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Ep 128: Advising Small Business Owners By Helping Them Increase Their Own Enterprise Value with Justin Goodbread
After starting his first of five businesses at the age of 15, there aren't many business activities Justin Goodbread hasn't experienced. In 2009, he founded Heritage Investors, an independent RIA bas…
Published on 6 years, 6 months ago
![Ep 127: Creating A Stewardship Report To Show Your Ongoing Value To [401(k) Or Other] Clients with Jania Stout](https://static.libsyn.com/p/assets/e/3/2/8/e32827f205de7b85/eM75k-G9.png)
Ep 127: Creating A Stewardship Report To Show Your Ongoing Value To [401(k) Or Other] Clients with Jania Stout
Jania Stout is the Managing Director and Co-Founder of Fiduciary Plan Advisors at HighTower Advisors, an advisory firm that is focused on 401(k) planning. Her team is responsible for nearly $4 billio…
Published on 6 years, 6 months ago
Ep 126: Climbing The Path Of Personal Development To Partnership At A Large RIA with Martine Lellis
Martine Lellis has had a unique career with Sullivan Bruyette Speros & Blayney (SBSB). She started out as an associate advisor, and after seeing the firm sold to a bank, she later moved into a mid-le…
Published on 6 years, 6 months ago
Ep 125: The Upside Opportunity Of Finding Out Your Advisory Firm Is Being Sold with Sabrina Lowell
With sixteen years of experience in the wealth management industry, Sabrina Lowell is a Certified Financial Planner™ (CFP®) and a Certified Professional Co-Active Coach® (CPCC). With a focus on worki…
Published on 6 years, 6 months ago
Ep 124: Insourcing Vs Outsourcing To Manage Overhead Expense Ratios While Scaling An Advisory Firm with Shirl Penney
Shirl Penney is the co-founder and CEO of Dynasty Financial Partners, a back and middle office service provider for large independent RIAs. With more than $32 billion on their platform across the 47 …
Published on 6 years, 7 months ago
Ep 123: Buying Out A Retiring Founder & Funding Future Growth By Recapitalizing With Well-Aligned Patient Capital with Brent Brodeski
My guest today has one of the largest independent RIAs we've had on the podcast. Brent Brodeski is the co-founder and CEO of Savant Capital, an independent RIA that oversees more than $6 billion of a…
Published on 6 years, 7 months ago
Ep 122: Splitting Client-Facing Duties From The Mid- And Back-Office With A 'Supported Independence' Model with Jeff Concepcion
My guest today built his firm as a support platform for independent advisors. Jeff Concepcion is the founder and CEO of Stratos Wealth Partners, a corporate RIA and super OSJ under the LPL platform t…
Published on 6 years, 7 months ago
Ep 121: Crafting A Differentiated Investment Process By Engaging Clients And Community with Rachel Robasciotti
Rachel Robasciotti is the founder of Robasciotti & Phillipson, an independent RIA that oversees $140 million of assets for more than 100 individual clients. With 15 years of experience in the industr…
Published on 6 years, 7 months ago
Ep 120: Building A Personal Finance Media Brand By Focusing On Being Your Authentic Self with Manisha Thakor
Manisha Thakor is the founder of MoneyZen, a financial literacy and education platform focused on empowering women, and the VP of Financial Wellbeing at Brighton Jones, an independent RIA with $5 bil…
Published on 6 years, 8 months ago
Ep 119: Career-Changing Into Financial Planning By Creating A Niche Serving Your Former Profession with Kenneth Robinson
My guest today keeps up our recent trend of speaking with advisors who serve a unique niche. The founder of Practical Financial Planning, Kenneth Robinson focuses his planning services specifically o…
Published on 6 years, 8 months ago