Season 1
Episodes
#6: People First Financial Planning with Bonnie Maize
Build a business around people. Putting the client at the center and assessing all their different needs will make the business last a lot longer. Being able to serve the people why you decided to start a business is...
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#5: Finding Your Niche with Jamie Clark CFP®
We are part of a service-oriented industry filled with a wide variety of services offered. As a financial advisor or planner, it’s important that you find your own specialty!
Together with us in this episode is Jamie...
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#4: Effective Time Management with Samuel Deane
When building a business, you have to build everything from the ground up, and you need to wear all of the hats from working the business to working for the business. And, it takes time to do it all!
Time management...
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#3: Empathy in Shaping Wealth with Brian Portnoy
Empathy is the modern financial advisor's superpower. Empathy does not always imply going through the same experiences as the client or mirroring their emotions. It's more about listening to them.
Today's guest is...
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Career Growth and Mission Alignment with Chelsea Ransom Cooper CFP®
Finding a career in a field that supports both your passion and professional goals and objectives has never been simple.
Chelsea Ransom-Cooper CFP®, founder of https://women-with-equity.com/ (Women with Equity), went...
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Becoming a Committed Financial Advisor with Jason Wenk
Welcome to the first episode of Allies of the Industry! Together with ONYX Advisor Network, this podcast aims to be a safe space for underrepresented financial advisors to learn how to start, scale, and sustain their...
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