FASuccess

#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra – Go Health Pro

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#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra – Go Health Pro

Welcome everyone! Welcome to the 425th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Sebastian Guerra. Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What’s unique about … Read more

#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr. – Go Health Pro

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#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr. – Go Health Pro

Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is David Grau, Jr. David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. What’s unique about David, though, is … Read more

#FASuccess Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A $13B AUM Enterprise, With Kay Lynn Mayhue – Go Health Pro

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#FASuccess Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A B AUM Enterprise, With Kay Lynn Mayhue – Go Health Pro

Welcome everyone! Welcome to the 422nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Kay Lynn Mayhue. Kay Lynn is the President of Merit Financial Advisors, a hybrid advisory firm based in Alpharetta, Georgia, that oversees approximately $13 billion in assets under management for 26,000 client households. What’s unique about … Read more

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman – Go Health Pro

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#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman – Go Health Pro

Welcome everyone! Welcome to the 421st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. What’s unique about Daniel, though, is how … Read more

#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull – Go Health Pro

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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull – Go Health Pro

Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Peter Krull. Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. What’s unique about … Read more

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