Author name: Bev

https://youtu.be/2wjR2kDsXRo Amy N. Mullen is a CFP and the President of Money Quotient, Inc. Amy shares the importance of integrating the emotional and psychological aspects of money into financial planning. She shares insights on how financial advisors can enhance client trust, satisfaction, and motivation by adopting a holistic, values-based approach. In this episode, Chris and Amy […]

https://youtu.be/rHM7_Y8QJ9E Bill Cates, CSP, CPAE is the president of Referral Coach International and founder of The Cates Academy for Relationship Marketing. Bill discusses the importance of referrals, niching down, and creating a strong personal connection with clients. He emphasizes staying adaptable and the future role of AI in financial advising, sharing insights from his 30-year experience

https://youtu.be/5_y_Rp7DdCQ Ron Gross shares his journey from accountant to a leading figure in retirement and 401k planning. Ron discusses the evolution of his firm, OneSeven, and how he has helped clients grow their wealth over time, often from modest beginnings. He emphasizes the importance of giving back through his work and philanthropy. Ron reflects on

https://youtu.be/-hdaW9-waWA David McClellan (@wethorn), shares his journey from a technology and consulting background to establishing a successful financial advisory practice with Forum Financial. McClellan highlights his approach to adding value as a fiduciary, the importance of relationships, leveraging personal passions for business growth, and the shift towards virtual client engagements. In this episode, Chris and

https://youtu.be/cYXZIM02RWo Damon King is a certified financial planner and wealth manager at Chappelwood Financial Services. King shares his journey from struggling with credit card debt in his early twenties to becoming a successful financial advisor dedicated to helping people achieve financial security. He emphasizes the value of providing genuine help to clients and the impactful

https://youtu.be/ExcalaDz9qg Mattew Filik is a certified financial planner from Clear Focus LLC. Matt shares his journey in the financial advisory field, starting in 2009, building a team, and managing $300 million in assets. The discussion covers the importance of celebrating milestones, offering a diversified service model, and maintaining a team approach to manage client relationships

https://youtu.be/0lUUDkWZgkc Meredith Schneider is the founder of Schneider Wealth Management. Meredith has been in the financial industry for 26 years and discusses her unique path from serving in the army to becoming a prominent financial advisor. She highlights her transition to independent advising, the importance of digital marketing, and offers insights for women in the finance

https://youtu.be/88tjIS87ak4 Chris Manske  shares his journey from a military background to establishing his own successful RIA. Manske shares his experiences, emphasizing discipline learned from the military, targeting niche markets, the importance of mentorship, and strategic client and partner relationship building. Manske also shares his strategies for practice growth, highlighting a focus on distinct client demographics

https://youtu.be/8J2RlnFJwK4 Paul Carroll is the CEO of Avion Wealth, LLC, and a highly successful financial advisor managing over $750 million in assets. He shares insights from his early days, his time in the Air Force, his education, his disillusion with traditional finance roles, and how he eventually found his calling in creating a consultative financial advisory

https://youtu.be/xVytWh3F9Dk Franklin J. Parker (@FranklinParker1⁠⁠) is a financial advisor with a unique background. Franklin shares his journey from growing up on a cattle ranch and pursuing a music degree to accidentally becoming a financial advisor during the 2008 financial crisis. Despite facing challenges, Franklin stuck with finance and developed a passion for providing hyper-customized investment