Nerd's Eye View

OCTOBER 29, 2024

Welcome to the 409th episode of the Financial Advisor Success Podcast ! Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Consulting 214

Consulting Clients Financial Planning Compensation Planning 214

Nerd's Eye View

NOVEMBER 28, 2023

Welcome back to the 361st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Tiboris. Peter is a Partner of Park Avenue Capital, an advisory firm affiliated with Northwestern Mutual based in New York City, that oversees $2.4 billion in assets under management for 1,377 client households.

Startup 220

Startup Financial Advisor Clients Management 220

Nerd's Eye View

SEPTEMBER 4, 2023

Welcome to the September 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 245

Startup Clients Financial Advisor Financial Planning 245

Nerd's Eye View

MARCH 4, 2024

Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 230

Startup Wealth Management Clients Portfolio 230

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 239

Risk Tolerance Communication Startup Financial Planning 239

Nerd's Eye View

FEBRUARY 20, 2024

Welcome back to the 373rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ben Hockema. Ben is the Founder of Illuminate Wealth Management, an RIA based in Barrington, Illinois that oversees $100M in assets under management for 55 client households. Read More.

Startup 130

Startup Financial Advisor Clients Wealth Management 130

Nerd's Eye View

JUNE 13, 2023

Welcome back to the 337th episode of the Financial Advisor Success Podcast ! Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. My guest on today's podcast is Danika Waddell.

Financial Advisor 246

Financial Advisor Clients Startup Financial Planning 246