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Ep 108: How To Take A Sabbatical Even When Your Clients Depend Primarily On You with Lisa Kirchenbauer
My guest today is Lisa Kirchenbauer, founder and president of Omega Wealth Management. Lisa's firm oversees more than $100 million of assets for nearly 100 affluent clients, with whom they've been…
Published on 6 years, 10 months ago
Ep 107: Using Podcasting As A Marketing Strategy To Attract (Retirement Niche) Clients with Roger Whitney
Roger Whitney is a partner with WWK Wealth Advisors, an independent RIA where he works with a personal client base of retirees with $75 million of assets under management. Perhaps even more impres…
Published on 6 years, 11 months ago
Ep 106: Empowering Widows Financially By Helping Them Navigate The 3 Stages of Widowhood with Kathleen Rehl
My guest today works with financial advisors to teach them how to handle a tricky area for a lot of firms: working with widows. Kathleen Rehl is a speaker, trainer, and researcher specializing in t…
Published on 6 years, 11 months ago
Ep 105: Growing An Advisory Firm By Pairing Young Advisors To Acquired Books Of Business From Retiring Advisors with Chip Munn
Chip Munn is the co-founder and managing partner of Signature Wealth, a hybrid wealth management firm on the Raymond James platform that has quickly gone from $300 million to over $1 billion of ass…
Published on 6 years, 11 months ago
Ep 104: How Financial Coaching Skills Enhance The Financial Planner's Value Proposition with Saundra Davis
My guest today is here to help with one of the most common challenges we face as advisors: getting clients to actually follow through and implement our financial advice. The founder of Sage Financia…
Published on 6 years, 11 months ago
Ep 103: Finding Success As A Great Financial Planner Without The Need For Business Development Or Partnership with Kathleen Kenealy
My guest today is here to talk about a kind of success that hasn't been covered much on the podcast: building a career within a larger firm instead of going independent. Kathleen Kenealy is th…
Published on 6 years, 11 months ago
Ep 102: Transitioning From Wirehouse To Independence with Michael Henley: Is The Grass Really Greener?
There has been a lot of buzz over the past couple of years about the breakaway trend that has seen sizeable advisory firms moving away from wirehouses, and my guest today very recently went through t…
Published on 7 years ago
Ep 101: Financial Advisors As Adherence Partners To Deliver Advice That Actually Sticks with Moira Somers
My guest today comes from a different background than my usual guests, and she's here to answer the fundamental question of why clients sometimes don't take the advice we give them. Dr. Moira S…
Published on 7 years ago
Ep 100: Scaling A Financial Life Management Firm By Starting With Client Intentions Instead Of Goals with Joe Duran
Joe Duran is the founder and CEO of United Capital, a national independent RIA that oversees nearly $25 billion of assets under management and consistently ranks as one of the nation's fastest-g…
Published on 7 years ago
Ep 099: Finding Better Alignment Of Values And Belief Systems By Focusing On A Religious Niche with Rob West
As advisors, many of us have been taught that it's a bad idea to discuss religion or politics with clients, but my guest today disagrees with this conventional wisdom. In fact, he has found that …
Published on 7 years ago