In the last 35 year, we’ve seen the following happen in the financial markets.
Two leading financial advisors have been through it all and on today’s podcast, we come to you live from Schwab Impact 2017. We discuss what they’ve learned, share their insights on how to be successful going forward, and get the perspective from a Schwab executive on supporting and building excellent RIA firms.
For 30 years, Charles Schwab has been providing services to independent RIAs and I was pleased to host a panel discussion at Schwab Impact 2017 in Chicago.
Imagine you’re sitting down with a potential new client for the initial discovery meeting. What do you see sitting across from you?
Unfortunately, many advisors see a “prospect,” “dollar signs,” or perhaps “a million-dollar account.” The philosopher Martin Buber called this an “I-It Relationship,” in which one person objectifies the other.
On today's show, Ross Levin explains the importance of "I-You" relationships, how to master the "slow things," and the story behind building one of the industry's most iconic firms.
Ross Levin is the CEO and Founder of Accredited Investors Wealth Management, which is an RIA based in Minnesota, with approximately $2 billion in assets under management. Ross was the first recipient of the Financial Planning Association's Heart of Financial Planning Award, and the inaugural recipient of Financial Planning Magazine's Lifetime Achievement Award. He is truly an icon in our industry.
Financial advisors have a unique opportunity to make a real, immediate impact on people's lives -- if they're willing to break away from the old model that's only interested in improving return on investments.
On today's show, RIA leader Seth Streeter explains how his firm not only delivers a first-class planning experience, but also helps their top clients "redefine wealth" and develop their "inspired life purpose."
Seth Streeter is the CEO and founder of Mission Wealth, a leading wealth management company with about $1.6 billion in assets under management. Seth's team specializes in comprehensive financial planning and investment advisory services for high net worth clients around the country. Seth also helps people reframe their perspectives of wealth beyond just the financial so that they can enjoy a more balanced, impactful, and fulfilled life. And in 2016, Seth was asked to speak on the TEDx stage to share "an introspective approach to help you assess and transform your true wealth."