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While independence offers a great deal of freedom and flexibility, it’s not for all advisors. Financial Advisor Recruiter and Consultant, Mindy Diamond, explores the space and options available to help advisors assess if independence is right for them.
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
 
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor marketing str ...
 
Welcome to Celebrity Financial Advisors Marketing Minutes with Meaghan Howes. It's my goal to educate, empower, and equip financial advisors to become their own in house marketing ninjas! From learning how to Fill Seminars with Facebook ads to creating your own in-house green-screen studio on a budget, I will help you celebrity brand yourself in your local market so you can out rank your competitors! You have a voice...it's time that voice is heard!
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
If you're a financial advisor, planner and investment manager looking for tips, strategies, and insights that can help you grow your firm, this is the podcast for you. Tune in to the interviews with industry experts whose experience and insights will help you grow your own financial advisory practice.
 
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
 
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
 
McBeath Financial Focus is a monthly feature series, presented by Krista McBeath of McBeath Financial Group, a financial services company located in Bloomington Normal, IL. the Focus series highlights prominent local specialists focusing on a specific topic where financial services/retirement planning intersects with their field of expertise. We’ve chosen guests that are respected community members in their field that can offer solid advice, as well as entertain! Krista McBeath is the founde ...
 
A weekly podcast that discusses Benefits and Pension, Financial Planning, Human Resource Management, and HRIS and Payroll. Based in London, On, Selectpath takes a customized approach to help every client define their goals and overcome their roadblocks. We have been in business for over 20 years and have the expert team of advisors, specialized knowledge, and industry relationships to get you to your destination.
 
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not ...
 
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show series
 
A conversation with Adam Birenbaum, CEO of Buckingham Wealth Partners, and Louis Diamond It may come as a surprise that not every leader in the wealth management industry starts off with a background in the financial space. That said, the role does require a level of innate creativity, along with strategic and critical thinking skills—and it certai…
 
Warren Buffett is considered a superstar investor and he is probably the most well-known name in the investment world. Worth billions, it’s a distinction he surely deserves. On this episode of the Dentist Money™ Show, Ryan and Matt reveal a surprising secret to Buffett’s success—and it’s a secret you can start duplicating right now. Numerous books …
 
Alex Hopkin is the founder of Simply Paraplanner, a job board and training portal for U.S.-based virtual paraplanners. Simply Paraplanner is not just a way for paraplanners and firms to connect, but the platform also supports the ongoing evolution of paraplanning from an entry-level support role into a dedicated career path. In this episode, Alex s…
 
Ryan talks with Kelly Ross, a teacher for the amazing software You Need A Budget, on starting a budget and how they can be a powerful connection to our emotional and financial health. Being married to a doctor herself, Kelly knows the struggle of making money last from graduation to the first paycheck and beyond. Ryan is a huge proponent of this pl…
 
Bonnie and Clyde have their financial freedom and goals set! Despite having a lot of good financial sense, their savings still fluctuates from month to month. Ryan and Kayse dig into creating a predictable savings plan by analyzing budgets and setting smart goals to help anticipate how to spend future income. Are you in the market for a new home or…
 
A conversation with Terry Cook, CFP®, CIMA, Managing Partner of Parcion Private Wealth We often talk about how advisors’ mindsets have changed, having evolved to wanting more from their firms. And likewise, clients, too, are looking for more from their advisors. And as such, many advisors – particularly those managing high net worth clients – are c…
 
Dentists looking for financial guidance often think they know what they need when it comes to advice. On this episode of the Dentist Money™ Show, Ryan and Matt talk about four fundamentals dentists tend to overlook—but are the things they really need to hear. The rudimentary basics for good financial planning start with these financial pillars. Bui…
 
Kristin Harad is the founder of a marketing consulting firm that focuses on coaching solo advisors to reach the next level and outsource CMO services for RIAs and mid-size firms. In addition to working as a marketing consultant, Kristin also has her own advisory firm that she launched from scratch and grew to six figures in fee-only revenue in just…
 
2020 certainly took us on a wild ride. To say the least, it was an interesting year financially. But there is a lot we can learn from this crazy year. In this episode, we are reflecting on the investment lessons we learned over the past year. What were the lessons you took away in 2020? Listen in to hear if there are any other lessons you can learn…
 
Ryan speaks with Carter Malloy, CEO of AcreTrader on a different way to invest in real estate, by owning farmland. Ryan’s a big fan of the platform, having invested himself into a few farms in the past year, and he is very excited to have Carter come speak to us about the ins and outs of making this investment and why it could be a good investment …
 
Ryan and Kayse are excited to highlight a truly amazing member of the Financial Residency Community who is calling in and listening to the show while still a medical student! Angelica’s financial health assessment is slightly different from our usual community members but we think it’ll be really interesting for everyone. Let’s talk about refi on s…
 
A culmination of the most relevant commentary on independence—from a year unlike any other. In the wealth management world, there was plenty of good news to come out of 2020. For instance, many advisors have reported that it was one of their best years ever in terms of growth. And from the perspective of recruiting, advisor movement was the stronge…
 
On this episode of the Dentist Money™ Show, Ryan & Matt take on New Year’s resolutions providing two powerful tips that can help you reach your yearly financial goals. As January 1st rolls past, millions of people have set resolutions which tend to fail very quickly. How can you make goals, especially financial goals, and feel like you’re really ma…
 
Selectpath Benefits & Financial Inc. | Nic Preston from LeClair & Associates | This webinar happened in September 2020, for more webinars like this Subscribe to our channel or follow us on Facebook or LinkedIn
 
Sten Morgan is the founder of Legacy Investment Planning, a hybrid advisory firm near Nashville that generates more than $2 million in revenue per year from 220 affluent clients. Sten is one of the most accomplished young advisors in the country and has built his success by focusing on putting himself—and his advice—at the forefront of his product …
 
Today is all about what you need to know and understand in the tax space! Ryan has two amazing individuals on the show that work with him over at Physician Tax Advisors, John McCarthy and Kelly Hurd. They will also be covering what is coming up with Biden's changes to his tax policies. Don’t forget to reach out to Ryan, Kayse and the team at Physic…
 
Ryan and Kayse are back with an FHA for our awesome community members. They go through Dr. Biggelsworth and Madame Curie’s large student debt and questionable investment allocations while congratulating them on a high savings rate. Are you still in need of a financial plan for yourself? Ryan and Taylor Inman have written the ultimate book for you t…
 
On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer a couple of common end-of-year retirement plan questions. And, after watching some U.S. markets reach all-time highs, are you wondering if it’s still a good time to make a lump sum investment? “Backdoor” Roth IRA’s can be effective, but there can be a few complications yo…
 
Forrest Baumhover is a financial advisor and partner with Lawrence Financial Planning, an independent RIA based in Tampa that oversees more than $100 million of assets under management for 70 affluent clients. Forrest’s path to partnership as a financial advisor was a unique journey from the military to his own firm to merging with a larger firm—an…
 
As we come upon a new year it is a good time to reflect on your finances and set goals. Video Recap: https://youtu.be/yKdGYEjhTB0 In this episode, we discuss 12 steps you can take action on to improve your financial outlook. If you’re looking to get off on the right foot in 2021, print out this checklist and run through it to find improvements you …
 
It’s important to understand the difference between asset location strategy and asset allocation strategy. Coming up with a good asset location strategy starts with understanding how different asset classes are taxed. Ryan nerds out a bit here, so be warned that you’re likely to learn quite a bit you didn’t know when it comes to investing and how t…
 
Chip and Joanna think one thing about refinancing their house but they are so wrong! Ryan and Kayse show that they don’t need to wait to refinance, they should go and do it now so that they can save a bunch of money right now! These two also need to get on the same page when it comes to cash flow since so many of their goals revolve around this. Ar…
 
On this episode of the Dentist Money™ Show, Ryan welcomes Rob Montgomery whose firm has specialized in legal counsel for dentists for over 20 years. Throughout your dental career you will probably sign associate agreements, leases, acquisition documents, and even sell your practice. Rob takes Ryan through many of the legal nuances you need to be aw…
 
Whether you’re an executive speaking in front of your colleagues, an entrepreneur leading a sales presentation, or even just talking with your friends, at some point or another, you’re going to have to speak in public. If you’re like a lot of people, it might terrify you – and the COVID-19 pandemic requiring almost all of our meetings to be virtual…
 
Ryan and John McCarthy, CPA extraordinaire, break down everything you need to know about the 5000+ page bill that just passed for a new stimulus package. Hear from the financial professionals how much you’ll be potentially receiving this time around and how this package will be the same and different.…
 
Debbie Freeman is a partner with Peak Financial Advisors, an independent RIA out of Denver, Colorado that oversees $175 million of assets under management for 105 families. Peak Financial is unique in that they not only do tax planning, but also in-house tax preparation as a value-add service for their clients. Listen in as Debbie explains why her …
 
Ryan and Taylor revisit some of their life planning by working through a new exercise called the airport test. Unfiltered and unrehearsed, see how these conversations can take place, the framework of the exercise and how it will not only help your finances but probably improve your marriage as well. Because let's be real, that might be the best inv…
 
Helena and John Wick, two amazing community members, called in with lots to fix around their goals and motivations. Ryan and Kayse spot potential issues concerning their backdoor Roth and the state of these two’s disability insurance is a nightmare! It’s all about understanding the goals and motivations and how to move towards those things. If you …
 
With the end of 2020 in sight, Mindy Diamond takes her annual look back—at the year no one could have ever predicted. In this episode, Mindy shares that despite the pandemic and the disruption to everyone’s lives, there was plenty of good news for the wealth management industry, most notably: Many advisors report having the best years of their care…
 
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