Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
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Content provided by Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Darius Classic | How to Pick a Wealth Manager
Manage episode 496400148 series 2903666
Content provided by Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Is your financial advisor helping you build wealth or just selling you products?
Today, I am flying solo to dive deep into the crucial process of selecting the right financial advisor, sharing valuable insights from my own experiences. Whether you are an entrepreneur preparing for a business exit or an individual with a growing nest egg, finding the right financial partner is key to securing your financial future.
In this episode of The Greatness Machine, I will break down the three main types of financial advisors–wire houses, independent RIAs (Registered Investment Advisors), and insurance companies–detailing the pros and cons of each. I will also explain why it is essential to interview multiple advisors, understand how fees work, and ask the right questions about the firm’s planning capabilities, alt investment opportunities, and who you will really be dealing with on a day-to-day basis.
Topics include:
Interviewing multiple advisors to find the best fit for your unique needs
Working with advisors that offer comprehensive, in-house services
The advantages of working with a lead (G1) advisor compared to a junior (G2) advisor
Choosing a planning-centric firm over one focused solely on investments
The importance of patience and avoiding hasty decisions during market dips
And other topics…
Sponsored by:
Constant Contact: Try Constant Contact free for 30 days at constantcontact.com.
IDEO U: Enroll today and get 15% off sitewide at ideou.com/greatness.
Indeed: Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/darius.
Shopify: Sign up for a $1/month trial period at shopify.com/darius.
Connect with Darius:
Website: https://therealdarius.com/
Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/
Instagram: https://www.instagram.com/imthedarius/
YouTube: https://www.youtube.com/@Thegreatnessmachine
Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708
Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.
Learn more about your ad choices. Visit megaphone.fm/adchoices
569 episodes
Share
Manage episode 496400148 series 2903666
Content provided by Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Is your financial advisor helping you build wealth or just selling you products?
Today, I am flying solo to dive deep into the crucial process of selecting the right financial advisor, sharing valuable insights from my own experiences. Whether you are an entrepreneur preparing for a business exit or an individual with a growing nest egg, finding the right financial partner is key to securing your financial future.
In this episode of The Greatness Machine, I will break down the three main types of financial advisors–wire houses, independent RIAs (Registered Investment Advisors), and insurance companies–detailing the pros and cons of each. I will also explain why it is essential to interview multiple advisors, understand how fees work, and ask the right questions about the firm’s planning capabilities, alt investment opportunities, and who you will really be dealing with on a day-to-day basis.
Topics include:
Interviewing multiple advisors to find the best fit for your unique needs
Working with advisors that offer comprehensive, in-house services
The advantages of working with a lead (G1) advisor compared to a junior (G2) advisor
Choosing a planning-centric firm over one focused solely on investments
The importance of patience and avoiding hasty decisions during market dips
And other topics…
Sponsored by:
Constant Contact: Try Constant Contact free for 30 days at constantcontact.com.
IDEO U: Enroll today and get 15% off sitewide at ideou.com/greatness.
Indeed: Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/darius.
Shopify: Sign up for a $1/month trial period at shopify.com/darius.
Connect with Darius:
Website: https://therealdarius.com/
Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/
Instagram: https://www.instagram.com/imthedarius/
YouTube: https://www.youtube.com/@Thegreatnessmachine
Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708
Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Similar to The Greatness Machine
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
The Life of And podcast is for high-achieving women and working parents who are ready to stop living a life of “have to” and start designing a life they actually want. It’s a space where we talk honestly about the things we’re often afraid to admit — even to ourselves. The exhaustion. The ambition. The loneliness. The joy. The tension of wanting more without losing yourself in the process. If you’re in the thick of it — feeling stretched, tired, hopeful, driven — this is your invitation to t ...
…
continue reading
What if it was easy to create a $1M digital business you could be proud of? The path lies in creating people magic. Gina Bianchini, founder and CEO of Mighty Networks, has helped over 10,000 entrepreneurs, brands, and creators grow incredible businesses that put people first and generate millions in profit. Now she’s bringing the secrets of the most successful communities directly to you. In this series, Gina will show you how to build a community so valuable you can charge for it and so wel ...
…
continue reading
Business tips for startups by proven entrepreneurs
…
continue reading
It’s no secret that business owners want to receive positive reviews and customers want to have a positive experience. In Behind the Review, Yelp and Entrepreneur dig a little deeper on both accounts. Hosted by Yelp’s Small Business Expert, Emily Washcovick, Behind the Review features conversations with reviewers and business owners about their experiences—whether it was one star or five stars—giving listeners behind-the-scenes insights into what was really going on. Restaurants, plumbers, f ...
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continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Hubspot's SVP of Marketing), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
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continue reading
A daily show for everyone who works a regular job and wants to start an income-earning project on the side. In each episode, listeners will hear a different story of someone who's started a side hustle—along with what went well, how that person overcame challenges, and what happened as a result. The show is written and hosted by Chris Guillebeau, the New York Times bestselling author of The $100 Startup, The Happiness of Pursuit, and other books. Sales and Distribution by Lemonada Media http ...
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continue reading
The Self-Employed Life Podcast (formerly Creative Warriors) provides business and personal development strategies for self-employed business owners that create sustainable success. A community of self-employed and small business owners, entrepreneurs, innovators and ambitious individuals that need creative solutions in business. Being self-employed and a business Warrior is a mindset, a spirit and a challenge. We need a different way of doing business. This is business with a soul. We discus ...
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continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
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