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Ep 078: Understanding And Serving The Needs Of Truly Ultra-High-Net-Worth Investors with Charlotte Beyer
My guest today brings a unique discussion to the podcast, as well as a fascinating history with an organization that a lot of advisors aren't necessarily familiar with, but can surely learn from wh…
Published on 7 years, 5 months ago
Ep 077: Creating A Partnership Constitution To Formalize Decision-Making For A Multi-Partner Advisory Firm with Tanya Rapacz
Tanya Rapacz is the co-founder of The Partnership Resource, a unique business in the industry that does facilitation and mediation for advisory firm partners. Given her own experience working as a f…
Published on 7 years, 5 months ago
Ep 076: Why Financial Therapy Is Better Than Financial Advice To Help Clients Change Their Behavior with Kristy Archuleta
My guest today brings a truly unique perspective to the financial planning world. In addition to being an associate professor in the financial planning program at Kansas State University, Kristy Arc…
Published on 7 years, 6 months ago
Ep 075: Walking Away From RIA Partnership To Scratch Your Own Entrepreneurial Itch with Kathy Longo
Kathy Longo is the president and founder of Flourish Wealth Management, an advisory firm in the Minneapolis area that oversees nearly $130 million of AUM for 61 affluent clients. Surprisingly, Kathy …
Published on 7 years, 6 months ago
Ep 074: Why Solo Financial Advisor Success Is All About Self-Confidence In Your Own Value with Diane MacPhee
Today's guest brings a unique perspective to the show. Not many financial advisor coaches have experience actually being an advisor, but Diane MacPhee is one of the few who understands both sides of …
Published on 7 years, 6 months ago
Ep 073: Why Successful Advisor Marketing Is More About Staffing Than Spending with Sheri Fitts
My guest today is well known in the financial services industry as a true creative force. Sheri Fitts is the founder of ShoeFitts Marketing—a marketing consulting firm for financial advisors—and the …
Published on 7 years, 6 months ago
Ep 072: The Financial Mechanics Of Buying Into An Advisory Firm And RIA Valuation Trends with Dave DeVoe
Today's guest lives in a very interesting space that is becoming a bit of a hot trend in the industry these days. Dave DeVoe is the founder of DeVoe & Co., a practice management consulting firm for …
Published on 7 years, 7 months ago
Ep 071: Appointing a Chief Planning Officer to Ensure Firm-Wide Consistency in Financial Planning Advice with Peggy Ruhlin
Peggy Ruhlin, CFP board member and CEO of Budros, Ruhlin and Roe, joins us on the show to share her experience and financial planning journey. She goes into depth about her firms unique process that …
Published on 7 years, 7 months ago
Ep 070: Taking Leaps Of Faith As An Introverted Career Changer To Build A Successful Advisory Firm with Sue Stevens
My guest on today's podcast has had what I consider one of the most fascinating journeys into the financial services industry. After making several major shifts in her career—which she began as a fre…
Published on 7 years, 7 months ago
Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry Glassman
Barry Glassman is the founder and president of Glassman Wealth Services, a wealth management firm in the Washington D.C. area that has grown to nearly $1.2 billion in assets under management in barel…
Published on 7 years, 7 months ago