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Ep 148: Building A Small-Town LGBTQ Niche While Coming Out To Your Broker-Dealer with Laura LaTourette
Laura LaTourette is the founder of Family Wealth Management Group, a hybrid advisory firm that oversees $45 million of assets under management for 86 client households. Today Laura joins the show to …
Published on 6 years, 1 month ago
Ep 147: Developing Next Generation Advisor Talent With An Internal 2-Year Mentoring Program with Jeff Dobyns
Jeff Dobyns is the founder of Southwestern Investment Group, a hybrid advisory firm that oversees nearly $3.5 billion of assets under management. Today Jeff joins the show to discuss how he has devel…
Published on 6 years, 1 month ago
Ep 146: Systematizing Financial Planning Progress For Clients With Your Own Wealth Management Index with Ross Levin
Ross Levin is the co-founder and CEO of Accredited Investors Wealth Management, an independent RIA that oversees nearly $2 billion of assets under management for 475 affluent clients. Today Ross join…
Published on 6 years, 2 months ago
Ep 145: Systematizing Reviews Of Client Tax Returns By Building Software To Automate It with Roger Pine
Roger Pine is the co-founder of Holistiplan, a tax planning software built to systematize and automate the process of reviewing a client's tax return to find potential planning opportunities. Today h…
Published on 6 years, 2 months ago
Ep 144: The Past, Present, And Future Evolution Of The RIA Custody Model with Tom Bradley
Tom Bradley is the former president of TD Ameritrade Institutional, one of the leading RIA custodial platforms serving nearly 7,000 independent RIAs with almost $600 billion of assets held in custody…
Published on 6 years, 2 months ago
Ep 143: Getting Local Clients Via Google Search With A Niche Of Serving Independent Women with Cathy Curtis
Cathy Curtis is the founder of Curtis Financial Planning, a solo independent RIA that oversees nearly $60 million in assets under management for 52 client households. By positioning her business into…
Published on 6 years, 2 months ago
Ep 142: Creating A Structured Relationship-Building Calendar To Enhance Trust With Affluent Clients with Matt Oechsli
Matt Oechsli is the founder and CEO of Oechsli Institute, which does primary research into affluent investors and how they select advisors. A marketing and sales consultant for financial advisors, Ma…
Published on 6 years, 3 months ago
Ep 141: Building The Differentiated Foundation For Successful Advisor Marketing with Kristen Luke
Kristen Luke is the founder of Kaleido Creative Studio, a marketing consulting firm that specializes in multi-advisor fee-only RIAs with $100 million to $1 billion in assets under management. Today s…
Published on 6 years, 3 months ago
Ep 140: Transforming Your Advisory Business By Shifting Your Mindset After Hitting The (10-Year) Capacity Wall with Adam Cmejla
Adam Cmejla is the founder of Integrated Planning and Wealth Management, an independent RIA that oversees approximately $45 million in assets under advisement for nearly 100 clients. Over the past tw…
Published on 6 years, 3 months ago
Ep 139: Plugging In For Large Firm Support To Refocus Your Time On Clients Instead with Michele Clark
Michele Clark is the senior portfolio manager for Acropolis Investment Management with more than 25 years of experience in financial services. From cold knocking to becoming a regional investor educa…
Published on 6 years, 3 months ago