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Ep 198: How The Creator Of The 4 Percent Rule Applied It For His Clients And His Own Retirement with Bill Bengen
Bill Bengen is the former owner of Bengen Financial Services, an independent RIA based out of Southern California that oversaw nearly $50 million of assets under management for 80 affluent retirees. …
Published on 5 years, 2 months ago
Ep 197: Starting Over After A Non-Compete To (Re-)Build The Advisory Business You Really Want with Ashby Daniels
Ashby Daniels is a financial advisor who personally oversees $38 million in assets under management for 43 retired clients with Shorebridge Wealth Management. Ashby launched his current practice, a h…
Published on 5 years, 2 months ago
Ep 196: Partnering With A Center Of Influence To Rapidly Grow In A Focused Niche with Daniel Hannoush
Daniel Hannoush is the co-founder of One & Done Financial, a virtual independent RIA that oversees nearly $70-million of assets under management for 350 client households. He has been able to consist…
Published on 5 years, 2 months ago
Ep 195: Own Your Future By Continuously Reinvesting In Yourself To Build The Advisory Career You Want with Echo Huang
Echo Huang is the founder of Echo Wealth Management, an independent RIA that oversees nearly $120 million of AUM for 76 client households. Echo has built a niche serving corporate executives and has …
Published on 5 years, 2 months ago
Ep 194: Aligning Values To Clients With Sustainable Investing And Becoming B Corp Certified with Lisa Cooper
Lisa Cooper is the founder of Figure 8 Investment Strategies, an independent RIA based in Idaho that oversees $90 million of assets under management for 85 clients. Figure 8 has differentiated itself…
Published on 5 years, 3 months ago
Ep 193: Turning Operations Experience Into A Virtual Assistant Outsourcing Solution with Michelle Wong
Michelle Wong is the founder of Nifty Advisor Support, a virtual assistant outsourcing solution for independent advisory firms. Using her background in operations, Michelle was able to capitalize on …
Published on 5 years, 3 months ago
Ep 192: Breaking Away From A Wirehouse To Build A True Fiduciary Multi-Family Office with Paul Pagnato
Paul Pagnato is the Co-Chairman and Chief Visionary Officer of Cresset Capital, a multi-family office with nearly $9.5 billion of assets under management for more than 600 ultra-high net worth client…
Published on 5 years, 3 months ago
Ep 191: Carving Your Own Career Path To Create A Role That Fits Your Unique Strengths with Tiffany Charles
Tiffany Charles is the Chief Growth Officer for Destiny Capital, a hybrid advisory firm based near Denver that oversees $260 million in assets under management for nearly 200 households. Tiffany has …
Published on 5 years, 3 months ago
Ep 190: Scaling An Advisory Firm By Finding New Talent Outside The Financial Services Industry with Stacey McKinnon
Stacey McKinnon is the Chief Operating Officer for Morton Capital Management, an independent RIA based in Los Angeles that oversees nearly $2 billion worth of assets under management for nearly 1,000…
Published on 5 years, 3 months ago
Ep 189: Experimenting With Advisor Marketing To Find The (Digital) Formula That Works For You with Taylor Schulte
Taylor Schulte is the founder of Define Financial, an independent fee-only RIA that oversees $76 million of assets under management for 60 families that are in, or approaching, retirement. Taylor has…
Published on 5 years, 4 months ago