There is a long-standing aphorism among financial planners about the difficulty of retirement planning: If the client can Only Tell me the exact day they will die, I will make them Perfect Pension plan. The truth is, no one knows when they will pass; While life insurance companies can be incredibly efficient at estimating the […]
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Building a consulting firm from scratch is difficult under the best of circumstances. While CFP educational programs teach financial planning knowledge, they don’t teach it in practice—and there is surprisingly little established training or curriculum. From figuring out how to find or attract prospects in the first place, to establishing your planning process, investment approach, […]
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Zeppelin, which provides its AI operating system for wealth management firms, has launched Advisor Coaching, a capability that automatically reviews and scores advisor and client conversations and provides actionable feedback without requiring managers to manually review transcripts. The capability, now available at the enterprise level for Zeppelin customers, analyzes customer conversations against customizable scorecards and […]
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I like to think how much the Ford Motor Company has changed since the first mobile assembly line was installed in Highland Park. From the first mass-produced internal combustion engines in the first commercial vehicles to some of the world’s most innovative electric and hybrid engines in sports cars, luxury vehicles and trucks. It’s the […]
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For many business owners, the company represents more than a line item on the balance sheet. It is their greatest source of wealth, income, identity and heritage. But critical questions in valuation, succession, equity risk, tax planning and exit are disconnected from broader financial planning. In this episode of the WealthStack podcast, host Shannon Rosich […]
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Months after the departure of Enforcement Division Director Margaret Ryan, another leader at the Securities and Exchange Commission is stepping down. According to the commission, Enforcement Division Director General Sam Walden will leave the agency at the end of this month after a long tenure. In a statement, chairman Paul Atkins said he had “personally […]
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Moneta Group has announced a strategic partnership with a London-based financial planner and is going global to serve Moneta Global Wealth’s globally established clients. In an interview with Wealth managementMoneta CEO Eric Kittner praised the partnership with Thomson Tyndall, a UK company established in 2016 that specializes in financial planning and investment management. In addition, […]
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You are all welcome! Welcome to episode 499 Financial Advisor Success Podcast! My guest on today’s podcast is Ryan Townsley. Ryan owns Town Capital, an RIA in Bel Air, Maryland that manages approximately $200 million in assets under management for 155 client families. Ryan’s specialty, however, is that he’s grown the company to $2 million […]
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After three years of preparing to apply to colleges in the United States, Carol came to her parents in tears. By any objective measure she had done everything right and should have been excited about what was to come. She attended a strong trilingual school in Rio de Janeiro, Brazil, achieved high grades, and had […]
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