Podcasts by The Advisor Of Tomorrow

The Coming Disruption With Nicole Casperson from 2021-12-15T21:03:05

There is major disruption coming to financial services, in particular financial advisors, and Nicole Casperson can be found out on the forefront of this disruption.

We will see the comple...

The Genesis Of AllStreet Wealth With Treyton Devore and Thomas Kopelman from 2021-11-24T19:03:25

A change in the direction of RLS Wealth led to the launch of AllStreet Wealth. We discuss the tough conversation, the process, and what Treyton and Thomas are building at AllStreet, along with s...

Crypto Model Portfolios With Jeremy Schwartz and Matt Kress from 2021-10-28T14:37:16

Much like with traditional investments there will be financial advisors whom do not want to be responsible for managing their clients’ cryptoasset portfolios. Investment selection, asse...

The Edge Of The Internet&Financial Advice With Jack Butcher from 2021-10-14T18:38:26

This episode is extremely important for financial advisors.

Jack Butcher is one of my favorite creators. In addition to the great work he does wit...

A Quant's Take On NFTs With Corey Hoffstein from 2021-09-20T14:14:23

The NFT space continues to gain attention and Corey Hoffstein, the CIO of Newfound Research, has been researching and exposing himself to the asset class. Corey is able to provide a unique balan...

Leveraging Voice Technology With Emily Binder from 2021-09-08T17:55:50

Financial advisors are always looking for new and innovative ways to communicate with clients and prospective clients. Emily Binder, founder of WealthVoice, has been ahead of the curve when it c...

No Money, Mo Problems With Odaro Aisueni from 2021-09-02T16:20:02

In the first real episode of the revamped Advisor Of Tomorrow Podcast, I’m joined by Odaro Aisueni, a rising star in the financial planning community. We have a great conversation about...

Guess Who's Back?!? from 2021-08-31T19:34:12

After a short hiatus, I'm back and we're going to pick up where we last left off. In this short episode, I share what I've been up to at Onramp Invest, some exciting changes at RLS Wealth, and w...

Marketing Like A Tech Company With Shabana Siyed from 2020-12-21T02:40:01

Altruist is one of the hottest companies in the financial advisor space right now thanks to its innovative custodian platform and for its amazing content.

Shabana Siyed, Marketing Manager...

Outside The Box Advisor Marketing With Katie Perry from 2020-12-13T21:49:05

Katie Perry is the VP of Marketing at Public.com, an investing platform that is doing some of the most creative marketing in financial services.

In this episode, she brings a fresh perspe...

Digital Marketing Unleashed--Spark! Disruptors Conference from 2020-12-03T01:29:23

Last month I had the pleasure of being included on a panel (dubbed the ‘96 Bulls by on attendee) to discuss Digital Marketing--Brittney Castro, Samantha Russell, Jacob Ingram, and Jason Wenk def...

Building Your Firm For Your Ideal Clients With Emlen Miles-Mattingly from 2020-11-16T01:32:46

Emlen Miles-Mattingly is the founder of Gen Next Wealth and has built his business to work with individuals and families who have historically been overlooked.

Emlen has leveraged content...

Launching A Firm From Scratch With TJ van Gerven, CFP® from 2020-11-01T20:48:33

TJ recently celebrated the second birthday of his firm, Modern Wealth Builders and we discuss what he learned setting up his firm from scratch.

We also discuss the role of social media an...

A Group Chat: The Future For "Smaller" Advisors from 2020-10-26T23:02:45

A tweet by Ryan Shanks regarding the TD Ameritrade and Schwab deal sparked this conversation amongst 6 of us coming from different areas within our profession.

In this episode, I'm joined...

Helping Clients Get More Out Of Life With Anna N'Jie-Konte, CFP® from 2020-10-19T15:22:06

Anna and I share a passion to help clients not only plan for traditional financial goals like retirement and college but to help clients get more out of life, chase their passions, and not have ...

A Group Chat: Discomfort Around Selling from 2020-10-15T00:54:34

Inspired by a tweet, this conversation brings together financial advisor Jess Bost, Jude Boudreaux, CFP®, and Dr. Joy Lere to talk about the discomfort many financial advisors have around "selli...

The Opportunities a Personal Brand Presents With Brittney Castro, CFP® from 2020-10-11T15:05:12

With more financial advisors stepping out to tell their stories, I felt it was time to bring in one of the first advisors to leverage personal branding to grow her business.

Brittney Cast...

Changing The Game: Re-Defining How Financial Advisors Are Perceived from 2020-10-06T15:51:02

For my first solo podcast, I share why I think it's time for financial advisors to take control of the narrative around our profession and why I'm so passionate about using content to improve ou...

Putting Your Oxygen Mask On First With Dr. Joy Lere from 2020-09-20T23:59:52

Financial advisors bear not only the stress from their own lives but their clients' stress as well. We've all been reminded of this in 2020 and we're learning it's important for financial adviso...

Bitcoin, Financial Advisors, and The Future With Isaiah Douglass, CFP® from 2020-09-13T01:40:37

Join me for a bonus episode with my friend, and fellow advisor, Isaiah Douglass, CFP® as we discuss why financial advisors should be paying attention to bitcoin.

Isaiah has been vocal abo...

Lessons From The FA's Sports Agent With Ryan Shanks from 2020-09-08T15:42:35

The financial services profession is in a unique spot: financial advisors are leaving larger firms for independence to build firms that align with their values, lives, and best interests of thei...

Launching A Firm Early In Your Career With Samuel Deane from 2020-08-23T23:13:10

Launching your own firm is a daunting task, especially when you are early in your career. But this is exactly what Samuel Deane, founder of Deane Wealth Management has done. In this episode, Sam...

WP Advisor Connect Conference: Content Marketing/Social Media To Build Your Brand and Business from 2020-08-13T16:35:59

I'm joined by Mike Philbrick of Resolve Asset Management and Sam Rook of RBS Asset Management at the WP Advisor Connect Conference this summer(2020). In this panel discussion, we cover the benef...

All Things Advisor Marketing With Samantha Russell from 2020-08-09T17:15:10

Whether you like it or not, marketing is an important part of a financial advisor's job. Traditional ways of marketing still work, but they are slowly losing ground to newer strategies. In this ...

Niching Down For Growth With Chad Chubb, CFP®, CSLP® from 2020-07-26T17:44:05

Most financial advisors start their careers as generalists--helping all types of individuals and families. There is a growing trend for financial advisors to focus on a specific group of people,...

The Importance Of A Thoughtful Brand Narrative With Ninamarie Jeffrey from 2020-07-19T20:25:49

Financial advisors are in a unique position where they are able to leverage their own reputation--their personal brand to grow their business. Establishing your personal brand is not as difficul...

Cultivating A Community For Clients With Dasarte Yarnway from 2020-07-12T16:57:16

Financial advisors are constantly looking for opportunities to bring more value to their clients and as Dasarte Yarnway and I discuss, cultivating a community through the client experience may j...

5 Takeaways From 5 Years of RLS Wealth from 2020-07-05T17:23:07

July 3rd was RLS Wealth's fifth birthday, so I decided to share 5 important takeaways for financial advisors.

1. Be Visible

2. Network

3. Stand By Your Core Beliefs

4...

The Book Writing Process With Ashby Daniels, CFP® from 2020-05-15T03:45:31

A less common but very effective marketing strategy involves writing a book. While it takes more time and research than most of the common forms of content marketing, authoring a book can catapu...

Advisor Collaboration On The ETF Prime Podcast from 2020-04-23T17:42:18

Financial advisors collaborating, rather than competing is becoming more common. It's the founding principle behind The AGC™ and ETF Prime host Nate Geraci had me on his show on April 14th, 2020...

An Ongoing Content Marketing Case Study With Travis Gatzemeier, CFP® from 2020-03-26T20:33:09

Content marketing is an increasingly popular strategy for financial advisors to grow their business and establish their brand. We often hear from those well-established content creators, but in ...

The Power Of Podcasting With Benjamin Brandt from 2020-02-18T02:03:13

It might appear that most financial advisors already have a podcast, but in reality, very few actually do. There is plenty of room for more podcasts hosted by financial advisors and Benjamin Bra...

Improving Client Communications With Sean Brown from 2020-02-11T04:34:40

Communication is important in a relationship and according to a recent YCharts study many relationships between financial advisors and their clients are lacki...

Inside ETF's: The Power Of Collaboration from 2020-01-29T20:08:10

Financial advisors need to shift to a mindset of abundance and away from scarcity--financial advisors are no longer competitors of each other, they are peers. And through collaborating with your...

The AGILE Financial Planning Process with Roger Whitney from 2020-01-19T22:55:13

For financial advisors, investment management and asset allocation alone are not going to cut it. In order to build a practice for the long term and be an Advisor of Tomorrow, financial advisors...

Mutual Funds Or ETFs w/ Ryan Kirlin and Andrew Miller, CFP®, CFA® from 2020-01-14T23:13:48

Will advisors continue to use mutual funds and if so, why?

In this episode of Talkin' Shop, Ryan Kirlin and Andrew Miller, CFP®, CFA® join me for a post-workout conversation about ETFs an...

Better Health, Better Productivity, Better Life with Erica Ballard from 2020-01-14T23:05:32

Financial advisors are notorious for not taking care of themselves. Whether it’s burning both ends of the candle balancing business and family lives and not getting enough sleep, skipping meals ...

What Advisors Can Expect in 2020 with Isaiah Douglass, CFP® from 2020-01-14T23:01:15

In this episode of Talkin' Shop, Isaiah Douglass, CFP® and I discuss with obstacles advisors might see in the coming year(s). I told Isaiah I thought we'd need about 10 minutes to knock this vid...

Welcome To The Advisor Of Tomorrow from 2020-01-14T22:53:16

A quick intro to the Advisor of Tomorrow Podcast.

Financial advisors building practices for the next thirty years have an exciting opportunity ahead of themselves--but it is also going to...