Podcast
From Ex-Morgan Stanley Advisor to One of the Biggest Breakaway Stories of 2019
A conversation with Jason Fertitta, President / Partner of Americana Partners Many advisors struggle with the idea of independence being…
A Conversation with Bob Oros, CEO of HighTower Advisors – Part 2
AdvisorHub’s CEO Tony Sirianni sits down to chat with Bob Oros, Chief Executive officer at Hightower Advisors about meaningful value advisors can provide to their clients during times like these, what advisors can do to balance work and family, technology and what the future holds for everyone in this industry.
Overcoming Objections By Asking More Questions To Truly Understand A Client’s Needs
The roots of the financial planning industry are an eat-what-you-kill sales environment, when financial advice existed to facilitate the sale…
Sherri Snelling: Home Sweet Home – Navigating Where and How to Live Out Our Bonus Years
LISTEN TO ADDTIONAL EPISODES Buying a house is one of the most important investments we’ll ever make. Yet we often…
Lou Camacho & Nancy Andrefsky: The Good, The Bad, and The Ugly of the Acquisition Space
LISTEN TO ADDITIONAL EPISODES In this episode, Jeff, Lou, and Nancy discuss: Deal Structures: Cash is King Thinking straight and…
Industry Update: Understanding the Real Value of a Financial Advisor’s Business
A conversation on valuation with special guest Louis Diamond Advisors who are employees of brokerage firms, particularly the wirehouses,…
What is a good dude & a good cup of coffee? W/Josh Bridges CEO & Founder of Good Dudes Coffee
LISTEN TO ADDTIONAL EPISODES
Stocks Crash Creating Discounts For Investors With Prince Dykes
Stocks continues to slide leaving many to question the future of the world economy. Tune in as I analyze the…
Retirement Planning – Part 3
A thorough look at the taxation of income, capital gains, and interest and dividends throughout history and its impact on…
