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    financialadvising

    Explore "financialadvising" with insightful episodes like "Building a $10 Million Legacy: Rashaun Williams’ Approach to Smart Investing", "Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130", "Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126", "Starving Artist No More: A Financial Feast with Tiffany Soricelli" and "Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125" from podcasts like ""The Compassionate Capitalist Show™ with Karen Rands", "Kitces and Carl - Real Talk for Real Financial Advisors", "Kitces and Carl - Real Talk for Real Financial Advisors", "The Voice Space" and "Kitces and Carl - Real Talk for Real Financial Advisors"" and more!

    Episodes (18)

    Building a $10 Million Legacy: Rashaun Williams’ Approach to Smart Investing

    Building a $10 Million Legacy: Rashaun Williams’ Approach to Smart Investing

    Join your host Karen Rands and distinguished guest Rashaun Williams as they explore the depths of strategic investing, the importance of financial literacy, and the nuanced role financial advisors play in wealth accumulation.🏦💼

    Rashaun Williams, a seasoned investor with a wealth of experience from Wall Street to venture capital, shares his insights and groundbreaking strategies that propel success in the private and public markets.

    In this compelling episode, Rashaun shares 4 aspects of wealth creation and the American spirit that give him hope. Along the way, we delve into:

    $ The transformative approach to investing for future generations, as showcased by Rashaun's methodical plan for his daughter's UGMA account.

    $ The key differences between Financial Advisors, RIAs and brokers, why their strategies work for the majority of Americans, yet is rarely the full scope of potential investment offerings and strategies that could meet your specific goals. Hence, why Rashaun likens himself to a nutritionist in the financial advisory landscape.

    $ An honest exploration of the "buy, borrow, die" strategy that enables wealth preservation and tax efficiency – with practical examples from Rashaun's own investment portfolio and wealth creation strategy.

    $ Rashaun shares why investing in private companies as an angel investor is more predictable than investing in public stocks, even though they have good fundamentals, and specifically crypto, which is all technical and transactional, with no fundamental value.

    🔑 3 Key Takeaways for Investors and Financial Enthusiasts:

    ➡️* Startups & Funding: Karen delves into the challenges startups face in securing funding, offering pearls of wisdom for companies seeking alternative routes. Rashaun expands on this, sharing why understanding the opportunity for wealth creation by investing in private companies has led to his accumulation of $Millions in wealth.

    ➡️*Wealth Strategy Insights: Get a peek into the playbook of the affluent and how understanding market mechanics can aid in tax avoidance and business acquisition.

    ➡️*Long-term Commitment:** Learn about a father’s strategy to ensure generational wealth through consistent, calculated investment in his child’s future.

    Rashaun Williams is the founding partner and managing director of Antimatter Business Partners. ABP is one of the largest business management firms in the country empowering business partnerships for modern athletes. https://www.antimatterbp.com/

    Additionally, Rashaun is a General Partner - Manhattan Venture Partners. a late state venture capital firm in the tech sector. MVP is in their 4th fund. He is a frequent guest on national broadcast finance and business media outlets.

    This is Rashaun's second appearance on The Compassionate Capitalist Show, and the only podcast that he has joined to share his keen insights and experience.

    To listen to the first podcast interview visit: "From Wall Street to Late Stage Angel Investing: A Roadmap for Predictable Returns" with Rashaun Williams RSS: https://CompassionateCapitalistShow.libsyn.com/from-wall-street-to-late-stage-angel-investing-a-roadmap-for-predictable-returns-with-rashawn-williams.

    Or find it on your preferred podcast platform at http://bit.ly/linkCCS It was rebroadcasted on Nov 14, 2023.

    Subscribe to the CCS Podcast for a wealth of knowledge that enriches your perspective on investment and fosters growth in your financial journey!📈

    Tag someone who could benefit from these insights, share with your community, or if you've got a story to share about your investment path, we'd love to hear it in the comments!👇

    #Podcast #InvestmentStrategies #FinancialLiteracy #GenerationalWealth #VentureCapital #PrivateEquity #FinancialAdvising #RashaunWilliams #KarenRands #WealthManagement #FinancialPlanning #Entrepreneurship #Startups #BusinessInvesting #AngelInvesting #WealthCreation #DiversifyYourPortfolio #taxstrategies #antimatter #manhattanventurepartners

    Karen Rands, the leader of the Compassionate Capitalist Movement™ and author of the Best Seller, Inside Secrets to Angel Investing, is an authority on creating financial success through successfully informing the next generation of entrepreneurs and investors together in the name of Compassionate Capitalism! Visit http://InsideSecretsToAngelInvesting.com

    Want to learn about Angel / Crowdfund Investing like Karen and Rashaun talk about?

    Visit http://DotheDeal.org to take your first step and register for the preeminent digital course that teaches the fundamentals of investing in startups and growth stage small businesses for Passion, Purpose, and Profit. With your purchase of the book, you get access to Karen's resource portal for investors.

     

    Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126

    Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126

    In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing productivity or to simply increase your fees.

    For full show notes, see kitces.com and thesocietyofadvice.com.

    Starving Artist No More: A Financial Feast with Tiffany Soricelli

    Starving Artist No More: A Financial Feast with Tiffany Soricelli
    This holiday season, Tiffany Soricelli, founder and CEO of Virtuoso Advising for Artists, encourages singers to shift their money mindset and drop the starving artist mentality. In this episode, she shares how to approach your finances from a place of gratitude and intentionality.
     
    In this episode, you will learn:
     
    • How to reframe your finances from a place of lack to a place of enoughness and growth
    • How to break down your finances to identify your specific money successes and challenges
    • What to say in lieu of “I can’t afford it”

    Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123

    Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123

    In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice.

    For full show notes, see kitces.com and thesocietyofadvice.com.

    Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121

    Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121

    In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether self-promotion is essential for advisors.

    For full show notes, see kitces.com and thesocietyofadvice.com.

    Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120

    Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120

    In our 120th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the recurring myth that small RIAs are doomed due to scaling challenges.

    For full show notes, see kitces.com and thesocietyofadvice.com.

    Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119

    Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119

    In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged in growing the business anymore) to let go and retire.

    For full show notes, see kitces.com and thesocietyofadvice.com.

    (Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118

    (Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118

    In our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether you hang onto being a financial advisor even when you're no longer taking clients. 

    For full show notes, see kitces.com and thesocietyofadvice.com.

    Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116

    Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116

    In our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to feel (or help other advisors feel) more confident talking to clients.

    For full show notes, see kitces.com and thesocietyofadvice.com.

    Ep 28: Negotiating job offers like a boss.

    Ep 28: Negotiating job offers like a boss.
    Craig and Adrian discuss job interviewing, how to spin your less than ideal career moves to your benefit, and how to score better perks/pay. We also share with a real-life story of how the person you casually bump into before your job interview can make or break whether or not you get hired. Oh yeah, and Adrian tells you who the heck Craig is and why you'll love him as the ongoing cohost.


    This is a BEST OF Cash Talk podcast... which is the show in its original format. Enjoy!

    Follow us on Instagram @theadrianhall

    Anthoney Pavelich with James Pollard

    Anthoney Pavelich with James Pollard

    Anthoney talks with James on how he helps financial advisors get new clients. James gives some great advice, you won't want to miss this season opener. 

    You can find James at The Advisor Coach and listen to him on his podcast, Financial Advisor Marketing Podcast. Check out his recommended book, Think and Grow Rich.  

    If you have a question for Anthoney or want to be a guest, email him!