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For Advisors By Advisors

Evan J Mayer

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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 Show

The North Star

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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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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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The Clarity Advisors Show

Ken Trupke

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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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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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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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The Independent Advisors

Mark McEvily

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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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SideBar Advisors

Rylie

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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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Haws Federal Advisors Podcast

Dallen Haws

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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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The Apex Business Advisors Podcast

Apex Business Advisor Podcast

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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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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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Financial Advisors Say The Darndest Things

A.B. Ridgeway

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What does it profit a man to gain the whole world and lose his soul? This podcast provides spiritual insights about creating a Christian Retirement Plan. In each episode, he answers questions Christians have about how to build wealth and live a financial life according to the Word of God. The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional and owner of A.B. Ridgeway Wealth Management.
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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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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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South Florida M&A Advisors Podcast

Russell Cohen

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We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or see ...
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Physician Family Financial Advisors Podcast

W. Ben Utley and Nate Reineke

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As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
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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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Mortgage Broker Advisors Podcast

MKG Enterprises Corp Third-Party Originator NLMS 1370494

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Home equity has proven to be one of the strongest ways for families to build and pass on intergenerational wealth and MKG Enterprises Corp Mortgage Brokerage NLMS 1370394 is committed to guiding clients through the mortgage process while promoting equal and fair access to homeownership.
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This is your front-row seat for fascinating conversations between Dr. Tom Hill and some of the brightest, most influential authors and speakers in the world. Get ready to be inspired and encouraged through these "Conversations with Dr. Tom Hill"
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The College Essay Advisors Podcast

College Essay Advisors

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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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Welcome to Mark Laing’s Daily Marketing Tips for advisors. Practical tips and insights for professional advisers to leverage their expertise to grow client opportunities and their influence, using the latest on-line marketing strategies.
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Asset Strategy Advisors

Asset Strategy

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Do you want to stay informed on what's going on in the market but not get caught up in the flashy headlines? Subscribe to our Podcast where in a few minutes or less, we discuss what’s affecting the past week’s market performance as well as give a preview of what might be ahead. ASSET STRATEGY ADVISORS Tel: 781-235-4426 Fax: 781-222-3002 info@assetstrategy.com
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Export Advisors

Export Advisors

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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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Core CPAs & Advisors

Core CPAs & Advisors

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Core CPAs & Advisors is a proactive firm assisting entrepreneurs, small businesses and its owners to structure & grow. Our professionals will elevate your knowledge and give you the confidence to structure your business and personal finances to create, and manage your wealth. Our team of professionals have over 100 years of practical expertise and have a passion for you our clients, and future clients.
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Building a stable and successful team in real estate can be tricky because it's so easy for agents to enter the business and then move from team to team. Today’s guest started his own group after being frustrated by the business models of other brokerages. Mike Smallegan is the leader of Smallegan Real Estate. On this episode of The Clarity Advisor…
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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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Traci shares her remarkable life and career journey, highlighting her transformative approach to tackling challenges with a positive mindset. Traci offers profound insights. Venturing into growth roles and relocating to Asia, she embraced diverse perspectives, enriching her cultural awareness. Traci advocates for discarding the notion of a rigid wo…
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This concept is the cornerstone of a Retirement plan and can either make it or break it. If you are in debt, it can feel like quicksand that is slowly taking you down. If it is with your investments, it feels like a gift that keeps on giving. In this episode, we go over the principle of Simple and Compound interest, the compound effect of our evil …
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Have you heard the story about the Uber driver who won the lottery and was still driving Uber? Well, we have and we know it firsthand. On this episode we talk about what happens when you actually hit the lottery, the Powerball, the MegaMillion? How much money do you get, when do you get it, who should you know, and how should you be thinking to mak…
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Spark of the day #47 Solar panels now being recycled at mass scale A critisim of large wind turbines has been at the end of their lifespan, they ended up in landfills Available on almost all podcast platforms however here is the Podcast Server Link: https://www.podbean.com/eas/pb-xh7hs-156d990 Youtube Link: https://youtu.be/BzlT2ZaHVys YouTube Chan…
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Join Bobby Moyer and Sandy Wiggins as they discuss the state of the market at the start of 2024 and answer some important questions about a top-heavy S&P 500. Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information …
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This past week has been a deeply personal week for me, so I wanted to share a personal episode about where I'm at and what I'm doing to thrive this year in business. In this episode, I share: · Prioritizing health and backup plans · Leaning into my passions · Changing my mindset · and so much more! Enjoy (and take action)! Nina Clapperton's 6 Month…
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Show Notes Tweet from Equity Clock - https://twitter.com/EquityClock/status/1757949750123340130? Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1757896351038197914? Tweet from a friend of the show, Seth Golden - https://twitter.com/sethcl/status/1753905094997766266? Tweet from Matthew Miskin at John Hancock Investments - https://t…
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On today's Apex Business Advisors podcast episode, Andy and Doug discuss a recent Offer to Purchase they received. The buyer took the Apex form and made some "adjustments." The discussions revolve around how the buyer inadvertently waived their right to exclusivity, Apex's ability to provide financial information to a lender, and the seller's requi…
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In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services. For full show notes, see kitces.com and thesocietyofadvice.com.
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With Mindy Diamond and Louis Diamond Overview A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not. Listen in… > Download a transcript of this episode… NOTE: The views and opin…
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Have you ever wondered how flipping the script on profit can revolutionize your business? Mike Michalowicz joins Toby Mathis, Esq., to dissect his innovative 'Profit First' formula, a game-changer for entrepreneurs swimming against the tide of traditional financial management. Mike, the sage behind several seminal business books, engages in a no-ho…
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This week on “Inside the Economy”, we evaluate the various levels of Consumer debt and trends in the Market. Recent news has shown the appearance of layoffs in the market, but overall layoff numbers continue at 1%. Are we in crisis mode in the labor market? U.S. Household Debt has risen; however, most is held in Mortgage debt. Is the increased cons…
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Happy (somewhat belated) Valentine’s Day physician moms and dads. Did you remember to make a date or buy your sweetie flowers? If you failed it’s not too late, you can still buy them a vacation home! But should you? Whether they are dreaming of a house in the mountains or a condo on the beach, your colleagues often cite three reasons to tie the kno…
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Discover why chose a six unit multifamily, why I bought in the area I did, how I financed the purchase, how it's going now, and what my future plans are with this property. This small multifamily property is a great example of the deals that our students do every single day across the country.โดย Peter Harris
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On this week's episode of Quantum Growth for Financial Advisors, we welcome Mike Futterman! Mike and Jon discuss the importance of advisors narrowing down their client base to a manageable number and providing exceptional service beyond just financial aspects in today's competitive marketplace. The conversation revolved around the impact of chemica…
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In this episode, we have Noah Wills of Fortuna Wealth fill in for Evan J Mayer in the host chair. He sits down with Elan Moas, Author & Universal Life Insurance Whistleblower. They went over the industry known problem of insurance policies, mostly universal life policies, being sold years ago with hypotheticals that didn’t hold up when rates went d…
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Today’s guest is Jeff Walsworth. He began his career in construction to support himself through law school. Thirty-five years ago, he established a practice and expanded it to include 65 attorneys today before relinquishing management responsibilities and handing over the firm to his employees. He has successfully closed transactions worth over $10…
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Unlock the mystery behind working capital in M&A deals with Russell Cohen and me, your co-host Jeremy Wolf, as we dissect our colossal $100 million roofing company transaction. Grasp the concept that often spells the difference between a successful sale and a deal gone awry. In our latest podcast episode, Russell, an M&A maestro, breaks down the fu…
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A lot of the financial planning industry focuses on investments because of their “something-for-nothing” feeling. But how do you advise clients on the whole of their financial lives? Our guest, Sheila Padden, CPA, CFP®, RLP®, founder of Padden Financial Planning and ACP Immediate Past President, discusses what it takes to deliver a complete financi…
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HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH & TECHNOLOGY SERVICES GUEST: BILL ULIVIERI, CENACLE CAPITAL TAKEAWAYS FROM 2023 THOUGHTS ON CURRENT MARKET ENVIRONMENT INCL THE POST-BITCOIN APPROVAL MARKET THE ESSENTIAL ESTATE PROFESSIONALS TOOLKIT FOR RECOVERING CRYPTOCURRENCY EARNINGS SEASON VOLATILITY UPD…
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In this episode of Executive Decisions, guest hosted by Seth Whicker, guest Tim Early, CEO of DreamOn Group, shares his insightful journey from an early career decision to move from New York to Florida, leading to a pivotal role in the medical device industry with Cordis Corporation. Tim reflects on his educational transitions, notably from West Po…
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