Podcast Episodes
Back to Search
Ep 048: Creating Tangible Advisor Marketing Messages For Intangible Financial Planning Services with Gail Graham
Today's guest is the CEO of Graham Strategy, a marketing consulting firm that helps financial advisors craft relevant marketing messages to reach their target clientele. Gail Graham has had a fascina…
Published on 8 years ago
Ep 047: Pursuing An Operations Career Path In An Advisory Firm With HIFON Study Group Support With Shaun Kapusinski
Today's guest is the Director of Operations for Sequoia Financial Group, a hybrid RIA that manages more than $3.7 billion and spans four office locations. Shaun Kapusinski started out in the industry…
Published on 8 years ago
Ep 046: Training Financial Advisor Empathy And Communication Skills Through The CeFT Designation with Susan Bradley
Today's guest, Susan Bradley, is the founder of Sudden Money Institute, which trains financial advisors to work with clients who experience an abrupt increase in their finances. These so-called "sudd…
Published on 8 years, 1 month ago
Ep 045: Compensating Employees For Profits Instead Of Revenue So They Understand The Advisory Business with Rebecca Pomering
Today's guest is Rebecca Pomering, the Chief Practice Officer of Moss Adams, a mega accounting firm with more than $600 million in revenue and 2,800 employees, as well as a wealth management division…
Published on 8 years, 1 month ago
Ep 044: Structuring A Successful Internal Succession Plan As A 25-Year-Old Buyer with Jake Kuebler
At the age of 30 he has already executed a successful succession plan and more than doubled the size of the practice. He explains the unique structure of the company and goes into detail about the su…
Published on 8 years, 1 month ago
Ep 043: Navigating The Internal Succession Planning Turning Point As An Advisory Firm Founder with Marty Kurtz
Selling your business is like handing off your child in a way and it is well known that succession plans can often be messy, confusing and hard to navigate. Marty Kurtz is on the show today to share …
Published on 8 years, 1 month ago
Ep 042: Building Group Financial Wellness Classes To Expand The Reach Of Financial Advice with Carol Craigie
Carol Craigie is to co-founder of the Fiscal Fitness Clubs of America, a financial wellness company that aims to expand the reach of financial advice using a combination of online education and group…
Published on 8 years, 1 month ago
Ep 041: Structuring A Leadership Team And Family Succession Plan In A Billion Dollar RIA with Elaine Bedel
Elaine shares how her advisory firm fee structure evolved, from initially doing standalone financial planning project fees to her current blended AUM plus upfront planning fee model, the unique engag…
Published on 8 years, 2 months ago
Ep 040: Building A True Ensemble Practice Beyond Yourself And Training G2 Successors with Philip Palaveev
Phillip is the founder and CEO of Ensemble Practice, talks about different ways that advisors can share equity in becoming the multi-professional advisory firm and what it takes to actually introduce…
Published on 8 years, 2 months ago
Ep 039: Using Behavioral Assessment Tools To Really Understand A Client's Wealth Building Potential with Sarah Fallaw
Learn how behavioral assessment tools could eventually become a way that we show our value as financial advisors where we provide the assessment and show them how we're helping them change their fina…
Published on 8 years, 2 months ago