Episode 127: Creating a New Practice Paradigm: Expanding the Product and Service Set to Scale
Episode 127: Creating a New Practice Paradigm: Expanding the Product and Service Set to Scale
In this episode, we welcome the team that makes up Quorum Private Wealth. Mike Barry, Kelly Milligan, Sue English Mazzet... Read more
3 Aug 2023
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31mins
Episode 126: Creating a Mindful Practice and Attracting Your Ideal Client
Episode 126: Creating a Mindful Practice and Attracting Your Ideal Client
In this episode, we welcome Jonathan DeYoe. Jonathan combines Buddhism, academia, and advisory in a unique practice tha... Read more
19 Jul 2023
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28mins
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Episode 125: Building a Successful Practice: Hiring, Managing, Strategy and Structure
Episode 125: Building a Successful Practice: Hiring, Managing, Strategy and Structure
We welcome Jeremy Straub, Founder and CEO of Coastal Wealth, for an episode focused on the business side of building a s... Read more
29 Jun 2023
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Episode 124: Real Assets: Choices, Challenges and Opportunities
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Real Assets are evolving as we look to a low-carbon, ai-driven future in which geopolitics will play a bigger role. Wher... Read more
12 Jun 2023
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Episode 123: Cultivating Curiosity - A Discussion with Carl Richards
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In this episode, we welcome Carl Richards, the NYTimes Sketch Guy and Chief Brand Officer for Elements. Carl and Derek g... Read more
18 May 2023
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Episode 122: The Tactics of Using Behavioral Finance to Convert
Episode 122: The Tactics of Using Behavioral Finance to Convert
In this episode, we welcome Brendan Frazier, Founder of Wired Planning. Behavioral finance isn’t new - but Brendan has g... Read more
26 Apr 2023
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28mins
Episode 121: The Surprising Economics of Independence
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Todd Mercer, founder and Managing Partner of Mercer Wealth Management, discusses how utilizing “a la carte” technology h... Read more
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Episode 120: Optimizing Your Practice and Upgrading Your Process
Episode 120: Optimizing Your Practice and Upgrading Your Process
In this episode, we welcome Michael Lecours, CFP and Co-Founder of fpPathfinder. Can checklists and guides really create... Read more
22 Mar 2023
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21mins
Episode 119: Video Marketing: A Tool for Scale, Engagement and Conversion
Episode 119: Video Marketing: A Tool for Scale, Engagement and Conversion
Katie Braden, founder and Chief Video Officer of Advisor Video Marketing makes an encore on the pod to get us up to spee... Read more
2 Mar 2023
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Episode 118: From College to the Real World - Getting Your Grad Hired
Episode 118: From College to the Real World - Getting Your Grad Hired
In this episode, we welcome Beth Hendler-Grunt, founder of Next Great Step. Finding a first job as a new college grad ca... Read more
15 Feb 2023
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