Nerd's Eye View

JULY 19, 2022

Welcome back to the 290th episode of the Financial Advisor Success Podcast ! Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. Read More.

Financial Advisor 246

Financial Advisor Clients Financial Planning Insurance 246

Nerd's Eye View

FEBRUARY 25, 2025

Welcome to the 426th episode of the Financial Advisor Success Podcast ! Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households. Welcome everyone! Read More.

Compensation Planning 148

Compensation Planning Clients Planning Wealth Advisor 148

Nerd's Eye View

OCTOBER 1, 2024

Welcome to the 405th episode of the Financial Advisor Success Podcast ! Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. Welcome everyone!

Assets 233

Assets Financial Advisor Insurance Clients 233

Nerd's Eye View

MARCH 18, 2024

Soliciting prospect referrals can often be an effective way for financial advisors to grow their firms with clients who are ready to act and who will benefit from the firm since many referrals come from sources that are familiar not just with the advisor and the services they offer, but also with the prospect being referred and the needs they seek.

Assets 246

Assets Media Professional Services Financial Advisor 246

Nerd's Eye View

JANUARY 28, 2025

Welcome to the 422nd episode of the Financial Advisor Success Podcast ! Kay Lynn is the President of Merit Financial Advisors, a hybrid advisory firm based in Alpharetta, Georgia, that oversees approximately $13 billion in assets under management for 26,000 client households. Welcome everyone! Read More.

Financial Advisor 148

Financial Advisor Clients Management Valuation 148

Nerd's Eye View

MARCH 25, 2025

Welcome to the 430th episode of the Financial Advisor Success Podcast ! AJ is the co-founder of Brooklyn Fi, an RIA based in Brooklyn, New York but operating as a fully remote business, that oversees $370 million in assets under management for more than 400 client households. Welcome everyone! Read More.

Financial Advisor 130

Financial Advisor Clients Recruitment Certification 130

Nerd's Eye View

MARCH 11, 2025

Welcome to the 428th episode of the Financial Advisor Success Podcast ! Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households.

Financial Advisor 130

Financial Advisor Certification Wealth Advisor Clients 130

Nerd's Eye View

FEBRUARY 18, 2025

Welcome to the 425th episode of the Financial Advisor Success Podcast ! Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. Welcome everyone! Read More.

Financial Planning 148

Financial Planning Clients Planning Wealth Advisor 148

Nerd's Eye View

MARCH 4, 2025

Welcome to the 427th episode of the Financial Advisor Success Podcast ! Sten is the owner of Legacy Investment Planning, a hybrid advisory firm based in Franklin, Tennessee, that oversees $220 million in assets under management for 90 client households. Welcome everyone! My guest on today's podcast is Sten Morgan.

Financial Advisor 130

Financial Advisor Recruitment Investment Planning Planning 130

Nerd's Eye View

SEPTEMBER 17, 2024

Welcome to the 403rd episode of the Financial Advisor Success Podcast ! Eric is a partner at East Bay Investment Solutions, a firm that provides fractional Chief Investment Officer services based in Charleston, South Carolina, that supports over $6 billion in assets under advisement across 26 advisory firms they serve.

Financial Advisor 244

Financial Advisor Investing Investments Financial Services 244

Nerd's Eye View

MAY 7, 2024

Welcome to the 384th episode of the Financial Advisor Success Podcast ! Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.

Banking 246

Banking Financial Advisor CFP Financial Advice 246

Nerd's Eye View

OCTOBER 31, 2023

Welcome back to the 357th episode of the Financial Advisor Success Podcast ! Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. My guest on today's podcast is Jon Henderson.

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

Nerd's Eye View

JUNE 11, 2024

Welcome to the 389th episode of the Financial Advisor Success Podcast ! Mark is the Founder of Timothy Financial Counsel, an RIA based in Wheaton, Illinois, that is on track to generate approximately $5 million in annual revenue this year serving 800 client households. Welcome everyone! My guest on today's podcast is Mark Berg.

Planning 246

Planning Financial Advisor Financial Counseling Clients 246

Nerd's Eye View

JULY 12, 2022

Welcome back to the 289th episode of the Financial Advisor Success Podcast ! Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households. My guest on today's podcast is Kamila Elliott.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

MAY 14, 2024

Welcome to the 385th episode of the Financial Advisor Success Podcast ! Danielle is the owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that oversees about $35 million in assets under advisement for 35 client households. Welcome everyone! My guest on today's podcast is Danielle Howard.

Clients 246

Clients Financial Planning Financial Advisor Planning 246

Nerd's Eye View

AUGUST 16, 2022

Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah.

Financial Advisor 246

Financial Advisor Clients Estate Planning Planning 246

Nerd's Eye View

AUGUST 16, 2022

Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah.

Financial Advisor 246

Financial Advisor Clients Estate Planning Planning 246

Nerd's Eye View

OCTOBER 8, 2024

Welcome to the 406th episode of the Financial Advisor Success Podcast ! billion in assets under management for 1,300 client households. Welcome everyone! My guest on today's podcast is Michael Kramer. Read More.

Financial Advisor 246

Financial Advisor Clients Distribution Planning 246

Nerd's Eye View

JULY 9, 2024

Welcome to the 393rd episode of the Financial Advisor Success Podcast ! Alex is the owner of Blackbridge Financial, a hybrid advisory firm based in Irmo, South Carolina, that oversees approximately $330 million in assets under management for 415 client households. Welcome everyone! Read More.

Financial Advisor 245

Financial Advisor Clients CFP Planning 245

Nerd's Eye View

FEBRUARY 9, 2023

For many financial advisors, setting asset minimums helps ensure that their firm can generate enough revenue to maintain business costs and compensate the advisor appropriately. A simple way for advisors to educate prospects about asset minimums is to include the information on their firm’s website.

Assets 246

Assets Communication Financial Advisor Financial Planning 246

Nerd's Eye View

NOVEMBER 21, 2023

Welcome back to the 360th episode of the Financial Advisor Success Podcast ! Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. Read More.

Clients 246

Clients Financial Advisor CFP Wealth Management 246

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. My guest on today's podcast is Amy Irvine. Read More.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

Nerd's Eye View

JANUARY 9, 2024

Welcome back to the 367th episode of the Financial Advisor Success Podcast ! Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households. Read More.

Financial Advisor 246

Financial Advisor Financial Planner Clients Food 246

Nerd's Eye View

OCTOBER 23, 2024

While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid. Read More.

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

Nerd's Eye View

MAY 30, 2023

Welcome back to the 335th episode of the Financial Advisor Success Podcast ! Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 billion in assets under management for 1,000 client households. Read More.

Financial Advisor 246

Financial Advisor Financial Planning Clients Planning 246

Nerd's Eye View

AUGUST 23, 2022

Welcome back to the 295th episode of the Financial Advisor Success Podcast ! Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households. Read More.

Clients 245

Clients Planning Financial Advisor Financial Planning 245

Nerd's Eye View

DECEMBER 17, 2024

Welcome to the 416th episode of the Financial Advisor Success Podcast ! Fran is the CEO of Toler Financial Group, a DBA firm under the RIA Rossby Financial, in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. Welcome everyone!

Compliance 244

Compliance Financial Advisor Financial Advice Clients 244

Nerd's Eye View

SEPTEMBER 13, 2022

Welcome back to the 298th episode of the Financial Advisor Success Podcast ! Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 billion in assets managed by over 20 affiliated independent advisor businesses.

Financial Advisor 238

Financial Advisor Financial Services Ethics Recruitment 238

Nerd's Eye View

JUNE 25, 2024

Welcome to the 391st episode of the Financial Advisor Success Podcast ! Chris is the founder of Sparrow Wealth Management, an RIA based in Orlando, Florida, that oversees approximately $110 million in assets under management for 68 client households. Welcome everyone! My guest on today's podcast is Christopher Jones.

Clients 242

Clients Financial Advisor Financial Planning Planning 242

Nerd's Eye View

NOVEMBER 7, 2023

Welcome back to the 358th episode of the Financial Advisor Success Podcast ! Veronica is a Senior Financial Advisor at CAPTRUST and works from the RIA's Lake Success, New York, office, where she oversees $360 million in assets under management for about 200 client households. Read More.

Clients 246

Clients Financial Advisor Ethics Planning 246

Nerd's Eye View

APRIL 30, 2024

Welcome to the 383rd episode of the Financial Advisor Success Podcast ! Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households. Welcome everyone! Read More.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

Nerd's Eye View

DECEMBER 20, 2022

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.

Financial Advisor 246

Financial Advisor Financial Planning Planning Financial Planner 246

Nerd's Eye View

MAY 9, 2023

Welcome back to the 332nd episode of the Financial Advisor Success Podcast ! Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households. My guest on today's podcast is Liz Hand. Read More.

Commission 246

Commission Planning Financial Advisor Financial Planning 246

Nerd's Eye View

OCTOBER 3, 2023

Welcome back to the 353rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brett Danko. Read More.

Certified Financial Planner 246

Certified Financial Planner CFP Education Financial Advisor 246

Nerd's Eye View

JULY 4, 2023

Welcome back to the 340th episode of the Financial Advisor Success Podcast ! Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. My guest on today's podcast is Melissa Joy. Read More.

Financial Advisor 246

Financial Advisor CFP Clients Assets 246

Nerd's Eye View

AUGUST 23, 2022

Welcome back to the 295th episode of the Financial Advisor Success Podcast ! Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households. Read More.

Clients 217

Clients Planning Financial Advisor Financial Planning 217

Nerd's Eye View

DECEMBER 5, 2023

Welcome back to the 362nd episode of the Financial Advisor Success Podcast ! billion in assets under management for just over 350 client households. My guest on today's podcast is Jeff Brown. Jeff is the President of Stratos Private Wealth, an RIA based in San Diego, California, that oversees almost $1.5 Read More.

Compensation Planning 245

Compensation Planning Planning Financial Advisor Clients 245