Invest for a Sustainable Future
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Invest for a Sustainable Future
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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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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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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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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The EmpowHER Podcast is a platform for women to come together to gain financial insight and strategies with a tribe of brilliant women. CERTIFIED FINANCIAL PLANNER ™️ Michelle Hipskind leads this monthly show. She educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving listeners access to the appropriate professionals that can help solve the problems many women face. In-person events are held ...
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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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Looking for Christian Counsel on Money Matters? This podcast provides Christian Stewards like you with professional insights about creating a Financial Plan and strengthening your bond with God, all from a biblical perspective. Each episode is based on current news events and insights around the 4 pillars of Christian Investing: -Debt Management -Savings - Investing and -Estate Planning/Family Dynamics The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional, w ...
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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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Podcast by Carson Group
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Podcast by SYM Financial Advisors
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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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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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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
Patrick Brewer, CFA, CFP
Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors.
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Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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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® 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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Is the NEW Costco Food Court Rule for Non-Members too STRICT? (#247)
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A.B. Ridgeway delves into the recent changes in Costco's food court policy and its implications for both members and non-members. As Costco tightens its membership requirements to access food court deals, A.B. explores the economic reasoning behind this decision and its potential impact on consumers. Key Takeaways: Costco's Membership Strategy: A.B…
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Delivering Value To Clients Sooner w/ Abby Morton
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In this episode of Elementality Jordan Haines, CFP® is joined by Abby Morton, CFP®, Director of Advisor Success at Elements. They discuss an important aspect of a new client’s and a prospect’s initial journey with a financial advisor: time to value. Listening to this conversation you’ll learn that while taking a long time (i.e. 45 days) to deliver …
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When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
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In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when it's time to start saying no. For full show notes, see kitces.com and thesocietyofadvice.com.
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How the FTC’s Rule on Non-Competes May Impact Financial Advisors: An Attorney’s Perspective
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With Matt Baum, Partner, Fox Rothschild Overview Attorney Matt Baum breaks down the facts on the latest FTC Noncompete Rule, the potential impact on an advisor’s business, current agreements, the ability to transition, and more. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast …
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On today’s show… Is it finally time to pay off my student loans? I make $700,000 a year and I want my spouse to work..am I wrong? Should I put my college money in cash or 529s? Did my $2M home purchase derail my retirement? Am I putting too much in my 529? New city, new job. Can I wait a while to start saving for retirement while everything is in f…
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Unlocking Your True Entrepreneurial Potential Part 2 with Dan Sullivan
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We are back with another special episode of Quantum Growth for Financial Advisors podcast featuring the founder and president of Strategic Coach, Dan Sullivan! For Part 2 of this 2 Part Episode, today we talk about how to unlock your true entrepreneurial potential. Dan and Jon reflect on the inherent traits of entrepreneurs and their The post Unloc…
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From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis
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In today's episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history from building airplanes to his executive career in the orthopedic industry. Todd reflects on his journey from managing older union workers while still in his 20’s to his transition into executive leadership roles. He emphasiz…
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Empower Your Financial Future with the AIO Financial Retirement Planner App Welcome to a new era in retirement planning! At AIO Financial, a fee-only financial advisory firm, we are excited to unveil our groundbreaking Retirement Planner App. Designed to simplify your financial future, this tool helps you visualize and plan for your retirement with…
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Episode 279: Money Talk 1290 - Annette Jorgensen, Vice President, SBA Business Development at American Riviera Bank
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Listen to Annette Jorgensen, Vice President, SBA Business Development at American Riviera Bank
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From Nursing to Quantum Healing: A Journey of Compassion and Technology with Saghi Togashi
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In this episode of EmpowHER, host Michelle Hipskind sits down with Saghi Togashi, a quantum energy and Reiki energy facilitator. Saghi shares her journey from nursing to computer science to holistic healing. After experiencing challenges in the nursing field due to empathy overload, Saghi transitioned to computer science but always harbored a desir…
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Christianity Lite- Are We Practicing A Watered-Down Gospel? (#246)
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Episode Summary: In this episode of "Financial Advisors Say the Darndest Things," host A.B. Ridgway discusses the pervasive trend of diluting Christianity, paralleled with the commercialization of "lite" versions of various products. Drawing from Glenn Berto's book "Christianity Liked: Stop Drinking a Watered Down Gospel," Ridgway emphasizes the ne…
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Suze Orman Calls 4% Rule DANGEROUS for Retirement (#245)
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Episode Summary: The primary fear of many Christian investors is running out of money in retirement. In this episode, Ridgeway explores the concept of the 4% retirement rule and its implications in today's economic climate, drawing insights from financial experts like Suze Orman. Key Takeaways: The 4% Retirement Rule: Ridgeway explains the origin o…
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Benny Johnson EXPOSES the Truth Behind Candace Owens and the Daily Wire Gag Order (#244)
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Episode Summary: In this episode, AB Ridgeway discusses the recent controversy surrounding Candace Owens' departure from the Daily Wire, shedding light on the reported gag order imposed by the conservative outlet. Owens' call for a debate with Ben Shapiro seemingly triggered this response, revealing underlying tensions and ideological clashes withi…
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Candace Owens is issued a GAG order by Ben Shapiro and the Daily Wire (#243)
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Episode Summary: In this episode, AB Ridgeway delves into the controversy surrounding Candace Owens' firing from the Daily Wire and the subsequent gag order imposed on her. He explores the implications of this situation and invites listeners to reflect on the underlying motivations behind such actions. Key Takeaways: Freedom of Speech vs. Silencing…
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Dave Ramsey Caller Asks If He Should LEAVE His Girlfriend After Getting Rich (#242)
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Episode Summary: You're just coming off of divorce you're rebuilding your life. You find somebody that you love and you care about, you build a relationship for seven years, your business takes off to gain $1.5 million, and you are thinking of ending it. On the Dave Ramsey show, a caller is wondering if the financial success is becoming a barrier t…
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Two Teen Boaters Face Felony Charges After Their Video Goes Viral (#241)
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Episode Summary: Two teen boaters are facing third degree felony charges for pollution after they were caught on video dumping trash into the Atlantic Ocean during a South Florida boating party. In this episode, AB Ridgeway discusses the repercussions faced by two teen boaters drawing parallels between their actions and short-sighted financial deci…
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Catholic Priest Bishop Barron SHOCKS Jordan Peterson With This Answer (#240)
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Catholic priest Bishop Barron delivers a profound explanation of God as being itself, transcending categorical definitions. He challenges the notion of attempting to confine God within human constructs and relates this concept to the financial world, emphasizing the importance of understanding what can and cannot be controlled. Key Takeaways: God B…
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Woman Shares Divorce Advice For Women after FORCED separation from husband (#239)
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Episode Summary: What does Tia Mowry, Britney Spears, Jeannie Mai, Jeezy, Idris, and Lynn Toler have in common? They all are dealing with what happens after divorce. In this episode, we delve into the emotional and spiritual challenges of divorce through the heartfelt testimony of a woman who experienced unexpected marital dissolution. Despite her …
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Did Dave Ramsey Caller STEAL inheritance from niece and nephew? (#238)
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Episode Summary: In this episode, Dave Ramsey addresses a listener's dilemma after inheriting money from their deceased brother. The listener's brother had named them and their eldest son as beneficiaries, causing tension with the deceased brother's children who feel entitled to the money. Ramsey offers insights into the importance of proper estate…
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Russel Brand REACTS to Recent Criticism of his Baptism (#237)
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Join us in this thought-provoking episode as we delve into Russell Brand's recent baptism and explore the profound implications of his spiritual journey. From battling addiction to finding solace in faith, Brand's transformation sheds light on the enduring struggle between worldly pleasures and spiritual fulfillment. Key Takeaways: Russell Brand's …
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Candace Owens SHOCKS the world and becomes a Catholic (#236)
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In a surprising turn of events, Candace Owens reveals her conversion to Catholicism, prompting reflections on the intersection of faith, personal growth, and life circumstances. Delve into the significance of this decision and its implications for Owens' personal and professional journey. Join the conversation as listeners contemplate the timing an…
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Condoleezza Rice DESTROYS 'The View' and their Race Baiting (#235)
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In this illuminating discussion, Condoleezza Rice offers profound insights into pressing societal issues, challenging prevailing viewpoints with clarity and conviction. Here are the key takeaways from her remarks: Accountability and Moving Forward: Rice unequivocally condemns the events of January 6th, emphasizing the importance of law enforcement …
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Donald Trump's HUSH MONEY trial IGNITES comparisons to Alleged Bill Clinton Hush Money trial (#234)
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Episode Summary: In this episode, host AB Ridgeway delves into the comparisons between the hush money trial involving former President Donald Trump and the past incidents of high-profile litigation, particularly that of former President Bill Clinton. He navigates through the complexities of the legal cases, highlighting key differences and addressi…
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Central Church Pastor in Charlotte Brings Holy Hell and Calls Trump USA Bible Blasphemous (#233)
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Episode Summary: In this episode, host A.B. Ridgeway explores the controversy surrounding former President Donald Trump's sale of "God bless the USA Bibles" for $59.99 amid mounting legal challenges. The episode features commentary on the intersection of religion and politics, prompting listeners to consider the implications of combining the Consti…
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What Does Morgan Stanley's Money Laundering Investigation Mean To You? (#232)
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Episode Summary: In this episode of "Financial Advisors Say the Darndest Things," host A.B. Ridgeway delves into the recent scrutiny faced by Morgan Stanley's wealth unit over anti-money laundering practices. He explores the concept of money laundering, the investigation's implications, and how it pertains to Christian investors. Key Takeaways: Und…
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The Prosperity Gospel is Selfish and Not Biblical (Keynote) (#231)
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In this episode, we delve into the nuanced differences between the prosperity gospel and the concept of stewardship within Christianity. The speaker aims to clarify misconceptions and provide insights into how Christians can lead a life aligned with biblical principles of stewardship. Key Takeaways: Understanding Biblical Stewardship: Stewardship, …
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Jobs In Retirement Are The Future as 1 out of 4 adults 50 and over say they will never retire (#230)
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Episode Summary: In this episode host AB Ridgeway explores the concerning trend of individuals planning to work indefinitely due to financial insecurity in retirement. Drawing from his extensive experience in the financial industry, Ridgeway discusses the societal pressures and financial habits contributing to this phenomenon. He emphasizes the imp…
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New Fiduciary Rule Protects Christian Retirement Saver's Interest (#229)
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Episode Summary: In this episode of "Financial Advisors Say the Darnedest Things," host AB Ridgeway discusses the recent updates announced by the Biden-Harris administration regarding rules aimed at protecting retirement savers' interests. The Department of Labor's revised definition of fiduciary aims to ensure that financial advisors prioritize th…
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What the New Overtime Rule Means For Christian Workers (#228)
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Episode Summary: In this episode of "Financial Advisors Say the Darnedest Things," host AB Ridgeway discusses the implications of the new overtime rule introduced by the Department of Labor. This rule aims to ensure fair compensation for Christian workers who often find themselves working long hours for low pay. AB explores the biblical perspective…
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Marketing The Right Way w/ Robert Sofia
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Today Reese Harper talks with Robert Sofia, CEO and founder of Snappy Kraken, a marketing automation tool for financial advisors. Reese and Robert explore Robert's unique journey to starting Snappy Kraken. They also discuss the type of content that Robert has seen work with financial advisors, and they unique tips and tricks advisors can implement …
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A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model
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With Angie Ostendarp & Jordan Raniszeski, Senior Managing Partners, Carnegie Private Wealth Overview In building a $1B business at Wells, Angie Ostendarp and Jordan Raniszeski realized they had outgrown the model, which limited their ability to serve their clients and continue their growth trajectory. They share why supported independence was the r…
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The New 529 Tax-Free "Grandparent Loophole" for College Savings Just Got Updated (#227)
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Episode Summary: Which is a tax-free savings account that can only used for educational expenses? Did you know that a 529 plan can help you save more money than a traditional savings account if used for college expenses? In this episode, host AB Ridgeway shares insights on the evolving landscape of college planning and the newly revised rules surro…
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What Happens To My Stuff If I Don't Have a Will? (#226)
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In this episode, host AB Ridgeway delves into the critical yet often avoided topic of estate planning and wills. With poignant anecdotes and expert insights, we uncover the repercussions of passing away without a will, emphasizing the importance of proactive financial planning. Key Takeaways: Prepare for the Inevitable: Death is an uncomfortable re…
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Finding The AI Sweetspot w/ Denis Konoplev
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Today we talk with Denis Konoplev, co-founder of paraplanner.ai, an AI tool for advisors to use in place of a traditional paraplanner. In this show we talk about Denis’s journey from a financial planning client to creating AI technology for financial advisors. We discuss where AI makes the most sense in an advisor’s workflow, and where a human advi…
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Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
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In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement. For full show notes, see kitces.com and thesocietyofadvice.com.
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How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update
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With Mindy Diamond & Louis Diamond Overview In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition. In this special episode, Mindy and Louis Diamond share a process for answering the seminal question: Is change really worth it? Listen in… > D…
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Empower Your Financial Future with the AIO Financial Retirement Planner App Welcome to a new era in retirement planning! At AIO Financial, a fee-only financial advisory firm, we are excited to unveil our groundbreaking Retirement Planner App. Designed to simplify your financial future, this tool helps you visualize and plan for your retirement with…
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continue reading
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Unlocking Your True Entrepreneurial Potential Part 1 with Dan Sullivan
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We are back with another special episode of Quantum Growth for Financial Advisors podcast featuring the founder and president of Strategic Coach, Dan Sullivan! For Part 1 of this 2 Part Episode, today we talk about how to unlock your true entrepreneurial potential. Dan and Jon reflect on the inherent traits of entrepreneurs and their The post Unloc…
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On today’s show… • How do I choose the right tax preparer? • Why didn’t my automatic payment come out for my mortgage? • Should we move closer to our parents? • Should I count on hitting my RVUs? • Should I buy into my surgery center? • I am 10-years from retirement, should I cancel my life and DI insurance? • How do we combine finances in my secon…
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Former Dave Ramsey Employee Anthony O'Neal SCAMMED out of $40,000 (#225)
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Former Dave Ramsey Employee Anthony O'Neal was SCAMMED out of $40,000 by a person who claimed they wanted to pay him $10,000 to be on a interview show. Not only did they steal the money but they put pornography on his Facebook page to distract them as they continued to take money from his accounts. Tune in as I give my perspective on how to protect…
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Put Your Money In The Heavenly Bank with These Scriptures (Live Sermon) (#224)
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In this episode, AB Ridgeway, a certified private wealth advisor (CPWA®️) professional, delves into the concept of patience as it relates to financial planning and investing, drawing insights from biblical principles. He emphasizes the importance of long-term investing over get-rich-quick schemes, highlighting the need for patience and faithfulness…
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Is Investing In A Roth or Traditional IRA the NEW Millionaire Shortcut? (#223)
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In this episode of "Financial Advisors Say the Darndest Things," host AB Ridgeway explores the potential of Individual Retirement Accounts (IRAs) in helping individuals achieve millionaire status. While many Americans seek security in retirement through IRAs, AB delves into whether solely relying on them can lead to millionaire status. Through insi…
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Episode 278: Money Talk 1290 - Dr. Peter Rupert, Professor of Economics at UCSB & Director of the Economic Forecast Project
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Listen to Dr. Peter Rupert, Professor of Economics at UCSB & Director of the Economic Forecast Project
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"The Language of Referrals" w/ Bill Cates
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Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.” In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.…
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Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence
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With Brent Chappell & Brad Chappell Managing Partners & Founders, Chappell Wealth Management Overview Brent and Brad Chappell share unique perspectives as next gens of a business conceived by their father decades ago at Merrill. They offer insightful thoughts about family dynamics and succession, the value of mentors and education, what it takes to…
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What Does The Bible Tell Us About God and Money? (LIVE Sermon) (#222)
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Episode Summary: In this episode, AB Ridgeway delves into the concept of Christian investing and stewardship. He narrates a poignant story of a faithful churchgoer who experiences financial hardship despite his devout contributions to the church. AB challenges the traditional notion of giving solely out of habit and emphasizes the importance of und…
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California To Improve Work/Life Balance With This New Policy (#221)
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Episode Summary: In this episode of "Financial Advisors Say the Darndest Things," host AB Ridgeway discusses the implications of a new California bill that would grant employees the right to ignore work-related communications outside of their working hours. He delves into the significance of this bill for improving work-life balance, especially in …
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"Magic" Number for Retirement Hits Over A Million (#220)
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Episode Summary: In this episode of Financial Advisors Say the Darnedest Things, AB Ridgeway delves into the pressing issue of retirement planning. He discusses the increasing gap between Americans' retirement savings and the amount needed for a comfortable retirement, citing findings from a recent Northwestern Mutual survey. Ridgeway emphasizes th…
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Quantum Growth: Navigating Expansion, Change and Success in Wealth Management with Jared Cohen
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42:51
On this week’s episode of Quantum Growth for Financial Advisors, we welcome one of our most successful coaching clients - Jared Cohen, CEO and founder of Onyx Bridge Wealth Group. Jared shares his journey from a large broker dealer to launching an RIA and the remarkable growth his team has undergone. He discussed the organic The post Quantum Growth…
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Practical Uses For AI Today w/ Jeff Morgan
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We welcome a repeat guest to the show - Jeff Morgan, CMO and AI connoisseur at Elements. In this show we discuss the tools that Jeff uses today to help him not only write compelling marketing materials, but also sift through and analyze data, and research ever-changing topics in the industry.Av Elements
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