Ben VerWys's guest appearances

Ben VerWys

The Perfect RIA

Passion to Profit Podcast

Bjork Ostrom

Laurie Buckle

Gina Homolka

Emily Richett

Trevor Corlett

Kalin Sheick

Debbie Downers

Liren Baker

Jonathan Jelks

Anthony Lazzaro

Abby Machesky

George Aquino

Zeke Fowle

Vincent McIntosh

Christine Vogel

OwlTail

If you’re good at what you do, it’s understandable that there can be endless opportunities available to you. On today’s episode, Matt is joined by Ben VerWys, the founder of Fiduciary Financial Advisors, to share his experience, from starting as a W-2 employee to building his own firm. Ben will share the gaps that he believes exist in the industry and that there’s a path to providing value to your clients while also living your ideal life. http://bit.ly/3Yf36BD

If you’re good at what you do, it’s understandable that there can be endless opportunities available to you. On today’s episode, Matt is joined by Ben VerWys, the founder of Fiduciary Financial Advisors, to share his experience, from starting as a W-2 employee to building his own firm. Ben will share the gaps that he believes exist in the industry and that there’s a path to providing value to your clients while also living your ideal life. <a href="http://bit.ly/3Yf36BD" rel="noopener nofollow" target="_blank">http://bit.ly/3Yf36BD</a>

What Works Wednesday - The Advisor Path With Ben VerWys

This is part two of our discussion with Ben VerWys, Founder &amp; Senior Financial Advisor at Action Point Financial.  Be sure to listen to part one if you haven’t already! Pandemic or not, money is an incredibly complex and deeply personal subject. Managing and taking control of our personal finances can be incredibly daunting, especially when left to your own devices. During the quarantine, many of us have found ourselves in unexpected financial situations. In this episode, Ben shares practical ‘money hacks’, finance advice for both beginners and experts, and also explains the importance of knowing that your financial situation is unique to you.  Topics discussed in this episode: Using ‘chaos’ to your advantage How the pandemic may affect real estate decisions Having a ‘system’ for your finances    Helpful Resources: How to check if an advisor is a broker: go to https://brokercheck.finra.org/ and type in their name. Acorns.com    Connect with Ben at Action Point Financial Connect with Irie Lemon on Instagram or Facebook  Connect with Liz of The Lemon Bowl on Instagram or Facebook  Connect with Vince of Irie Kitchen on Instagram or Twitter  If you have any topic ideas for the future, let us know on Instagram or the comment section on YouTube! Enjoyed this episode? Leave a review and send it to your best friend. Stay tuned for weekly episodes filled with practical tips, amazing conversations and incredible guests!

This is part two of our discussion with Ben VerWys, Founder &amp; Senior Financial Advisor at Action Point Financial.  Be sure to listen to <a href="https://podcast.thelemonbowl.com/e/ep-30-becoming-financially-fit-with-ben-verwys-part-1/" rel="nofollow" target="_blank">part one</a> if you haven’t already! Pandemic or not, money is an incredibly complex and deeply personal subject. Managing and taking control of our personal finances can be incredibly daunting, especially when left to your own devices. During the quarantine, many of us have found ourselves in unexpected financial situations. In this episode, Ben shares practical ‘money hacks’, finance advice for both beginners and experts, and also explains the importance of knowing that your financial situation is unique to you.  Topics discussed in this episode: <ul><li>Using ‘chaos’ to your advantage</li> <li>How the pandemic may affect real estate decisions</li> <li>Having a ‘system’ for your finances</li> </ul> Helpful Resources: <ul><li>How to check if an advisor is a broker: go to <a href="https://brokercheck.finra.org/" rel="nofollow" target="_blank">https://brokercheck.finra.org/</a> and type in their name.</li> <li><a href="https://www.acorns.com/invite/3ZAFEP" rel="nofollow" target="_blank">Acorns.com</a></li> </ul> Connect with Ben at <a href="https://www.actionpointfp.com" rel="nofollow" target="_blank">Action Point Financial</a> Connect with Irie Lemon on <a href="https://www.instagram.com/irie.lemon/" rel="nofollow" target="_blank">Instagram</a> or <a href="https://www.facebook.com/Irie.Lemon1/" rel="nofollow" target="_blank">Facebook</a> Connect with Liz of <a href="https://www.thelemonbowl.com" rel="nofollow" target="_blank">The Lemon Bowl</a> on <a href="https://www.instagram.com/thelemonbowl/" rel="nofollow" target="_blank">Instagram</a> or <a href="https://www.facebook.com/TheLemonBowl/" rel="nofollow" target="_blank">Facebook</a> Connect with Vince of <a href="http://www.irie.kitchen" rel="nofollow" target="_blank">Irie Kitchen</a> on <a href="https://www.instagram.com/vinnyirie_/" rel="nofollow" target="_blank">Instagram</a> or <a href="https://twitter.com/vinnyirie" rel="nofollow" target="_blank">Twitter</a> If you have any topic ideas for the future, let us know on <a href="https://instagram.com/irie.lemon" rel="nofollow" target="_blank">Instagram</a> or the comment section on <a href="https://www.youtube.com/channel/UCMiZ7_IYQ71y4aXc2qbRQ5w/" rel="nofollow" target="_blank">YouTube</a>! Enjoyed this episode? Leave a review and send it to your best friend. Stay tuned for weekly episodes filled with practical tips, amazing conversations and incredible guests!

Becoming Financially Fit with Ben VerWys (Part 2)

This week we sat down with Ben VerWys, Founder &amp; Senior Financial Advisor at Action Point Financial. Pandemic or not, money is an incredibly complex and deeply personal subject. Managing and taking control of our personal finances can be incredibly daunting, especially when left to your own devices. During the quarantine, many of us have found ourselves in unexpected financial situations. In this episode, Ben shares practical ‘money hacks’, finance advice for both beginners and experts, and also explains the importance of knowing that your financial situation is unique to you.  Topics discussed in this episode: How to spot a good or bad financial advisor Tips for being more efficient with money How to build better financial habits    Helpful Links: How to check if an advisor is a broker: Go to https://brokercheck.finra.org/ and search their name. Acorns.com   Connect with Ben at Action Point Financial Connect with Irie Lemon on Instagram or Facebook  Connect with Liz of The Lemon Bowl on Instagram or Facebook  Connect with Vince of Irie Kitchen on Instagram or Twitter    If you have any topic ideas for the future, let us know on Instagram or the comment section on YouTube! Enjoyed this episode? Leave a review and send it to your best friend. Stay tuned for weekly episodes filled with practical tips, amazing conversations and incredible guests!

This week we sat down with Ben VerWys, Founder &amp; Senior Financial Advisor at Action Point Financial. Pandemic or not, money is an incredibly complex and deeply personal subject. Managing and taking control of our personal finances can be incredibly daunting, especially when left to your own devices. During the quarantine, many of us have found ourselves in unexpected financial situations. In this episode, Ben shares practical ‘money hacks’, finance advice for both beginners and experts, and also explains the importance of knowing that your financial situation is unique to you.  Topics discussed in this episode: <ul><li>How to spot a good or bad financial advisor</li> <li>Tips for being more efficient with money</li> <li>How to build better financial habits</li> </ul> Helpful Links: How to check if an advisor is a broker: Go to <a href="https://brokercheck.finra.org/" rel="nofollow" target="_blank">https://brokercheck.finra.org/</a> and search their name. <a href="https://www.acorns.com/invite/3ZAFEP" rel="nofollow" target="_blank">Acorns.com</a> Connect with Ben at <a href="https://www.actionpointfp.com" rel="nofollow" target="_blank">Action Point Financial</a> Connect with Irie Lemon on <a href="https://www.instagram.com/irie.lemon/" rel="nofollow" target="_blank">Instagram</a> or <a href="https://www.facebook.com/Irie.Lemon1/" rel="nofollow" target="_blank">Facebook</a> Connect with Liz of <a href="https://www.thelemonbowl.com" rel="nofollow" target="_blank">The Lemon Bowl</a> on <a href="https://www.instagram.com/thelemonbowl/" rel="nofollow" target="_blank">Instagram</a> or <a href="https://www.facebook.com/TheLemonBowl/" rel="nofollow" target="_blank">Facebook</a> Connect with Vince of <a href="http://www.irie.kitchen" rel="nofollow" target="_blank">Irie Kitchen</a> on <a href="https://www.instagram.com/vinnyirie_/" rel="nofollow" target="_blank">Instagram</a> or <a href="https://twitter.com/vinnyirie" rel="nofollow" target="_blank">Twitter</a> If you have any topic ideas for the future, let us know on <a href="https://instagram.com/irie.lemon" rel="nofollow" target="_blank">Instagram</a> or the comment section on <a href="https://www.youtube.com/channel/UCMiZ7_IYQ71y4aXc2qbRQ5w/" rel="nofollow" target="_blank">YouTube</a>! Enjoyed this episode? Leave a review and send it to your best friend. Stay tuned for weekly episodes filled with practical tips, amazing conversations and incredible guests!