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Service based companies share many of the same pains. Entrepreneurs in the space even more. Peter Mohr has been advising entrepreneurs for a long time and has designed his own recipe for success. “Set up the system, the people and the rest will follow” is his motto for all entrepreneurs to grow. In this episode…

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Steve Seid and Kurt Dupuis are a unique team in asset management. They do not look like your traditional financial services team, and they are not. They have focused all of their efforts into providing financial professionals with true practice management advice and help. And it is not just an assessment, or figuring out a…

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Scott Carson is a great example of a financial services company that has truly gained its success from grass roots, thought leadership marketing. On this episode we discuss why every company is a media company, and how to take a marketing first approach, no matter what your firm does. Scott is the owner and managing…

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Hall Martin is an angel investor and has launched a platform to connect startups with investors around the county. In this conversation, we go over the key factors that startups should have in mind before looking for funding, as well as the key KPIs investors should look at when investing in startups. From evaluating teams…

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Chris belongs to the new generation of financial planning. But he hasn’t taken on all of the new vices they have. He knows the value of relationships and isn’t afraid to focus his business on them, or his huge personality. He also isn’t afraid to say that whoever focuses on performance, sooner rather than later…

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Jeremy believes that just by educating clients they will make better decisions. He also believes that the AUM based fee should not go away, and that clients will not be using technology any time soon. All of these thoughts seem somewhat contrarian at this point in the wealth management industry. We explore why they should…

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Jeff Mount thinks goal based portfolios, including timing and specific key investor life milestones are the key.

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Whether it is gathering key data points from your organization or communicating in a simple way, Renee Brown knows that successful people and organizations are able to summarize complex information to convert them into actionable points.