Talkin' Shop

Talkin’ Shop: Peter Dunn and Year-End To-Do’s

You can’t be interested in personal finance in Indianapolis, or in the U.S. for that matter, and not know Peter Dunn; you just may know him by a different name–Pete The Planner.  A former financial advisor turned financial educator, Pete has become a friend over the last year and has been someone I’ve looked up to for years for the…

Continue Reading

Talkin' Shop

Talkin’ Shop: Tyrone Ross Jr. And An Update On Crypto

Very few advisors have embraced the cryptocurrency space as much as my good friend Tyrone Ross Jr. If you are a listener of the podcast, you will remember Tyrone as a guest earlier this year (if you’re not–you should be); he gave a great introduction to the cryptocurrency space and showed why he has become a sought-after speaker. Two days…

Continue Reading

Talkin' Shop

Talkin’ Shop: Adam Cmejla And An Advisor’s Value

The value provided by a financial advisor is much greater than what shows up on a quarterly investment report. The trouble with trying to measure a financial advisor’s value is it’s not easy to measure and it’s also not necessarily easy for clients to identify. I asked my good friend Adam Cmejla to join me for a conversation about what…

Continue Reading

Talkin' Shop

Talkin’ Shop: RIA Firms and Wall Street Money

Last week I came across an article referenced by Michael Kitces discussing the recent IPO of Focus Financial, a large Registered Investment Advisor. Focus Financial raised $500 million in its initial public offering, which will be used to purchase up to 500 smaller RIA firms as it attempts to grow via acquisition. Although growing via acquisition isn’t my ideal growth strategy, I don’t…

Continue Reading