Podcast Episodes
Back to Search
Ep 088: Learning A More Genuine Sales Conversation Approach To Better Turn Prospects Into Clients with Nancy Bleeke
Today we're going to talk about a topic that makes many financial advisors cringe: sales. But despite the negative reaction many people within the industry have to this topic, my guest today is h…
Published on 7 years, 3 months ago
Ep 087: Going Independent To Run Your Advisory Firm With The Systems And Clients You Want with René Nourse
My guest today has had quite an unusual path through the industry. After building a successful practice at a wirehouse for the first 20 years of her career, René Nourse went independent so she cou…
Published on 7 years, 3 months ago
Ep 086: Mastering Marketing As A Solo Advisor By Simply Sharing Your Authentic Self with Eric Roberge
Eric Roberge is the founder of Beyond Your Hammock, an independent RIA that specializes in financial planning services for high-income young professionals in their 30s and 40s. In just five years, …
Published on 7 years, 3 months ago
Ep 085: Boosting Firm Productivity With A Financial Planning Resident Program With Elissa Buie
My guest today has been in the financial planning industry for 35 years, and has been incredibly active in the profession. In addition to serving as CEO of Yeske Buie, an independent RIA that manages…
Published on 7 years, 4 months ago
Ep 084: Re-Energizing After A Mid-Career Crisis With A Focus On Next Generation Talent Development With Diane Compardo
Diane Compardo is a partner and team leader at Moneta Group, an independent RIA with 40 partners and nearly $20 billion of assets under advisement. Now the leader of a 16-person team with four partn…
Published on 7 years, 4 months ago
Ep 083: Switching To The Right Independent Broker-Dealer By Understanding Its Profit Centers With Jon Henschen
My guest on today's podcast shares my philosophy that the industry could use a little more transparency when it comes to broker-dealers, and he is working to make that happen. Jon Henschen is the pr…
Published on 7 years, 4 months ago
Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs
History always has a way of shedding light on current issues and giving us insight into the future. Ben Coombs was one of the first recipients of the CFP certification and having been involved in the…
Published on 7 years, 4 months ago
Ep 081: Expanding Access To Financial Planning Advice By Offering Financial Doing Instead with Louis Barajas
My guest today has found an impressive balance between creating a successful advisory firm and giving back to his community. Louis Barajas is the founder of Wealth Management LAB, a multi-family, off…
Published on 7 years, 5 months ago
Ep 080: Navigating The Path From High Volume Insurance Agent To Focused Financial Planner with Matthew Blocki
My guest on today's podcast has grown his niche practice of serving physicians and retirees to nearly $70 million in assets under management and $800,000 of revenue in just eight years. Matthew Bl…
Published on 7 years, 5 months ago
Ep 079: Niching From The Start To Turbo-Charge $250k Of Recurring Planning Fees In Only 3 Years with Anjali Jariwala
My guest today has built her practice to more than $250,000/year of recurring financial planning fees in just her first three years—and she did it while also starting a family. The founder of FIT A…
Published on 7 years, 5 months ago