A 24-year financial-services industry veteran, Mark is a retirement-planning expert with extensive experience in investment-portfolio design, wealth-distribution strategies, income- and estate-tax planning, and mergers and acquisitions. Mark joined Creative Retirement Planning, Inc., in 1996, after spending te early part of his career at Merrill Lynch. Today he is instrumental in serving clients across the country.
Mark earned a Baccalaurate Degree in Finance in 1989 at State University of New York New Paltz. He also has a certificate in Investment Decisions in Behavioral Finance from the Harvard Kennedy School of Government and became a Certified Mergers-and-Acquisitions Advisor at DePaul University.
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.
Bill Winterberg is founder and president of FPPad.com and is a respected personality in the financial planning industry. Bill is probably the only fintech vlogger in the United States (see the YouTube channel) and is widely recognized as an independent authority on the subject of technology in financial services.
Bill maintains the CERTIFIED FINANCIAL PLANNER™ certification and has past industry experience as a Registered Representative and a Registered Investment Adviser.
In 2014, Bill was recognized as a 40 Under 40 Honoree by InvestmentNews. He was also named to the 2013 IA 25 list of the most influential people in the financial services profession by Investment Advisor Magazine.
Bill is the host of FPPad Bits and Bytes, a weekly video broadcast covering technology news and information for financial professionals. He is a sought after keynote speaker who provides an objective and unbiased perspective of technology trends in the industry. Bill provides technology commentary for the Journal of Financial Planning and was the monthly technology columnist for Morningstar Advisor.
Prior to entering the financial services industry, Bill was an embedded software engineer for Hewlett-Packard Co. and LeapFrog Toys.
Bill lives in Atlanta, GA with his wife and seven-year old son.
There are few people who can captivate both a small group of 5 and inspire a large group of 3000 with a message that touches them all deeply.
As a business owner and entrepreneur for over 25+ years Nicole Jansen has helped thousands of individuals and organizations earn millions of dollars while fulfilling their mission in life. Her deep passion for helping people discover their greatness and live life at the next level is what has made her one of the most in-demand speakers and coaches in her region.
Her message is one of inspiration, focus, and relentless commitment to being the best you can be; that the road to success is paved with conscious awareness, inspired action, and serving others in a positive way.
Nicole is passionate about empowering people with proven business development skills as well as the necessary personal development insights to master “the little voice in their head” and create the life they want. It is this combination of personal and business mastery that has earned Nicole the reputation of getting incredible results from her clients and audiences in such a short period of time. Very few understand how to blend these skills together to create the magic that she creates for others.
She is a certified Human Behavior Specialist through Personality Insights, a certified Strategic Intervention Coach through Robbins-Madanes Training, and has been personally trained and mentored by some of the top business, sales and leadership experts in the world.
She has coached and trained thousands of people to play to their strengths and do what they love, while achieving greater results in the areas of sales, team performance, profitability, career and business development, including clients who have:
> Increased sales 150% in 4 weeks
> Doubled revenue year over year
> Increased profitability 2.5 times in 2 months
> Increased team sales activity over 500% in one week
…all within the context of fulfilling a greater mission, serving their market in a positive way, and building a more empowering work environment for their team.
Nicole is an incredible teacher, trainer and coach because her first love is that of learning herself and then teaching those lessons to others.
She continues to act as a volunteer coach, leadership advisor and trainer for various charitable organizations. Nicole enjoys meeting new people, traveling and expanding her vision, as well as surrounding herself with inspirational leaders who are using their strengths to positively impact people around the world.
She is blessed with a loving family and friends, and spends her spare time enjoying their company, reading, jogging, or walking the beaches of sunny California while contemplating how to empower and inspire more people to live their purpose.
As a financial advisor, the student loan problem is a major issue when building financial plans. On this episode of The Resilient Advisor Podcast, Joseph Reinke, CFA of FitBUX shares his thoughts on solutions to this issue.
Connect With Joseph
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®).
In 2016, Will Rhind challenged himself to find a way to do things differently. As a 16-year veteran of the ETF industry with experience working at, building and running, well-established successful ETF businesses, he made a keen observation: investing just isn’t as exciting as it once was.
Will asked himself is how do you bring back that excitement? As an experienced entrepreneur, he decided to answer that question by launching his own ETF company - GraniteShares was born.
Will’s focus on disrupting the financial industry has taken GraniteShares from an idea to a successful start-up garnering the attention of Bain Capital and other well-known ETF investors who support his passion to create products that will change the way people see investing.
Will spends his time outside of GraniteShares with his wife and three children. He’s on the Board of Directors of the Bath University Foundation, has a passion for classic cars, Manchester United, and travel – especially back to his roots in Aberdeen, Scotland, “The Granite City”.
Tags: Jay Coulter, Resilient Advisor, The Resilient Advisor, Portfolio Construction
On this podcast, Charlie Bilello from Pension Partners comes on to discuss some of their recent research on the equity markets, volatility and how to position gold in a portfolio.
Tags: The Resilient Advisor, Resilient Advisor, Jay Coulter
Phone: (678) 783-3692 Office
Idea: Have you googled yourself? It's important!
Why social media is important for financial advisors.
1. Your competition is there.
2. Your clients are there.
3. Serious prospects are there.
Idea: Think of 'social media' as just an extension of digital media.
The Donald Trump lesson: What happened to Dan after Donald Trump retweeted his tweet!
Dan's blog post on his viral article: Link
Idea: Follow influencers across all social media platforms.
Idea: Leverage technology
What does it look like when an advisor hires a public relations firm?
Connect With Dan
Dan Sondhelm is the CEO of Sondhelm Partners, a firm designed to help financial companies attract investors, strengthen distribution and build brands.
Dan is a nationally recognized financial communications expert. For more than 20 years, Dan has helped financial clients grow by providing guidance and perspective. Dan frequently contributes to the financial news media and presents or moderates at industry conferences and webinars.
Dan was also nominated by MutualFundWire in 2009 as one of the Most Influential People in Fund Distribution for his guidance and perspective in helping companies grow. Dan frequently contributes to the financial news media and presents or moderates at industry conferences and webinars.
Prior to establishing Sondhelm Partners, Dan was a senior partner and senior vice president at SunStar Strategic for more than 20 years. In this role, he was instrumental in helping boutique and larger firms develop strong distribution and marketing programs. Dan earned an MBA from the Kogod College of Business Administration at American University in Washington, DC. He lives in Alexandria, VA with his wife Jenna, twin children Madeleine and Gabriel, and cat Remy.
What we discuss:
Gallup Strengths Finder: www.gallupstrengthscenter.com
Kolbe A Assessment: http://m.kolbe.com/aindex
Kristin's New Course: 8 Weeks To Elevate Your Practice: http://andreegroup.com/ElevateWebinarSignUp
Watch The Video About Her Course: Link
Connect with Kristin:
I have found podcasting incredibly helpful in both my professional and non-profit efforts. It is an incredible platform that allows you to connect with people and build your brand. Kirk Lowe is an expert at building financial advisor marketing strategies and he is a big advocate of podcasting. On this episode we discuss the Top 10 Reasons Financial Advisors Should Start A Podcast.
Kirk's podcast with Matt Halloran: www.topadvisormarketing.podbean.com/
Tom Lydon is one of the best known ETF experts today. On this podcast we discuss some of the larger issues facing Financial Advisors today when allocation to ETFs.
On this episode John Frankot and I do a deep dive on cultivating and engaging High Net Worth clients…...which is always a popular topic in this community! We discuss how top Financial Advisor are del eloping deeper client relationships and growing their business. We define the HNW space, discuss relationship marketing and how to execute a 'Life Style Event.'
A little background John: