We all have a different definitions of success. In our personal lives, success might be finding that elusive work/life balance, putting our children through college without the burden of student loans, annual travel, or reaching retirement at a specific age. In our professional lives, in particular, financial advisors, success might be $1 billion in AUM, it might be a lifestyle…
Sometimes you meet people and immediately know they are different–in a good way! I had the opportunity to meet Genti Cici, CFP®, CAIA® this summer in Montreal at the Inside ETF’s Canada conference. We had an opportunity to talk for a while about his passion for financial literacy. We’re all aware of the lack of financial literacy in America and…
I’ve had some great help in the office this summer; on multiple occasions, I’ve had Roman and Leo join me in the office to see what I do each day, see what it is like to work with clients, and help me create some content to share. I hope this is only the beginning of their journey sharing what they…
There are few financial advisors willing to help out others more than Alex Chalekian. I’ve gotten the chance to get to know Alex over the last few months–he recently joined my “study group” and had an immediate positive impact on our group. One of the coolest things Alex is up to is AdvisorsUNITE, which is a free platform to help…
I finally had the chance to meet Dasarte Yarnway in person at the IMN Global Indexing and ETF conference in Dana Point last week. Dasarte and I have become pretty close over the last year as you can see from his tweet the other day: Things that @jus10castelli and I have done before meeting each other: – 3 podcasts –…
Last week I hosted a Zoom video conference with over 20 financial advisors (although the information is applicable to everyone) showing how easy it is to edit videos; I’m an advocate of using video to help tell your story, no matter your profession, and help develop your personal brand. One way to step up the quality of your video is…
Joe Kolb is one of the nicest financial advisors I have met–he’s incredibly caring with his clients, a great friend, and one of the most selfless people I know (very close to my father). This is the second time he has driven to Fishers after visiting clients in St. Louis to visit and talk about our businesses. He was actually…
Kyle Van Pelt, a strategist at Black Diamond, is one of the brightest minds in the FinTwit community and he is all over the FinTech space. He is also an extremely generous friend in that he made a day trip to Fishers, Indiana from the ATL. Up early to catch a flight, talk shop, record some videos, talk more shop,…
It’s not every often that advisors discuss how they invest their personal funds, but it is a fair question for clients to ask. My friend Isaiah Douglass, CFP® joins me again to discuss how we manage our portfolios and how we think advisors should be allocating their market investments. Twitter: @IDFinancial ID Financial Planning And Wealth Management The Veterinarian Success Podcast Disclaimer:…
Scott Frank, CFA, CFP® should be a familiar name, especially if you’ve been reading this blog and listening to my podcast; he’s joined me on the podcast to discuss his approach to financial planning–financial life planning and it is one of the most downloaded episodes, which is a credit to Scott and his story. He might live in California, but he’s…