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Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
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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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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
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Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place. Each episode of The Influential Advisor Podcast explores the art of authoritative positioning—giving you actionable strategies to amplify your expertise, elevate your practice, and become the go-to authority in your market. Join Paul G McManus and industry insiders as they share proven tactics, inspiring success stories, and insider tips to hel ...
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Welcome to the Wealthy Advisor Mindset podcast, the ultimate resource for financial advisors looking to expand their AUM (Assets Under Management) and elevate their quality of life through the power of a high-performance mindset. Your host is no other than Nina Cooke, a seasoned mindset coach with decades of experience working with countless business owners just like you. Join us as we explore proven strategies to help you dissolve self-sabotaging behaviors and habits, empowering you to achi ...
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Welcome to "The Caring Advisor", I'm so glad you're here! I'm Elizabeth Brickman, "The Caring Advisor"! This podcast is for those who long to experience financial happiness God's way. I'm a former finance professional, credentialed in biblical finance. Ten years ago, I left private practice to write books, because I want all of us, not just those who sat at my desk, to develop an increasingly wonderful and holy relationship with money. We will talk about how to resist financial headwinds tha ...
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Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to! From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide insights to help you make the best decisions for your future. Whether you're gearing up for life’ ...
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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. ...
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You deserve referrals naturally… without manipulating, incentivizing or even asking. Join Stacey Brown Randall every week on the Roadmap to Referrals podcast where she shows you how to grow your business by referrals so you can stay in your expert space (attorney, financial advisor, realtor, consultant, coach, interior designer, etc.) AND leave behind the worry of being seen as the "always hustling salesperson." If you need a direct and practical roadmap to follow to generate referrals natur ...
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EXECUTIVE COACH + GLOBAL BUSINESS LEADER ADVISOR. SPEAKER. AUTHOR. GUIDING SMART PEOPLE TO GROW INFLUENCE & CREATE OPPORTUNITIES Over 30 years, I have had the opportunity to work with fantastic organizations, impressive individuals and key industry leaders across six continents. Sitting in the corner office in both corporate and non-profit environments, I’ve attained, delivered and coached success in both the C-Suite and international board rooms. My diverse experience has provided cross-cul ...
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Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
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Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring i ...
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I'm a Ramsey Solutions trained financial coach. My podcast provides you with personal financial education and practical strategies to help you gain control of your finances. You can contact me via email at: [email protected] or schedule a coaching consultation at: www.fettermanfinancialsolutions.com
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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Bel ...
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Financial Advisor, Children's Financial Author, Public Speaker & Business Owner/ Helping parents EDUCATE their children on the subject of MONEY! Promoting FINANCIAL LITERACY everywhere for KIDS & ADULTS!
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Out of the Hourglass, presented by Nolan Consulting Group, is here to help Small Business Owners and Contractors alike visualize their goals, develop their team & build sustainable growth. You'll hear from our panel of NCG Coaches on a variety of topics, guest speakers from top industry resources, Business Owners sharing best practices and a focus on strategies across sales, marketing, business planning, human resources and more. We're here to take you "out of the hourglass" and reach YOUR S ...
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Hosted by Tyler Osborne – Your Neighborhood Hope Dealer & Money Master Money Master Nation is the no-fluff, real-talk podcast for anyone ready to stop struggling financially and start building true generational wealth. Hosted by financial educator, speaker, and coach Tyler Osborne, this podcast breaks down money in a way anyone can understand—no jargon, just straight-up truth and proven strategies. Each episode brings you powerful lessons on how to get out of debt, grow your income, invest w ...
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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email [email protected] or visit www.mercurioadvisors.com online ...
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The podcast by NFL players for NFL players. Each week, we break down the biggest events in football and how they directly impact a player's career and money. Join Former NFL Veterans Sam Acho (Bills, Bucs, Bears & Cardinals), Zach Miller (Seahawks & Raiders), Jeff Locke (Vikings, Colts, Lions, 49ers), and college coach, Riccardo Stewart, for a raw and unfiltered conversation about the game, the business, and how players can achieve generational wealth.
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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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Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
Abbey Henderson, CFP®
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Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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Welcome to the Balanced Growth Show with Dr. Travis Parry. We want to help business owners and entrepreneurs grow their businesses while keeping their balance. If you're a business owner who has struggled to make time for the important things in your life in and out of the office, this show is for you. Join Dr. Parry for new episodes each week that will feature interviews with advisors and entrepreneurs from across the country. They'll share their personal stories of struggles and successes ...
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It's time to move from Operator to Owner! Are you tired of feeling trapped in the day-to-day operations of your business? Maybe even to the point where you're starting to think about your exit? Look no further! The Business Owner Breakthrough podcast is here to help you break free from the struggles of entrepreneurship and turn your worries into wins. Hosted by Pete Mohr, Certified Exit Planner, Kolbe Coach and business owner for over 30 years. Quick episodes full of actionable takeaways for ...
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Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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For some, watching paint dry, or a poke in the eye is better than dealing with their business numbers. I get it, numbers can be scary, confusing, and boring, not what your business is meant to be about. But here’s the thing. If you’re serious about your business, you need to grab hold of your numbers, and connect with them. Falling in love with them may feel weird, but at least be on friendly terms with them if you want your business to survive and thrive. Numbers make you accountable, showi ...
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Welcome to "The Priyanka Shinde Podcast" your ultimate destination for insightful conversations and expert advice on mastering strategy, execution and leadership. Join Priyanka Shinde, author of Art of Strategic Execution, as she uncovers how leaders within organizations tap into 'founder mode'—driving innovation, ownership, and execution to lead like entrepreneurs within their companies. This podcast is designed for business leaders, entrepreneurs, and professionals who are looking to sharp ...
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The Franchise Hot Seat Podcast with Dr. John P. Hayes - Director, Titus Center for Franchising
Dr. John P Hayes
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Internationally recognized speaker, personal business coach and Amazon best-selling franchise author Dr. John Hayes offers an honest look at everything involved in researching, evaluating and purchasing a franchise business. On this podcast, Dr. John P Hayes interviews Franchisors, Franchisees, and has solo episodes giving valuable advice in the Franchise Industry. Since 1979, John Hayes has worked in the franchise community as a consultant, franchisee and franchisor. He’s one of an elite gr ...
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The Adam Cobb Show is a safe space where we dive into the heart of what it means to live a balanced and fulfilling life. Join me, Adam Cobb a dad of three and my brother from another Al Smith also a dad of three as we explores the dynamic world of fitness, the journey to finding your center, and the ups and downs of fumbling through fatherhood. This show embraces the reality that as dads, we will fumble—it's inevitable. But it's in how we get up, surrender, and accept our imperfections that ...
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Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, ...
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We'll teach you strategies on this show that'll help you gain financial independence and win the "game" of retirement. The show features financial advisor & coach Dale Tondryk of Tondryk Wealth Management in Minnetonka, MN and serving the Twin Cities.
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Hosted by Jaryd Krause who went from plumber to creating an online business empire through buying websites for passive income. This podcast will unfold his secrets as you explore the highs, lows and light bulb moments of his personal journey in each episode. He will show you that no matter where you are in life an alternate lifestyle is more than possible. You will gain the knowledge you need to start buying online businesses yourself and live a fulfilling lifestyle.
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＞Do you want to feel good earning, giving, spending and stewarding money so you can earn more without fear, sell confidently and reach your goals faster? ＞ Do you want to let go of your poverty and scarcity money mindset with biblical principles? ＞ Are you a faith filled female entrepreneur or professional who wants to increase your income, feel good having money, make a bigger impact and honour God with her finances and lifestyle? ＞ Are you tired of doubting yourself and feeling like an imp ...
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Renovating Retirement With Charlie Jewett
Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, In
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Charlie Jewett, the Financial Service Industry Whistle-Blower, confronts the industry and reveals all of the tricks, lies and scams used to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial decisions and live the retirement of your dreams. Learn the Three Types of Accounts every investor needs to retire happy. Learn the amazing Five Lives of Retirement Test you can use to hold any Financial Service professional accountable t ...
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Welcome to Leaving The Job: The Premier Financial Podcast for Firefighters, hosted by Scott Osborn, a seasoned retirement coach at Patriot Wealth Planners and an esteemed 18-year Army veteran. This show responds to the unique challenges and opportunities that firefighters face in retirement planning. Each episode offers strategic advice, shares inspiring stories, and provides guidance to help you achieve a confident and secure retirement. Join us as we explore the path to a fulfilling retire ...
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Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing RVP. Weekly Interviews with Top Performers in the industry. Have you ever wondered what separates successful RVPs from the rest? What sets them apart isn't just hard work or skills, it's their mindset. RVP’s sometimes struggle to make the calls, visits or follow up with FA’s. Michael Fox Coaching helps hold RVP’s accountable to take focused action, so they earn more money, exceed goals, and live a happier and more ful ...
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Cashflow Podcasting - Grow Your Business, Boost Your Impact
Cashflow Podcasting, Launch and Grow Podcasts for Small Business Owners
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Welcome to Cashflow Podcasting! If you're looking to grow your business and boost your impact, you've come to the right place. You will hear from established business leaders who share their secrets on creating podcasts that generate revenue and build trust at scale. Join award-winning trainer and coach Pete Mockaitis as we dive into the art and science of podcasting with a purpose. Discover overlooked marketing channels, learn how to create the podcast your clients need, and find out how po ...
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I am Iyafadara “Iya”-Your Life Choice Consultant, Priestess, Seer, Diviner and an Amazingly Accurate Psychic Tarot Reader! Do you NEED ANSWERS? Let’s Talk! CALL NOW for a Reading! Iya is a direct descendant of High Priests & Priestesses, Seers, Spiritualists, Diviners & successful Fortune Tellers dating back thousands of years from the Holy City of Ile Ife. Iya's amazing legacy of spiritual power dates back to her Ancestors and the Ancient Goddesses Oya, Isis, Kali Ma and Queen Nefertiti. Iy ...
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As a recovering financial advisor with a counselling diploma, I help high-income earners get off the paycheck-to-paycheck rollercoaster without changing their lifestyle. You will learn that money behaviour is more important than money knowledge, because what's the point of knowing how to invest if you have no money to invest? Nothing has gone wrong, you just need to reset your money mindset, that's all. I do this using my book, Budgets, Like Diets, Don't Work and behaviour science to reset y ...
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Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Osaic’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered ...
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Welcome to "How Did We Get Here?" - the podcast where our two Talking Heads, Jess Bost and Mark Newfield, bring on guests to learn more about their past lives before landing where they are today. As you know, life is super simple, straightforward and never makes people ask "Wait, you did what?!" So join us for an honest convo on career exploration, overcoming setbacks, considering when to pivot, and offering encouragement on how to find value in your career and life choices. Let's ask the qu ...
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Welcome to The Salty Advisor Podcast where we share invaluable lessons and transformative experiences shared by our community of Financial Planning Professionals. In this season of The Salty Advisor Podcast, we pay tribute to the life-changing principles imparted by our mentor and Executive Life Coach, Doug Carter. For almost 20 years, I have been a part of the Doug Carter Summit along with a beautiful community of Financial Planning Professionals. We’ve all had the privilege of one-on-one e ...
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The Success 101 Podcast with Jarrod Warren: Peak Performance | Maximum Productivity
Jarrod Warren
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The Success 101 Podcast--My goal each episode is to bring you new concepts or ideas, to help you maximize your full potential, through habits, goals, sleep, mindset, nutrition, energy, peak performance strategies, systems and more.
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Welcome to The Better Man Podcast, a podcast with one goal: to help men improve their lives, improve their mental health and help them achieve more, be happier and find the right balance. My name is Gabriel Machuret and every week you can find 2 shows of the Better Man podcast where in 20 minutes or less, I try to help you navigate some of the most difficult challenges and questions us men face. (No pressure right?) Before we start, a quick friendly disclaimer: This is just a conversational, ...
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87. "Secrets of Mastering Your Time" with guest financial coach, Scott Maderer
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Tune in to part two of a conversation with Scott Maderer where Elizabeth and Scott discuss how time is a resource we must steward to live a wealth blessed life. Scott Maderer, a certified Human Behavior Senior Consultant, is the founder of Inspired Stewardship, a financial coaching firm. Check out his website, InspiredStewardship.com, where you can…
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31. From Therapy Couch to Financial Advisor Coach with Ashley Quamme
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Ashley Quamme's path in financial advice was not the most typical one, but there were some early signs, like the fact that she was born on “Tax Day” and used to offer counseling to her classmates in the lunch line. Later, she worked as a mental health therapist until she discovered a new way to use her skills: advising advisors. If we add that she …
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How To Start Building A Coaching Service [216]
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Jordan describes how to get started building a stand-alone coaching service for clients that may not be a good fit for traditional financial planning services. Jordan explores why these questions must be answered before you build anything: What is your motivation for this program? Why would someone need this service over your core financial plannin…
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What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies
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With Dave Mullen – Founding Partner and Principal, Altius Learning Overview In an episode that serves as a free coaching session on the key techniques that the most successful advisors use to build and grow their practices, Dave shares proven strategies honed from his tenure at Merrill, his three bestselling books, and his advisor coaching practice…
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Epi 54: Breaking Silos: How Attorneys and Financial Advisors Can Transform Client Experience
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Send us a text Todd Whatley reveals the transformative power of attorneys and financial advisors working side-by-side to provide comprehensive elder law services that truly meet clients' needs. Drawing from 25 years of experience and recent success implementing this collaborative approach, Todd explains how breaking down professional silos creates …
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Ep. 237: The Dual Impact – Safety Focus as a People Strategy and Business Advantage
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Implementing robust safety practices creates a powerful dual advantage—protecting your most valuable asset, your people, while simultaneously driving business growth and opportunity. Paul Cook and Darren Lottes of Painters USA and pioneers of Safety within the Summit group, share field-tested insights on transforming safety from a compliance burden…
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118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days)
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What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business? Today’s guest has done exactly that—and he’s here to show you how. I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online commun…
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Episode 295: Magically Matching Nonprofits to Donated Goods with Disney Petit, founder and CEO of LiquiDonate; San Francisco, CA, USA
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What if your company’s unsellable inventory could become a lifeline for nonprofits instead of ending up in a landfill? In this episode of Disruptive CEO Nation, host Allison K. Summers talks with Disney Petit, founder and CEO of LiquiDonate, a groundbreaking platform turning excess retail goods and customer returns into powerful tools for social im…
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082: The Wealth Builder: Essential Strategies for Business Owners, Entrepreneurs, and High-Achievers with Paul Cook
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Episode Summary: Many entrepreneurs focus intensely on growing their businesses while neglecting personal financial security. Paul Cook, a veteran insurance professional with decades of experience, reveals how life insurance can serve as more than just death benefit protection - it can provide tax-free retirement income, emergency liquidity, and pr…
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Ep 9: Generational Wealth Starts Here: The Power of Life Insurance
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Think life insurance is just for funerals? Think again. In this episode, Tyler Osborne breaks down how life insurance can be one of the smartest, sexiest tools in your wealth-building playbook. From tax-free benefits to creating a lasting legacy, this is your blueprint for generational wealth — even if you're a baller on a budget.…
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Join me as I chat with David Dedman, a seasoned financial planner with over 32 years of experience. Discover how David transformed his referral strategy from sporadic to sustainable by adopting a repeatable process. We explore the challenges he encountered during his first year in the Building a Referable Business coaching program. David shares his…
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Retaining Top-Tier Advisors Through Career Pathing and Compensation
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In this episode, Ray Sclafani discusses the critical importance of retaining top talent in financial advisory firms. He emphasizes the need for structured career pathing and professional development to enhance employee engagement and retention. The episode also explores how firms can invest in their future leaders, create clear pathways to partners…
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Are You Using Outdated Financial Rules for Your Retirement?
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With retirement around the corner, it's time to rethink outdated financial rules. In today's world, applying strategies from 1995 to your retirement could leave you unprepared and vulnerable. Mike Douglas emphasizes the importance of personalized retirement planning, considering your unique needs, risk tolerance, and goals. Key actions include dete…
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Managing Emotions During Market Volatility
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This week on Charleston's Retirement Coach, Brandon Bowen discusses his motivation for helping others navigate retirement planning, the importance of managing emotions during market volatility, the future of Social Security, and how to uncover waste in investment portfolios. He emphasizes the need for strategic planning and the value of having a fi…
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Michael Zwick joins us on the Balanced Growth Show to talk about lost money. He is an attorney turned private investigator with Assets International. He focuses on finding missing heirs and inheritance assets. He highlights the common issue of people misplacing their inheritance and the varying state laws on unclaimed property, which collectively t…
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Ep.25 — I GET to struggle: Shifting the Mindset on Hard Things w/ Chris Cullen | The Adam Cobb Show
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What does it look like to navigate hardship well? When those roadbumps of life hit you hard... Today we have 2x Iron Man Racer and Upcoming Writer Chris Cullen (@chriscullen_c3) on the pod as he shares his experience navigating loss - but not running from the process, but rather towards it. Join us for a deeply enriching conversation. Follow us on …
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52 | Allie Beckmann | Mindset, Money & Meaning: A Fresh Approach to Financial Planning
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In this insightful episode, I sit down with financial advisor and life planner Allie Beckmann, who brings a powerful blend of emotional intelligence and financial strategy to her work. With a background in the arts and wellness, Allie shares how her unique journey led her to redefine what financial advising can look like, rooted in curiosity, value…
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Making Tax Digital and Incorporation: Everything You Need to Know about the 2026 Changes
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Making Tax Digital represents HMRC's ambitious plan to bring tax reporting into the digital age. Consequently, we're facing significant changes that will affect thousands of self-employed individuals and landlords across the UK. Moreover, these changes are no longer a distant possibility but a concrete reality with confirmed implementation dates. T…
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Hi everyone and welcome to The Magellan Network Show. It's Memorial Day weekend, which means we're entering "Period Two" here in the Magellan Network—Memorial Day to Labor Day. In this episode, I share why I love the summer and, from 30+ years of coaching advisors, why it can also be a trap without the right plan.Too often, summer turns into a blur…
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With our nation mired in so much political conflict and dissent lately, Memorial Day offers a rare opportunity for all of us to come together in a shared national pride and gratitude, pausing to honor and remember the brave men and women who have sacrificed to serve our country. This solemn day serves as a poignant reminder of the courage, dedicati…
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Ep 8: What Couples Get Wrong About Finances—and How to Get It Right
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In this real, raw, and relationship-saving episode of Money Master Nation, Tyler Osborne unpacks the top 5 ways men and women think differently about money—and why understanding those differences could be the key to saving your relationship and your retirement. Whether you're dating, married, or just trying to navigate shared financial goals, this …
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Weathering Market Storms: How Behavioral Biases Impact Investors (Ep. 31)
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Is the market making you want to panic-sell everything and hide? Take a deep breath—Abbey’s got you. In this episode, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, discusses the emotional side of investing during turbulent times. She explains why market swings are normal and how to keep your cool (and your financial plan) intact. Key conversat…
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#12: Secrets Behind Successful Product Leadership: From Amazon to Amplitude with Ibrahim Bashir
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In this thought-provoking episode of the Priyanka Shinde Podcast, we welcome Ibrahim Bashir — a seasoned product executive, cross-functional tech leader, and one of the sharpest minds in the world of software innovation and organizational scaling. With nearly 25 years of experience creating transformative software, Ibrahim has led product and engin…
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129 // Giving Freely or Out of Obligation? How Your Mindset Impacts Your Income
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Have you ever wondered why you keep giving so much away in your business—and still struggle to make a consistent income? In this episode, we’re digging into the hidden fear and scarcity mindset that often disguises itself as generosity. If you’ve been undercharging or constantly offering your time and expertise for free, it might not be about servi…
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Inside the Advisor’s Office: What People Are Actually Concerned About
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Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning to working longer than expected, Ryan’s breaking down the key takeaways and how they compare to what he sees in…
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Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”
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With John Thiel – Founder and Executive Chairperson, Indivisible Partners Overview John Thiel offers a unique perspective on the evolution of the wealth management industry and his former leadership role at Merrill. Plus, he shares how his new independent firm, Indivisible Partners, is carving a new path for those seeking a firm with a greater focu…
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081: Beyond Money Management: The Value of Personal Connection in Financial Advising with Urban Adams
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Episode Summary: In a world dominated by digital platforms, Urban Adams offers a refreshingly human approach to financial advising. With 25 years in the industry and a philosophy grounded in stoicism, Urban helps clients balance enjoying the present while planning for the future. His new book, "Wealth Your Way," challenges traditional mindsets abou…
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$50K To $100K Revenue With The Same Ad Spend Using Meta Ads & Google Ads Campaign with Rafal Chomsky
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In this episode of the Buying Online Businesses podcast, host Jaryd Krause speaks with Rafal Chomsky, a performance marketing expert known for helping brands double their revenue, without increasing ad spend. Rafal brings a wealth of experience in Meta Ads, Google Ads, SEO, and team-led digital strategies that have generated millions in client reve…
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The Future of Automotive Industry: Tariffs, Electrification, and Affordability | Laura Perrotta
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In this episode of Meet the Expert with Elliot Kallen, we discuss the future of the automotive industry with Laura Perrotta, President of the New Jersey Automotive Retailers Association. Discover how tariffs, electrification mandates, and affordability concerns are shaping the automotive landscape. Learn about the challenges and opportunities facin…
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117: Alex Judd - Your Personality Is NOT a Business Plan
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Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode. Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in …
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Ep. 236: Pain Points & Price Points – Winning the Objection Game Before It Starts
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In this episode, Colin Nolan shares the importance of transforming objections into opportunities by mastering the art of uncovering customer pain. Discover why the most successful objection handling happens during discovery, not at the end of the sales process, and learn practical techniques to leverage emotional buying motives when facing resistan…
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Episode 294: Building Financial Literacy & Investing Habits in Youth with Victor Wang, CEO of Stockpile, San Francisco, CA, USA
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What if your child could actually learn to manage money—not just play pretend with it? Teaching kids about money has traditionally involved games, fake dollars, and hypothetical situations. But what if the key to lasting financial habits was giving them real financial experiences? In this eye-opening episode, we talk to the CEO of Stockpile, a fina…
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19 Questions to Uncover Good, Bad, and Ugly Financial Advisors | Don McDonald - E107
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Today, Jesse is joined by Don McDonald to offer a critical examination of the financial advising and annuity industries, warning retirees and near-retirees about misleading sales tactics that exploit fear - especially the fear of market losses. They emphasize the importance of working with fee-only, fiduciary advisors who are legally obligated to a…
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Ep #362: 10 Non-Negotiables of Successful Entrepreneurs
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Ready to unlock the secrets of successful entrepreneurship? Join me and LuAnn Nigara as we dive into the 10 essential principles that every entrepreneur should embrace. With decades of experience and over 1,100 podcast episodes under her belt, LuAnn offers invaluable insights that can help you elevate your business. Resources and links mentioned in…
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In this episode of Building The Billion Dollar Business, Ray Sclafani discusses the evolving landscape of advisory firms, emphasizing the importance of clarity in defining ideal clients, innovative pricing strategies, and the adoption of collaborative team models. He highlights the significance of developing talent from within and integrating techn…
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Ep 7: How to Stop Losing Money in Your 50s: The Truth About Income Riders
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In this powerful episode of Money Master Nation, Tyler Osborne breaks down what to do when the market is volatile, and your retirement feels like it's vanishing before your eyes. With inflation rising and market uncertainty growing, Tyler explains what’s causing the chaos—and, more importantly, what you can do about it. He dives deep into: The 3 ph…
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5 Key Questions Before Rolling Over Your 401K
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Are you ready to roll over your 401k without falling into tax pitfalls? Mike Douglas goes through the complexities of 401k rollovers. He explores essential questions to ask, such as understanding the type of money in your account and evaluating fees. He also discusses whether it’s better to leave some money behind for early access and how identifyi…
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Navigating Summer Vacations with Financial Planning
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In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the importance of financial planning, especially during the summer vacation season. He shares personal anecdotes about family vacations and emphasizes the need for proper financial preparation for spontaneous trips. The conversation shifts to the differences between captive a…
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Most Business Owners Wait Too Long to Set This Up with Candy Messer
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27:19
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Text Pete Can your business run without you for four weeks—or even just one? In this episode, Pete Mohr sits down with Candy Messer, founder of Affordable Bookkeeping and Payroll and a Certified Clockwork Coach, to discuss how entrepreneurs can reclaim their time and build a self-sustaining business. From time tracking tools to delegation framework…
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Cloud Accounting: What It Is and Why Your Business Needs It
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Transforming Business Finance Management Cloud accounting is changing how business owners manage their finances. Accordingly, we want to explain why this shift matters for freelancers and entrepreneurs who often avoid financial management until it's too late. Furthermore, understanding this technology can save you time, money, and stress in running…
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080: [Introduction] Book Marketing for Financial Advisors: Transform Your Book Into a Million-Dollar Client Attraction System by Paul G. McManus
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Get the full version of the book on Amazon. Or go to www.theshortbookformula.com to learn more about our services. Support the showBy Paul G. McManus
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Strengthening Your Partnership with Money Conversations (Ep. 29)
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What do you think is the number one issue that couples face? Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, is sitting down to tackle the often-overlooked topic of financial communication in relationships. She discusses how couples can better communicate about money, share personal anecdotes, and discuss practical ways to handle financial matt…
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Everything You Need to Know About Prenuptial Agreements with Courtney Greenberg (Ep. 28)
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What does it truly mean to align your resources with your values? Let’s explore how prenuptial agreements can play a crucial role in securing not just financial assets, but personal values and relational dynamics. Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, chats with Courtney Greenberg, a partner specializing in family law at Rubin and Rudm…
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The 4 Steps to Surviving Market Volatility (Ep. 30)
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What's your strategy for staying calm when the market takes a roller-coaster ride? Panic and sell? Or sit back and relax until it recovers? Join Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, as she offers her professional guidance on navigating market volatility with composure and clarity. She offers practical steps and personal anecdotes to …
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Hello and welcome to The Magellan Network Show. Today, let's talk about what it takes to grow your business—what works, what doesn't, and how to cut through the noise. I've seen advisors try everything from seminars to social media, and while some crush it, others struggle with the same strategies.Here's the truth: if something works for someone, t…
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51 | Jon Cook | The Mindset Advantage: Breaking Through Mental Barriers
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In this episode, I am joined by entrepreneur and advisor coach Jon Cook, who shares the mindset shifts that separate plateaued financial advisors from those building powerful, fulfilling practices. With insights drawn from working with over 250 advisory teams, John discusses the unseen barriers that hold people back - not lack of skill, but mental …
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How To Unlock The Power Of Client Referrals (Replay)
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Carl Richards shares his innovative approach to getting client referrals, moving away from traditional uncomfortable methods to a more authentic strategy that focuses on genuine conversations over coffee. Through real examples and success stories, Carl demonstrates how asking clients for business development advice can lead to unexpected opportunit…
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#11: Leadership Shift Tech Engineers Can't Ignore in 2025 | Irina Stanescu Ex-Google/Uber
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Master Tech Leadership for 2025: Learn key strategies for Engineering Management. Building Influence in Software teams, navigating AI's impact, and fostering Team Growth. In this episode of the Priyanka Shinde Podcast, Priyanka sits down with renowned tech leader, coach, and instructor, Irina Stanescu (author of the "Caring Techie" newsletter), to …
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