Ellie Alexander, creative director at Out & About Communications, shares the benefit of refreshing brand logos to best represent and convey your story.
Alan Moore, co-founder of AdvicePay and XY Planning Network, shares the benefits of diving into a niche and how doing so can strengthen communities.
Through her firm, My RIA Lawyer, Leila Shaver helps firms navigate the top compliance concerns of 2024 and shares with us how firms can stay educated and aware of changes.
Kristin Harad, a marketing coach for independent financial advisors and planners, empowers clients to achieve self-driven financial freedom.
Jully-Alma Taveras has built a community of thousands by sharing financial wisdom for saving and investing to build wealth through her award-winning platform Investing Latina.
In our interview with Christine Beckwith, she shares what makes her approach to coaching financial service professionals unique.
Learn how to safeguard against cyber threats and stay ahead with proactive strategies from Geoff Moore, CIO at Valmark Financial Group.
Karen Yankovich, renowned “LinkedIn Queen” and digital strategist, talks about the power of social media to build a unique personal brand and elevate your online presence.
Stoy Hall, founder of Black Mammoth, tackles financial illiteracy, guiding clients in financial planning and emotional money understanding.
Tiffany Silverberg, content director at Out & About Communications, shares why brand personalities are a powerful tool for companies on the verge of growth.
Derek Notman, advisor and fintech CEO, is revolutionizing advisor lead generation with Couplr, a platform that uses human connection to match clients with their ideal financial advisor.
Stevyn Guinnip, founder of Grow Wellthy, shares tips for financial professionals to begin to earn back their health.
A financial media trailblazer, Suzanne Siracuse is a highly sought-after thought leader in areas ranging from marketing to leadership and beyond.
Jamie Bosse, financial planner and mother, shares her passion for financial literacy to help people of all ages navigate their financial journeys.
A fun and insightful interview with Matt Halloran about the power of “being your own loud” and using podcasts to rise above the noise and build influence.
An inspiring chat with Lindsay Troxell, founder of Our Coaching Initiative, who is revolutionizing financial advising by integrating life coaching.
Kristen Luke is a powerhouse marketing expert who helps financial advisors and firms stand out in a crowded marketplace through niche marketing.
A visionary in wealth management, Scott MacKillop followed passion and an unconventional idea to create a revolutionary service model.
Julie Littlechild launched Absolute Engagement Engine to help financial advisors bring in technology to further engage clients through all phases of life.
Mary Grothe blossomed into a sales powerhouse. Hear about her path to success and how she learned being her authentic self was her greatest power of all.
Andre Kwan demonstrates the importance of identifying a niche and client pain points in creating a valuable service.
An interview with Jackie Mazur discussing how understanding personality types converts leads to loyal clients.
How Authenticity Can Help You Attract Your Tribe, Find Your Target Market, and Add Passion to the Bottom Line
How does authenticity drive your marketing and operations efforts? Hear from Sarah Carlson about connecting passion to the bottom line.
Nancy Lyons, founder of Clockwork Interactive and author, discusses the role leadership plays in the future of workplace culture.
Owner of Human Being Resources, a “full-life cycle recruitment” firm with a specialization in finding professional talent for the financial services industry, Stephanie Roberts has firsthand insight on how companies can elevate their employee searches to engage top talent in today’s market.
Mac Gardner shared with us his mission for improving financial literacy for children using books and technology. Watch the interview.
In our interview with Ken Schmitt, he describes the current hiring and recruiting trends for employers to note in this post-COVID market.
Females and Finance™ founder Sheryl Hickerson shares her experience of growing a membership community from scratch. Listen here.
Bob Veres provides his insight on trends in the financial planning field and how financial planners can use these strategies to find success. Listen here.
In our interview with Wendy Peel, learn more about her approach to changing the industry by addressing the lack of education in reverse mortgages.
As the president of the Institute for the Fiduciary Standard, Knut Rostad knows the importance of building a community with simple messaging. Listen here to learn more.
Learn more about Kitces.com’s behind-the-scenes process for creating relevant and quality content with Sydney Squires, managing editor.
Learn more about Amplified Planning founder Hannah Moore’s journey to creating a virtual financial planning externship to fill a gap left by the pandemic.
George M. Blount founded nBalance Financial and shifted his focus from wealth management to the intersectionality of mental and financial health. Learn more about his journey here.
Learn more about how Geoffrey Brown, CEO of NAPFA, strives to create an organization that supports financial advisors throughout their professional journey.
We sat down with Anita Knotts, founder of the Lotus Women’s Institute, who is committed to advancing women in financial services. Watch our interview with Anita here.
Find out more about Stephanie Gripne, the founder of Impact Finance Center, which helps investors donate to quality nonprofits and social ventures, in our “On Purpose” series.
Meet Kira Frye, sales consultant for TriNet. Learn more about how she helps financial services companies streamline HR processes to grow.
Learn how Daniel Lozier, director of sales and marketing at Primary Funding, positions the company to succeed by investing in his team.
Kristin Hull, founder of Nia Global Solution, strives to make investing more accessible to all. Learn more about how she approaches the intersection of social change and finances.
Find out more about Cameo Roberson, the founder of Atlas Park Consulting, who helps advisory firms create a simple set of systems for success in our “On Purpose” series.
We interviewed Marguerita Cheng, founder and CEO of Blue Ocean Global Wealth. Learn more about how she made the career change to financial planning and did it one with two kids in tow.
We are spotlighting Jason Phillips, chief of staff at Onramp Invest, who is helping position the company to be the go-to advisory firm for those interested in cryptoassets.
Learn about this week’s spotlight on Morgan Simon, an investment advisor who believes in the power of Impact Investing in the financial services industry.
We are spotlighting Ray Lewis, marketing director at Brandes Investment Partners, who works to build a corporate culture of collaboration, fun, and independence.
We chatted with Daphne Jordan, a wealth advisor from Pioneer Wealth Management Group, who approaches financial planning and advising from a helping perspective.
Today, we are spotlighting Daniella Chuckran, Marketing Manager from Aspiriant in San Diego, who shares an innovative approach to this problem.
Since I had a degree in finance, I wanted to start a business using my degree, but I wasn't sure what exactly I wanted to do. My best friend at the time, convinced me to attend a dinner where financial planners were pitching their services to new clients.
I was taught early on about the importance of saving and planning. It was drilled into me. My mom would always say, “I don’t care how much you make, you need to save.”
We had the honor to interview Sheena Gray, Executive Director of U.S. Wealth Management, Diversity and Inclusion Leed at J.P Morgan and Chase. In this role, she has been able to have a huge impact on the leaders across the organization.
I never thought earning a doctorate in Japanese history would lead me to a career in finance.
Advisors work hard to help their clients reach their financial goals and make their dreams become a reality. I do the same for my advisor clients. I help them surpass their personal best and develop their own financial security.
The investments we make build the world we live in. People often forget how strong that link is. When we provide capital to a company to support its growth, we allow the visions and values of its leaders to come to life.
I’ve always been good with money, I enjoy crunching numbers and solving problems, and I find joy in helping others. Looking back, I realize that a career in finance is my calling, and I couldn’t see myself doing anything else.
I didn't know much about financial planning until after college when I happened to be hired at a wealth management firm as a temporary employee. I was supposed to be there for 90 days while an assistant was out for surgery, but I ended up staying for 9 years and working my way up through the ranks.