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.
