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Ep 118: Passion Prospecting To Small Business Owners Through A Niche With Bass Fishermen with Jared Reynolds
Jared Reynolds is a partner at Wilkerson & Reynolds, an advisory firm that oversees nearly $160 million in assets under management. With a heavy focus on working with small business owners and their …
Published on 6 years, 8 months ago
Ep 117: Forming A Specialized Advice Process To Add Real Value In Serving Small Business Owners with Josh Patrick
Josh Patrick is the founder of Stage 2 Planning, an independent RIA with a niche focus on working with small business owners. Leveraging his own personal experience as a small business owner—before h…
Published on 6 years, 8 months ago
Ep 116: Building A Consumer Media And Author Presence To Gain Credibility As A 'Small' Independent Advisor with Harold Evensky
My guest today is one of the pioneers of financial planning under the RIA model. Harold Evensky is the co-founder and chairman of Evensky & Katz / Foldes Financial, an independent RIA in South Florid…
Published on 6 years, 8 months ago
Ep 115: Building The Confidence To Turn A Personal Mission Into An Advisory Firm Niche with Hilary Hendershott
My guest today has crafted a niche of not just serving, but also trying to empower female clients. Hilary Hendershott is the founder of Hendershott Wealth Management, an independent RIA that oversee…
Published on 6 years, 9 months ago
Ep 114: Why Creating A Great Client Experience Is About More Than Just Great Service with Dennis Moseley-Williams
Dennis Moseley-Williams is the founder of DMW Strategic Consulting, a boutique consulting firm that works with financial advisors to help them design and deliver a great client experience. Not simply…
Published on 6 years, 9 months ago
Ep 113: Scaling An Advisory Firm To Serve A Greater Mission Beyond Yourself with Stacy Francis
My guest today has made it her mission to empower women to take control of their finances. Stacy Francis is the president and CEO of Francis Financial, an independent RIA with a unique niche focus on…
Published on 6 years, 9 months ago
Ep 112: Finding The Time To Get The Right People Into The Right Seat Of Your Advisory Firm with Andrea Schlapia
Andrea Schlapia is the founder of Ironstone, a practice management coaching and consulting firm for financial advisors who are struggling with the business execution challenges of transitioning from …
Published on 6 years, 9 months ago
Ep 111: Why The Right Advisory Fee To Charge Is The One That Not All Clients Say "Yes" To with Jim Stackpool
Today I'm joined by our first international guest, who gives us a look at not only what financial advisor businesses look like in other parts of the world, but also how all advisors should start look…
Published on 6 years, 10 months ago
Ep 110: Adapting The 4-Hour Work Week Into A Highly Profitable 4-Month Work Year Lifestyle Practice with Micah Shilanski
My guest today transitioned from working over 70 hours per week to refining his practice to the point that he's now only in the office for four months out of the year. Micah Shilanski is a partne…
Published on 6 years, 10 months ago
Ep 109: How A Retirement Researcher Implements Retirement Planning For His Own Clients with Jon Guyton
Jon Guyton sits at an interesting intersection of the advisor world. The founder of Cornerstone Wealth Advisors—an independent RIA that oversees $240 million in AUM for mostly retiree clients—Jon…
Published on 6 years, 10 months ago