Latest Wealthplanning Podcast Episodes
14: Leading Your Practice To Even Greater Heights: An Interview with Brant Spesshardt, CFP®, CKA®
Five Star Tips - September 09, 2020 05:00 - 40 minutes - Video ★★★★★ - 45 ratingsJoin 20+ year industry veteran Brant Spesshardt, CFP®, CKA® as he shares how his partnership with the APFA took his practice to over $450,000,000 of AUM through streamlining, systematizing, and specialization. Be sure to catch this highly informative episode of Five Star Tips. Resources: ...
$100M+ by 40. The Journey of Two Remarkable Under 40 Financial Planners Who Built a Multi-million Dollar, Client-centric Practice: An Interview with Don Petricic, CFP® and Tom Phillips, CFP®
Five Star Tips - August 25, 2020 19:20 - 35 minutes - Video ★★★★★ - 45 ratingsWith a motto of, “We’ll See You Through”, Don and Tom of Petricic & Phillips Financial Group in Bellevue, Washington, take great pride in their client-centric business model. Through their partnership with the Academy of Preferred Financial Advisors, they have received the systems, structure and...
Ep #12: Thinking Your Way to Success with Kim Ades
NET WORTHWHILE™ by SignatureFD - July 31, 2020 15:06 - 16 minutes ★★★★★ - 6 ratingsDo you sometimes feel that you’re meant for more? Are you frustrated with your perceived lack of progress? Kim Ades, President and Founder of Frame of Mind Coaching and JournalEngine Software, works with leaders who have big goals but find themselves frustrated with where they are, and she joins...
Ep #10: Building Up Your Confidence to Have a Life Outside of Sales with Kathleen Black
NET WORTHWHILE™ by SignatureFD - June 29, 2020 16:43 - 17 minutes ★★★★★ - 6 ratingsKathleen Black is an author, speaker, and consultant at Kathleen Black Coaching & Consulting. As one of Canada’s leading real estate coaches, she provides agents across North America and their teams with her proven successful techniques. Today she joins the show to discuss how to grow your busin...
Ep #11: Building Up Your Confidence to Have a Life Outside of Sales with Kathleen Black
NET WORTHWHILE™ by SignatureFD - June 29, 2020 16:43 - 17 minutes ★★★★★ - 6 ratingsKathleen Black is an author, speaker, and consultant at Kathleen Black Coaching & Consulting. As one of Canada’s leading real estate coaches, she provides agents across North America and their teams with her proven successful techniques. Today she joins the show to discuss how to grow your busin...
Ep #09: Storytelling Content with Summer Mulder
NET WORTHWHILE™ by SignatureFD - May 28, 2020 18:03 - 18 minutes ★★★★★ - 6 ratingsPutting out content that is impossible to misunderstand is part of what sets The Draw Shop apart from the crowd. Summer Mulder, founder and CEO of The Draw Shop, jumps on this episode to share her expertise in helping businesses to create and deliver unique, meaningful and effective content. As ...
Ep #10: Storytelling Content with Summer Mulder
NET WORTHWHILE™ by SignatureFD - May 28, 2020 18:03 - 18 minutes ★★★★★ - 6 ratingsPutting out content that is impossible to misunderstand is part of what sets The Draw Shop apart from the crowd. Summer Mulder, founder and CEO of The Draw Shop, jumps on this episode to share her expertise in helping businesses to create and deliver unique, meaningful and effective content. As ...
Ep #09: Grow Your Wealth and Live a Better Life with Eric Rosenberg
NET WORTHWHILE™ by SignatureFD - April 30, 2020 14:09 - 24 minutes ★★★★★ - 6 ratingsAfter starting out as a bank manager, Eric Rosenberg realized he had a passion for writing about money. Now the founder of PersonalProfitabilty.com, Eric spends his time teaching his clients how to practice mindfulness with their personal finances. He joins the show today to share the importance...
Ep #08: Creating Your Life and Your Legacy with Denice Gierach
NET WORTHWHILE™ by SignatureFD - April 01, 2020 10:00 - 24 minutes ★★★★★ - 6 ratingsCreating a legacy is usually tied in with a person’s search for meaning. So how do we get people to open up about their personal stories to help them discover and start paving the way for who they want to be? Today Denice Gierach from The Gierach Law Firm joins the show to describe why she has m...
Ep #07: Turning Your Team Into Heroes and Your Customers Into Raving Fans with Patti Mara
NET WORTHWHILE™ by SignatureFD - February 18, 2020 14:57 - 19 minutes ★★★★★ - 6 ratingsDuring a time when there are countless options online, it can be hard to stand out as a local or independent business. So what can you do to get noticed? Today Patti Mara, author of UpSolutions, joins the show to share how she has helped hundreds of entrepreneurs see through their customers' eye...
Ep #06: Investing In The Future Through International Education with Dr. Nasrine Shah-Abushakra
NET WORTHWHILE™ by SignatureFD - February 07, 2020 15:03 - 29 minutes ★★★★★ - 6 ratingsInternational education plays a crucial role in diplomacy, as well as wealth building. Dr. Nasrine Shah-Abushakra joins me on this episode to share her passion for international education and why it is so important to the world as a whole. Her insight and experience working in the Fulbright Prog...
Ep #05: The Top Three Questions You Should Ask Every Financial Advisor
NET WORTHWHILE™ by SignatureFD - January 16, 2020 11:00 - 5 minutes ★★★★★ - 6 ratingsPlenty of sources will give you important questions to ask your financial advisor. Most of them suggest asking things like: How many years have you been in business? What's your investment philosophy? How do you get paid? And those are important questions—but they aren't the most important quest...
Making Your Mark Episode 10: Mohamed Barry
NET WORTHWHILE™ by SignatureFD - December 19, 2019 13:00 - 21 minutes ★★★★★ - 6 ratingsThe NET WORTHWHILE™ by SignatureFD podcast examines the “personal” aspect of personal finance, going beyond the numbers to understand the emotional impact of our financial decisions.
Making Your Mark Episode 9: Rennie Curran
NET WORTHWHILE™ by SignatureFD - November 21, 2019 13:00 - 25 minutes ★★★★★ - 6 ratingsThe NET WORTHWHILE™ by SignatureFD podcast examines the “personal” aspect of personal finance, going beyond the numbers to understand the emotional impact of our financial decisions.
Making Your Mark Episode 8: Robert Smith
NET WORTHWHILE™ by SignatureFD - November 14, 2019 12:00 - 24 minutes ★★★★★ - 6 ratingsThe NET WORTHWHILE™ by SignatureFD podcast examines the “personal” aspect of personal finance, going beyond the numbers to understand the emotional impact of our financial decisions.
Making Your Mark Episode 7: Sean Weatherspoon
NET WORTHWHILE™ by SignatureFD - October 31, 2019 13:15 - 23 minutes ★★★★★ - 6 ratingsThe NET WORTHWHILE™ by SignatureFD podcast examines the “personal” aspect of personal finance, going beyond the numbers to understand the emotional impact of our financial decisions.
Making Your Mark Episode 6: CJ Anderson
NET WORTHWHILE™ by SignatureFD - October 24, 2019 10:00 - 20 minutes ★★★★★ - 6 ratingsThe NET WORTHWHILE™ by SignatureFD podcast examines the “personal” aspect of personal finance, going beyond the numbers to understand the emotional impact of our financial decisions.
Ep #04: SignatureGenerosity with Elizabeth Burdette
NET WORTHWHILE™ by SignatureFD - October 17, 2019 10:00 - 16 minutes ★★★★★ - 6 ratingsWithin SignatureFD, there are specific sections that work on helping clients in a targeted and more meaningful way. One of those is SignatureGenerosity, or SigGen. Elizabeth Burdette, Director of Engagement for SigGen, shares how this area of the firm works and how it helps advisors and clients ...
Making Your Mark Episode 5: Grady Jarrett
NET WORTHWHILE™ by SignatureFD - October 03, 2019 10:00 - 17 minutes ★★★★★ - 6 ratingsThe NET WORTHWHILE™ by SignatureFD podcast examines the “personal” aspect of personal finance, going beyond the numbers to understand the emotional impact of our financial decisions.
Making Your Mark Episode 4: Ryan Harris
NET WORTHWHILE™ by SignatureFD - September 26, 2019 10:01 - 25 minutes ★★★★★ - 6 ratingsThe NET WORTHWHILE™ by SignatureFD podcast examines the “personal” aspect of personal finance, going beyond the numbers to understand the emotional impact of our financial decisions.
Ep #03: Making Your Mark with Rob Vaka
NET WORTHWHILE™ by SignatureFD - September 26, 2019 10:00 - 16 minutes ★★★★★ - 6 ratingsWhen athletes join their field, they need to know how to plan for the long run. Rob Vaka, Director of Player Engagement for SignaturePro, joins me today on the show to share his passion for and expertise on helping top athletes make a meaningful and successful transition when they are done playi...
Making Your Mark Episode 3: Jace Sternberger
NET WORTHWHILE™ by SignatureFD - September 19, 2019 10:00 - 23 minutes ★★★★★ - 6 ratingsThe NET WORTHWHILE™ by SignatureFD podcast examines the “personal” aspect of personal finance, going beyond the numbers to understand the emotional impact of our financial decisions.
Making Your Mark Episode 2: Dunta Robinson
NET WORTHWHILE™ by SignatureFD - September 12, 2019 10:00 - 14 minutes ★★★★★ - 6 ratingsThe NET WORTHWHILE™ by SignatureFD podcast examines the “personal” aspect of personal finance, going beyond the numbers to understand the emotional impact of our financial decisions.
Making Your Mark Episode 1: John Brenkus
NET WORTHWHILE™ by SignatureFD - September 05, 2019 10:01 - 17 minutes ★★★★★ - 6 ratingsThe NET WORTHWHILE™ by SignatureFD podcast examines the “personal” aspect of personal finance, going beyond the numbers to understand the emotional impact of our financial decisions.
Introducing Making Your Mark
NET WORTHWHILE™ by SignatureFD - September 05, 2019 10:00 - 1 minute ★★★★★ - 6 ratingsThe NET WORTHWHILE™ by SignatureFD podcast examines the “personal” aspect of personal finance, going beyond the numbers to understand the emotional impact of our financial decisions.
12: Steps I Took to Build a $350 Million Dollar Industry Leading Practice that grew over 10x. An Interview with Rod Kamps, CFP®, AIF®
Five Star Tips - August 26, 2019 17:12 - 49 minutes ★★★★★ - 45 ratingsRod Kamps', CFP®, AIF® goal was to build a great comprehensive financial planning firm that valued clients and education. With help from the Academy of Preferred Financial Advisors, Rod created a firm that offers the highest levels of service and value to clients. In this interview with Ken Unge...
11: How I Built a Multi-Million dollar practice that became #1 in my Broker-Dealer - An Interview with Long Term Coaching Participant Chuck Green
Five Star Tips - August 26, 2019 10:00 - 51 minutes ★★★★★ - 45 ratingsChuck Green built a large scalable client-first practice that has become the top practice at SagePoint Financial. In this Five Star Tips interview, Ken talks with Chuck about how his client-centric focus and use of delegation built and continues to grow his practice consistently every year. This...
10: How we built an amazing client-first practice of over $250 million in 10 years – An Interview with Paul and Scott Hughes
Five Star Tips - August 20, 2019 15:14 - 57 minutes ★★★★★ - 45 ratingsOn this episode, Ken interviews the father/son team of Paul Hughes, ChFEBCsm, CEPA and Scott Hughes, CFP®, MBA, who built a $250 million dollar thriving RIA in 10 years. Paul and Scott learned how to be true partners and a successful father and son team. They are great role models for any practi...
09: How I built a practice that has been recognized multiple times as #1 in my state by Barron’s – An Interview with Gordon Wollman, MS-Financial Planning, CFP®, ChFC, CMFC®, CRPS®, AWMA®, AAMS®, ChFEBC℠
Five Star Tips - August 20, 2019 15:04 - 46 minutes ★★★★★ - 45 ratingsOn this episode, Ken interviews the founder of an award-winning practice that has been #1 in its state multiple times by Barron’s. Gordon Wollman shares how his 16-year relationship with the Exclusive Coaching Program has helped him build systems and offer services that place him among the indus...
08: How I grew 10x and built one of the industry’s best female run practices – An Interview with Pam Dumonceau
Five Star Tips - August 19, 2019 19:28 - 38 minutes ★★★★★ - 45 ratingsOn this episode, Ken interviews long-term coaching participant Pam Dumonceau, who shares how she grew from a small practice to over $300 million of AUM. Pam is one of the industry’s best skilled female advisors and on this podcast, she shares why! Resources Mentioned in the Show The Acad...
Related Wealthplanning Topics