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#62 From USAF to Financial Planning w/ Nate Oltmans, CEO and Partner, Cornerstone Wealth Management

https://youtu.be/057Ql-VQfiE Nate Oltmans, is the CEO, Partner, and Certified Financial Planner at Cornerstone Wealth Management. He joins and shares his unique journey from an Air Force B-52 bomber pilot to a Certified Financial Planner. Nate shares how the Entrepreneurial Operating System (EOS) has transformed their firm, creating a structured approach, clarifying core values, and ensuring […]

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#61 Client-Centric Financial Planning w/ Nic Nielsen, Financial Planner of Know My Plan

https://youtu.be/rM8ufDvFoBw Nic Nielsen (@KnowMyPlan) is a licensed Financial Planner and the Co-Founder of Know My Plan, a company that uses a one-page financial plan to help sales professionals feel confident and eventually reduce financial anxiety. Nic discusses his unique journey from former broker to a trusted financial advisor in this episode with Brian. In this

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#60 Adaptive Strategies For Financial Crisis Management w/ Christopher Manske, Founder & President, Manske Wealth Management

https://youtu.be/Bn6Yo1VcM4Y Christopher Manske (@ManskeWealth) is the visionary founder of Manske Wealth Management. With over half a billion dollars in assets under management, his firm has consistently earned its place among the elite in the world of wealth management, making it a trusted name in Houston. In this episode, Brian and Christopher discuss: Starting Manske Wealth

#60 Adaptive Strategies For Financial Crisis Management w/ Christopher Manske, Founder & President, Manske Wealth Management Read More »

#59 Embracing Technology in Financial Advisory w/ Joshua Cavett, Financial Advisor, Beaumont Wealth Advisors

https://youtu.be/x8BwRmZOgso Joshua Cavett is a Financial Advisor at Beaumont Weath Advisors where he excels at guiding clients in defining their financial aspirations and, crafting personalized plans to propel them toward success. In this episode, Brian and Joshua discuss: The Hidden Safety Net In Financial Planning Discovering a Niche in Financial Advisory Embracing Technology in Financial Advisory

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#58 The Three C’s of Finance w/ Jamie Menges, Vice-President & Shareholder, PDS Planning Inc

https://youtu.be/kF5o40iQWq0 Jamie Menges (⁠@JamieMenges⁠) is a shareholder and the Vice President of PDS Planning and he’s here to share PDS’ unique approach to finance. Learn about their shift from the AUM model, the benefits of transparent fee structures, and their strategies to ensure employee growth. Explore how PDS stands out in the ever-evolving financial industry.

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#57 Surviving 2022 as a Business w/ Richard DeBono, Financial Advisor, Sierra Ridge Wealth Management

https://youtu.be/UWZf_of-eSA Richard DeBono (https://sierraridgewealth.com/) is a seasoned independent financial advisor with an impressive 23-year track record in the financial services industry. Richard brings a wealth of expertise and a diverse toolkit to the table, dedicated to assisting clients in making efficient investments throughout all stages of their lives. In this episode, Brian and Richard discuss:

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#56 The Importance of Serving Clients Based on Their Needs w/ Damon King, Certified Financial Planner, ChappelWood Financial Services

https://youtu.be/0Sot774gpzI Damon King (@damonmking1) is an investment advisor at ChappelWood Financial Services in Edmond, OK. As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Damon is an Investment Advisor to Millionaires, Radio Show Writer and Co-Host, Financial Education Instructor and Speaker, and Cheerleader for

#56 The Importance of Serving Clients Based on Their Needs w/ Damon King, Certified Financial Planner, ChappelWood Financial Services Read More »

#55 Finding Your Financial Niche w/ Sam Brownell, Founder, Stratus Wealth Advisors

https://youtu.be/jO55ehKBszM Sam Brownell has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based financial planning and investment management to individuals, families, and independent business owners. As the firm grew, an increasing number of independent business owners sought Sam’s advice on their short and long-term planning needs, including valuation,

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#54 The Unavoidable Dilemma: Serving Shareholders and Clients w/ Ben VerWys, Founder & Senior Financial Advisor, Fiduciary Financial Advisors

https://youtu.be/UclXNWZjSaE Ben VerWys (@BenVerWys) is an award-winning financial advisor who serves as the Founder & Senior Financial Advisor of Fiduciary Financial Advisors. He assists clients in managing their finances as a business owner, executive, and technology leader. In this episode, Brian and Ben discuss: Breaking Free From Restrictive Advisor Agreements Seek Advisors Who Prioritize Your

#54 The Unavoidable Dilemma: Serving Shareholders and Clients w/ Ben VerWys, Founder & Senior Financial Advisor, Fiduciary Financial Advisors Read More »

#53 The Future of Financial Advising w/ Matthew Filik, Certified Financial Planner, ClearFocus

https://youtu.be/MNOSrOt8QC0 Matthew Filik is a Certified Financial Planner and Co-Founder of ClearFocus Financial, based in Mountainside, New Jersey. Matthew’s financial planning process is rooted in the balance of academic research and practical applications that provides a simplified and clear path to helping clients achieve their goals. In this episode, Brian and Matthew discuss: Building Strong Client

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