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What's Next 4 Financial Advisors
เข้าร่วมเมื่อ 4 มี.ค. 2024
For decades, we’ve been helping Financial Advisors to build more efficient, more profitable and more enjoyable businesses. It’s not just our life’s work - it’s our life’s passion.
We have two segments of this podcast. A Story to Tell... and This is How We Do It...
This is How We Do It...
We give our guests a platform to talk about something they are doing in their business that we think others could learn from or adopt. The topics range from outsourcing services, to going all in on hiring staff and much more. Think of them as master classes.
A Story to Tell...
We give our guests a platform to share personal stories, successes/failures and challenges they've overcome. The topics range from sharing an advisor's emotional journey, to how their personal approach to life impacts their approach to serving clients and much more. Think of them as food for the soul.
It's our hope you laugh a little, while learning from top advisors in the industry!
We have two segments of this podcast. A Story to Tell... and This is How We Do It...
This is How We Do It...
We give our guests a platform to talk about something they are doing in their business that we think others could learn from or adopt. The topics range from outsourcing services, to going all in on hiring staff and much more. Think of them as master classes.
A Story to Tell...
We give our guests a platform to share personal stories, successes/failures and challenges they've overcome. The topics range from sharing an advisor's emotional journey, to how their personal approach to life impacts their approach to serving clients and much more. Think of them as food for the soul.
It's our hope you laugh a little, while learning from top advisors in the industry!
How can a Financial Advisor have a Successful Succession?
Episode 12: A Successful Succession
Join the host of What's Next as they sit down with Mike Smith and Lucas Lawson from NFocus Financial to discuss their journey through succession planning. From navigating challenges like switching broker-dealers and losing key partners or staff, to uncovering strategies that truly work, they share insights from their firsthand experiences. Tune in to learn what works, what doesn’t, and how to handle the twists and turns of building a legacy in your business.
Join the host of What's Next as they sit down with Mike Smith and Lucas Lawson from NFocus Financial to discuss their journey through succession planning. From navigating challenges like switching broker-dealers and losing key partners or staff, to uncovering strategies that truly work, they share insights from their firsthand experiences. Tune in to learn what works, what doesn’t, and how to handle the twists and turns of building a legacy in your business.
มุมมอง: 38
วีดีโอ
Notching a Niche
มุมมอง 382 หลายเดือนก่อน
Episode 11: This is how we do it with Samantha Finnerty Sam Finnerty has notched more than a couple of wins in her 12 years in the Financial Services Industry. Some of the most impressive are: - The target market she successfully developed and continues to work in still. - The untethering of her practice. - Her keen focus on running her business as a business. Tune in now to learn about these a...
Growing A Financial Practice... Going All In
มุมมอง 104 หลายเดือนก่อน
Growing A Financial Practice... Going All In
Getting into the Financial Services Industry
มุมมอง 316 หลายเดือนก่อน
Getting into the Financial Services Industry
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Samantha is a wonderful person ,who really cares and gets you into the best interests to your retirement. Sam also doesn't push you into a program she builds your needs to get you comfortable in your retirement.
Hey Richard, thank you for watching our podcast and commenting on it. We agree Sam is a wonderful person and a great advisor!