Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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Financial Advisors Say The Darndest Things


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Financial Advisors Say The Darndest Things
A.B. Ridgeway
God, Money Management, and Current Events
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Mindy Diamond on Independence for Financial Advisors


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Mindy Diamond on Independence for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Independence offers a great deal of freedom and flexibility, but it’s not for all financial advisors. This show explores the space and other options to help advisors assess what’s right for them, their clients and their businesses.
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Kitces and Carl - Real Talk for Real Financial Advisors


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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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.
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Money Talk 1290- Presented By Arlington Financial Advisors


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 ...
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Physician Family Financial Advisors Podcast


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Physician Family Financial Advisors Podcast
W. Ben Utley and Nate Reineke
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
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AIO Financial – Fee Only Financial Advisors


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AIO Financial – Fee Only Financial Advisors
Bill Holliday, CFP
Invest for a sustainable future
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Podcast Archives - AIO Financial - Fee Only Financial Advisors


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Podcast Archives - AIO Financial - Fee Only Financial Advisors
Bill Holliday, CFP
Invest for a sustainable future
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Executive Decisions by SYM Financial Advisors


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Executive Decisions by SYM Financial Advisors
Sarah Delahanty
Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work. Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guest ...
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Podcast by Carson Group
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Podcast by SYM Financial Advisors
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Pinnacle Financial Advisors Podcasts


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Pinnacle Financial Advisors Podcasts
Professional Podcasts LLC (www.professionalpodcasts.com)
This is the blog for episodes of the Pinnacle Financial Advisors Podcast. Pinnacle Financial Advisors (http://www.pfacentral.com) is a wealth management and financial advisory firm in Marlton, NJ.
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Practical Wisdom from ACP Financial Advisors


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Practical Wisdom from ACP Financial Advisors
Alliance of Comprehensive Planners (ACP)
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.
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AdvisorRadio Podcast for Financial Advisors by Horsesmouth


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.
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Brewer Consulting Audio: Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors


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Brewer Consulting Audio: Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors
Patrick Brewer, CFA, CFP
Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors.
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Plan for Life with Canby Financial Advisors


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Plan for Life with Canby Financial Advisors
Canby Financial Advisoes
Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life.In each episode, host Howard Caplan and a member of ...
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The Elite Advisor Blueprint®: A Podcast for Financial Advisors


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 ...
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Financial Advisors Say The Darndest Things


Like you, I’ve read all of the get rich books like Think and Grow Rich by Napoleon Hill Rich Dad Poor Dad, Awaken the Giant Within, and all the books that you could even imagine on Self-Help and Finances. But there is one book that none of these gurus can ever top and it's the Bible. Here I give my top 5 lessons that can instantly change your finan…
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Money Talk 1290- Presented By Arlington Financial Advisors


Listen to Susan Shand, Owner of Shand Design
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Kitces and Carl - Real Talk for Real Financial Advisors


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Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126
33:43
In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing productivity or to simply increase your fees. For full show notes, see kitces.com and thesocietyofadvice.com.
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Mindy Diamond on Independence for Financial Advisors


With Matthew Celenza, Founder and Managing Partner at Boulevard Family Wealth Overview Wirehouse advisors often wonder what they are missing as they watch peers and colleagues break away to the independent space. Matt Celenza was once that guy. He believed he had access to everything his UHNW clients needed—until his move revealed just how much mor…
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Quantum Growth for Financial Advisors


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Featured Podcast: Ray Kelly on The Million Dollar Producer Show – Transformative Leadership to Build a Billion-Dollar Wealth Management Firm
47:11
We are back with a special episode this week before Thanksgiving featuring Ray Kelly on the Million Dollar Producer show, hosted by Paul G. McManus. In this episode, Paul welcomes leadership expert Ray Kelly to his podcast. As a leadership coach and a pivotal figure in the financial advisory world, Ray has dedicated his career The post Featured Pod…
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Physician Family Financial Advisors Podcast


Did you brush your teeth today? Of course you did. But did you actually think about what you were doing? Probably not. Insurance open enrollment is like that. It’s something you do every year and you probably don’t think about it. In fact, you just might choose to do the same thing you did last year but that could cost you hundreds of thousands of …
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Financial Advisors Say The Darndest Things


Elon Musk tells advertisers that they can go F*** themselves when asked about a recent boycott involving Disney’s CEO. In this clip from Fox News, I break down how this attitude of Me against the World is not such a bad idea when you are talking about planning your personal finances. Retirement saving would be so much easier if we took this approac…
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Money Talk 1290- Presented By Arlington Financial Advisors


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Episode 268: Money Talk 1290 - Kelly Marsh VP Cornerstone Home Lending State of the Mortgage Market
53:55
Listen to Kelly Marsh VP Cornerstone Home Lending State of the Mortgage Market
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Financial Advisors Say The Darndest Things


Warren Buffet must be saddened by the passing of Charlie Munger, a long term business partner. Charlie was more than a retirement guru. He knew finances but was an honorable person as well. And in this episode I just share a few kind words to help him on his journey to meet his Creator. Join our Newsletter and receive our free 19-page e-book "4 Fin…
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Financial Advisors Say The Darndest Things


You wouldn't believe what happened. Well maybe you would believe it. The stores got caught manipulating prices for sales. A woman exposes them and goes viral with over 30MM views. And I am here to share with you how they do it and how you can protect yourself from it. Join our Newsletter and receive our free 19-page e-book "4 Financial Principles E…
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Financial Advisors Say The Darndest Things


Financing a car is easy. Getting a good deal is hard. Here are 3 things you need to consider before you buy your next car or think about selling your current car. Join our Newsletter and receive our free 19-page e-book "4 Financial Principles Every Christian Should Know" http://eepurl.com/hXdQjf Click below to subscribe on your favorite podcast pla…
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Financial Advisors Say The Darndest Things


Whether you have a lot of money, or very little money. You deserve to be happy. In this episode we share 3 scriptures, one from Jesus, one from Paul, and one from John that will help you find happiness in whatever financial situation you are in.
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Financial Advisors Say The Darndest Things


The fear of missing out comes from our desire to be accepted in society. We are social creatures and therefore social investors. What others do, matters...to an extent. On this episode we explore how you can overcome this fear of missing out, and I give 5 things you can do today to help defeat this cognitive monster.…
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Why are smart individuals making bad decisions when it comes to their finances. Stay tuned as we discuss financial dysfunction, establishing a check and balance system, and how leading with your faith can change the way you handle your finances forever Schedule a Consultation: www.abrwealthmanagement.com…
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Financial Advisors Say The Darndest Things


During this episode, I bring on Cary Carbonaro which is one of the most decorated women in the financial industry. You probably heard her amazing story on the Michael Kitces podcast, or seen her on your TV screen. If you go to her website carycarbonaro.com you will find pages and pages of Press coverage telling her story how you went from an abusiv…
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Kitces and Carl - Real Talk for Real Financial Advisors


In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it really means to scale. For full show notes, see kitces.com and thesocietyofadvice.com.
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Mindy Diamond on Independence for Financial Advisors


A conversation with Mark Copeland, Founder, Signature Estate & Investment Advisors (SEIA) & Ben Prigal, Vice President of Reverence Capital Partners Overview Mark Copeland, Founder of Signature Estate & Investment Advisors (SEIA) and Ben Prigal, Vice President of Reverence Capital Partners, discuss the value of partnership between private equity an…
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Financial Advisors Say The Darndest Things


Do you constantly look at your investments? Always looking at your phone or your computer, trying to see if it is moving in the right direction? Are you anxiously waiting for the statement and nervous to open it up? On today’s episode, we talk about why that is not a good idea and give you a way to avoid this investment trap.…
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Financial Advisors Say The Darndest Things


Recently Dave Ramsey had a rant where he claimed that an 8% withdrawal rate was a safe rate to take out of your investments. On this episode, I run the numbers and show you how the one mistake he made could cost that investor in the hypothetical over a quarter of a million dollars. Schedule a Consultation to Speak with a Christian Financial Advisor…
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Mindy Diamond on Independence for Financial Advisors


A conversation with Ghislain Gouraige, Partner, NewEdge Wealth Overview Ghislain Gouraige, a 15-year UBS veteran and former esteemed leader of the firm’s Private Wealth Advisory Council, kept his head down and built an extraordinary $3B business. Then, he started to see the potential outside of UBS, sharing, “You can’t unsee what you’ve seen.” That…
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Quantum Growth for Financial Advisors


We are back again this week with Part 2 of one our most anticipated episodes of the Quantum Growth for Financial Advisors Podcast! This week, we welcome back Dan Sullivan of Strategic Coach to our show to continue the discussion about his new book: 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by The post 10x Growth: Unleashing …
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Kitces and Carl - Real Talk for Real Financial Advisors


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When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124
32:59
In our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit your specialization. For full show notes, see kitces.com and thesocietyofadvice.com.
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Mindy Diamond on Independence for Financial Advisors


A conversation with Richard Lofgren, Managing Director – Goldman Sachs Advisor Solutions Overview It was big news when Goldman Sachs announced their custody offering, turning the heads of top advisors looking to leverage the Goldman name in their leap to independence. In this episode, Richard Lofgren, the Managing Director of Goldman Sachs Advisor …
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Physician Family Financial Advisors Podcast


Imagine your physician Retirement Fund is one big pie. If you look closely, that pie will primarily be made of a physician 401k or 403b and the entire financial services industry wants a piece. If you’re not careful where the filling lands, you might cut them more than their fair share. Listen to Nate and Kyle discuss how to keep more 401k money fo…
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Mindy Diamond on Independence for Financial Advisors


A conversation with Louis Diamond Overview Mindy Diamond and Louis Diamond share ideas from 25 years of experience to help advisors navigate the daunting process of transition and advice on how to better cope with what can feel like a tumultuous ride. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the …
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Quantum Growth for Financial Advisors


We are back this week with one of our most anticipated episodes of the Quantum Growth for Financial Advisors Podcast! This week, we welcome Dan Sullivan of Strategic Coach to our show to talk about his new book: 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less. Jon has been a The post 10x Growth: Unleashing the Power …
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Financial Advisors Say The Darndest Things


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(#142) Finding Eternal Wealth Happiness- Inspired by the Book of Ecclesiastes and King Solomon
22:02
Money without money management skills is worthless. Today we discuss the biblical mindset you can experience INSTANTLY that will take your happiness to the next level.We discuss: The power of using Anchors The meaningless of life but the fulfillment given by God and How to build a portfolio you will be happy with. All of this and more on this episo…
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Money Talk 1290- Presented By Arlington Financial Advisors


Listen to Baret Boisson, Artist
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Kitces and Carl - Real Talk for Real Financial Advisors


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Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123
26:54
In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice. For full show notes, see kitces.com and thesocietyofadvice.com.
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Mindy Diamond on Independence for Financial Advisors


A conversation with Matthew Murphy, CEO, Partner and Rebecca Baker, COO, Partner – Marble Wealth Overview Matthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence early in their careers, the impact of signing on to the firm’s retire-in-place program ALFA, their age as a competitive advantage, and …
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Investing is a strange thing: the less you pay, the more you get. And for physician investors, keeping more of what you earn means paying less taxes on your investments. For the past three decades Exchange Traded Funds (ETFs) have made it easy for all investors to own a balanced, diversified, low cost, tax efficient portfolio. But what are ETFs and…
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Mindy Diamond on Independence for Financial Advisors


A conversation with Scott Shagrin, Ira Ravitz, and Lisa Westermark, Co-Founders of Beverly Hills Private Wealth Overview The founders of Beverly Hills Private Wealth discuss their motivations to leave Merrill after building a billion-dollar business, their transition to independence and experience as one of the first RIAs to choose Goldman Sachs Ad…
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Money Talk 1290- Presented By Arlington Financial Advisors


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Episode 266: Money Talk 1290 - Emily Barany, Founder of Visionality and Non-Profit Consultant
53:59
Listen to Emily Barany, Founder of Visionality and Non-Profit Consultant
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Quantum Growth for Financial Advisors


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Leveraging LinkedIn Marketing to Increase Your Influence and Drive Results with Paul G. McManus
53:54
We are back with our another episode of Quantum Growth for Financial Advisors with Jon Kuttin to learn how you can leverage one of the most powerful and networking tools in the financial services industry - LinkedIn! Join Jon Kuttin and Paul G. McManus of More Clients More Fun and author of The Short Book The post Leveraging LinkedIn Marketing to I…
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Executive Decisions by SYM Financial Advisors


Dionna has been with Whirlpool Corporation for 15 years and currently leads the Whirlpool Sales Enablement Team as well as being the Chief of Staff for the Sales SVP. She is responsible for creating strategies and experiences to enable profitable sales growth for both Whirlpool and its Trade Customers. Dionna has held various positions with escalat…
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Kitces and Carl - Real Talk for Real Financial Advisors


In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization. For full show notes, see kitces.com and thesocietyofadvice.com.
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Mindy Diamond on Independence for Financial Advisors


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An Industry Update on Mega-Moves: How the Ever-Increasing Number of Billion-Dollar Transitions Are Rocking the Industry
40:55
A conversation with Louis Diamond and Jason Diamond Overview With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the impact on recruiting and the industry at large?…
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Imagine a big sack of donuts. Now imagine a big stack of plywood. What do these have in common? They are stories Ben and Nate share on today’s show. While every physician wants to be responsible with money, most physicians come to realize that retirement planning simply sucks. It’s laborious, time consuming and overwhelming. So what do you do? List…
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Money Talk 1290- Presented By Arlington Financial Advisors


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Episode 265: Money Talk 1290 - Joe Weiland, CFP and Managing Partner of Arlington Financial Advisors
54:00
Listen to Joe Weiland, CFP and Managing Partner of Arlington Financial Advisors discuss financial planning opportunities and give a market update.
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Money Talk 1290- Presented By Arlington Financial Advisors


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Episode 264: Money Talk 1290 - Dr. Remi Drozd, a board-certified physician and owner of Lucid Therapeutics and Santa Barbara Ketamine Therapy
53:57
Listen to Dr. Remi Drozd, a board-certified physician and owner of Lucid Therapeutics and Santa Barbara Ketamine Therapy
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Mindy Diamond on Independence for Financial Advisors


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Orion’s Founder Eric Clarke on How Advisors Can Innovate, Disrupt and Win
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A conversation with the Industry Visionary from Orion Advisor Solutions Overview The outgoing CEO of the wealthtech powerhouse shares his journey from the founding of Orion, the firm’s growth over the years, and perspectives on the future of wealth management, technology and AI, and much more. Listen in… > Download a transcript of this episode… NOT…
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Quantum Growth for Financial Advisors


We are back with another episode of Quantum Growth for Financial advisors with Jon Randall & Jon Kuttin. This week, we continue our Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! In our first episode we reviewed the beginning of the journey as an advisor to get to 1M The post From S…
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Financial Advisors Say The Darndest Things


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(#141) Changing Your Mindset To Achieve Financial Success with Marcella Mollon-Williams, BFA™️
56:01
In this Episode We Discuss:💵 How to change your money story and achieve ultimate success💵 The top mental traps that keep investors from growing true wealth💵 Building a legacy that you will be proud to pass on to the next generationSchedule A Consultation with Marcella Mollon-Williams, BFA™️ https://www.marcellamwilliams.com/ Subscribe to our podcas…
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Kitces and Carl - Real Talk for Real Financial Advisors


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Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121
40:06
In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether self-promotion is essential for advisors. For full show notes, see kitces.com and thesocietyofadvice.com.
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Mindy Diamond on Independence for Financial Advisors


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Summit Trail’s Jack Petersen on How Their Blockbuster Break Created a $16B Firm Designed to Serve the Unique Needs of UHNW Clients
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A conversation with Jack Petersen, Managing Partner and Advisor at Summit Trail Advisors Overview The Barclays breakaway discusses his 2015 landmark leap with 5 partners, 3 offices, and $3B in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more. Listen in… > Download …
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Physician Family Financial Advisors Podcast


Fake news. It’s everywhere and some people even believe it. Some unintentional fake news you have heard recently is that Public Service Loan Forgiveness is not real. In today's show, Ben and Nate share stories of real live physicians who have gotten real relief through the Public service loan forgiveness program. We break down the must-know news ab…
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Investing in green energy involves investing in companies that generate energy from renewable sources. These sources include solar, wind, hydropower, biomass, geothermal, and marine energy. Investing in green energy can support the development of clean and sustainable energy solutions. It can also help reduce dependence on fossil fuels, mitigate th…
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Podcast Archives - AIO Financial - Fee Only Financial Advisors


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Future of Green Energy Investing
29:07
Investing in green energy involves investing in companies that generate energy from renewable sources. These sources include solar, wind, hydropower, biomass, geothermal, and marine energy. Investing in green energy can support the development of clean and sustainable energy solutions. It can also help reduce dependence on fossil fuels, mitigate th…
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Financial Advisors Say The Darndest Things


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(#140) MLB to CFP®️: All Financial Literacy Is Not Created Equal with Kevin Thompson, RICP®️, CFP®️
48:51
Kevin is a former New York Yankee baseball player who was a victim of the Allen Stanford $7.2 Billion Ponzi Scheme. From that day forward, he has dedicated his life to spreading financial literacy to the community. On this episode, we discuss:⚾ What qualities should you look for in a financial advisor⚾ How To master the spiritual side of wealth⚾ Ho…
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Mindy Diamond on Independence for Financial Advisors


Rare access to one of the top-of-the-food-chain leaders who discusses the direction of Wells, how it compares to its peers, the value to HNW and UHNW clients, a perspective on recruiting and the ideal advisor type, the future of the industry, and much more.
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