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How RIAs Can Avoid A High RON By Investing In A Few Cybersecurity Basics
Episode 77
David Kakish, CEO of RIA WorkSpace says that financial advisors often like to ask about the ROI of investing in cybersecurity solutions... that's the…
4 years, 2 months ago
Helping Advisors Thrive At Work, At Home, and In Their Community
Episode 76
Kyle Simpson, Head of Field Strategy at FS Investments joins Jeremi Karnell and Mike Langford to explore the benefits of investing in programs design…
4 years, 3 months ago
How To Host A Successful Online Event As A Financial Advisor
Episode 75
Chuck Failla, CEO of Sovereign Financial Group shares how what was supposed to be a small online event that he was going to host for 20 to 30 folks g…
4 years, 3 months ago
How Financial Advisors Can Grow Their Business by Serving Entrepreneurs In Transition
Episode 74
Laurie Barkman, CEO of Small Dot Big makes the case for why financial advisors should focus on serving entrepreneurs and business owners who are sell…
4 years, 4 months ago
Financial Advisors Can Finally Embrace Client Testimonials
Episode 73
Brian Thorp from Wealthtender explains how financial advisors can embrace client testimonials and endorsements from referral partners, friends, and t…
4 years, 4 months ago
How Financial Advisors Can Grow Their Business To Over $1 Billion In AUM In 10 Years
Episode 72
Gil Baumgarten as a solo advisor grew his business from $200 million AUM to over $1.2 billion AUM in only 10 years. His firm, Segment Wealth Manageme…
4 years, 5 months ago
Scaling Your Financial Advisory Firm Amid Industry Consolidation
Episode 71
Pepper Anderson, President and CEO of Chilton Trust shares her insights on how modern financial advisory firms can scale in the face of a rapidly cha…
4 years, 6 months ago
Most Advisors Are Not Growing Their Business - Here's Why That's a Problem
Episode 70
Kieran Bol, Head of Platform Operations at PriceMetrix by McKinsey joins Mike Langford for a deep dive into "The State of The North American Retail W…
4 years, 6 months ago
How To Ensure Your Wealth Management Firm is "Sale Ready"
Episode 69
If you wanted to sell your RIA or independent financial advisory business to an internal successor or a third party would you be able to? Josh Patric…
4 years, 7 months ago
Using Compassion As A Tool For Business Growth and Stability
Episode 68
Land Bridgers, CEO of Integrated Financial Group (IFG) shares how the use of compassion has become a core cultural strength for his firm when it come…
4 years, 7 months ago