Author name: Bev

https://youtu.be/v7Z_Qo4lRXg Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ who provides hourly, fee-only, and fiduciary financial planning services. He has over 20 years of experience in the financial world and has been named among the Top 100 Financial Advisors in the US by Investopedia. I’m not a really good golfer, but my two daughters are […]

https://youtu.be/F96ilpQtEd0 Tim Henry, a private wealth advisor with Ameriprise and CEO of The Henry Group shares his journey from being an accounting major to a top financial advisor, discussing pivotal moments in his career, the importance of community involvement, and insights for navigating major market events. In this episode Chris and Tim discuss: Evolution of

https://youtu.be/n8E25khBCq0 Trey Smith, CFP®, ChFC®, CIMA®, CPWA®, CRPC® is a Financial Advisor and the Senior Managing Director at Truist Wealth with 25 years of experience and $1.1 billion in assets under management. Trey shares his journey in wealth management, highlighting pivotal career moments and his client-first philosophy. He emphasizes the importance of trust, financial coaching,

https://youtu.be/8j0c5Zb1MEg Since 1999, clients have chosen to work with Greg McLaughlin (http://www.gregorymclaughlin.com) because he is a caring and dedicated professional who focuses on building significant relationships based on trust. Greg and his team have crafted a unique four step planning process to assist clients as they prepare for the psychological shift that occurs during retirement.

https://youtu.be/Vb2URn9rGTw Bill Roth is the Co-Founder and CEO of HardTarget, a company specializing in cyber preparedness for ultra-high-net-worth families using gamification. Bill shares his journey from a serial entrepreneur to developing unique cybersecurity solutions for high-value clients. Learn about common threats, the importance of cyber literacy, and practical tips for enhancing your digital security. In

https://youtu.be/71Ld3VMGomc Michael E. Holden is a former Fortune 500 financial executive, and the author of Amazon’s new release, ‘The Authenticity Deficit.’ Michael shares his journey, the critical issues of authenticity in wealth management, and how financial advisors and clients can benefit from his findings. Discover the real challenges and opportunities in providing genuine quality care in

https://youtu.be/0QhR0QYtKEw H. Adam Holt, is the founder and CEO of Asset-Map. Adam discusses his innovative approach to financial advising, which uses visual tools to accelerate and enhance client conversations, leading to significant business growth. Discover Adam’s journey from a life insurance agent to a tech company founder, his insights on effective client engagement, and the

https://youtu.be/An2JjgDNTsU H. Adam Holt, is the founder and CEO of Asset-Map. Adam discusses his innovative approach to financial advising, which uses visual tools to accelerate and enhance client conversations, leading to significant business growth. Discover Adam’s journey from a life insurance agent to a tech company founder, his insights on effective client engagement, and the

https://youtu.be/cbekQaoG4XI Eric Van Ness is a financial advisor at Waddell & Reed. In Today’s episode, he discusses his fascinating journey from military service to financial advising. Eric shares insights on balancing college and military training, embarking on a financial advisory career, and cultivating client relationships through strategic networking. In this episode, Chris and Eric discuss: Optimizing

https://youtu.be/G6XuZd3BXCM Ron Sachs is the CEO and Founder of Sachs Media Group. Sachs Media is the go-to strategic communications partner for organizations with high-stakes challenges. Ron is a veteran communicator, message master, smartest strategist, and level headed in a crisis. In this episode, Chris and Ron discuss: Why Financial Advisors Should Educate, Not Just Advise Winning