In this episode, we speak with Duncan MacPherson, CEO of Pareto Systems. Duncan is one of the most world renown Financial Advisor Coaches in the world. He co-authored “The Advisor Playbook” and “the Blue Square Method”. Duncan goes into how advisors that are at the top build without the goal of building. How advisors become attractive and why advisors should never ask for referrals to be a top tier advisor. This was a great conversation and I hope you enjoy it and find...

In this episode, we speak with Matt Middleton, Founder and CEO at Future Proof. We go over the concept and the beginnings of Future Proof along with the what, when, why, where, and how. We spend time going over the start of the idea to now, 3 years later, the most recognized Financial Advisor “Festival” on the planet. We asked Matt a ton of questions to learn how advisors are taking advantage of these Festivals, and what is next for Future Proof in next concepts. ...

In this episode, we talk with Joshua Brown, CEO at Ritholtz Wealth Management. We go over a variety of topics such as how he started Ritholtz Wealth Management with $60 million in assets to just surpass $5 billion dollars today. We also spoke about behavioral finance and why today the fiduciary standard is all that is important. Josh is a fantastic writer as well with a blog “The Reformed Broker” and the multitude of books he has written including his new one, “ You Weren’t ...

In this episode, we speak with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching. We go over his past roles as an educator to financial advisors looking to change their process. We talk on a variety of subjects from keeping advice simple to keeping the complexities of the business behind the scenes. We also talk about Financial Advisors scaling properly and how coaching ca...

In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James. We discussed why advisors make the move from the employee side of the business to the independent side. With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense. We also discussed how Todd grew his practice and the move to transitioning your practice. Hope you enjoy it! Did this podcast get you to take ...

In this episode, we speak with Paul G. McManus, Book Author, and Founder of MCMF Publishing. We went over how books can be a marketing concept that financial advisors should consider. Also, how to use the book to market to the segment you want to attract. We also spent some time going over how to use LinkedIn effectivity to market yourself and get more business. I hope you enjoy it! Did this podcast get you to take action in some way? I’d love your thoughts and ...

In this episode, we chat with Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James. We speak on a variety of things like why to leave Edward Jones. Also, why choose Raymond James for Independence? Bob also spoke to us from his journey as a brand new advisor to one who is producing over 3 million in revenue. Hope you enjoy it! Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast. I’m...

In this episode, we speak with David Ogman, Wealth Advisor with Fortuna Wealth. We speak about many issues including making the switch from Financial Advisor to Banker and then taking the big step back to Financial Advisor. We also spoke about why an advisor that considers themselves a “rainmaker” might be better off joining an existing office while still owning their book and being independent. We also spoke about how to go about using your groups, fraternities, and organiz...

In this episode, we speak with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. We talk about a variety of issues such as should clients name an individual or a corporate trustee. When does it make sense to use one another? We also talk about the freedom independents have in using different corporate trustee. We also spoke about when a financial advisor should consider a different career path. I hope you give it a listen! Did this podcast get you ...

In this episode we talk with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast. We talked about Jon's start in the business, to advancing to the UFC, and then becoming the lead play by play. We talk the gambit from how Jon found out he was in the lead spot to what a day working with Joe Rogan is like. We also talked about the political landscape of the UFC and what it is like when former President Trump walks into an arena! Ho...

In this episode we talk with M Scott Brown, Founder of Edgewater Family Wealth. We talk about all things financial advisor such as growing at scale, building a team, and the right way to manage clients. We talk about Scott’s history in the business from a newbie advisor to one of the top advisors in the country. Scott shares his story and how he likes to manage assets. I hope you enjoy it! Did this podcast get you to take action in some way? I’d love your thou...

In this episode, we have Noah Wills of Fortuna Wealth fill in for Evan J Mayer in the host chair. He sits down with Elan Moas, Author & Universal Life Insurance Whistleblower. They went over the industry known problem of insurance policies, mostly universal life policies, being sold years ago with hypotheticals that didn’t hold up when rates went down. Many of the policies are lapsing and/or are scheduled to lapse. Elan goes into the ins and outs of his research an...

In this episode, we talk with Jacob Turner, Co-Founder, Moment Private Wealth. Jacob was once a major league baseball player for 11 seasons. Since then, he has found his new passion as a financial advisor. Jacob talks about what it was like educating himself in finance to finding the next thing that drives him like baseball did. He is growing a thriving practice and recently started his own podcast. Hope you enjoy it! Did this podcast get you to take acti...

In this episode, we talk with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth. We go over his new growing practice and how he is finding huge success using his podcast and social media presence to create new business. We also go over how his practice charges today and what they expect that to change to in the future. Tom took his business from zero in 2021 to A thriving practice in just 3 years. Hope you enjoy it! Did this podcast get you to t...

In this episode, we talk with Adam Schwartz, Director of Philanthropy, American Cancer Society. We spoke about his start as a financial advisor and the difference from working at a smaller, regional bank to working inside of a massive bank and the pros and cons of each. We also spoke about Adam’s journey to leaving the business in going into a chartable role working for the American Cancer Society. We spoke about Donor Advised Funds and the benefits of using them for your ch...

In this episode, we talk with Tom Henske, CFP, Founder, Total Cents. We went over Sunsetting from the business and what the future holds for Tom going forward. We went over his career in the business and discussed what newer advisors should consider. We also spent time going over the work Tom is doing to educate families on financial planning and also his new work with the college players. Hope you enjoy it! Did this podcast get you to take action in some way? I’d love your thou...

In this episode, we speak with Philip Waxelbaum, Founder and Principal at Masada Consulting, LLC. We go over his history in the business, how the business has changed, and where advisors are going now a days. As an expert witness in arbitration cases, we went over some great stories of Advisors leaving the right and wrong way. We also went over succession and how to look for a qualified buyer. I hope you enjoy it! Did this podcast get you to take action in some way? I...

In this episode, we speak with Matt Landon, Interim CEO, Semmax Financial Group. We go over a wide array of topics like what it is like to just get licensed 6 years ago and then hop into the CEO role. We also speak about the experience that you get from having a mentor is so key to financial advisors success. We also spoke about how Matt’s company is considering evolving and how often a business should look at its structure. I hope you enjoy it! Did this podcast get you to take action...

In this episode, we speak with Corey Walen, Managing Partner at Bridgemark Strategies. We went over a variety of topics from compensation on the firms recruiting to where the trends are going on where advisors land. We also spent time going over the dynamics in teams coming over and what that looks like on what channels they choose. Corey is well known for his content on YouTube, LinkedIn, and his own podcast and we were really excited to sit down with him. I hope you ...

In this episode, we speak with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management. We talk with Andy about in just 3 years, he grew his practice extensively using the flat fee approach. We also discussed his views on how other advisors charge and what he feels is most appropriate. We went over his LinkedIn and how he uses it to “call out” the bad actors in the business. It was a fun conversation and one tha...