Podcast Episodes
Back to SearchHot Mic Discussion: What’s Your Practice Actually Worth?
Episode 164
Today’s show highlights include:
*Distinguishing between inflated numbers and the genuine value of a practice in order to achieve leverage in negotia…
2 years, 1 month ago
Welcome to the Real World with Chris Shaw - Sanctuary Wealth
Episode 163
Today’s show highlights include:
*A breakdown of Chris Shaw’s versatile background across financial services, and how his passion for teaching others…
2 years, 1 month ago
Greatest Hits - The Power of Branding Series with Tina Beck, CMO - Elite Consulting Partners - Episode 2
Topics discussed during the episode include:
*How to use “who you are” to build your online presence.
*Why many advisors have been reluctant to persona…
2 years, 1 month ago
Greatest Hits - Don’t Get Distracted By Shiny Objects – with Stacey Frank, Elite Consulting Partners
Show highlights include:
*The importance of not being drawn into hasty decisions when making a move to a new firm partner, based on emotion, or tempti…
2 years, 2 months ago
Greatest Hits - To Be an RIA, or Not to Be an RIA
Show highlights include:
*Common misconceptions advisors have about going independent.
*A breakdown of the complexities of becoming an RIA, including l…
2 years, 2 months ago
Empowerment Strategies for Business Success
Episode 162
Show highlights include:
*A breakdown of Dan Sullivan’s Top 10 habits whichblend both personal growth and professional success.
*Why, as a business own…
2 years, 2 months ago
Unlocking Success for Independent Advisors
Episode 161
Today’s show highlights include:
*The trend of more and more advisors moving from the W2 environment to the independent world, and what effects this i…
2 years, 2 months ago
Mastering the Art of M&A
Episode 160
Today’s show highlights include:
*A breakdown of the industry trends that led to the formation of Elite Advisor Successions.
*The process that Elite …
2 years, 3 months ago
What RIA Structure is Right for You?
Today’s show highlights include:
*Why financial advisors typically want to go RIA, and what we look for in advisors to dictate what structure would m…
2 years, 3 months ago
RIA 101 With Vince Leto
Episode 159
Today’s show highlights include:
*An overview of common misconceptions of RIAs that advisors have when they want to create one.
*What the nationwide tr…
2 years, 3 months ago