Nerd's Eye View

OCTOBER 9, 2023

When deciding on a marketing strategy to pursue, one of the key factors for financial advisory firms to consider is efficiency.

Engineering 222

Engineering Financial Advisor Management Clients 222

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, an RIA based in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. Welcome everyone! My guest on today's podcast is Fran Toler. Read More.

Compliance 223

Compliance Financial Advisor Financial Advice Clients 223

Nerd's Eye View

JANUARY 2, 2024

Welcome to the 366th episode of the Financial Advisor Success Podcast ! Stevyn is founder of Grow Wellthy, a health and wellness consulting firm based in Springfield, Missouri that specializes in working with busy – but not always healthy – financial advisors. Read More.

Financial Advisor 239

Financial Advisor Retirement Financial Advice Consulting 239

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 Estate Planning Clients 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 Estate Planning Clients Planning 246

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 234

Banking Financial Advisor CFP Financial Advice 234

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 239

Planning Financial Advisor Financial Counseling Clients 239

Nerd's Eye View

JUNE 6, 2023

Welcome back to the 336th episode of the Financial Advisor Success Podcast ! Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25

Assets 242

Assets Financial Advisor Financial Planning Insurance 242

Prosperity Coaching

NOVEMBER 1, 2021

🙋‍♂️ Are you writing your Financial Advisor Business Plan for 2022? Are you happy with your business revenue? 🚣 🚗 Motivated, ambitious advisors plan their business growth each year by reviewing results from prior years and deciding where they’re going this year.

Business Planning 52

Business Planning Financial Advisor Planning 52

Nerd's Eye View

OCTOBER 8, 2024

Welcome to the 406th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9 Read More.

Financial Advisor 242

Financial Advisor Clients Distribution Planning 242

Nerd's Eye View

JULY 12, 2022

Welcome back to the 289th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kamila Elliott. 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.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 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 My guest on today's podcast is Tim Wyman. billion in assets under management for 1,000 client households.

Financial Advisor 246

Financial Advisor Financial Planning Clients Planning 246

Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. Read More.

Financial Advisor 246

Financial Advisor Fee Only Financial Guidance Insurance 246

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman. Read More.

Media 238

Media Financial Advisor Financial Planning Planning 238

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 239

Financial Advisor Financial Planner Clients Food 239

Nerd's Eye View

SEPTEMBER 17, 2024

Welcome to the 403rd episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Eric Stein. Read More.

Financial Advisor 216

Financial Advisor Investing Investments Financial Services 216

Nerd's Eye View

NOVEMBER 14, 2023

Welcome back to the 359th episode of the Financial Advisor Success Podcast ! Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households. Read More.

Financial Planning 229

Financial Planning Clients Planning Financial Advisor 229

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

AUGUST 30, 2022

Welcome back to the 296th episode of the Financial Advisor Success Podcast ! Ed is the founder of Healthy Love & Money, a financial therapy practice in Charlotte, North Carolina that helps couples and families uncover and understand the roots of their underlying financial conflicts. Read More.

Clients 216

Clients Financial Advisor Financial Services Education 216

Nerd's Eye View

MAY 14, 2024

Welcome to the 385th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Danielle Howard. 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.

Clients 243

Clients Financial Planning Financial Advisor Planning 243

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. My guest on today's podcast is Veronica Karas.

Clients 245

Clients Financial Advisor Ethics Planning 245

Nerd's Eye View

OCTOBER 29, 2024

Welcome to the 409th episode of the Financial Advisor Success Podcast ! Welcome, everyone! My guest on today's podcast is Travis Hornsby. Read More.

Consulting 214

Consulting Clients Financial Planning Compensation Planning 214

Nerd's Eye View

OCTOBER 4, 2022

Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi. Read More.

Clients 241

Clients Financial Advisor Education Retirement 241

Nerd's Eye View

APRIL 18, 2023

Welcome back to the 329th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Charesse Spiller. Charesse is Founder and Principal Consultant for Level Best, an operations and process strategy consulting firm based in Houston, Texas. Read More.

Consulting 246

Consulting Financial Advisor Education Accounting 246

Nerd's Eye View

NOVEMBER 26, 2024

Welcome to the 413th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Kevin Leahy. Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. Read More.

Wealth Management 246

Wealth Management Financial Advisor Clients Planning 246

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. Welcome everyone! Read More.

Financial Advisor 227

Financial Advisor Financial Planning Planning Fee Only 227

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. Read More.

Financial Advisor 241

Financial Advisor Estate Planning Clients Education 241

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 245

Financial Planner Management Planning Financial Advisor 245

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 232

Clients Financial Advisor Wealth Management CFP 232

Nerd's Eye View

OCTOBER 23, 2024

Additionally, it's worth noting that while Sethi and other financial influencers advocate against the 1% AUM fee, much of their criticism targets those who charge a percentage of AUM but focus more on selling products than on supporting a client's long-term well-being, confounding financial salespeople with actual financial advisors.

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

Nerd's Eye View

DECEMBER 19, 2023

Welcome to the 364th episode of the Financial Advisor Success Podcast ! Ted is the founder of JTPD Partners, a consulting firm based in Atlanta, Georgia, that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. My guest on today's podcast is Ted Jenkin. Read More.

Financial Advisor 219

Financial Advisor Consulting Marketing Marketing 219

Nerd's Eye View

MAY 9, 2023

Welcome back to the 332nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Liz Hand. 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. Read More.

Commission 234

Commission Planning Financial Advisor Financial Planning 234

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! My guest on today's podcast is Troy Sharpe.

Financial Advisor 232

Financial Advisor Clients Retirement Planning 232

Nerd's Eye View

JANUARY 30, 2024

Welcome back to the 370th episode of the Financial Advisor Success podcast ! My guest on today's podcast is Tim Goodwin. Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households.

Financial Advisor 232

Financial Advisor Clients Compliance Engineering 232

Nerd's Eye View

DECEMBER 26, 2022

This year has been challenging for many financial advisors as they help their clients (and their own firms!) navigate a volatile market environment (in both stocks and bonds – oof!) and inflation levels not seen in several decades. In the meantime, I hope you're having a safe and happy holiday season.

Financial Advisor 221

Financial Advisor Financial Advice Estate Planning Planning 221

Nerd's Eye View

AUGUST 9, 2022

Welcome back to the 293rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anna N’Jie-Konte. Read More.

Financial Advisor 215

Financial Advisor Financial Planning Clients Planning 215

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! Read More.

Assets 184

Assets Financial Advisor Insurance Clients 184