Jason Mirabella's guest appearances

Jason Mirabella

The Stacking Benjamins Show

XYPN Radio

The COO Roundtable

Daniel Crosby

Lauryn Williams

Farnoosh Torabi

Taylor Schulte

Carl Richards

Meg Bartelt

Blane Warrene

Shawn Tydlaska

Kingston Hollman

Morgan Randstrom

David Shotwell

Liz Weinstein

Elizabeth Jetton

Michelle Gass

Daniel Wrenne

OwlTail

Tom Preston

Brighton Jones

For our first episode of the new year, Matt welcomes two highly accomplished guests: Jason Mirabella, Chief Platform Officer of Wealthsource Partners, and Tom Preston, Director of Client Service of Brighton Jones.  Founded in 2009, Wealthsource Partners is headquartered in San Luis Obispo, California, has 35 employees and manages $1.8B in AUM.  Brighton Jones was founded in 2000 and currently has 225 employees.  They are headquartered in Seattle, Washington and manage $8.5B in AUM.   Matt, Jason, and Tom discuss how operations plays a key role in firm growth, client experience, and much more, including:     An overview of each firm, including how each guests’ role fits into their overall firm structure Our guests tackle the “Sales vs. Operations” divide in the industry KPIs each guests calculate to gauge the health of their organization How to create actionable steps from those KPIs and implement them in a firm Where both guests see the industry trending in the next 18 months  We hope you enjoy, share, and subscribe! You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify. Sign up here to be notified of new practice management content added to our blog on a regular basis.

For our first episode of the new year, Matt welcomes two highly accomplished guests: Jason Mirabella, Chief Platform Officer of Wealthsource Partners, and Tom Preston, Director of Client Service of Brighton Jones.  Founded in 2009, Wealthsource Partners is headquartered in San Luis Obispo, California, has 35 employees and manages $1.8B in AUM.  Brighton Jones was founded in 2000 and currently has 225 employees.  They are headquartered in Seattle, Washington and manage $8.5B in AUM.   Matt, Jason, and Tom discuss how operations plays a key role in firm growth, client experience, and much more, including:  <ul> <li>An overview of each firm, including how each guests’ role fits into their overall firm structure</li> <li>Our guests tackle the “Sales vs. Operations” divide in the industry</li> <li>KPIs each guests calculate to gauge the health of their organization</li> <li>How to create actionable steps from those KPIs and implement them in a firm</li> <li>Where both guests see the industry trending in the next 18 months</li> </ul> We hope you enjoy, share, and <a href="https://pfiadvisors.com/coo-roundtable/" rel="noreferrer noopener nofollow" target="_blank">subscribe</a>! You can listen and subscribe on <a href="https://podcasts.google.com/feed/aHR0cHM6Ly9wZmlhZHZpc29ycy5jYXN0b3MuY29tL2ZlZWQ=" rel="noreferrer noopener nofollow" target="_blank">Google Podcasts</a>, <a href="https://podcasts.apple.com/us/podcast/the-coo-roundtable/id1446368392?mt=2" rel="noreferrer noopener nofollow" target="_blank">Apple Podcasts</a>, or <a href="https://open.spotify.com/show/67j0QiBVV0IxRpyPMRMqx2" rel="noreferrer noopener nofollow" target="_blank">Spotify</a>. Sign up <a href="https://pfiadvisors.com/subscribe/" rel="noreferrer noopener nofollow" target="_blank">here</a> to be notified of new practice management content added to our blog on a regular basis.

EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones

Financial planning is often tactical instead of strategic. CFP Jason Mirabella realized just a few years ago that there was a better way to accomplish financial planning, and already he's seen amazing results with clients. How does his process work? Where are people going astray with their plans? We'll talk to Jason all about the good, bad, and ugly of financial planning on today's show. We'll even talk about why he doesn't love budgets, and how he helps people plan their daily finances with a better method.Of course that's not all....in our headline segment we talk to Tushar Yadava from iShares about Blackrock's second quarter review and third quarter outlook. Do they think this stock market run will continue? Can the economy continue to expand? He shares a surprising answer with us. Plus, we STILL have time to throw out the Haven Life line, bring on Doug's trivia, share some bad jokes, and lots more....Huge thanks to Roofstock (check them out for real estate) and MagnifyMoney.com (when you're comparing financial tools like credit cards and savings accounts) for helping us with today's show. They're awesome companies and if you're not using them, I'm not sure you know what you're missing! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Financial planning is often tactical instead of strategic. CFP Jason Mirabella realized just a few years ago that there was a better way to accomplish financial planning, and already he's seen amazing results with clients. How does his process work? Where are people going astray with their plans? We'll talk to Jason all about the good, bad, and ugly of financial planning on today's show. We'll even talk about why he doesn't love budgets, and how he helps people plan their daily finances with a better method.Of course that's not all....in our headline segment we talk to Tushar Yadava from iShares about Blackrock's second quarter review and third quarter outlook. Do they think this stock market run will continue? Can the economy continue to expand? He shares a surprising answer with us. Plus, we STILL have time to throw out the <a href="http://www.stackingbenjamins.com/havenlife" rel="nofollow" target="_blank">Haven Life</a> line, bring on Doug's trivia, share some bad jokes, and lots more....Huge thanks to <a href="http://stackingbenjamins.com/roofstock" rel="nofollow" target="_blank">Roofstock</a> (check them out for real estate) and <a href="http://www.stackingbenjamins.com/magnifymoney" rel="nofollow" target="_blank">MagnifyMoney.com</a> (when you're comparing financial tools like credit cards and savings accounts) for helping us with today's show. They're awesome companies and if you're not using them, I'm not sure you know what you're missing! Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Where Financial Planning Goes Wrong (with Jason Mirabella)

It's always fun to catch up with longtime members of XYPN because we've witnessed eachothers' struggles and triumphs alike. Today's guest, Jason Mirabella, has been with us from nearly the beginning. Jason started his first RIA just before the 2008 financial downturn, and had to return to other financial jobs before embarking on his next entrepreneurial venture. Jason talks about his new firm Henfruit and his emphasis on helping clients practice wealth-building behaviors. We walk through the process of prepping and launching his second RIA, what he learned from his first attempt, and why he always keeps scale in mind when he makes business decisions.  You can find show notes and more information by clicking here: www.xyplanningnetwork.com/95

It's always fun to catch up with longtime members of XYPN because we've witnessed eachothers' struggles and triumphs alike. Today's guest, Jason Mirabella, has been with us from nearly the beginning. Jason started his first RIA just before the 2008 financial downturn, and had to return to other financial jobs before embarking on his next entrepreneurial venture. Jason talks about his new firm Henfruit and his emphasis on helping clients practice wealth-building behaviors. We walk through the process of prepping and launching his second RIA, what he learned from his first attempt, and why he always keeps scale in mind when he makes business decisions.  You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/95" rel="nofollow" target="_blank">www.xyplanningnetwork.com/95</a>

Ep #95: If at first you don't succeed, try try again - The Career of Jason Mirabella