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Boosting Client Retention And Satisfaction By Asking Better Questions As Your Authentic Self with Nikki Savage
Episode 438
In this episode, financial advisor Nikki Savage discusses her approach to enhancing client retention and satsifaction by engaging in thoughtful, intentional relationship-building—specifically asking …
Published on 6 months, 3 weeks ago
Becoming An IRA Expert To Differentiate By Charging The Highest Fee Instead Of The Lowest with Ed Slott
Episode 437
After the 1986 Tax Reform Act, Ed Slott made a strategic decision to specialize in IRAs—a move that not only set him apart in a niche field, but also helped him build a nationally recognized reputati…
Published on 7 months ago
Hiring A Branding Firm To Figure Out The Best Way To Connect With Your Ideal Clients with Nicole Gopoian Wirick
Episode 436
Nicole Gopoian Wirick is the President of Prosperity Wealth Strategies, an RIA based out of Michigan that oversees $70 million in assets under management for 40 households. What's unique about Nicole…
Published on 7 months, 1 week ago
When The Next-Gen "Wealth Builder" Offering Becomes The Main Driver Of Growth For A $1B+ Advisory Firm with Gideon Drucker
Episode 435
Gideon Drucker is the CEO of Drucker Wealth, a hybrid advisory firm based out of New York City that oversees approximately $1 billion in assets under management for 800 client households. What's uniq…
Published on 7 months, 2 weeks ago
Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead with Vanessa N. Martinez
Episode 434
Vanessa N. Martinez is the CEO of Expressive Wealth, an RIA based out of Chicago that oversees $135 million in assets under management for approximately 70 client households, including 10 'core' ultr…
Published on 7 months, 3 weeks ago
When You 10X Your Advisory Firm To Over $20M Of Revenue… And Want To 10X Again with Cameron Passmore
Episode 433
Cameron Passmore is the CEO of PWL Capital, a wealth management firm based out of Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5 billion U.S. dollars) in a…
Published on 8 months ago
Crafting 'Input Deliverables' That Show Financial Planning Value To Clients Without Creating Busy-work with Seth Scott
Episode 432
Seth Scott is the founder of Heartwood Financial Planning, an advisory firm in Fresno, California that manages $100 million in assets for 850 client households. What makes Seth's approach unique is h…
Published on 8 months, 1 week ago
Successfully Navigating Money Conflicts Within Client Couples with Nick Rodkin
Episode 431
Nick Rodkin is the managing partner of Stoic Financial, an LPL-affiliated advisory firm based in Florida that oversees $107 million in assets under management for 70 client households. What's unique …
Published on 8 months, 2 weeks ago
Navigating The Fast-Growth Hiring Challenges Of Scaling From Scratch To $5M Of Revenue In Just 7 Years with AJ Ayers
Episode 430
AJ Ayers is the co-founder of Brooklyn Fi, an RIA based in Brooklyn—but operating as a fully remote business—that oversees $370 million in assets under management for more than 400 client households.…
Published on 8 months, 3 weeks ago
What It Takes To Really Help (HNW) Business Owners Navigate Their Wealth With Purpose with Ali Nasser
Episode 429
Ali Nasser is the Founder of the Wealth Integration System for Entrepreneurs (WISE), an education and coaching company based out of Houston that works with entrepreneurs facing a liquidity event and …
Published on 8 months, 4 weeks ago