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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.
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Archives
Now displaying: April, 2017
Apr 19, 2017

There's never been a more exciting time to be a financial advisor, or a more challenging one. The Baby Boomer generation is keeping advisors busy as they age into retirement. A new generation of internet-savvy millennials is beginning to consider their investment opportunities. Competition is everywhere. Technology is both disrupting the RIA landscape, and giving advisors new opportunities to retool and expand their businesses, while staying independent.

Dyanasty Financial Partners is one of the companies that's providing RIAs with a modern platform to differentiate and grow. On today's show, Dynasty's founder, Shirl Penney, discusses the core services that RIAs have to provide their clients to remain independent, and how a company like Dynasty can help.

Apr 1, 2017

As the co-founder of multi-billion dollar RIA Beacon Pointe in Newport Beach, CA, Matt Cooper has a unique, in the trenches view of trends that are sweeping the financial advisory industry, on both the client and advisor side.

In addition to his original, $7-billion-plus RIA, Matt founded a sister company, Beacon Point Wealth Advisors, which partners with smaller RIAs around the country so they can enjoy the benefits of working with a larger firm. Beacon Point Wealth Advisors includes eight other RIAs, representing more than $2 billion in assets under management.

On today's show, Matt addresses a variety of issues including technology, demographics, minimum account sizes, competitive threats, and much more. Learn from one of the best about how you can keep pace with the trends buffeting our industry.

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