Modern Financial Advisor

118 Episoder

1. Episode 18 - Why Details Matter for your Wealth Management or Insurance Business

   Publisert: 1.8.2019
2. Episode 17 - Valuation: Getting Beyond a Reasonable Doubt

   Publisert: 23.7.2019
3. Episode 16 - Considering the Strategic Value in a Wealth Management Business Acquisition

   Publisert: 14.7.2019
4. Episode 15 - Kirsten Petras on the acquisition activity increase in wealth management

   Publisert: 10.6.2019
5. Episode 14 - Kelli Cruz on the importance of talent wealth for successful business transitions

   Publisert: 28.5.2019
6. Episode 13 - Victor Gaxiola of Tech Girl Financial on using social media to increase your valuation

   Publisert: 4.4.2019
7. Episode 12 - Brian Margolis of Productivity Giant on Growing Your Business by Simplifying It

   Publisert: 14.3.2019
8. Episode 11 - Ivan Barretto of RIA Compliance Concepts on using compliance for a strategic edge

   Publisert: 20.2.2019
9. Episode 10 - Jamie Wise of Buzz Indexes on using sentiment analysis and AI to beat the S&P 500

   Publisert: 30.1.2019
10. Episode 9 Grant Hicks of Advisor Practice Management on Increasing Client Value

    Publisert: 18.1.2019
11. Episode 8 - Henry Yoshida of Rocket Dollar on the value of alternative investments in IRAs

    Publisert: 3.1.2019
12. Episode 7 - Jeremi Karnell on digital transformation and blockchain

    Publisert: 10.12.2018
13. Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms

    Publisert: 14.11.2018
14. Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms

    Publisert: 6.11.2018
15. Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel

    Publisert: 26.10.2018
16. Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics

    Publisert: 10.10.2018
17. Episode 2 - Practice Management with Carla McCabe of Truelytics

    Publisert: 24.9.2018
18. Episode 1 - The Truelytics Origin Story with Terry Mullen

    Publisert: 16.9.2018