Info

Between Now and Success

We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
RSS Feed
Between Now and Success
2024
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
June
May
February
January


2021
December
November
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February
January


2014
December
November
October


All Episodes
Archives
Now displaying: April, 2018
Apr 23, 2018

Barron’s recently wrapped up the 2018 edition of the Barron's Top Independent Advisors Summit in Orlando. Whether you were in attendance or are looking to catch up on what you missed, today’s episode will give you an insightful snapshot of one of the most valuable get-togethers in our industry.

My guests today are Bill Keen and Matt Wilson of Keen Wealth Advisors, a fast-growing RIA with more than $400 million in AUM. Bill also has his own excellent podcast, Keen on Retirement.

Bill and Matt have attended the Barron’s Top Independent Advisors Summit and the wirehouse version for many years, so they have the perspective to connect the dots between the lessons from past conferences and where the 2018 summit is pointing. We talk about some of the key takeaways from this year’s event, the ongoing trend towards Life-Centered Planning, and how advisors can put these insights into action right now to grow their businesses.

Apr 2, 2018

John Hyland was unhappy.

Fresh out of college, the big firm lifestyle of late nights and steak dinners had taken a physical toll. John felt unhealthy and out of shape. 

At a tailgate party he heard some friends talking about Ironman races, how impossible they seemed, how no average person could complete one. 

“I just had this a-ha moment in my mind,” John told me on a recent podcast. “I just had this moment of clarity and said to myself, "I need to do this." 

John finished the first of eleven Ironman Triathlons in 2000. The lessons from that transformative experience didn’t just improve his health, it gave him a new perspective on how to transform businesses that continues to guide his company, Private Advisor Group.

“I think it's just a great example of having a belief, having a goal and committing to it,” John says. Just like business, Ironman is not a short event. It doesn't happen in a day. It happens over years of training to get the results that you're looking for. But I think it's just that perfect example of setting a goal, breaking it down to what do you need to do every week, what do you need to do every day, monitor your success, alter things when needed and just continue to focus.”

Today, John Hyland is the co-founder of Private Advisor Group, an RIA with approximately $15 billion in AUM and more than 600 affiliated advisors.

1