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Ep 058: Custom Designing Your Office For A Better Data Gathering Experience with David Armstrong
My guest on today's podcast has followed an uncommon career path leading to financial services, and has quite a unique story when it comes to business evolution, as well. The co-founder of Monument W…
Published on 7 years, 10 months ago
Ep 057: Marketing Your Way To $1B Of AUM In 10 Years With E-Books And Radio Shows with Ted Jenkin
Today's guest has a unique business in the advisory world that has managed the kind of growth many dream of achieving. Co-founder of oXYGen Financial, one of the first firms to focus on Gen X and Gen…
Published on 7 years, 10 months ago
Ep 056: The Opportunities In Providing Hourly As-Needed Financial Advice For The Middle Market with Sheryl Garrett
My guest on today's podcast has followed a unusual path to success in the financial planning industry. Sheryl Garrett is the founder of the Garrett Planning Network—a financial advisor support networ…
Published on 7 years, 10 months ago
Ep 055: Separating Management From Ownership On The Path To $10B of AUM with Tim Kochis
Today's guest is Tim Kochis, the co-founder of Aspiriant, one of the first independent RIA's to have reached $1 billion of assets under management in the early 2000s. Today the company is one of the …
Published on 7 years, 11 months ago
Ep 054: Lessons Of An Advisory Firm Merger And Launching Your Own Advisor FinTech Company with Greg Friedman
Today's guest has been in the financial services industry for over 25 years. The co-founder of Private Ocean—an independent RIA in Northern California that manages nearly $1.2 billion of assets under…
Published on 7 years, 11 months ago
Ep 053: How Compassionate Communication Makes Us "No Longer Awkward" With Grieving Clients with Amy Florian
It is so hard to know what to say to or what to do for a grieving person. The awkwardness fills us up and makes it hard to give grieving people what they need to feel comfort and cared-for. Amy Flori…
Published on 7 years, 11 months ago
Ep 052: Why Today's Technology Tools Are The Golden Age Of Advisor FinTech with Joel Bruckenstein
Today's guest is one of the industry's leading advisor technology gurus. The publisher of the Technology Tools for Today newsletter, Joel Bruckenstein has a nearly 20-year history of writing about ad…
Published on 7 years, 11 months ago
Ep 051: What Robo-Advisors Can Teach Human Advisors About Evidence-Based Behavioral Finance with Dan Egan
Today we have a different kind of guest on the show, and he offers a unique perspective for more reasons than one. Not only is Dan Egan a representative of the so-called "robo-advisor" Betterment, bu…
Published on 7 years, 11 months ago
Ep 050: The Value Of Hiring A Financial Advisor Coach To Maintain Your Business Focus With Tracy Beckes
Our guest today is one of the very first coaches to specialize in working with financial advisors. For nearly 20 years, Tracy Beckes has helped her clients navigate the common challenges of trying to…
Published on 8 years ago
Ep 049: Getting Paid For (Hourly) Financial Planning By Packaging Financial Advice with Anna Sergunina
Anna Sergunina is the owner of Mainstreet Financial Planning, an hourly-based financial planning firm under the Garrett Planning Network. Not only has her company grown to more than $600,000 of reven…
Published on 8 years ago