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Ep 158: Leveraging Outsourcers To Go From Employee To Independent Without Building It All Yourself with Steph Bruno
Steph Bruno is the founder of Sea to Peak Financial Advisors, an independent RIA that oversees nearly $70 million in assets under management for 45 affluent clients. Today Steph joins the show to dis…
Published on 5 years, 11 months ago
Ep 157: Building Your Own Personal Brand To Complement And Not Compete With Your Advisory Firm with Peter Lazaroff
Peter Lazaroff is a shareholder and the Co-Chief Investment Officer of Plancorp, an independent RIA that oversees nearly $4.4 billion of assets under management for 1,300 affluent clients. Today he j…
Published on 5 years, 11 months ago
Ep 156: Establishing Next Generation Career Tracks And Business Development Training For Long-Term Sustainability with DeLynn Zell
DeLynn Zell is the founder and CEO of Bridgeworth Financial, a hybrid RIA that oversees nearly $1.6 billion of assets under management for almost 2,000 clients. Today DeLynn joins the show to discuss…
Published on 5 years, 11 months ago
Ep 155: Eschewing A Bricks-And-Mortar Office For Reduced Overhead And (Virtual) Flexibility with Derek Notman
Derek Notman is the founder of Intrepid Wealth Partners, operating as an agent for New York Life and overseeing nearly $50 million in assets under management for almost 200 clients. Today Derek joins…
Published on 6 years ago
Ep 154: (Re-)Igniting Your Advisor Marketing By Defining Client Avatars And Removing Impediments To Action with Mary Beth Storjohann
Mary Beth Storjohann is the Chief Marketing Officer for Abacus Wealth Partners, an independent RIA that oversees nearly $2.6 billion in assets under management for almost 1,700 clients. After joining…
Published on 6 years ago
Ep 153: Generating More Productive Referrals By Closing The Gap Of Prospects Who Are Referred But Never Call with Dan Allison
Dan Allison is the founder of Feedback Marketing Group, a marketing and sales consulting firm that helps financial advisors to increase their growth by teaching methods to generate referrals from exi…
Published on 6 years ago
Ep 152: Getting Comfortable With Sales By Simply Seeking To Find Qualified Prospects To Inform with Beverly Flaxington
Beverly Flaxington is the founder of The Collaborative, which provides sales training and organizational development support for financial service firms. A firm believer that it's not just about know…
Published on 6 years ago
Ep 151: Expanding Your Advisory Firm's Reach With A Retail Prosperity Pie Shoppe with Luna Jaffe
Luna Jaffe is the founder of Lunaria Financial, an advisory firm that oversees nearly $55 million in assets under management for 100 client households. In an effort to make financial knowledge afford…
Published on 6 years ago
Ep 150: Getting Unstuck And Re-Aligning Fees To Build The Solo Advisory Firm You Want with Tanya Nichols
Tanya Nichols is the founder of Align Financial, a hybrid advisory firm that oversees nearly $50 million of assets for 80 client households. After nearly 20 years of working in a larger firm environm…
Published on 6 years, 1 month ago
Ep 149: Managing Capacity And Ensuring Continuity For Clients By Selling Without Retiring with Susan John
Susan John is the managing director and financial advisor for F.L. Putnam, an independent RIA that manages nearly $2 billion of assets under management. After 25 years of building her own independent…
Published on 6 years, 1 month ago