Tag Archives: Growth

Grow Your Brand Without Giving It Up with Carolyn Armitage

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , , , , , , ,

More and more financial advisors are outsourcing various aspects of their business, from compliance and HR to asset management and back office work. Finding an ethical company that can provide all this without taking over your brand can be a great option for growth.

In this episode, Davis Janowski is joined by Carolyn Armitage, head of Thrivent Advisor Network. Thrivent has been named one of the world’s most ethical companies 10 years in a row by the Ethisphere Institute. Thrivent provides financial advisors with a partner that they can outsource as much or as little as they need or want—without surrendering their brand.

In this episode, you will learn:

  • The foundation of Thrivent Advisor Network’s position to ‘live generously’
  • What makes Thrivent different from competitors in the industry and is building a platform for the next 100 years
  • How outsourcing certain aspects of administrative functions can benefit advisors at work and in their personal lives
  • The importance of determining your ‘how’ and ‘why’ for growth to achieve independence with impact and success with significance.

Resources: WealthManagement.com | Thrivent Advisor Network | Carolyn Armitage

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Succession Planning in Wealth Management – with Guest Ric Edelman

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , , , , , , , , , , , , , , , , ,

In this episode, David Armstrong is joined with Ric Edelman, founder of Edelman Financial Engines, as they discuss the succession planning that financial advisors should be doing in order to keep up with the changing industry. 

In this episode, we discuss:

  • The results from a survey Edelman Financial Engines completed to uncover the impact of the COVID-19 pandemic
  • The changing advisory model since COVID-19
  • How the financial Advising role might change as the industry changes
  • What the market may look like for younger advisors in the financial industry  
  • And more! 

Tune in to learn what succession planning might look like for financial advisors who want to stay successful in a changing industry. 

Resources: WealthManagement.com | Edelman Financial Engines | Ric Edelman 

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Reps Supporting Reps with Peak Brokerage Services (Peak Reps) – With Guest Michael Lomas

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , , , , , , , , , , , , , , , , ,

In this episode, David Armstrong, editor in chief at WealthManagement.com, speaks with Peak Brokerage Services’ owner and partner, Michael Lomas about everything from Medicare, Social Security and college planning. Mike reveals why his firm is a “one-stop financial shop” and why it resonates with the firm’s marketing, compliance, and “reps help reps” vision. 

In this conversation, you’ll learn:

  • Mike’s insight on Peak Reps’ as a “one-stop financial shop” that creates a virtually-connected atmosphere for advisors   
  • Peak Reps’ family-like approach to educate advisors to get out there and grow their practice  
  • How Mike’s firm uses workshops, online platforms, radio, social media, and virtual libraries to reach and train current advisors and prospects 
  • Mike’s take on the importance of shared knowledge and using Peak’s experts as a resource 
  • And more!

Tune in to find out how Peak Reps can help you develop all the knowledge you need to succeed in the industry! 

Resources: WealthManagement.com | Peak Brokerage Services | Michael Lomas

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Helping Advisors Make A Move to Independence with Goldman Sachs Private Bank Select – With Guest Gary Basso

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In this episode, David Armstrong, editor in chief at WealthManagement.com speaks with Gary Basso, head of distribution and institutional sales at Goldman Sachs Private Bank. Gary discusses the firm’s tech and digital banking strategy for independent advisors and clients and how the company’s securities-based lines of credit allow borrowers to access cash without liquidating their investment portfolios.

In this conversation, you’ll learn:

  • How Goldman Sachs Private Bank Select approaches technology and digital banking for liquidity and line of credit purposes  
  • The firm’s tech commitment for high-speed loan processing 
  • How clients and independent advisors can benefit from GS Select as a tool for liquidity 
  • Gary Basso’s take on how Goldman Sachs’ platform impacts banks and advisors 
  • And more!

Tune in to discover the Goldman Sachs approach for clients and advisors and how they can seamlessly finalize a loan!  

Resources: WealthManagement.com | GS Select | Gary Basso

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Optimize The Growth and Profitability of your Business with LPL Financial – With Guest Rich Steinmeier

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In this episode, David Armstrong, editor in chief at WealthManagement.com, talks to LPL Financial’s Rich Steinmeier. Today, Rich discusses the firm’s tech strategy for business owners and independent advisors. While it allows business owners to reach their business goals, it allows advisors to secure their and their client’s financial path.  

LPL is a three-category finalist for 2020’s WealthManagement.com industry awards.

In this conversation, you’ll learn:

  • The firm’s CFO Solutions as a tool for advisors and business owners designed to cut expenses and maximize profit 
  • LPL Financial’s technological approach and its benefits for independent practices 
  • How these tools increase advisor flexibility 
  • Affiliation Models as independent LPL Financial employee models
  • And more!

Tune in to discover how these platforms can effectively help you outsource achieving efficient practice results! 

Resources:  WealthManagement.com | LPL Financial | Rich Steinmeier 

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Addressing Systematic Volatility with Hercules Investments – With Guest James McDonald

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , , , , , , , , , , ,

In this episode, David Armstrong, editor in chief at WealthManagement.com, talks to Hercules Investments’ James McDonald. Today, James not only discusses all things volatility but also explains different risk-related techniques professionals can use to keep clients comfortable with their portfolios in the market.  Hercules Investments won a 2020 Wealthies Award for being the top Alternative Asset Manager.

In this conversation, you’ll learn:

  • How Hercules Investments capitalizes on systematic volatility  
  • The company’s risk hedging technique designed to help financial advisors and clients  
  • How James McDonald’s firm helps financial advisors grow their prospects 
  • Hercules Investments’ ideal client as those who got aggressive growth goals  
  • And more!

Tune in to discover different ways that Hercules Investments can provide you with overlay strategies while giving you market volatility protection! 

Resources: WealthManagement.com | Hercules Investments | James McDonald

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