Latest Wealthplanning Podcast Episodes
Ep #10: Insights Into The Veterinary Job Market with Jeff Sanford
NET WORTHWHILE™ by SignatureFD - February 01, 2023 11:00 - 35 minutes ★★★★★ - 6 ratingsMentorship in the veterinary industry often fails, which can lead to increased importance in appropriate onboarding measures for new staff members. In this episode, Jeff Sanford, Director of Financial Literacy and Practice Outreach at UGA College of Veterinary Medicine, joins the show to explore...
Ep #09: Navigating Inflation and Market Changes with Tony Welch
NET WORTHWHILE™ by SignatureFD - January 18, 2023 11:00 - 29 minutes ★★★★★ - 6 ratingsMany conversations seem to be about inflation lately. As such, we believe it’s important to put things into perspective regarding what to do as prices increase and put added strain on small businesses. In this episode, Tony Welch, SignatureFD’s Chief Investment Officer, joins the show to share h...
Ep #08: How to Stay Ahead in an Evolving Succession Market with Bill R. Crank, DVM
NET WORTHWHILE™ by SignatureFD - December 14, 2022 11:00 - 27 minutes ★★★★★ - 6 ratingsThe sale of a veterinary practice can be one of the largest financial decisions you will make in your lifetime. To help ensure you’re making the right decision, we believe it’s important to have current market insights supported by long-term understanding, consult multiple experts, and obtain th...
Ep #07: Business Exit Strategies and ESOPs with Brian Frey, CFP
NET WORTHWHILE™ by SignatureFD - November 30, 2022 11:00 - 28 minutes ★★★★★ - 6 ratingsIn the veterinary industry, Employee Stock Ownership Plans (ESOPs) aren’t very common. Many veterinary hospital owners are unsure how an ESOP compares to a more traditional exit plan and how long an owner considering an ESOP will likely have to stay in the business before exiting. In this episod...
Ep #06: Building an Ownership Culture in Your Practice with Robin Brogdon
NET WORTHWHILE™ by SignatureFD - November 16, 2022 11:00 - 33 minutes ★★★★★ - 6 ratingsWhat can you do to help create a brand that attracts the clientele and associates you want? In this episode, Robin Brogdon, CEO at BluePrints Veterinary Marketing Group, joins the show to discuss the potential benefits of Employee Stock Ownership Plans (ESOPs) and what you can do to help build a...
Ep #05: The Future of Veterinary Real Estate with Peter Kilkelly
NET WORTHWHILE™ by SignatureFD - November 02, 2022 10:00 - 35 minutes ★★★★★ - 6 ratingsThe veterinary real estate market has undergone plenty of changes over the past several years, and it doesn’t seem to be slowing down. Whether you’re a current veterinary hospital owner looking to understand the value of your real estate or a prior owner with a third-party lease in place, it’s i...
Ep #04: Achieving Your Practice Ownership Dreams with Bert Hockenberry and Jordan Kay
NET WORTHWHILE™ by SignatureFD - October 19, 2022 10:00 - 49 minutes ★★★★★ - 6 ratingsMany veterinarians say practice ownership is not for them because they want work-life balance, have too much student debt, or are unsure how to run a business. However, with advances in business processes, structuring, and technology, practice ownership is worthy of consideration and can bring e...
Ep #03: The Future of Veterinary Business with Donna Harris and Peter Weinstein (Part 2)
NET WORTHWHILE™ by SignatureFD - October 14, 2022 13:50 - 35 minutes ★★★★★ - 6 ratingsVeterinary practices have been busier than ever since the beginning of the pandemic. Due to this increase in transactions, the inefficiency of the veterinary business model was exposed. There was more money coming in, but there was also a lot more stress put on the vets and nurses. So, how can w...
Ep #02: The Future of Veterinary Business with Donna Harris and Peter Weinstein (Part 1)
NET WORTHWHILE™ by SignatureFD - October 14, 2022 13:49 - 37 minutes ★★★★★ - 6 ratingsThe business of veterinary medicine has evolved greatly over the past few decades. With the pandemic, the increase in technology, and more, the veterinary industry is constantly having to pivot—and with that, the schools are having to change how they’re teaching students. So, how has the busines...
Ep #01: Welcome to the VET Worthwhile Podcast!
NET WORTHWHILE™ by SignatureFD - October 14, 2022 13:48 - 27 minutes ★★★★★ - 6 ratingsWelcome to VET Worthwhile! This podcast is all about helping veterinarians learn to leverage wealth, maintain a healthy work-life balance, and build a worthwhile legacy—all while keeping focused on what matters most. In this inaugural episode, we will be sharing how this podcast came to be, what...
Empower to In Power #7: Changing Lives by Providing Shelter with Lisa Gordon
NET WORTHWHILE™ by SignatureFD - October 20, 2021 10:00 - 23 minutes ★★★★★ - 6 ratingsLisa Gordon, CPA, is President and Chief Executive Officer of Atlanta Habitat for Humanity, one of the top 10 Habitat for Humanity International affiliates in the United States. She is also a recognized leader in real estate development efforts creating high-quality public and private legacy pro...
Empower to In Power #6: Creating Systemic Change with Leslie Turner
NET WORTHWHILE™ by SignatureFD - September 15, 2021 10:00 - 24 minutes ★★★★★ - 6 ratingsLeslie Turner is the former Senior VP of Hershey Company and former Associate General Counsel for the Coca-Cola Company. With over 30 years of legal experience, she has served as a senior legal executive, providing strategic counsel, risk management, and policy advice to senior business leaders ...
Empower to In Power #5: Creating Opportunities For Women of Color with Audra Cunningham
NET WORTHWHILE™ by SignatureFD - August 18, 2021 10:00 - 26 minutes ★★★★★ - 6 ratingsAudra Cunningham spent more than 20 years working in telecommunications before switching gears in 2008 to pursue a career in commercial real estate. Now she is the first woman to become a senior executive at T. Dallas Smith & Company LLC, the largest African American-owned commercial real estate...
Empower to In Power #4: Overcoming the Fear of Failure with Jolie Weber
NET WORTHWHILE™ by SignatureFD - July 21, 2021 10:00 - 25 minutes ★★★★★ - 6 ratingsA proven leader in building and executing strategic plans that drive revenue growth and productivity (while also increasing employee engagement and loyalty), Jolie Weber is a force to be reckoned with in her field. Today, she serves as CEO of Lenny and Larry’s, and she joins the show to discuss ...
Empower to In Power #3: Becoming a Strong and Authentic Leader with Kathy Waller
NET WORTHWHILE™ by SignatureFD - June 16, 2021 10:00 - 23 minutes ★★★★★ - 6 ratingsOur guest today is Kathy Waller, the former CFO of the Coca-Cola Company. In this episode, she will be explaining the importance of identifying your unique skillset and learning how to utilize that to work your way up in your career—and your life. As a very successful woman in business, Kathy be...
Building a Million Dollar Family Business
Five Star Tips - May 25, 2021 20:51 - 45 minutes - Video ★★★★★ - 45 ratingsThe father/son team of Joe and John Lutz worked side-by-side to build a first-class, client-centric practice that delivers high-value solutions and allows them to maintain a healthy work/life balance. Join long-standing APFA member Joe Lutz as he shares how they built efficient workflow systems ...
Empower to In Power #2: The Power of Authenticity and Strong Values with Ceree Eberly
NET WORTHWHILE™ by SignatureFD - May 19, 2021 10:00 - 25 minutes ★★★★★ - 6 ratingsWe're so fortunate to have Ceree Eberly with us today. Ceree spent nearly 30 years at Coca-Cola, where she last served for eight years as the Chief People Officer. She finally retired in 2018 and now serves on the board of Qualfon Corporation and is the Board Chair of Gartner, a leading resource...
Empower to In Power #1: Climbing the Ranks in a Male-Dominated Industry with Linda Booker
NET WORTHWHILE™ by SignatureFD - April 21, 2021 10:00 - 17 minutes ★★★★★ - 6 ratingsWelcome to the Empower to In Power podcast! Each month, we will be highlighting the trailblazing journeys of women who boldly carved a path to leadership. You will hear stories of the people who empowered these strong women along the way and how they continue to lay the foundations for the gener...
Creating an Exceptional Client Experience and Mastering Efficiency to Help Clients Succeed
Five Star Tips - March 24, 2021 15:01 - 36 minutes - Video ★★★★★ - 45 ratingsJoin us in this episode of Five Star Tips to hear from long-time Academy member and industry veteran, Joseph Lanza, CEO of The Lanza Financial Group. In the last decade as an Academy member, his practice has more than tripled to over $200M AUM. Joe focuses on adding value and delivering an exce...
Delivering World Class Financial Management with Midwest Values
Five Star Tips - March 02, 2021 17:34 - 43 minutes - Video ★★★★★ - 45 ratingsJoin us in this episode of Five Star Tips to listen to long-term Academy member and industry veteran, Karen A. Reimer, CFP, as she shares her journey to success. “World Class Financial Management, Midwest Values” is the motto for her highly successful financial firm because Karen delivers high ...
21: Building a Multi-Billion Dollar Firm and a Million Dollar+ Practice
Five Star Tips - November 17, 2020 19:43 - 51 minutes - Video ★★★★★ - 45 ratingsBuilding a Multi-Billion Dollar Firm and a Million Dollar+ Practice Industry veteran and long-term Academy of Preferred Financial Advisors member Doug Beck, had a vision to create a financial services practice with an emphasis on building lifelong relationships. He made that vision a reality...
Ep #15: Creating Electric Experiences with Michael Lennox and Elizabeth Burdette
NET WORTHWHILE™ by SignatureFD - November 16, 2020 11:00 - 35 minutes ★★★★★ - 6 ratingsAfter seeing how the rest of the world was affected by COVID, Michael Lennox quickly realized the damage this pandemic was going to do to the thousands of people working in hospitality. This is when he founded ATL Family Meals, Inc, a nonprofit with a mission to feed and support hospitality work...
20: How I Grew From a $10M One-man Show to an Over $200M Elite Advisor
Five Star Tips - November 10, 2020 09:00 - 36 minutes - Video ★★★★★ - 45 ratingsAcademy Member Howard Mattson, CRPC, RFC, joins us on this episode to share how he grew his practice from $10M of AUM to over $200M of AUM (20x) by implementing the Academy’s systems. Howard developed sustainable, consistent, efficient and effective standard operating procedures that service ex...
19:How I Grew My Practice from $20M to over $300M (15x) by Elevating My Skillset and Always Placing Clients First
Five Star Tips - October 27, 2020 16:10 - 39 minutes - Video ★★★★★ - 45 ratingsJerry Lynch, CFP®, CLU, ChFC, an Academy of Preferred Financial Advisors member for over a decade, shares with listeners how he grew 15x and built one of the industry’s best financial advisory practices that is dedicated to helping clients manage and create true wealth. This is a must listen po...
18: Strategically and Pragmatically Growing Your Annual New AUM from $2M to Almost $20M Per Year
Five Star Tips - October 12, 2020 16:55 - 43 minutes - Video ★★★★★ - 45 ratingsRandy Cox, CFP®, RFC®, is the founder of a highly successful Advisory firm in a small Texas town. He is an active leader in his community, proud father of three and a person of strong faith. Randy has been committed to helping his clients achieve their financial goals for over 26 years. Since jo...
Ep #14: Strategic Giving with Ann Cramer and Elizabeth Burdette
NET WORTHWHILE™ by SignatureFD - October 12, 2020 10:00 - 35 minutes ★★★★★ - 6 ratingsAs we enter the holiday season, what better time than the present to talk about a generosity and giving strategy for your business? Today we have special guest Ann Cramer and returning guest Elizabeth Burdette joining the show to share the initial steps you can take to strategic giving in your c...
17: Building a World-Class Client Centered Practice that Offers Exceptional Client Value and Service
Five Star Tips - September 29, 2020 17:37 - 42 minutes - Video ★★★★★ - 45 ratingsIndustry superstar Jon Kreps, CFP and Founder/CEO his own firm, developed strong work and life ethics at a young age. A man of great faith and family, his vision was to build a highly successful world class financial group that prioritized on delivering exceptional comprehensive services combin...
16: Mastering Work-Life Balance: How Jeri Barrientos, MBA, AAMS, built a highly-successful financial planning practice while growing her family.
Five Star Tips - September 22, 2020 15:46 - 45 minutes - Video ★★★★★ - 45 ratingsJoin us as we interview Founder of First Mate Financial Advisors, mother of three young children, and active community volunteer, Jeri Barrientos, MBA, AAMS. She shares how she has grown her business substantially every year while still having time to fully enjoy quality time with her family. ...
Ep #13: Commanding Your Way to a Better Wage with Dwayna Haley
NET WORTHWHILE™ by SignatureFD - September 15, 2020 18:54 - 23 minutes ★★★★★ - 6 ratingsAfter trying her hand in the entertainment side of PR, Dwayna Haley quickly realized she did not want to remain on that side of the industry. Now the Senior Vice President of Porter Novelli, where she focuses on brand innovation, increasing consumer engagement, and impact, Dwayna joins us today ...
15: Growing a Practice 15x By Adding Consistent, Meaningful and Scalable Systems: An Interview with Anthony Scibetta, CEO/Founder of Garden State Retirement Specialists
Five Star Tips - September 15, 2020 15:50 - 34 minutes - Video ★★★★★ - 45 ratingsJoin us as we talk with veteran Academy member, Anthony Scibetta, who has built a $125M+ asset under management practice by staying focused and offering superior client services and advice. By making meaningful client servicing the centerpiece of his practice, Anthony has grown his firm 15x whil...
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