The Evolving Advisor Podcast

Today’s conversation is with Amy Parvaneh, Founder & CEO of Select Advisors Institute. In 2014, Amy launched Select Advisors Institute to motivate, train, and partner with service providers who are looking to grow at the same pace and trajectory she has grown her career and businesses.

Today’s conversation is with Paul Saganey, Founder & President of Integrated Partners. Integrated Partners is a hybrid RIA headquartered in Waltham, Massachusetts that manages over $10 billion for about 18,000 affluent clients. They specialize is helping CPA's offer financial services to their own affluent clients.

Today’s conversation is with Reese Harper, Founder & CEO of Dentist Advisors and Elements. Jeff and Reese discuss the ins and outs of targeting and growing a niche market and best practices for success.

Today’s conversation is with Anthony Truino, Chief Executive Officer who is at the forefront of the vision permeating Twenty Four Wealth.

Ep 046: Chandon Simonis - Delivering a High Level of Service to Your Clients

Today’s conversation is with President at Solin Strategic LLC and Evidence Based Advisor Marketing, a coaching and digital marketing service that works exclusively with evidence-based investment advisors.

Today’s conversation is with Duncan MacPherson, the CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies within the fee-for-service sector. Duncan and his team of consultants work with professionals in a wide range of fields including Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting to create predictable, sustainable, and duplicable businesses. Pareto Systems is well known for its approach which is based on best practices and for its focus on implementation.

Today’s conversation is with Domenic Rinaldi, the President and Managing Partner of Sun Acquisitions. He was awarded the professional designation of Certified Business Intermediary from the International Business Brokers Association and is considered an expert in the field of business brokerage. He is a seasoned executive who brings over 30 years of proven experience in merger/acquisition, sales, service, marketing and operations to the business brokerage arena. In this episode, Jeff and Domenic discuss how to acquire or exit your business with no regrets!

Ep 042: William Hawke & Edward DeTomaso - Creating Successful Growth With Public Companies

Ep 041: John Heathco - The Lead Generation Landscape & ScoutVisor

Ep 040: Chris Hennessey - Tax Implications Under A Biden Administration & Potential Financial Planning Solutions.

Ep 039: Jeff Brown - Accelerating Growth By Partnering with An Investor & Acquiring Firms

Ep 038: Jerry Quinn - How Advisors Can Reach and Serve Military Veterans

Ep 037: Adam Blumenthal - How Advisors Can Help Families With “Late-Stage” College Planning in the Modern Era

Today’s conversation is with the team at Bill Good Marketing, Frantz Widmaier, CEO, Matt Hicken, AAMS®, Senior VP of Client Success, and Stephanie Peterson, Head of Growth. Bill Good Marketing helps advisors systematically grow their practice while reducing the complexity of practice management. In this episode, we’ll learn about how client communications have evolved over time, top advisor best practices, and how to succeed with what motivates you the most.

Today’s conversation is with Stratos Partners, Charles Shapiro, Chief Development Officer, and Chris Walling, Founding Partner. In this episode, Jeff, Charles, and Chris, discuss the current Advisor landscape and their experience working with wirehouse and bank model advisors transitioning to the independent model.

Today’s conversation is with Dr. Travis Parry, founder of Make Time Institute, Speaker, Coach, and #1 Bestselling Author of "Achieving Balance: Make Time to Reach Your Business and Personal Goals in an Overworked World.” Travis teaches overworked financial professionals and business owners how to get 20% of their time back so they can invest it in achieving their goals and living their life on purpose. In this episode, Jeff and Dr. Travis, talk about the traps of being a workaholic, how stress can be detrimental to your body and mental health, the 5 myths of work/life balance, and much more!

Today’s conversation is with Jeff Dobyns, President of Southwestern Investment Group. Jeff has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans. In this episode, Jeff talks about the importance of going above and beyond in servicing your clients and his unique advisor mentoring program that he developed to help young advisors success in this new environment.

In this episode, Jeff and Jeff discuss:  The evolution of the brokerage space. Key motivations and drivers for advisors when looking to independence.  Succession planning and transitions.  What advisors value by way of support.     Key Takeaways:  By far, the reason W-2 advisors leave their firm is quality of life.  The great advisors say what the client needs to hear, not what they want to hear. When clients are used to working with a team, it becomes easier to transfer or transition out because they aren’t used to working with only one person. If you have plateaued, the first step is recognizing it. The second is to seek help.     "Growth is a function of time and time is a function of distraction. When we think about the time spent, there's something to be said on keeping things simple to allow folks to manage more assets and grow their business." —  Jeff Nash   Connect with Jeff Nash: Website: BridgeMarkStrategies.com LinkedIn: linkedin.com/in/jeff-nash-b707966/    Connect with Jeffrey Concepcion:  Website: https://www.stratoswealthpartners.com Contact: https://www.stratoswealthpartners.com/contact Twitter: https://twitter.com/Stratos_Wealth Facebook: https://www.facebook.com/stratoswealthpartners LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/

In this episode, Jeff and Jeff discuss:  The evolution of the brokerage space. Key motivations and drivers for advisors when looking to independence.  Succession planning and transitions.  What advisors value by way of support.     Key Takeaways:  By far, the reason W-2 advisors leave their firm is quality of life.  The great advisors say what the client needs to hear, not what they want to hear. When clients are used to working with a team, it becomes easier to transfer or transition out because they aren’t used to working with only one person. If you have plateaued, the first step is recognizing it. The second is to seek help.     "Growth is a function of time and time is a function of distraction. When we think about the time spent, there's something to be said on keeping things simple to allow folks to manage more assets and grow their business." —  Jeff Nash   Connect with Jeff Nash: Website: BridgeMarkStrategies.com LinkedIn: linkedin.com/in/jeff-nash-b707966/    Connect with Jeffrey Concepcion:  Website: https://www.stratoswealthpartners.com Contact: https://www.stratoswealthpartners.com/contact Twitter: https://twitter.com/Stratos_Wealth Facebook: https://www.facebook.com/stratoswealthpartners LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/