Explore "financial advisor growth" with insightful episodes like "Part 1 with Raven: Age Diversity", "Military: The "Pinnacle" pool of Diverse Talent", "Recruiting With Diversity in Mind", "Should you start a Podcast?" and "Practice Growth: The Ultimate Client Experience" from podcasts like ""Real Talk with Fanci and Steve", "Real Talk with Fanci and Steve", "Real Talk with Fanci and Steve", "Real Talk with Fanci and Steve" and "Real Talk with Fanci and Steve"" and more!
Raven Solomon shares some ways age diversity can help your practice. She is a prominent trainer and speaker, NCState Validictorian, and author. Check out her book, "Leading your Parents: 25 Rules to Effective Multigenerational Leadership for Millenials and Gen Z".
https://www.amazon.com/Leading-Your-Parents-Multigenerational-Millennials-ebook/dp/B07PB6G6MV
and her website:
and her LinkedIn Community:
https://www.linkedin.com/in/ravensolomon/
Lance Collins, SVP and Area Manager with Pinnacle Financail Partners, joins us to discuss hiring military into financial services. After leaving Iraq servicing our country as a combat Veteran, Lance found his next best chapter as a financial advisor. You will be humbled and learn a lot from this fantastic advisor.
In this episode, Fanci and Steve discuss ways that you can grow your team with diversity in mind. Recruiting financial advisors isn't easy, but this episode can help!
In this episode we chat with our producer, Eric Kasimov, with Kas Marketing about why financial advisors use podcasting as a marketing forum. Podcasting can be a great way to communicate internally with your team, deliver content for your clients, or help you grow your practice.
Financial advisors that are in growth mode can learn great tips for the ultimate client experience. The demographics of wealth is changing rapidly. For advisors that are continuing to grow, this episode is for you.
In this episode, hear from a pro goal-setter, Sylvester Thomas Jr LUTCF, CSSCS. Sylvester has lead advisors for over 30 years to develop strong practices for themselves. In this episode you can hear Sylvester, "Sly", Thomas coach you on his ideas for a strong business plan.
This episode highlights Frank Van Buren, Managing Director with Wells Fargo - Frank serves as a Talent Development Officer for Mergers and Acquisitions and Middle Market Investment Banking. We dive into learning more about his lessons learned as a Blackhawk Helicopter Pilot.
Fanci A. Worthington, CFP® AIF®, Vice President and Branch Manager of Cetera Investors in Charlotte, NC, and Steve Oliver, RICP, C(k)P, CPFA, CWS, CRPC, AIF, Diversity Council member, and CEO of Manhattan Ridge Advisors in Manhattan discuss what "seat at the table" means with regards to running more inclusive, diverse meetings.
This episode highlights Steve Oliver, RICP, C(k)P, CPFA, CWS, CRPC, AIF, Diversity Council member, and CEO of Manhattan Ridge Advisors in Manhattan. He provides insights and perspectives on overcoming fear and building a successful practice.
Certified Private Wealth Advisor and Cetera Diversity Council Member, Majdah AlQuhtani, joins us for an interesting look at her journey as an advisor.
Welcome to RealTalk with Fanci and Steve! Learn why we are starting this podcast and hear more about the advisor-led DEIB Council at Cetera.
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