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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Tiffany spend their days advising listeners on how to build and manage their wealth. Find them at http://Momentum-Advisors.com.
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Working together is how we get things done. And it’s easy…until people get involved! That’s why building and growing teams is one of the most valuable skills in business today. On the Clarity Advisors Show, we’ll explore timely ideas and timeless principles, hard-earned wisdom and current trends, what works – and what doesn’t – in today’s environment.
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The Advisors Option

The Options Insider Radio Network

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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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Join College Essay Advisors' Founder and Chief Advisor, Stacey Brook, and Director of Advising, Becca Myers, for the inside scoop on all things college essay-related – from brainstorming tips to real time essay reviews. This is your chance to go behind the scenes at CEA and discover what admissions is really looking for!
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DEI Advisors Podcast

David Kong, Dorothy Dowling, Rachel Humphrey, Lan Elliott

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Every week, DEI Advisors brings you practical advice and insightful perspectives from hospitality industry leaders or other accomplished professionals with the goal to inspire future leaders and improve their career trajectories. Each interview highlights an advisor who shares inflection points of his/her career journey and lessons learned from overcoming challenges and taking risks. The interviews are full of useful tips on finding mentors and advocates, networking, continuous learning, ove ...
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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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Federal Employees enjoy incredible benefits but it can get confusing to know exactly how to handle it all. This podcast is the place for all the tips and tricks to get the most out of your Federal benefits and federal retirement. We cover topics such as the TSP, FEHB, FEGLI, your pension, investing, and much more.
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Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
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Transaction Healthcare is a podcast focused on addressing questions and concerns at the intersection of healthcare, transactions, and business. In each episode, partners from Merritt Healthcare Advisors, an investment bank with a unique focus on healthcare providers and their businesses, share conversations on topics such as practice valuation, industry trends, and selling a healthcare practice.
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Join Bobby Moyer and Sandy Wiggins as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and e ...
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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A show where we highlight the intersection of innovation, leadership, and collaboration in the middle market. We aim to demonstrate the depth and breadth of our dimensional perspective, proving the power of big picture thinking in navigating today's complex landscape. Join us as we explore the ideas, trends, and strategies shaping the investment banking & advisory landscape, and discover the company we keep along the way.
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Welcome to Business and Life Advice with Ataande & Advisors! This is a podcast for business owners and leaders like you to get your burning questions answered for free. If you sign up to be on our podcast, you will have the opportunity to sit with our experts and have impactful conversations about your needs and challenges. Our CEO, Achumboro, has longed for years to provide the guidance he wished he had during his business journey. There's no cost or obligation to use any of our services in ...
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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Travel Industry Disruptors welcome! In this weekly podcast, I share, along with featured guests, the actual strategies that will keep your travel business moving forward. We discuss foundations, marketing, sales, client experience, systems, supplier relations, and everything in between to empower you to run an effective and profitable travel business, and not just another travel hobby. For travel agents/advisors, travel suppliers, tour operators, tourism professionals, travel coaches, travel ...
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Looking for Christian Counsel on Money Matters? This podcast provides Christian Stewards like you with professional insights about creating a Financial Plan and strengthening your bond with God, all from a biblical perspective. Each episode is based on current news events and insights around the 4 pillars of Christian Investing: -Debt Management -Savings - Investing and -Estate Planning/Family Dynamics The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional, w ...
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Address Advisors is a professional Indian property consultancy firm headquartered in Bangalore. A consulting and advisory approach to real estate brokerage services, Address Advisors is a one-stop shop for all real estate brokerage solutions. With more than 100+ years of consolidated experience, Address Advisors has grown from a boutique real estate firm to a leading property consulting organization. True to the spirit of our name, we play both advisory and consultancy roles for our clients ...
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Export Advisors is a podcast about international sales. We examine the key elements of a successful export sales operation, in a series of short episodes about topics such as structuring an international sales department, export pricing, programs, payments, logistics and finding the right distribution partners. www.export-advisors.com
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Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work. Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guest ...
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show series
 
A.B. Ridgeway addresses the common financial pitfalls associated with vacation spending. He emphasizes the importance of planning and budgeting for vacations to avoid long-term debt. Ridgeway shares personal insights and professional advice on how to enjoy a well-deserved break without compromising financial health. He advocates for a proactive app…
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Most people have a “bucket list” - a list of things they want to do before they die. When’s the last time you thought about yours? Are there any financial goals on the list? On this week’s show, we discuss the bucket list concept and the importance of not waiting too late to start living your best life.…
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Listen to our recap of June, complete with the stats and commentary you need to know. If you would like to view the video version, please visit: Investor Insights-July 2024 Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and its subsidiaries, separate registered investment advisers and subsidiary companies o…
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Send Rita a text with your thoughts! Welcome to the fourth episode in the Summer Selling Series. Kristi Emo, Founder of Your Dream Escapes, is our guest and we're touching on all things Hawaii. If you're a travel advisor wanting to sell more of this destination, you're in for a treat. In this episode, we share: · An overview of the six islands you …
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Tweet from Ryan Detrick on 6.28.24 - https://x.com/RyanDetrick/status/1806751672347095443? Article by Emily Flitter at the NYT with commentary from Kitces.com titled “Why is car insurance so expensive?” - https://www.nytimes.com/2024/05/15/business/car-insurance-cost-inflation.html Blog post from Adam Turnquist at LPL on 6.27.24 - https://www.lpl.c…
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Join Stacey and Becca as they discuss the challenges of writing about one of the most common college essay topics: summer camp. Is it possible to write about camp while still differentiating yourself from other applicants with similar stories? Learn how this common experience can be a featured player in your story without taking center stage. Watch…
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The episode also explores the unsolicited LOI, highlighting red flags and potential scams in brokerage. Andy and Doug dissect the LOI, discussing buyer tactics and the importance of professional intermediaries for protecting sellers. They explain how to qualify serious buyers and ensure smooth business transactions.…
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Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients. In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important c…
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In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to create deeper conversations and deeper connections. For full show notes, see kitces.com and thesocietyofadvice.com.
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With Jeff Brown – President, Stratos Private Wealth Overview Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Yet a nagging “what if” feeling inspired him to conduct strategic due diligence, leading him first to sell a minority stake in his business and later a majority stake. Now,…
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Join us on the latest episode of the SideBar Advisors Podcast as we dive into the remarkable journey of Kristin Grant, Founder of Grant Attorneys at Law. From her early aspirations in pre-med to her dynamic transition into patent law, Kristin shares invaluable insights gleaned from her diverse experiences. Discover how her entrepreneurial spirit le…
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This week on “Inside the Economy”, we explore the broader economic indicators, such as U.S. gross domestic product (GDP), employment, and housing and vacancy rates. Overall U.S. GDP growth has slowed as a comparison of 2023 to 2024 quarter one readings. When might we see negative GDP growth? Will there be a recession? Government employment has rece…
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Find the secrets to optimizing your retirement and investment strategies with our latest episode! Discover why solo 401(k) might outshine SEP IRAs for self-employed physicians, especially if backdoor Roth conversions are on your radar. We'll also guide you through the critical decision-making process around contributing to 457(B) plans, dissecting …
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Welcome to another episode of "Business and Life Advice with Ataande & Advisors." In this episode, our CEO and founder, Achumboro Ataande, is joined by Ron Gold to explore the transformative power of digital marketing and personal branding in growing your business. Whether you're a seasoned business owner or just starting out, this episode is packe…
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Antonia Sisti, the founder, owner, and president of Go Productions, shares her journey of building her company and offers valuable advice to aspiring entrepreneurs. In our conversation, she emphasizes the importance of taking risks and details her approach to overcoming challenges, drawing strength and resilience to prevail over setbacks. Antonia p…
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Today, attorneys Toby Mathis, Esq., and Amanda Wynalda, Esq., delve into listener questions around topics like the benefits of LLCs for real estate investors, income-shifting tactics, and the implications of the Tax Cuts and Jobs Act on small business owners. The conversation also delves into the complexities of Qualified Business Income (QBI) dedu…
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We spend a lot of time talking about success and how to achieve it, but there are actually more ways to get things wrong than there are to get them right. So, on this episode of The Clarity Advisors Show, host Ken Trupke flips the script and offers seven steps to ensure failure. This isn't a complete list, but it's a start. Hopefully you'll do the …
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In this episode, we speak with Paul G. McManus, Book Author, and Founder of MCMF Publishing. We went over how books can be a marketing concept that financial advisors should consider. Also, how to use the book to market to the segment you want to attract. We also spent some time going over how to use LinkedIn effectivity to market yourself and get …
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Welcome back to Quantum Growth for Financial Advisors! This week, Jon interviews Brittany Anderson about her concept of the 90-10 transformation, which addresses the challenges faced by highly driven individuals in the financial industry. Brittany shared insights into the impact of the pandemic on different individuals, highlighting the distinction…
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On this episode, we discuss how to navigate current market complexities and we provide insights into today's market volatility. We look at how the earnings season is shaping up. We provide our thoughts on the current options volume trends. We discuss derivative strategies in ETFs that allow investors to chase stock returns while also protecting aga…
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Spark of the day #74 Is community solar or virtual power plants true energy independence Rex that Energy Guy Talks about community solar and virtual power plants as it relates to energy independence The Energy Advisors Podcast is available on almost all podcast platforms in addition to the YouTube channel This Episode link: https://youtu.be/ynYEqhj…
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