Mike and Kelly consider themselves more than just financial advisors—they’re life advisors. In a new episode of Head to Head, Mike Barry and Kelly Milligan (Managing Partners at Quorum Private Wealth) discuss their decision to go independent after 20+ years at a name brand firm, the unique, team approach they take to working with clients and their secret to building a truly scalable practice. Listen here: https://bit.ly/3S2J78J
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A show asking the question even more relevant today, with the cost of living crisis hitting so many Australians. How do we get financial advice to more people cost effectively? A fascinating discussion, was very proud of this show. #thevalueofadvice.
A more recent pick from our archives to celebrate our 25th anniversary, a show we filmed in collaboration with ausbiz and Adviser Ratings in 2023 - Wicked Problems, Visionary Investors. A mix of industry experts and financial advisers, exploring how to solve some of the biggest problems we face. This is the trailer to the pilot episode, discussing how to get more people to financial advice. Hosted by our ceo Vanessa Stoykov, the episode starred Sarah Abood Steve Davison Kim Payne Shayne Sommer Deborah Kent Financial Advice Association Australia (FAAA) #wickedproblems #financialadvice
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A more recent pick from our archives to celebrate our 25th anniversary, a show we filmed in collaboration with ausbiz and Adviser Ratings in 2023 - Wicked Problems, Visionary Investors. A mix of industry experts and financial advisers, exploring how to solve some of the biggest problems we face. This is the trailer to the pilot episode, discussing how to get more people to financial advice. Hosted by our ceo Vanessa Stoykov, the episode starred Sarah Abood Steve Davison Kim Payne Shayne Sommer Deborah Kent Financial Advice Association Australia (FAAA) #wickedproblems #financialadvice
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Leveraging Lived Experience to Serve Business Owners: In today’s XYPN Radio episode, we speak with John Bovard, CFP®, founder and CEO of Incline Wealth Advisors. Discover John’s journey from launching his firm to guiding over 75 clients through complex financial decisions. Tune in for actionable insights: https://hubs.ly/Q02Dg60f0
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On #podcast episode 6 of The Family Financial Conversation, SEIA Senior Partner Thomas C. West, CLU, ChFC, AIF, and NextChapter Managing Director Suzanne Schmitt explore how financial institutions often fall short in addressing elder financial abuse, leading to disparities among advisors in managing trusted contacts. https://loom.ly/Q8URJUA #financialadvisor #trustedcontact #NextChapter #Advisorpedia
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Sallie Krawcheck, Ellevest CEO & Co-Founder, says she's always been bullish on America regardless of who's in office and she would never bet against the US. Tune into this episode of Wealth with David Rubenstein 👉 https://trib.al/tmL9H6o
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CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.
What is your advice mindset and how is that affecting your client outcomes?
Check out this special episode, where Adam chats with Breanna Blaney (VP & Director of Life at Invested at Dimensional Fund Advisors) about the advice mindset live at the SHIFT Conference! Full episode 👇 https://hubs.li/Q02HgYr_0
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Great insight from Sam Trimble about the significance of building meaningful relationships in business. 💡🤝 Check out the full episode from PropLogix below. ⬇️
New episode alert 🔔 Join us on Title Talks as we chat with Sam Trimble, VP of Strategic Growth & Development at Fidelity National Title, about the shift towards a feeling economy and the significance of building meaningful relationships in business 👉 https://lnkd.in/gmN3pjEC
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Great insight from Sam Trimble about the significance of building meaningful relationships in business. 💡🤝 Check out the full episode from PropLogix below. ⬇️
New episode alert 🔔 Join us on Title Talks as we chat with Sam Trimble, VP of Strategic Growth & Development at Fidelity National Title, about the shift towards a feeling economy and the significance of building meaningful relationships in business 👉 https://lnkd.in/gmN3pjEC
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Sam Trimble shares some valuable insight.
New episode alert 🔔 Join us on Title Talks as we chat with Sam Trimble, VP of Strategic Growth & Development at Fidelity National Title, about the shift towards a feeling economy and the significance of building meaningful relationships in business 👉 https://lnkd.in/gmN3pjEC
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In this episode of the Disruptive Successor Show, host Jonathan Goldhill and Abbe Large, CLTC from Lenox Advisors delve into the nuanced world of financial planning. Abbe, a dedicated professional, shares her profound insights and experiences navigating difficult financial realities while emphasizing the importance of empathy and understanding in wealth management. Listen to the episode: https://bit.ly/41WaPbb #DisruptiveSuccessor #DisruptiveLeadership
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