Christopher Music came on the podcast to discuss his work through The Econologics Institute and how he serves private practice professionals through his RIA. Any financial advisor who wants to take their business to the next level will find valuable ideas and strategies in this wide-ranging interview.
Econologics and the Econologics Institute
What is a Private Practice Millionaire?
The 3 Roles of a true business owner:
Technician - Be good at what you do
Executive - Managing people with a common purpose
Owner - Own your economic well being
Maxims of a Private Practice Millionaire
J.R. Rieger is the Global Head of Fixed Income Indices at S&P Dow Jones Indices. He joins me on the podcast to discuss:
Active vs Passive fixed income challenges and opportunities
Fixed maturity date ETF's
Munis vs Corporates in a rising interest rate environment
Individual bonds vs Mutual Funds vs ETFs
Phil Flakes is the CEO of Succession Link, a firm that specializes in peer to peer transactions for financial advisors, insurance practice and accounting firms. There are 50 potential buyers for every seller in the market. Phil and Jay Coulter discuss current M&A trends that you need to know if you are considering a transaction this year.