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Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm with Lorie Jones
Episode 428
Lorie Jones is the Wealth Manager at Fearless Financial Advisors, a DBA of hybrid advisory firm Fidelis Wealth Advisors based out of Colorado, where she oversees $30 million in assets under managemen…
Published on 9 months ago
Finding The Director Of Operations That Can Rebuild Your Team To Get To The Next Level with Sten Morgan
Episode 427
Sten Morgan is the owner of Legacy Investment Planning, a hybrid advisory firm based in Franklin, Tennessee, that oversees $220 million in assets under management for 90 client households. Today Ste…
Published on 9 months, 1 week ago
Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth with Jennifer des Groseilliers
Episode 426
Jennifer des Groseilliers is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 clie…
Published on 9 months, 3 weeks ago
Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals with Sebastian Guerra
Episode 425
Sebastian Guerra is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. Wha…
Published on 9 months, 4 weeks ago
Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A with David Grau Jr.
Episode 424
David Grau Jr. is the president of Succession Resource Group, an advisory consulting and valuation business based out of Oregon that serves independent financial advisors with RIAs and broker-dealers…
Published on 10 months ago
Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents' Financial Needs with Cristina Livadary
Episode 423
Cristina Livadary is the CEO of Mana Financial Life Design, an RIA based in Los Angeles (that works virtually with clients nationwide) overseeing approximately $70 million in assets under management …
Published on 10 months, 1 week ago
Developing Your Leadership Skillset On The Path From Intern To President Of A $13B AUM Enterprise with Kay Lynn Mayhue
Episode 422
Kay Lynn Mayhue is the President of Merit Financial Advisors, a hybrid advisory firm based out of Georgia that oversees approximately $13 billion in assets under management for 26,000 households. Wha…
Published on 10 months, 2 weeks ago
Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value with Daniel Friedman
Episode 421
Daniel Friedman is the CEO of WMGNA, a hybrid advisory firm based out of Connecticut that oversees approximately $270 million in assets under management for 200 client households. What's unique about…
Published on 10 months, 3 weeks ago
Making Financial Planning More Repeatable Without Losing The Customization Where Clients Prioritize What Matters Most with Michelle Underwood Gass
Episode 420
Michelle Underwood Gass is the Founding Principal of Paradigm Advisors, an RIA based out of Dallas that oversees approximately $110 million in assets under management for 80 client households. What's…
Published on 11 months ago
Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach with Peter Krull
Episode 419
Peter Krull is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based out of North Carolina that oversees approximately $200 million in assets under management for 250 client ho…
Published on 11 months, 1 week ago