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…
After the DFA Media Summit ended Wednesday, I hitched a ride with my friend Taylor Schulte and we swooped up Blake Street to grab a bite to eat and catch up. It’s opportunities like this that make me feel so fortunate to have discovered Twitter and forged relationships with so many great advisors. I have a tremendous amount of respect…
Peter Lazaroff is one of our profession’s brightest stars; he’s the Co-Chief Investment Officer (CIO) of Plancorp, an RIA in St. Louis which manages over $4 billion and now, a publishes author. I’ve had the fortune of getting to know Peter through Twitter and hanging out at conferences, but I was able to spend a lot of quality time with him…
I had the opportunity to visit Pittsburgh this week to speak at their local FPA meeting, which meant I got to spend some time with my friend Ashby Daniels, CFP®. Over the last year Ashby has become a very close friend and someone I enjoy getting to talk with on a regular basis–and you better believe any time I get…
Much like my video with Tyrone Ross Jr., the most recent episode of Talkin’ Shop has been positively received. In this episode, my good friend, Nina O’Neal, joins me to discuss her experience as a financial advisor and the struggles she has had to overcome in the profession. As we discuss, even those of us who try to be inclusive…
I originally posted and shared this video a couple days ago via YouTube and the response it has gotten has been bonkers!! A little backstory on how this video came to be… Every Friday morning Tyrone, Douglas Boneparth, and I have a Zoom video conference where we talk about what’s going on in our businesses, life, and whatever else might…
It’s an honor to get to speak at any conference, but it’s extra special when I get to share the stage with a good friend–this time it was Brendan Mullooly. This week I was fortunate enough to participate on a panel at the Inside ETFs Conference in Hollywood, Florida. The conference was a tremendous experience, and I’ll be writing more…
In this post-workout episode of Talkin’ Shop, Rockie Zeigler, CFP® and I continue our conversation from the previous episode with Isaiah Douglass, CFP®. I asked Rockie to share a little more about his firm, the type of clients he typically works with, and some of the common planning mistakes he sees. This episode is called “Common, but not so common, planning…
The Registered Investment Adviser is the fastest growing model within the financial planning community; financial advisors are breaking away from traditional investment firms to provide financial planning to more people by using different business models, and I had a couple of friends join me today to talk about their firms. Rockie Zeigler, CFP® is the founder of a newly launched RIA,…