Uncategorized

https://youtu.be/IaMIXpLkKK4 Joel Worsfold guides clients through a systemized, highly personalized process of investment planning. Then he’ll work with you to develop and review your financial goals — and life goals — to set clear expectations for designing a portfolio. This personalized approach is critical in order to connect wealth to purpose. In this episode, Chris and […]

https://youtu.be/JTskXZeaj0Y Dana Anspach (@moneyover55), a seasoned financial advisor and founder of Sensible Money, discusses the importance of strategic financial planning for those in the decumulation phase of wealth. Dana shares her approach to financial advising, the unique process Sensible Money uses requiring clients to go through an initial planning phase, and her passion for providing

https://youtu.be/SVyVQ2hZOXY Marc Horner is a successful financial advisor and founder of Fairhaven Wealth Management (fairhaven_wealth). Marc Horner shares his journey from the banking sector to becoming a financial advisor, the process of acquiring financial advisory practices, and how he successfully transitions new clients. He also discusses the firm’s unique tactic of using humor and fun in client

https://youtu.be/n86-25NcZLc Jim Barnash is the President of JA Barnash & Associates. Jim shares his journey from the insurance industry to financial planning, his teaching experience at DePaul University, his stint at Ameriprise and Edelman Financial, and his eventual decision to set up an individual practice. He explains his unique client selection process, the effective tax reduction

https://youtu.be/BEwQBq3VGzE Brian Carney (@Brian_J_Carney), CEO of River’s Edge Advisors shares his incredible journey of transitioning from a would-be physical therapist to a financial advisor. He touches on the importance of focusing on actual financial planning over selling products and the deep impact advisors can have on a client’s life, drawing from personal experiences.  In this

https://youtu.be/rLpB-B2gWD4 Darryl Lyons (@darrylwlyonspax), CEO of Pax Financial Group shares his experience in the financial investment sector. He shares his journey of running Pax Financial Group, the challenges he faced during the 2007 market crash, and his impactful strategies for client acquisition, particularly targeting pre-ultra high net worth clients. In today’s episode, Chris and Darryl

https://youtu.be/N_lRcs_bvU4 Todd Bryant (@ToddABryant) is a Founding Partner and a Certified Financial Planner practitioner with Signature Wealth Partners in Orlando, FL. He is a Florida native, getting his undergrad from the University of Central Florida with extensive post-graduate studies through the American College of Financial Services. He specializes in working with business owners, pre-retirees, and

https://youtu.be/LwpigRS9sDQ Brent Brodeski (@BBrodeski), founder of Savant Wealth Management, discusses his journey of building a comprehensive financial planning firm. Brent shares insights into the company’s growth from being a two-person company to one with 500 employees, managing $20 billion in assets for over 13,000 clients. The strategy behind this success is their focus on delivering

https://youtu.be/E-yyyNwsaBA Lowell Pratt joined the Burney Company in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell’s passion is implementing improvements to Burney’s quantitative analytical methods. In this episode, Chris and Lowell discussed: Creating Legacies Seeing Opportunities in Market Downturns Inflation and The Road

https://youtu.be/blSuDiaI9ps Bruce Weininger, a principal at Kovitz Investment Group, discusses his journey into financial advising, from initially combining accounting and finance to working with Fortune 500 companies and climbing up to $7 Billion in assets under management. In this episode, Bruce and Chris talk about: How to navigate relationships with UHNW clients Perspectives on current