FASuccess

#FASuccess Ep 438: Boosting Client Retention And Satisfaction By Asking Better Questions As Your Authentic Self, With Nikki Savage – Go Health Pro

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#FASuccess Ep 438: Boosting Client Retention And Satisfaction By Asking Better Questions As Your Authentic Self, With Nikki Savage – Go Health Pro

Welcome everyone! Welcome to the 438th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Nikki Savage. Nikki is a senior director in the Tampa, Florida, office of the RIA Sequoia Financial Group, where she manages approximately $150 million in assets under management for 100 client households. What’s unique about Nikki, … Read more

#FASuccess Ep 437: Becoming An IRA Expert To Differentiate By Charging The Highest Fee Instead Of The Lowest, With Ed Slott – Go Health Pro

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#FASuccess Ep 437: Becoming An IRA Expert To Differentiate By Charging The Highest Fee Instead Of The Lowest, With Ed Slott – Go Health Pro

Welcome everyone! Welcome to the 437th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ed Slott. Ed is the president of Ed Slott And Company, a financial education company based in Rockville Centre, New York that offers seminars and newsletters for financial advisors and consumers focused primarily on IRAs. What’s … Read more

#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez – Go Health Pro

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#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez – Go Health Pro

Welcome everyone! Welcome to the 434th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Vanessa N. Martinez. Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core’ ultra-high-net-worth families. What’s unique … Read more

#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott – Go Health Pro

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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott – Go Health Pro

Welcome everyone! Welcome to the 432nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Seth Scott. Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client … Read more

#FASuccess Ep 429: What It Takes To Really Help (HNW) Business Owners Navigate Their Wealth With Purpose, With Ali Nasser – Go Health Pro

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#FASuccess Ep 429: What It Takes To Really Help (HNW) Business Owners Navigate Their Wealth With Purpose, With Ali Nasser – Go Health Pro

Welcome everyone! Welcome to the 429th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ali Nasser. Ali is the Founder of the Wealth Integration System for Entrepreneurs, an education and coaching company based in Houston, Texas, that works with entrepreneurs facing a liquidity event and trying to figure out what’s … Read more