Bill Cates is the founder of Referral Coach International, an organization that helps financial advisors attract more ideal clients through referrals....
Ep 250: Connecting Better with Prospects By Sharing Stories Instead of Expertise with Deirdre Van Nest
Deirdre Van Nest is the founder of Crazy Good Talks, a communication coaching firm that helps financial advisors become better communicators in order ...
Ep 249: Going Beyond Client Experience With Client Adventures To Drive Organic Growth with Drew Waldron
Drew Waldron is the co-founder of Canvas Wealth Advisors, an RIA based out of Kansas that manages $455-million for 150 families. Drew and his partner ...
Ep 248: Scaling Diamond Teams Profitably By Charging Separate Planning Fees with J.D. Bruce
J.D. Bruce is the Chief of Innovation for Abacus Wealth Partners, an RIA based out of Santa Monica that manages over $4-billion in assets for 1,900 cl...
Ep 247: Systematizing How To 'Deliver Massive Value' To Charge What You're Really Worth with Matthew Jarvis
Matthew Jarvis is the owner of Jarvis Financial, an RIA based out of Seattle that manages $240-million for 170 households. Matthew is incredibly focus...
Ep 246: Finding The Right (Valuation) Formula To Give Everyone Buy-In For An Employee-Owned Advisory Firm with Jessica Hovis Smith
Jessica Hovis Smith is the President of Longview Financial Advisors, an RIA based out of Alabama that oversees $194 million for 199 clients. Jessica o...
Ep 245: Leveraging The Entrepreneurial Operating System (EOS) To Scale An Ensemble Practice with John Kennedy
John Kennedy is a founding partner of CandorPath Financial, a hybrid RIA based out of Orlando that manages $110 million for 162 families. John and his...
Ep 244: Taking A 'Financial Gym' Approach To Financial Coaching For Next-Generation Clients with Shannon McLay
Shannon McLay is the founder of The Financial Gym, an organization that offers financial coaching services on a monthly subscription basis to 3,500 Mi...
Ep 243: Scaling $1B Of Organic Growth In Under 5 Years With Targeted Multi-Niche Online Education with James Bogart
James Bogart is the CEO and President of Bogart Wealth, an RIA located in Virginia that manages $1.8 billion of assets for 900 families. James has nea...
Ep 242: Navigating A Family Succession Plan As The Successor To Build Your Own Future Vision with Charlotte Geletka
Charlotte Geletka is the owner and managing partner of Silver Penny Financial, a hybrid RIA based out of Atlanta where Charlotte personally oversees ...