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Ep 188: Leading With Directly-Held Real Estate Advice To Differentiate Traditional Wealth Management with Rich Arzaga
Rich Arzaga is the founder of Cornerstone Wealth Management, a hybrid advisory firm that oversees nearly $70 million in AUM for 65 affluent clients. Rich is just one of a handful of advisors across t…
Published on 5 years, 4 months ago
Ep 187: Adopting Alternative Fee Models To Expand Your Clientele And Change The Complexion Of Wealth with Emlen Miles-Mattingly
Emlen Miles-Mattingly is the founder of Gen Next Wealth, an independent RIA based in Madera, California that provides wealth management for 70 client households. Emlen's goal is to change the complex…
Published on 5 years, 4 months ago
Ep 186: Digital Marketing Strategies for Financial Advisors with Samantha Bezar
Samantha Bezar is the Director of Digital Marketing for Thrive Financial Services, a hybrid RIA and Insurance Agency based out of the Greater Philadelphia Area that serves nearly five hundred clients…
Published on 5 years, 4 months ago
Ep 185: Becoming A Financial Coach As An Alternative To The Traditional Financial Advisor Business Model with Christine Teh
Christine Teh is the founder of Teh Financial Coaching, which provides tax consulting and financial coaching services to high-income individuals and couples. Christine has built a successful coaching…
Published on 5 years, 5 months ago
Ep 184: Building A Premium Financial Planning Experience To Sustain A Premium Advisory Fee with Reese Harper
Reese Harper is the founder and CEO of Dentist Advisors, an independent RIA that oversees nearly $250 million of AUM for more than 350 clients. On top of running a firm with a unique niche, Reese als…
Published on 5 years, 5 months ago
Ep 183: Structuring Your Advisory Business To Manage Your Time And Fit Your Natural Strengths with Hannah Moore
Hannah Moore is a Certified Financial Planner and owner of Guiding Wealth Management. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management, he…
Published on 5 years, 5 months ago
Ep 182: How Private Wealth Management In A Multi-Family Office Differs From Traditional Financial Planning with Richard Joyner
Richard Joyner is the President of Tolleson Wealth Management, a multi-family office that manages the wealth of large families with significant assets. He works with multi-generational families to ad…
Published on 5 years, 5 months ago
Ep 181: Pivoting To A New And Better Marketing Approach After Your First Niche Misses with Benjamin Brandt
Benjamin Brandt is the founder of Capital City Wealth Management, an independent RIA that oversees $60 million in assets under management for nearly 80 households. Benjamin originally developed a foc…
Published on 5 years, 6 months ago
Ep 180: Getting A Year's Worth Of Growth Every Month By Going All-In On A Clear Target Market with Ryan Inman
Ryan Inman is the founder of Physician Wealth Services, an independent RIA that serves over 140 physician clients. Completely narrowed in on his unique niche, Ryan changed the name of his firm, creat…
Published on 5 years, 6 months ago
Ep 179: Investment Banking For Wealth Management And The Evolution Of Advisor Enterprise Value with Elizabeth Nesvold
Elizabeth Nesvold is the Managing Director and Head of Asset & Wealth Management Investment Banking for Raymond James, providing investment banking services for some of the largest independent adviso…
Published on 5 years, 6 months ago