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Ep 178: Blogging Your Way Into A Successful Niche By Simply Pursuing Your Own Curiosity with Daniel Zajac
Daniel Zajac is a financial advisor and partner with Simone Zajac Wealth Management Group, a hybrid advisory firm on the Lincoln Investments platform that oversees nearly $250 million of AUM for 300 …
Published on 5 years, 6 months ago
Ep 177: Career-Changing To Become A Financial Advisor In The Midst Of A (Financial Crisis And) Bear Market with Sara Stanich
Sara Stanich is the founder of Cultivating Wealth, an independent RIA that oversees nearly $50 million in AUM for 95 ongoing client households. Sara transitioned into financial advisory in the midst …
Published on 5 years, 6 months ago
Ep 176: Understanding The Landscape Of Employee Vs Independent Advisor Broker-Dealer Platforms with Mindy Diamond
Mindy Diamond is the founder of Diamond Consultants, a recruiting firm that has been helping advisors evaluate and change their broker-dealer platforms for more than 20 years. Today Mindy joins the s…
Published on 5 years, 7 months ago
Ep 175: The Importance Of Family Dynamics To Make (Business) Time And Regain Control Of Work/Life Balance with Travis Parry
Dr. Travis Parry is the founder of Make Time Institute, a company that helps business owners gain control of their time to achieve a more sustainable work/life balance. Having spent nearly a decade w…
Published on 5 years, 7 months ago
Ep 174: Leveraging Zapier And PreciseFP To Weave Together Independent Advisor Open Architecture with Shanna Tingom
Shanna Tingom is the founder of Heritage Financial Strategies, a dually registered advisory firm that oversees nearly $50 million of assets under management for 250 clients. Today Shanna joins the sh…
Published on 5 years, 7 months ago
Ep 173: Growing To $250M In 5 Years By Crafting A More Specialized Client Experience with Andrew Leonard
Andrew Leonard is the founder of Geometric Wealth Advisors, an independent RIA that oversees nearly $250 million in AUM for 110 client households. Andrew has settled into a unique niche, which ultima…
Published on 5 years, 7 months ago
Ep 172: Finding The Intersection Of Fulfillment And Profitability With A Niche Of Special Needs Families with Minoti Rajput
Minoti Rajput is the founder and president of Secure Planning Strategies, a hybrid advisory firm that oversees nearly $300 million of AUM for 350 client households. Minoti has built her advisory firm…
Published on 5 years, 8 months ago
Ep 171: Transitioning From Successful Wholesaling To Financial Advisors To Becoming One Instead with Tom Kennedy
Tom Kennedy is a wealth advisor at Global Wealth Advisors, where he works with a base of nearly 400 clients. After 10 successful years of being a wholesaler to advisors, Tom decided to make the trans…
Published on 5 years, 8 months ago
Ep 170: Eschewing The Industry's 'Growth Imperative' And Crafting Your Advisory Business With Intention Instead with Patrick Tucker
Patrick Tucker is the founder of True Measure Wealth Management, an independent RIA that oversees nearly $150 million in AUM for 89 client families. Patrick has a background in business operations an…
Published on 5 years, 8 months ago
Ep 169: Combating Advisory Fee Compression By Unbundling Investment Management And Financial Planning Fees with Alexandra Levi
Alexandra Levi is the founder and managing partner at Element Financial Group, a hybrid RIA that oversees nearly $430 million of assets under advisement for 170 clients. As a firm providing both inve…
Published on 5 years, 8 months ago