show episodes
 
The Ultimate Advisor podcast is a business podcast for financial advisors who are looking to grow their advising practices with greater ease and effectiveness. Ultimate Advisor was developed to help financial advisors master their marketing, sell their services with greater authority, generate repeat clients, and additional revenue in their business. Each week, your hosts Draye Redfern, Bryan Sweet, and Brittany Anderson will share some of the closest guarded secrets from successful financia ...
 
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 ...
 
As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress. James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.
 
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
 
Drawing on years of experience as communications chief for President George W. Bush and senior advisor for the McCain-Palin campaign, Nicolle Wallace provides political insight and clarity on where the decision-makers stand on complex issues. Join her for analysis and discussion with the key newsmakers every weekday.
 
A podcast for movie lovers, inspired by Letterboxd. Each week artist Danny Haas, spiritual advisor Protolexus, and journeyman podcaster Slim discuss a recently watched film together. Their love for each other cannot be broken. Or can it? Merch available + new episodes every Monday.
 
Andy Slavitt, President Biden’s Senior Advisor on COVID-19, is back from the White House to his chair on the award-winning In the Bubble podcast. This show is an insider’s guide for getting closure on what has happened throughout the pandemic so far, how we emerge, and what must come next. Special guests include leaders we rarely get to see drop their guard the way they do on this podcast. Andy gives listeners information and inspiration from his bubble every Monday and Wednesday.
 
Hosted by 3D/L Financial Group, LLC. we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative b ...
 
Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
 
Ideas from recognized healthcare leaders can accelerate your success. The NextGen Advisors podcast provides a treasure trove of insights to help navigate challenges from COVID-19 to value-based care. Hear from a multidisciplinary team of experts who bring decades of diverse experience in healthcare strategy, regulatory affairs, population health, patient engagement, connected health, financial management, and clinical care.
 
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.
 
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
 
Latinx Greek Life is a FyP podcast. A safe space for Latinx folks to talk about topics such as Greek Life, the college experience, culture, tradition, community, career, mental health, and much more. This podcast is geared towards those students of color pursuing their academic, personal, and career goals. It talks about challenges, advice, and experiences from the participants. Gracias Mi Gente 💯 Perez The Advisor Website: https://lnk.bio/ThePerez
 
The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
 
Join Spiros Vassilakos, President & Financial Advisor with Athenian Private Client Group in Largo, FL, as he provides you with excellent financial and retirement planning education on every episode. You'll learn about investing, the markets, proper planning strategies and everything from 401(k)s and IRAs to mutual funds and annuities. Spend about 15 minutes with Spiros each show to increase your money wisdom and get closer to achieving your financial goals. If you have questions, contact Spi ...
 
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Footnotes

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Footnotes

Pendleton Street Business Advisors

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Highlighting stories that need to be told to encourage entrepreneurs, business owners and leaders who are making a difference. It's not about the glam and glitz in these processes, but more about the "footnote"...
 
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
 
"America First" was created by Dr. Sebastian Gorka ("Dr.G"), former Special Advisor to the President of the United States and Fox News National Security Strategist, to be the new front lines in the ongoing Culture War against the Left. In each episode, Dr.G will inform you about the Leftist assault on our traditional values and he will define how we win against them. Every episode features a retinue of amazing guests who augment the basic message that we must put our country first and we mus ...
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
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White Coat Investor Podcast

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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
 
The Advisor Development Show is a digital mastermind network for the best financial professionals across the country. Join your host, Karl Hoover, as he interviews the brightest minds across the financial landscape every episode. Karl has been with Financial Independence Group for more than 20 years and is a senior vice president who enjoys leading advisors through the the worlds of marketing, practice management, product R&D and the various challenges financial professionals face trying to ...
 
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show series
 
Tumor suppressor gene p53 is the most frequently mutated gene in human malignancy. Through a complex series of molecular events, p53 leads to malignant cell proliferation and plays a significant role in tumor formation. In this interview with Oncology Data Advisor, Dr. Matthew Davids of Harvard Medical School delves further into the latest research…
 
Tim's guest spot on Declare Your Independence with Ernest Hancock January 20, 2022 https://www.freedomsphoenix.com/Media/319010-2022-01-20-2022-01-21-ernest-interviews-tim-picciott-federal-reserve-digital.htm https://linktr.ee/TimAndJohn Join Our email list at bit.ly/timjohnemail To learn more about John Sneisen's work please go to https://theecono…
 
To kick off 2022, we have the pleasure of speaking with Nancy Davis, CIO of Quadratic Capital Management, to discuss what is top-of-mind in capital market pricing, namely persistently high inflation and the U.S. Federal Reserve’s response. We discuss the inflationary/deflationary pickle global central banks find themselves contending with and how o…
 
In a Nutshell: This was a thoughtful, introspective, and heartfelt conversation with Mark Stephany. As a doctor, he's been on the frontlines of the culture war that's flamed up around Covid and vaccines. As the son of a priest and a nun, he's explored and questioned the meaning of religion and the power of myths and metaphors. As a person concerned…
 
A lot of clients come to us with a focus on four elements: family, career, lifestyle, and money. Our goal is to always help you reach those aspirations through a financial plan that reflects those dreams. It’s always our hope you feel part of our family, we never want you to think of financial planning as a transaction. Education is one of our most…
 
How to build trust and unity within the team? Why does sharing the vision matter? Tammi and Kim continue their last week’s topic on teams. This week’s conversation focuses more on the team retreat, activities, and purpose. Kim explains why it is essential to use the word “team” rather than “staff.” To learn more about the Prosperity Economics Movem…
 
This week on “Inside the Economy”, we discuss the FED meeting and the economy. With the upcoming FED meeting this week, what comments do we expect to see on inflation and interest rates, and how will that effect markets? The economy continues to move along nicely as we saw all-time highs in holiday sales and household spending continuing to rise, b…
 
In this episode of The Ultimate Advisor Podcast, we jump into the final part of our four part series that focuses on WHO versus HOW. We discuss the importance of joining the right mastermind to help you think outside of the box, strengthen your weaknesses, and catapult you into the future. So, push PLAY and join us as we delve into finding YOUR Aas…
 
Amy Castoro is the President and CEO of the Williams Group, a coaching and consulting firm based out of California that helps financial advisors engage with more than 800 high-net-worth families to help them develop solid foundations in heir preparedness. Amy’s coaching style is unique in that she approaches families from the perspective of encoura…
 
How are taxes calculated when renting only one room in your home for Airbnb? How are the expenses calculated, such as cleaning fees, lawn care, pest control, maintenance, snacks, and other amenities offered to guests? In this episode of Tax Tuesday, Toby Mathis and Jeff Webb of Anderson Advisors discuss calculating Airbnb taxes and answer additiona…
 
Brian Thorp from Wealthtender explains how financial advisors can embrace client testimonials and endorsements from referral partners, friends, and their wider network thanks to new recent SEC rule changes. Brian and Mike Langford also discuss how financial advisors can level up their online presence by focusing on solution-based and client-specifi…
 
Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love. Summary: Are you struggling with building and implementing a long-term business development plan? Perhaps it’s missing some key elements. In…
 
Some financial advisors seem to magnetize millionaire clients and have to hire assistants to deal with all their inbound leads. Other advisors chase down lukewarm leads because they’re desperate for clients. It’s easy to envy the wealthy advisors, but it’s better to become one of them. If you cleanse your mindset from the toxic limiting beliefs tha…
 
The terms "ESG", "socially responsible" and "impact investing" are ongoing buzzwords in the financial services industry. But what does it all actually mean? Regardless of the confusing industry jargon, the essence of it all is aligning your portfolio with your values—without sacrificing returns. More than that, it presents greater opportunity for y…
 
Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the December Blockchain Report. Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www.BLOKETF.com Follow…
 
On today’s episode, the President of IPCG a national property and casualty brokerage group, joins us. As a partner of FIG, he is helping clients have access to customized coverages that match their needs. Independent Property and Casualty Group, has become an outlet for advisors to offer PNC to their clients without being PNC clients themselves. Th…
 
How should long-term investors form portfolios in our time-varying, multi-factor, and friction-filled world? John Cochrane, a senior fellow at the Hoover Institution at Stanford University, former professor of finance at the University of Chicago Booth School of Business, and author of The Grumpy Economist blog describes in this Exceptional Advisor…
 
For as long as he can remember, Sean Boyce has been passionate about products. From taking apart widgets as a kid (most of which went back together) to building and launching software product companies, Sean has always been fascinated about products. That’s why he founded NxtStep Consulting to help companies bring a product to life. NxtStep Consult…
 
With just about every major brokerage firm now offering a robo advisor product, is it something we should be considering? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. V…
 
With the new year beginning, we hope you are as excited about the future of your business and what you hope to accomplish. With 2022 arriving, we’re always looking for ways to improve ourselves and our bottom lines, and that’s why we choose today’s topic. Financial advisors are often wondering whether or not they should get a coach. Will it really …
 
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