financial advisor podcast

The relationship dynamic between advisors and clients is shifting.

It's shifting away from treating the plan and towards treating the person.

The old model was the financial advisor as the "advice giver." Treating the problem by dispensing advice. 

The new model has the advisor playing the role of "thinking partner." It goes like this:

Diagnose the situation, discuss the options, and decide together on the best solution.

The client is the hero of their story.

And the advisor is a thinking partner, a guide, a facilitator, a collaborator, and a problem-solver.

In this episode, we'll look at:

• What the field of medicine can teach us about this relationship dynamic
• Two client stories showing the importance of being a thinking partner
• Three specific ways to be a thinking partner with your clients

The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.

*For more resources discussed in this episode --> Check out the show notes

*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.

*Follow Brendan for insights on mastering the human side of advice:

Twitter

LinkedIn

Episode 18:  Louisville Certified Financial Planner Jeb Jarrell announces his involvement as the Director of the Render Capital Angel Network.  Angel investing is an option for individuals who are looking for potential returns resulting in their funding of successful start-ups.  The returns can be extremely high, but the same can be said for the risk.  Jeb will explain angel investing and why it may be an option you should consider.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

How do you build wealth? It turns out, a large paycheck is not the silver bullet. You need to have a plan, and that's what we are discussing! Hear how we as advisors think about having high income and what you should be doing with it. 

We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices!
Learn more about us at our website https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)

Episode 13:  Louisville Certified Financial Planner Jeb Jarrell interviews entrepreneur Andrew McIntosh.  They’ll discuss Andrew’s journey and the eventual selling of his company, SKYE Technologies.  Andrew is a cyber-security expert. 

We’d like to thank Andrew McIntosh for taking the time to share his journey and perspectives.

At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies.  A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.  You can schedule a meeting with Louisville Certified Financial Planner Jeb Jarrell, by clicking this link.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

Episode 12:  Certified Financial Planner Jeb Jarrell discusses bonds.  He’ll explain a few different types of bonds and how they work as an investment.  Depending upon the state of the economy, your bond strategy has a specific role as part of your overall, financial portfolio.  Let’s listen to Jeb explain the how you may be able to use bonds more effectively to accomplish the goal of Maximizing Your Return on Life.

At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your investment strategies.  A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.  You can schedule a meeting with Certified Financial Planner Jeb Jarrell, by clicking this link.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

Episode 11:  Certified Financial Planner Jeb Jarrell is joined by estate planning attorney Matt Doane for an important discussion.  A comprehensive financial plan should take into consideration estate planning issues for you, your heirs and your estate.

Would You Like to Contact Estate Planning Attorney Matt Doane?

Phone:  (502) 602-0008

Website:  www.CornerstoneLawKY.com

At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your investment strategies.  A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

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:

https://www.ravensolomon.com/

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.