FASuccess

#FASuccess Ep 414: Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To $50M AUM In Just 3 Years, With Eric Franklin – Go Health Pro

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#FASuccess Ep 414: Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To M AUM In Just 3 Years, With Eric Franklin – Go Health Pro

Welcome everyone! Welcome to the 414th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Eric Franklin. Eric is the Managing Partner of Prospero Wealth, an RIA based in Seattle, Washington, that oversees $52 million in assets under management for 80 client households. What’s unique about Eric, though, is how he … Read more

#FASuccess Ep 413: Building An Internal Advisor Training Program To Solve The Talent Pipeline As A Growing $4B Advisory Firm, With Kevin Leahy – Go Health Pro

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#FASuccess Ep 413: Building An Internal Advisor Training Program To Solve The Talent Pipeline As A Growing B Advisory Firm, With Kevin Leahy – Go Health Pro

Welcome everyone! Welcome to the 413th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Kevin Leahy. Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. What’s unique about Kevin, though, is how … Read more

#FASuccess Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach, With Larry Kriesmer – Go Health Pro

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#FASuccess Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach, With Larry Kriesmer – Go Health Pro

Welcome everyone! Welcome to the 411th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Larry Kriesmer. Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor … Read more

#FASuccess Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings, With Emily Biehler – Go Health Pro

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#FASuccess Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings, With Emily Biehler – Go Health Pro

Welcome everyone! Welcome to the 410th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Emily Biehler. Emily is the co-founder of TrailWise Financial Partners, an RIA based in Golden, Colorado, that oversees approximately $80 million in assets under management for 200 client households. What’s unique about Emily, though, is how … Read more

#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby – Go Health Pro

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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby – Go Health Pro

Welcome, everyone! Welcome to the 409th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Travis Hornsby. Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting … Read more