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https://www.youtube.com/watch?v=B06yzXp9Nsk Jorge Padilla is a principal, senior client advisor and director of investments at Meira, an independent financial advisory firm. In this episode Brian and Jorge discuss: Pro Tips For Transitioning a Client to a New Advisor How to Build and Lead a Financial Advisor Team Remote Working in Financial Services Getting Your First Client …

#34 Turning Your Clients’ Children Into Clients w/ Jorge Padilla, Principal, Senior Client Advisor and Director of Investments at Meira Read More »

https://www.youtube.com/watch?v=Jp8ZcMS9Q0E Bryan Sweet is a Forbes Best-in-State Wealth Advisor at Sweet Financial Partners, and the creator of the Dream Architect, where he helps people live their ideal futures. In this episode Brian and Bryan discuss: The 5 Pillars Of Building Your Dream Life How To Build The Perfect Financial Advisory Platform Teaching Your Clients to …

#33 The 4 Step Process To Help Clients Build Their Dream Lives w/ Bryan Sweet | Founder and CEO Of Sweet Financial Partners Read More »

Watch Listen Guest Info Justin Makris (JustinMakris.com) is a partner at Wealth Design Group. They have been working with business owners, attorneys, physicians and executives to help strategically balance their current lifestyle and financial needs with long term confidence and success. Justin and his firm work to empower families to experience purpose, freedom and abundance. …

#32 Want More Clients? Join A Club! w/ Justin Makris, Financial Advisor at Wealth Design Group Read More »

Watch Listen Guest Info Richard J. Archer (https://archerim.com/) is the president of Archer Investment Management where they provide people-focused financial planning services for industry professionals. He has always loved the concept of finance management/security and this led to his desire to help people build a positive relationship with their money. Richard is a certified financial …

#31 Becoming The Tech-Savvy Financial Advisor w/ Richard Archer, Owner/President of Archer Investment Management Read More »

Watch Listen Guest Info Darren Wurz (https://www.wurzfinancialservices.com/) is a Certified Financial Planner® Professional with an M.S. in Financial Planning from Golden Gate University. Darren is the host of “The Lawyer Millionaire” podcast Darren is active in his local community as a member of the Northern Kentucky Bar Association, the Northern Kentucky Chamber of Commerce, and …

#30 Helping Attorneys Achieve Financial Independence w/ Darren Wurz – Wurz Financial Services Read More »

Laura Holcombe (https://www.resourcefinancial.com/) is a third generation graduate of Oregon State University and has worked in financial services since 1985. Laura has Series 7 and Series 66 registrations. She is life and health Insurance licensed as well as being a Stock Broker and Investment Advisor Representative. Laura honed her speaking skills at the local Toastmasters …

#29 Helping Any Client To Retirement In 20 Years w/ Laura Holcombe Read More »