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Ep 008: Maximizing The Valuation Of A Financial Advisor's Book, Practice, Or Business, with David Grau
David Grau Sr. talks about how he helped start a business at the wholly unique intersection of financial services, technology, and consulting that is FP Transitions' bread and butter.
We also discus…
Published on 8 years, 9 months ago
Ep 007: Building a Highly Profitable Lifestyle Practice by Age 35 with Matthew Jarvis
In this episode, Matt talks about how he transformed a stagnant firm into a profitable lifestyle practice with the help of his father Nathaniel (the founder of Jarvis) and his two excellent office st…
Published on 8 years, 10 months ago
Ep 006: Improving Gender Diversity in the Financial Services Industry with Eleanor Blayney
Eleanor Blayney talks about the challenges of growing an independent RIA in a male dominated industry. She was one of the founding partners of Sullivan, Bruyette, Speros & Blayney. The firm grew to a…
Published on 8 years, 10 months ago
Ep 005: The Rise Of The Professionally Managed Financial Advisory Firm With Mark Tibergien
Mark Tibergien is the current CEO of Pershing Advisor Solutions, an advisement firm custodian to some of the wealthiest practices and clients in the world. Pershing is part of BNY Mellon, which overs…
Published on 8 years, 10 months ago
Ep 004: Building The Team Of A $4.5B RIA Serving HNW Clientele with Deb Wetherby
Deb Wetherby, owner of Wetherby Asset Management. The challenges and accomplishments Deb and her team have weathered provide an excellent case study in leadership, growth, and resource development. T…
Published on 8 years, 10 months ago
Ep 003: How to Become a More Referable Advisor with Julie Littlechild
Julie Littlechild is a speaker, writer, and researcher focused on understanding and improving financial advisors' engagement with their teams and their clients. She is now the founder of Absolute Eng…
Published on 8 years, 10 months ago
Ep 002: Love-Affair Marketing and Amplifying Your Successful Business with Ron Carson
It's taken Ron Carson considerable energy and determination to get where he is today, and this interview sheds light on all the hard work he's done to build such an impressive career. While it may se…
Published on 8 years, 11 months ago
Ep 001: Entrepreneurial Persistence And Building a $200M AUM Practice with Rick Kahler
I'm thrilled to bring you weekly episodes featuring interviews of successful financial planners, their stories and the insights you can learn from their valuable experience.
In this first episode, I …
Published on 8 years, 11 months ago