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Merging Into A Mid-Sized Firm To Grow Something Together (And Have A Real Piece Of It) with Maddi Keegan
Episode 408
Maddi Keegan is a financial advisor and the Director of Operations at Frazier Financial Advisors, an RIA based out of Ohio that oversees $860 million in assets under management for 650 client househo…
Published on 1 year, 1 month ago
Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk with Mark Asaro
Episode 407
Mark Asaro is the Chief Investment Officer of Noble Wealth Management, an RIA based out of Colorado that oversees $320 million in assets under management for 160 households. Mark stands out with his …
Published on 1 year, 2 months ago
Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer
Episode 406
Michael Kramer is the Manager of Natural Investments, an RIA based out of San Francisco that has offices across the country and oversees $1.9 billion in assets under management for 1,300 households. …
Published on 1 year, 2 months ago
When Being 'Youthful' Turns From A Liability To An Asset In Building Your (Long-Term) Advisory Business with Gaetano Sacco
Episode 405
Gaetano Sacco is a partner and senior financial advisor at Fountainhead Advisors, an RIA based out of New Jersey that oversees approximately $900 million in assets under management for 1,000 househol…
Published on 1 year, 2 months ago
The Evolution Of Specializing In College Planning To Work With Mid-Career Professionals Who Save with Ann Garcia
Episode 404
Ann Garcia is a partner of Independent Progressive Advisors, an RIA based out of Portland that oversees approximately $115 million in assets under management for 120 clients. Ann has distinguished he…
Published on 1 year, 2 months ago
Carving Your Path As An Investment Nerd By Building A Fractional CIO Solution For Other Advisory Firms with Eric Stein
Episode 403
Eric Stein is a Partner at East Bay Investment Solutions, a firm that offers fractional Chief Investment Officer services, supporting over $6 billion in assets under advisement across 26 advisory fir…
Published on 1 year, 3 months ago
Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves Over Time with John Mason
Episode 402
John Mason is the President of Mason & Associates, an RIA based out of Virginia that oversees $370 million in assets under management for approximately 390 client households. What's unique about John…
Published on 1 year, 3 months ago
One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning with Zack Hubbard
Episode 401
Zack Hubbard is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based out of Maryland that manages $2 billion of private wealth assets under management f…
Published on 1 year, 3 months ago
Sizing Up Versus Scaling Up To Build An Enduring Advisory Business with Mark Tibergien
Episode 400
Mark Tibergien is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and a longtime practice management consultant and thought leader in the financial adviso…
Published on 1 year, 3 months ago
Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Locations) with Kelli Kiemle
Episode 399
Kelli Kiemle is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based out of California that oversees $3.1 billion in assets under management for 75 households. Kell…
Published on 1 year, 3 months ago