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Ep 068: Becoming A Non-Revenue-Producing Partner In A Multi-Niche Financial "Design" Firm with Heather Fortner
Today's guest has had quite an unusual career path in the industry. After starting out as a Client Care Associate for SignatureFD—an independent RIA that currently serves more than $3 billion of AU…
Published on 7 years, 7 months ago
Ep 067: The Future Of The Broker-Dealer Model As Advisor Support Without FINRA Or Products with Elliot Weissbluth
Elliot Weissbluth is the founder and CEO of HighTower Advisors, a unique back and middle office support platform for independent advisory firms that now oversees more than $50 billion of assets unde…
Published on 7 years, 8 months ago
Ep 066: Turbocharging Inorganic Growth With Outside Capital To Fund Mergers & Acquisitions with Adam Birenbaum
My guest on today's podcast took over as CEO of Buckingham Strategic Wealth and BAM Advisor Services a little over 10 years ago (at just 32 years old!) and has nearly quintupled its size since then.…
Published on 7 years, 8 months ago
Ep 065: Building A True One-Stop Shop Advisory Firm To Drive Organic Growth with Peter Mallouk
Today's guest has been able to grow his firm from under $100 million to nearly $35 billion in AUM in just 15 years—without relying on mergers and acquisitions. Peter Mallouk is the president of Creat…
Published on 7 years, 8 months ago
Ep 064: Scaling Up To $1.4M Of Revenue With (Only) Hourly Financial Planning Fees with Mark Berg
Today's guest has completely destroyed the myth that hourly financial planning can't be scaled effectively. Mark Berg is the founder of Timothy Financial Counsel, an advisory firm that does purely ho…
Published on 7 years, 8 months ago
Ep 063: Overcoming A Material U-4 Disclosure To Build A $125M AUM Advisory Firm with Kevin Kroskey
Kevin Kroskey's journey to success is an amazing story of perseverance and a testament to the power of determination. The founder of True Wealth Design, an independent RIA that serves 160 clients, Ke…
Published on 7 years, 9 months ago
Ep 062: Building A High-Income Lifestyle Practice By Engaging With Clients Deeply And Unfiltered with Lee Munson
Today's guest has had a particularly interesting journey in the advisory world. Now the founder of Portfolio Wealth Advisors—an independent RIA that manages nearly $280 million in AUM—Lee Munson mana…
Published on 7 years, 9 months ago
Ep 061: Starting A Gen X/Y Financial Planning Firm While Also Starting A Family with Mary Beth Storjohann
Today's guest is the founder of Workable Wealth, a virtual financial planning firm that has built more than $200,000 in recurring financial planning fees in just its first four years. As if that were…
Published on 7 years, 9 months ago
Ep 060: The Written Job Description As A Financial Plan For Employee Talent Development with Kelli Cruz
What works early on when a firm is just starting out does not tend to work as well once the business starts to grow. Many financial advisors are not prepared for managing a large practice so when it …
Published on 7 years, 9 months ago
Ep 059: Systematizing The Financial Life Planning Process To Increase Your Money Quotient with Carol Anderson
Carol Anderson is the founder of Money Quotient, a 501(c)(3) non-profit organization that provides financial life planning training to advisors. She has spent many years working in financial life pla…
Published on 7 years, 10 months ago