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Ep 218: Jumpstarting Growth By Getting Paid To Market Your Own Expertise with Maura Griffin
Maura Griffin is the founder of Blue Spark Financial, an independent RIA that oversees more than $150 million of assets for nearly 90 clients who are primarily single women making financial decisions…
Published on 4 years, 9 months ago
Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
Sophia Bera is a past guest of the podcast, and originally wrote a guest post for Nerd's Eye View as far back as 2013. If you missed her before, she is the founder of Gen Y Planning, an independent R…
Published on 4 years, 9 months ago
Ep 216: The Financial Advisor As Curator And Redefining The Value Of Financial Expertise with Jason Zweig
Jason Zweig is a financial journalist who not only wrote one of the first books on behavioral finance neuroeconomics, but also writes "The Intelligent Investor" column for the Wall Street Journal. A …
Published on 4 years, 10 months ago
Ep 215: Tracking The Client's (Non-Portfolio) Results To Price Your Financial Planning Retainer Fee with Shawn Tydlaska
Shawn Tydlaska is the founder of Ballast Point Financial Planning, an independent RIA based in the San Francisco Bay Area that serves 117 high-income young professionals across the country, helping t…
Published on 4 years, 10 months ago
Ep 214: Building A Premium Advice Service By Niching With Ultra-High Net Worth Divorcees with Olivia Summerhill
Olivia Summerhill is the founder of Summerhill Wealth, an independent RIA based near Seattle that exclusively works with ultra-high net worth women who are adjusting to life during—and after—divorce.…
Published on 4 years, 10 months ago
Ep 213: A Policy-Based Financial Planning Approach To Advising Clients Through Uncertainty with Dave Yeske
Dave Yeske is the co-founder of Yeske Buie, an independent RIA based out of San Francisco that oversees $740 million of assets under management for more than 300 affluent clients. Dave has successful…
Published on 4 years, 10 months ago
Ep 212: The Professional Paraplanner As (Virtual) Support And A Career Path Unto Itself with Alex Hopkin
Alex Hopkin is the founder of Simply Paraplanner, a job board and training portal for U.S.-based virtual paraplanners. Simply Paraplanner is not just a way for paraplanners and firms to connect, but …
Published on 4 years, 10 months ago
Ep 211: How A Clear Marketing Focus Can Make The Sales Process Easier with Kristin Harad
Kristin Harad is the founder of a marketing consulting firm that focuses on coaching solo advisors to reach the next level and outsource CMO services for RIAs and mid-size firms. In addition to worki…
Published on 4 years, 11 months ago
Ep 210: Growing Your Client Base By Making Advice The "Product" And Quantifying Its Value with Sten Morgan
Sten Morgan is the founder of Legacy Investment Planning, a hybrid advisory firm near Nashville that generates more than $2 million in revenue per year from 220 affluent clients. Sten is one of the m…
Published on 4 years, 11 months ago
Ep 209: Launching Your Own (Niche) Practice As A Pathway To Becoming A Partner In A Larger Advisory Firm with Forrest Baumhover
Forrest Baumhover is a financial advisor and partner with Lawrence Financial Planning, an independent RIA based in Tampa that oversees more than $100 million of assets under management for 70 affluen…
Published on 4 years, 11 months ago