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Ep 098: Deepening Client Relationships With A Political Niche To Find Shared Beliefs with Zach Teutsch
My guest today has not only gone against the conventional wisdom of never talking politics with clients, but he's based his entire business on that very subject. Zach Teutsch is the founder of Val…
Published on 7 years, 1 month ago
Ep 097: Transitioning From Financial Coach to Financial Planner Serving Underserved Communities with Phuong Luong
My guest today brings a very different perspective to the show, not just because of the clients she works with and how she runs her practice, but also because of her unusual path into the industry…
Published on 7 years, 1 month ago
Ep 096: The 7 Pillars Of Running An Advisory Firm Like A Real Business with Stephanie Bogan
Stephanie Bogan is a successful practice management consultant who teaches advisors how to run an advisory business as a business. After building and selling her first consulting firm, Stephanie ha…
Published on 7 years, 1 month ago
Ep 095: The Never-Ending Process Of Iteratively Building An Advisory Firm with Linda Lubitz Boone
My guest today has seen what it's like to build an advisory business and what it's like to build a business for advisors. Previously a co-founder of IPS Advisor Pro—the first software for doing inve…
Published on 7 years, 1 month ago
Ep 094: Crafting Your Optimal Solo Practice By Simply Charging What You're Worth with James Osborne
Today's guest has built a high-margin solo practice with quite an unusual structure. The founder of Bason Asset Management, James Osborne grew his advisory firm to over $225 million of AUM and nearly…
Published on 7 years, 2 months ago
Ep 093: Building A High-Income Lifestyle Practice Efficiently By Running It Like A Real Business with Sunit Bhalla
My guest today has one of the most fascinating practices and niches in the advisor space. Sunit Bhalla is the founder of Oak Tree Financial Planning, a solo advisory firm that oversees more th…
Published on 7 years, 2 months ago
Ep 092: Taking More Vacation Time By Standardizing Workflows And Processes In Your Advisor CRM with Jennifer Goldman
Today's guest is an expert at operations and systems. Jennifer Goldman is the founder of an eponymous practice management consulting firm that works intimately with advisory firms on their oper…
Published on 7 years, 2 months ago
Ep 091: Increasing The Value Of Advice By Focusing On Life-Centered Planning For Transitions Not Goals with Mitch Anthony
My guest today trains and coaches financial advisors on how to ask the right questions in order to have better conversations with clients. Mitch Anthony is the co-founder of ROLAdvisor, a coachi…
Published on 7 years, 2 months ago
Ep 090: Scaling An Advisory Firm Beyond Yourself By Systematizing The Soft Skills with Julie Murphy
My guest today has not only had a unique journey into the financial planning world, but she also brings a very different approach and perspective to the field. Julie Murphy is the founder and Ch…
Published on 7 years, 2 months ago
Ep 089: The Truth About Advisor Marketing And The Scalable Delivery Of Financial Advice with Ric Edelman
My guest today has built one of the largest successful advisory businesses in the country. Ric Edelman is the founder and executive chairman of Edelman Financial Services, a mega-independent RIA …
Published on 7 years, 3 months ago