkedin.com/company/sebastianengstrompodcast)   ⚡️Facebook - https://www.facebook.com/safina.io (https://www.facebook.com/safina.io) SEBASTIAN ENGSTRÖM: ⚡️ Instagram - https://www.instagram.com/sebastian__engstrom/ (https://www.instagram.com/sebastian__engstrom/)  ⚡️ LinkedIn - https://www.linkedin.com/in/sebastian-engstr%C3%B6m-80418b52/ (https://www.linkedin.com/in/sebastian-engstr%C3%B6m-80418b52/)  ⚡️ Facebook - https://www.facebook.com/sebastian.engstromm (https://www.facebook.com/sebastian.engstromm)  

Jesse Todisco is the founder of 46 & 2 Wealth Partners, a fee only registered investment advisory firm. His business ethos is rooted in showing others how to become free and create Happy Wealth. Jesse also hosts The Jesse Tee Show. A mindset focused podcast that teaches anyone hunting greatness in business, health and wellness and in relationships, the secrets to success. At an early age Jesse realized he had a knack for being an entrepreneur. He would buy, sell and trade comic books and sports cards. Growing up in Boston, during the harsh winter months, Jesse would shovel his neighbor's sidewalks and driveways earning a few dollars and other times, a cup of hot chocolate. In 2006, Jesse moved to Georgia and resumed his entrepreneurial path after leaving the military. He founded a series of successful companies that lead him to Charlotte, NC. After building an organization, Jesse experienced the loss of his daughter, Alana. He decided to move back to the Atlanta area to be closer to friends and family and continue the dream of starting a family. Jesse is the proud parent of two sons, is a passionate human optimization nerd, enjoys getting into nature and is a psychonaut.

Valor Wealth Partners is a fiduciary fee only financial planning company serving federal employees in Boston and Washington D.C.* Your Future Is Our Job - As fee only financial planners we clarify, simplify, and organize the financial lives of clients.* Memories Over Money - Our programs are designed so you can feel financially confident to enjoy life.  www.valorwealthpartners.comFollow Valor Wealth Partners:https://www.linkedin.com/company/valor-wealth-partnershttps://www.facebook.com/ValorWealthPartnersLearn about Valor Wealth Partners:n/aSupport the show

What's the best entrepreneur mindset? Of course, it will always include achieving success and gaining better investments, but your passion must never be set aside. After all, reaching contentment is possible only if you are doing something you love. In this episode, Scott Carson interviews investment advisor Jesse Todisco from 46 & 2 Wealth Partners about finding the balance in investing, business, and mindset through self-care. He shares how he works with clients, his motivation, and his search for bettering oneself. They also talk about Jesse's masculinity movement and exchange some thoughts about the use of plant medicines.Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

The following is a conversation between Amy Celep, Chief Executive Officer of Community Wealth Partners, and Denver Frederick, the host of the Business of Giving. In this interview, Amy Celep, Chief Executive Officer of Community Wealth Partners, shares the following: • Scenario planning and the importance of leading indicators • The need for grantees to be bold with funders • Leading and Working Effectively in a Virtual World

The Jeff & Heidi Show Jeff Heggie is an entrepreneur and business development coach www.JeffHeggie.com | www.JeffHeggieCoaching.com Instagram https://www.instagram.com/jeffheggiecoaching/ Facebook fb.me/JeffHeggieCoaching LinkedIn https://www.linkedin.com/in/jeffheggie/ Heidi Anderson is an entrepreneur and founder of ECI Business Financial Strategies www.ecibfs.com | www.ecisecurepay.com LinkedIn linkedin.com/in/heidianderson0426/ Episode 003: The Jeff & Heidi Show with Jesse Todisco The best career in financial services is that of a financial caregiver, business operator and true purveyor of advice. Continuously evolving as a financial caregiver allows you to use money as a conduit to a more fulfilling life for your clients and for yourself. Jesse is the founder of 46 & 2 Wealth Partners, a fee only registered investment advisory firm. Our business ethos is rooted in helping people explore the wisdom of true wealth. Jesse also hosts The Jesse Tee Show. A mindset focused podcast that teaches anyone hunting greatness in business, health and wellness and in relationships the secrets to success. At an early age Jesse realized he had a knack for being an entrepreneur. He would buy, sell and trade comic books and sports cards. Growing up in Boston, during the harsh winter months, Jesse would shovel his neighbors sidewalks and driveways earning a few dollars and other times, a cup of hot chocolate. In 2006, Jesse moved to Georgia and resumed his entrepreneurial path after leaving the military. He founded a series of successful companies that brought him to Charlotte, NC. After building an organization, Jesse and his wife Alicia experienced the loss of their daughter, Alana. They decided to move back to the Atlanta area to be closer to friends and family and continue the dream of starting a family. In 2011, Jesse entered the world of financial caregiving. Since then he has become more and more passionate about upholding his fiduciary responsibility to those he serves. Jesse has been happily married to his wife Alicia, for 6 years and together they are the proud parents of two sons. Jesse is a passionate human optimization nerd, enjoys the outdoors, and loves spending time with family, reading, cooking, and learning. https://46and2wealthpartners.com https://www.youtube.com/channel/UCHVlX9V5wzTQCZl1QXEw16w https://directory.libsyn.com/shows/view/id/thejesseteeshow Instagram – @jesse_tee http://linkedin.com/in/jessetee --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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In the sixth episode of The COO Roundtable, Matt was excited to welcome the first CEO to the Roundtable discussion! Jeff Concepcion, Nancy Andrefsky, and Lou Camacho from Stratos Wealth Partners joined Matt for an easy going, yet extremely insightful interview. Stratos Wealth Partners has 287 advisors in 87 offices across 24 states and serves more than 13,000 clients with over $13 billion in assets under management. Jeff is Founder and CEO of the firm while Nancy, who has worked with Jeff since the firm’s inception, holds the COO and CFO titles and Lou heads Stratos Wealth Alliance as its President. In this episode, Matt, discussed with Jeff, Nancy, and Lou how they each play a vital role in sustaining such a large, acquisition-focused enterprise and much more, including: The Stratos Wealth Partners model and how they differentiate themselves in the marketplace Nancy and Lou’s respective backgrounds and how those experiences influence their current roles at the firm How Nancy balances the plethora of responsibilities that come with being COO and CFO Jeff’s take on the importance of professional management in the RIA space Nancy’s thoughts on the age-old profit vs. growth debate How Lou leverages Stratos’ technology platform in the sales process with advisors Jeff’s opinion on the recent large liquidity events of RIA aggregators (Focus Financial Partners, Hightower Advisors, and the recent sale of United Capital to Goldman Sachs) We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, click here.

In the sixth episode of The COO Roundtable, Matt was excited to welcome the first CEO to the Roundtable discussion! Jeff Concepcion, Nancy Andrefsky, and Lou Camacho from Stratos Wealth Partners joined Matt for an easy going, yet extremely insightful interview. Stratos Wealth Partners has 287 advisors in 87 offices across 24 states and serves more than 13,000 clients with over $13 billion in assets under management. Jeff is Founder and CEO of the firm while Nancy, who has worked with Jeff since the firm’s inception, holds the COO and CFO titles and Lou heads Stratos Wealth Alliance as its President. In this episode, Matt, discussed with Jeff, Nancy, and Lou how they each play a vital role in sustaining such a large, acquisition-focused enterprise and much more, including: The Stratos Wealth Partners model and how they differentiate themselves in the marketplace Nancy and Lou’s respective backgrounds and how those experiences influence their current roles at the firm How Nancy balances the plethora of responsibilities that come with being COO and CFO Jeff’s take on the importance of professional management in the RIA space Nancy’s thoughts on the age-old profit vs. growth debate How Lou leverages Stratos’ technology platform in the sales process with advisors Jeff’s opinion on the recent large liquidity events of RIA aggregators (Focus Financial Partners, Hightower Advisors, and the recent sale of United Capital to Goldman Sachs) We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, click here.

Financial Education Adviser & Founder of Veteran Wealth Partners, LLC , Chandra Adusei shares winning strategies on the importance of financial literacy, tax preparation and legacy wealth building within our communities during and after service. Chandra proudly served as a commissioned officer for 6 years and currently provides military and veteran entrepreneurs innovation ways to […]