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The Resilient Advisor

This podcast is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: May, 2018
May 22, 2018
Does your advisory business have enterprise value? Larry Miles of AdvicePeriod shares his three keys drivers that help financial advisors build enterprise value.
 
 
Connect With Larry
 

LinkedIn: https://www.linkedin.com/in/larry-miles-67a04221/

AdvicePeriod Twitter: https://twitter.com/adviceperiod

Websites: http://www.adviceperiod.comhttp://ap4advisors.com
 
 
 
About Larry
 

Larry Miles is a Principal at AdvicePeriod, a firm whose mission is to reinvent wealth management. His primary focus is providing strategic leadership for growth and profitability, while driving and maintaining a culture of excellence.

Over a nearly two decade career, Larry has developed a wealth of leadership and business development experience across national market management, coaching, and professional growth. His teams have won “#1 Best Place to Work in Los Angeles” two different years at two different companies—the only leader to ever accomplish this. Prior to joining AdvicePeriod, Larry was President of BNY Mellon’s largest Western Region. Larry started his career as an executive of a large independent RIA, where he facilitated a successful sale of that business to City National Bank.

Larry earned a BA from Amherst College, a Master of Science from the London School of Economics, and is a member of Young Presidents Organization. He was named to InvestmentNews' 40 Under 40 list last year, and is authoring a book on how to build the professional service firm of the future, due out later this year.

 

May 17, 2018
On this episode, Clint Sorenson of WealthShield comes on the podcast to share his thoughts on the role of TAMPs today and in the future.  We discuss the benefits to RIA's and potentially breakaway advisors.
 
The bottom line.....LEVERAGE.
 
If you are struggling to grow your business, this episode will walk through how you could leverage a TAMP to outsource the functions that are most likely taking up most of your time.
 
 
 
Connect With Clint
 
LinkedIn: www.linkedin.com/in/clint-sorenson-cfa-cmt-04228a23/
 
Twitter: @clint_sorenson
 
Website: http://wealthshield.co
 
 
About Clint
 
Clint helps advisors develop and manage proprietary quantitative strategies by fusing together behavioral finance, fundamental and technical analysis.

He holds the Chartered Market Technician and Chartered Financial Analyst professional designations.

Clint is a co founder of WealthShield and Emerald Investment Partners, LLC. He earned a bachelor’s degree from the University of North Carolina-Chapel Hill. Clint is also a board member of the CFA Society North Carolina and the Market Technicians Association's.

 

May 8, 2018
Professor Jamie Hopkins joins me for this episode to discuss how financial advisors can build a model to help clients 'rewire' the way they think about and manage retirement income. We discuss retirement income literacy and the implications for financial advisors.  His new book, Rewirement: Rewiring The Way You Think About Retirement!, recently hit the bookshelves.  
 
Interesting Note: Clients without advisors are MORE literate about retirement income than those with financial advisors. Why?
 
We also discuss the RICP® designation and process for obtaining it.  Jamie helped create this program so he is able to provide a deep view into the designation.
 
Interesting Note: Last year the RICP® had more registrations than the CLU. 11,000 advisors are enrolled today!  
 
Link: https://www.theamericancollege.edu/designations-degrees/RICP 
 
 
 
Connect With Jamie
 


Website: hopkinsretirement.com

 

Twitter: @retirementrisks

 

 
 
About Jamie (From the American College website)

Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, ChFC®, CFP®, RICP®, is Associate Professor of Taxation at The American College of Financial Services in the Retirement Income Program and is Co-director of the New York Life Center for Retirement Income. He also holds the Larry R. Pike Chair in Insurance and Investments at The College. Teaching courses in retirement, estate planning, and life insurance, he has educated thousands of financial services professionals and continues to move the needle for retirement income planning.

 

Professor Hopkins is recognized as one of the leading retirement planning experts in the United States and, in 2015, was selected by InvestmentNews for its list of the top 40 financial services professionals under the age of 40. Professor Hopkins has also contributed numerous articles for periodicals including Villanova Law Review, Nebraska Law Review, and Hastings Science & Technology Law Journal, and has authored articles published by the American Bar Association and the Pennsylvania Bar Association.

 

Professor Hopkins received his Bachelor of Arts degree in political science at Davidson College. He then attended Villanova University School of Law, where he obtained his JD and graduated with honors. He later received his MBA from the Villanova University School of Business. Professor Hopkins also holds an LLM from Temple University and two financial planning designations from The American College: the Chartered Life Underwriter® (CLU®) and Retirement Certified Professional® (RICP®).

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