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The Relentless is a podcast from Century21 Real Estate and Slate Studios that rethinks business, redefines success, and reimagines customer experiences. In Season 2, podcast host, author, and entrepreneur Kristen Meinzer talks to experts and thought leaders from a variety of industries about surprising ways businesses and entrepreneurs are redefining hospitality and delivering extraordinary experiences to customers. Be sure to check out Season 1 to hear host Dr. Julie Gurner and inspiring bu ...
 
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.
 
Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
 
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.
 
Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
 
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 ...
 
"Ask the beauty advisor" is a fun and informative podcast that answers your health and beauty questions.This is a podcast for people who are seriously interested in maintaining their health and youthfulness. With host Deanna lyn who not only answers listener's questions, but also shares the latest health and beauty news, as well as product reviews. The show also includes interviews with the top health and beauty professionals. You can listen-in weekly by subscribing on iTunes, for more info ...
 
Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisors—using the firm’s core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each achieve th ...
 
Lenox Advisors is a wealth advisory firm focusing on high net worth individuals, including Corporate Executives, Business Owners, and Entrepreneurs. Most of our clients retain us to be their personal CFO, coordinating all aspects of their financial lives. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out insurance programs for senior executives.
 
About: 4 Core Beliefs… GTA Advisors started as an idea. It’s founder, Robert Caruso, and host of the GTA Advisors Podcast, as a business owner himself, had an interest in meeting other smart business owners and fascinating entrepreneurs. When he started to reach out to these people and started talking to them, he realized others needed to hear their stories too. These were experts in their respective fields, smart and intelligent, not to mention, many had discovered unique ways to impact the ...
 
Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
 
The One11 Podcast series are open discussions with leaders in the real estate space. Our hope is to provide some unique insights into their backgrounds, what has made them successful and where they see the space and their companies going. We are grateful for their leadership in the industry and appreciate their time to share insights to the broader real estate market place.
 
Periodically DHG Wealth Advisors will interview financial advisors, CPAs, lawyers, and a variety of financial services professionals to share planning strategies and investment insights to help you achieve your goals. This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. The information is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time. You sho ...
 
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!
 
Index Fund Advisors (IFA) is an independent financial advisor that provides wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds. IFA.tv provides webcasts explaining the investing strategies of IFA.com and Mark Hebner's book, Index Funds: The 12-Step Recovery Program for Active Investors, with Foreword by Nobel Laureate Harry Markowitz. See hard cover here: http://indexfundsbook.com and iBook here: http://iBookIndexFunds.com.
 
The Aldrich Group includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services to businesses and individuals. We also work closely with business owners and individuals to manage their financial, wealth and tax planning strategies. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately ...
 
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.
 
Daily Market Updates podcast from Ambassador Advisors, LLC. Sources: Google Finance, Yahoo Finance, Reuters.com Ambassador Advisors is a Registered Investment Advisor. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Ambassador Advisors is not affiliated with APFS .Information in this illustration has been obtained from sources believed to be reliable and are subject to change without notification. ...
 
In Angles, a personal finance podcast, Anglia Advisors founder Simon Brady CFP® and his guests talk about what younger professionals and foreign nationals in the US need to know to successfully getting their personal finances in order and build towards financial security, often by just adjusting your mindset, using new technology or learning to ignore the BS conventional wisdom and myths put out by the financial media & Wall Street.This podcast is informational only and should not be used as ...
 
The “Scaling New Heights” podcast is designed for accountants and other business advisors, providing professionals with year-round access to some of the key training from our annual Scaling New Heights conference. Each weekly broadcast includes an interview with a featured guest who is either a past Scaling New Heights presenter or a presenter we’ve recruited for an upcoming conference.
 
Wondering what you should be feeding your dog or cat? Confused by all the choices? Is raw really best? Or does it pose health hazards? What should you know when deciding which commercial food to feed? Are cats' digestive systems able to metabolize carbohydrates or is all dry cat food “kitty crack,” as Tracie calls it? Do dogs and cats need supplements --- and if so, which ones? This show brings you facts and opinions to help you make the best personal decisions about how to feed the four-leg ...
 
For more than two decades, The Kelley Group has been delivering number-one rated speaking, top-ranked coaching, and world-class training to elite advisors and senior managers in the financial services industry. The Kelley Group’s unique philosophy of training, coaching and accountability has been called “the perfect trifecta." Whether retained to conduct a 45-to 90-minute keynote presentation or a half-day to two-day corporate training session, The Kelley Group can institutionalize initial r ...
 
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 ...
 
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.
 
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show series
 
How do underwriters evaluate loans to LLCs or land trusts? By effectively guiding a loan from application through underwriting to a successful closing and helping mortgage lenders comply with regulations. Today, Clint Coons of Anderson Business Advisors talks to Andrew Duane, Associate Attorney at Polunsky Beitel Green, LLP. Andrew’s focus on lende…
 
· Two potential factors driving the downturn in Chinese stocks · Reserve Bank of Australia leaves interest rates unchanged · Growth stocks vs. value stocks: Performance update IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other co…
 
A conversation with Andy Schwartz, CFP®, Principal, Bleakley Financial Group As a college student selling insurance, Andy Schwartz didn’t envision that someday he’d be at the helm of an $8B RIA—but he did know he was on to something. Growing up in a lower middle-class family in New Jersey who didn’t “have much” but worked hard for all that they did…
 
HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH & TECHNOLOGY SERVICES GUESTS: STEVE SEARS AND MICHAEL OYSTER, OPTIONS SOLUTIONS THE BUZZ THOUGHTS ON CURRENT MARKET ENVIRONMENT ROBINHOOD STILL HAS AN EFFECT ON THE MARKETPLACE ARE WE ENTERING A NEW VOLATILITY REGIME EARNINGS SEASON VOLATILITY UPDATE OPTIONS 1…
 
In previous episodes, Colonnade Advisors has outlined our unique 16-week sales process timeline in four phases: pre-marketing, go to market, management presentations/buyer due diligence, and exclusivity/documentation. Today’s episode focuses on phase three: management presentations/ buyer due diligence. We invite you to listen to episode 001 for mo…
 
A career as a fee-only planner may begin with a job in an existing practice. What’s it like as the planner's role evolves from entry-level to owner? Join us and our guest Alicia Klein, CFP®, EA, Senior Planner and Partner at Cambridge Financial Group, as she takes us on her journey from her first steps in the profession to becoming the second of th…
 
Join Sophie Antal Gilbert, Head of Portfolio and Business Consulting at Russell Investments, and Nancy Fahmy Senior Director of Business Consulting at Russell Investments, as they discuss women and investing. Sources: Prudential – Women’s Financial Challenges Just Got Greater because of the Covid-19 pandemic. Merrill Lynch – Women and Financial Wel…
 
From entity formation, income, and inheritance to losses, proceeds, and profits, Toby Mathis and Jeff Webb of Anderson Advisors answer your tax questions. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: How does a single, high W-2 earning individual take advantage of passive losses? It’s difficult because passive losses …
 
· U.S. GDP climbs by 6.4% as recovery gains speed · Key takeaways from the Fed’s April policy meeting · Eurozone Q1 earnings shatter expectations IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as of…
 
A conversation with Steven Tenney, Founding Partner and CEO, Great Diamond Partners In all of the conversations we have with breakaway advisors, we hear a consistent theme around the motivation to make the leap: To improve the ability to serve clients. And, ultimately, enhancing service delivery – such as improvements in platform and technology, an…
 
Looking for land? It’s tough to find.So, where do you find the niches to find the riches to invest in raw land? Today, Clint Coons of Anderson Business Advisors talks to Seth Williams, founder of REtipster, an online community that offers real-world guidance for real estate investors. Seth discusses how he realized that land is probably the better …
 
· UK unemployment drops, retail sales boom · Bank of Canada cuts pace of weekly bond purchases · Q1 earnings-season update · Markets react to potential increase in U.S. capital gains tax IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market …
 
A conversation with Christopher Winn, CEO and Lead Consultant, AdvisorAssist There are few words in wealth management’s lexicon that draw greater consternation amongst advisors. And that word is “compliance.” Yet it’s the very fabric by which financial advisory businesses operate, serving as the proverbial guard rails that all advisors work within—…
 
With all the lack of tax knowledge going around and politicians being pushed by their parties, get your tax questions answered by Toby Mathis and Jeff Webb of Anderson Advisors. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: When you have a PLLC, what do you put on a personal or business credit card? If you have a busin…
 
· Two factors behind March’s surge in U.S. consumer prices · China reports record quarterly growth · Initial Q1 earnings-season results top expectations · How the J&J vaccine pause could impact emerging markets IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without n…
 
With Louis Diamond It might seem odd for a show called Mindy Diamond on Independence to have an episode discussing the reasons why independence might not be right for you. But the truth of the matter is, there are plenty of reasons why independence isn’t for everyone. And it’s the mission of this series to be honest and balanced—and share what we’r…
 
People don’t like to talk about taxes or being separated from their money, especially because of the country’s complex tax system. So, how do the rich get richer? Learn a lesson from the super-rich about minimizing taxes and maximizing income and infinity investing. In this episode, Toby Mathis of Anderson Advisors talks to Mike Consol, Editor of R…
 
Today we talk with Mareya Ibrahim, Founder and CEO of eatCleaner INC. Mareya also know as "The fit foodie" will be sharing her tips on how food can beautify the skin, give you more energy and add vibrancy to your life. If you Want a more beautiful life tune-in today's episode to learn more. Free E-book text fit foodie to 22828 https://eatcleaner.co…
 
· Manufacturing activity booms across Europe · Powell stresses focus on job growth · Greenland elections place China-backed mining project in jeopardy IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current …
 
A conversation with the industry thought-leader, financial planner and host of the popular blog and podcast series It was almost 2 years ago when Michael Kitces last visited this show. And much has changed since that conversation. Even his own business life took a new turn, having joined Buckingham Wealth Partners in March of 2020—right when the pa…
 
Last year was a breakout for ETFs and for bond ETFs in particular. Cash flows into ETFs targeting domestic fixed income reached a record $184 billion, topping the $140 billion in inflows into ETFs focused on domestic equities.* In the third and final episode of the season, Vanguard ETF Product Manager Johnny Garcia drills into how the Federal Reser…
 
Don’t be a fool in April! Make sure to get your tax questions answered by Toni Covey and Jeff Webb of Anderson Advisors. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: Do wholesalers of land need to pay self-employment tax? If you are wholesaling that is going to be ordinary income, so if it’s reported on your personal …
 
· Are U.S. government bond yields nearing their highs for 2021? · Markets react to $2.3 trillion U.S. infrastructure plan · PMI surveys point to positive outlook for China IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other condit…
 
A conversation with Ahmie Baum, Founder and CEO, Interchange Capital Partners What if we all had the chance to take a “mulligan” at least once in our business lives? That is, use the proverbial golf do-over rule as a way to reset our goals and expectations—and take that shot one more time, but this time from a whole new perspective. That’s exactly …
 
HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH & TECHNOLOGY SERVICES GUEST: JON CHERRY, NORTHERN TRUST THE BUZZ THOUGHTS ON CURRENT MARKET ENVIRONMENT INFLATION AND THE EQUITIES MARKET GME CHANGED THE VOLATILITY SKEW OF THE MARKETPLACE EARNINGS SEASON VOLATILITY UPDATE MORGAN STANLEY TO OFFER BITCOIN FUNDS…
 
While sitting poolside, Pace Morby discovered the insane power of social media. Now, he has a huge following and landed three major clients by posting before-and-after photographs of his construction work on Instagram. In this episode, Toby Mathis of Anderson Advisors talks to Pace Morby, who has done more than 7,000 renovations and built more than…
 
· Could the uptick in U.S. COVID-19 cases dampen growth prospects? · How a U.S. infrastructure package could impact tax rates · Bank of Canada weighs tapering of bond-purchase program IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or …
 
A conversation with Robert Thornton, Executive Vice President & President of Private Wealth Management This is a story that truly exemplifies how much the wealth management landscape – and advisor mindset – has changed in recent years. Because even in a world where “choice” has become the new norm, there are only a few firms that have captured the …
 
Last year was a breakout for ETFs and for bond ETFs in particular. Cash flows into ETFs targeting domestic fixed income reached a record $184 billion, topping the $140 billion in inflows into ETFs focused on domestic equities. .* So what is going on? In this episode, Vanguard ETF Product Manager Johnny Garcia drills into data showing accelerating a…
 
Are you lucky to be alive and taking care of your taxes? Toby Mathis and Jeff Webb of Anderson Advisors answer your tax questions. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: If a non-profit (NP) organization opened a trading account and got options income less than $50,000, does the NP file an income tax return (bes…
 
Last year was a breakout for ETFs and for bond ETFs in particular. Cash flows into ETFs targeting domestic fixed income reached a record $184 billion, topping the $140 billion in inflows into ETFs focused on domestic equities. .* It was the second straight year that more new money went into domestic fixed income than U.S. equity ETFs. In this episo…
 
A conversation with Louis Diamond We talk a lot about the expanded industry landscape—and how, ultimately, an advisor has much more to consider than ever before. As such, there is tremendous value in periodically conducting due diligence – whether you’re thinking of moving or not – if for nothing more than to become familiar with a host of options …
 
When the COVID-19 pandemic hit, the Canada/U.S. border closed, putting great stress on businesses and families on both sides who depend on international traffic. In this episode, Toby Mathis of Anderson Advisors talks to Lars Jacobson, a businessman and entrepreneur who has owned and operated his own businesses for more than 20 years. Lars and his …
 
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