Episode 1: A Story to Tell…Michael Fischer and his approach to Philanthropy Learn how one advisor is applying his personal approach to philanthropy to his work with his clients in helping them to secure the living legacy they want. What’s Next is joined by Michael Fischer of Client 1st Financial.
Episode 2: A Story to Tell…Kevin Gardenier – Purposefulness Personified Kevin Gardenier talks with What’s Next about what’s it’s like to be a Financial Advisor on the Autism Spectrum and how dealing with his situation has helped him to bring a higher level of focus and intentionality to his work with clients.
Episode 3: A Story to Tell…Mike Smith and his Emotional Journey The early years of Mike’s career were filled with doubt and some fear. Listen as Mike joins What’s Next to share some of the stories of starting a career in the financial services industry after experiencing success and ultimately disappointment in another field.
Episode 4: This is How We Do it… Humans Being Resources – The Value of Professional Outsourcing More often advisors are turning to outsourcing services to take the load off themselves and their teams. What’s Next talks with Stephanie and Duane Roberts of HBR to learn how they help advisors find, vet and onboard additional advisors, paraplanners and staff.
Episode 5: This Is How We Do It… AMP Consulting– Defending Advisor Alpha AMP Consulting does a lot more than provide outsourced Chief Investment Office services to advisors. Listen as Al Cumplido and Marcin Krolikowski share with What’s Next the ways in which they go the extra miles to support the advisors who use their services.
Episode 6: Going All In…. Jacob Cuthbert Many financial advisors seemed somewhat stumped or even paralyzed when it comes to adding support staff and additional advisors to their organization. Many find it difficult to imagine adding just one new person. In this episode of our podcast, What’s Next, talks with Jacob Cuthbert, CFP, President of Educo Advisor Group about “Going All In.” Jake not only found the clarity and courage to hire one new team member, he hired three in one month, two of them in the same week!
Episode 7: This is How We Do It! – Michael Fischer – The Importance of the Family Meeting Family Meetings are an important part of communicating a Living Legacy to the next generation and other key stakeholders. Most advisors aren’t all that familiar with the process or how to initiate it. Michael Fischer of Client 1st Financial joins What’s Next for a second time to discuss why this type of meeting is so important, how to position it and how to conduct it.
Episode 8: This is How We Do It! – LSA Beta – Asset Management for the Modern Advisor LSA Portfolio Analytics focuses its outsourced CIO services on helping to bring reliability to unpredictable markets. What’s Next sits down with Brad Kaspar of LSA to discuss how they support advisors and free them up to focus on other aspects of their business.
Episode 9: A Story to Tell… Amy Cook We all have stories that shape us. They shape who we are and how we perceive the world around us. Amy Cook dedicated herself to understanding how our stories, or narratives, influence our financial decisions specifically. As a result of her introspection and work with her clients, Amy authored the engaging novel, “Your Money Narrative”. In this episode of our podcast, we speak with Amy about how important it is that we dive in to and understand our own “Money Narratives”, along with the journey she took in writing her book.
Episode 10: Importance of working with a Coach How do you grow your business four-fold in only four years? Michael Fischer, President & CEO of Client 1st Financial talks about the impact of working with a coach, our own Bill Rambo and how it transformed not only his top and bottom lines but how it shaped his brand, his team and even his choice of office locations and decor. Mike shares other aspects of how working with a coach can help you to “climb not camp.
Episode 11: This is how we do it with Samantha Finnerty Sam Finnerty has notched more than a couple wins in her 12 years in the Financial Services Industry. Some of the most impressive are: – The target market she successfully developed and continues to work in still. – The untethering of her practice. – Her keen focus on running her business as a business. Tune in now to learn about these and other successes that you can replicate in your business.
Episode 12:A Successful Succession
Join the host of What’s Next as they sit down with Mike Smith and Lucas Lawson from NFocus Financial to discuss their journey through succession planning. From navigating challenges like switching broker-dealers and losing key partners or staff, to uncovering strategies that truly work, they share insights from their firsthand experiences. Tune in to learn what works, what doesn’t, and how to handle the twists and turns of building a legacy in your business.
“Bill knows how to connect with clients. He refers to them as friends. As a friend he’s never been hesitant to tell me when he’s proud of my efforts or when I need to get my head out of my a**. “
“Bill is a catalyst for looking at the finer points of taking a good business and turning it into a great firm. Not only has he been vital to our development, but key to looking forward to future opportunities. “
“The team at What’s Next has walked in my shoes. Their personal experience and understanding of the challenges we face as practitioners and business owners makes them uniquely qualified to help us get to the next level.”
“Focus. Preparation. Execution. Three words that can be found in Bill’s personal mantra. For Bill, those three words are not just a tagline, but a way of life. He’s committed to the success of everyone.”
“Ben Mossman and the entire team at What’s Next 4 Financial Advisors, have been instrumental in creating the organizational foundation that has allowed me to grow my practice to levels that I never thought possible. My drive has always been assisting my clients navigate and reach their personal financial goals. With Ben’s coaching, the fundamentals that are essential in creating an efficient practice are now in place.”
“Working with What’s Next has been a game changer. It’s like having a personal business coach that is very knowledgeable in the wealth management space, understands my business needs and helps me execute an action plan to accomplish our goals.”
“Working with What’s Next has been an integral part of building a thriving practice; they are our team of trusted advisors. Coaching from Ben, Bill, and Tate provides perspective, direction, and reminds you the importance of your “why,” connecting your human and business sides to help your clients and fulfills your life.”
“It has been a pleasure to work with Ben for the past few years. He has been my guide through many changes. New Office, managing employee, Establishing a DBA and all of the little steps in-between. He has the ability to talk me off of the ledge and yet push me to do the next hard thing. Definitely time and money well spent to develop my business to the next level.”
I started working with Ben last year on my solo advisory practice.
He keeps me accountable and helps move my projects and goals along, especially when I feel stuck or unmotivated. He offers very useful and practical guidance, encouragement and constructive feedback. We have been working on an area of my practice where my skills were weakest and that has given me an immense sense of relief and something I no longer dread! At the end of the year when I felt least motivated, he ran through the list of everything we had accomplished together in the past year which provided me a much-needed confidence boost.
It also helps that Ben is easygoing, humble and fun to work with. I highly recommend his service for any Financial Advisor looking to take their practice to the “What’s-Next” level!”
Bill helped us become more intentional regarding how we run and build our practice. A detailed marketing and corporate calendar, coupled with comprehensive business metrics that are updated monthly, guide our decisions around what type of client we are looking to bring on and what the service and advice offering will be for each of our unique relationships. Leveraging Bill’s expertise will have long-lasting, positive effects on our organization.
