Michael Nessim is the Chief Executive Officer and Managing Partner of Kingswood U.S., one of the fastest-growing advisor platforms in the country. In this episode of Permission to Succeed, learn how his early experiences led to his belief that there was room for a new broker dealer, and how his conviction that, for him, there … Continue reading Episode 51 – There’s No Option but Success – With Michael Nessim →

Luke Winskowski is Head of Thrivent Advisor Network, a hybrid RIA platform launched in late 2019 that works with advisors interested in aligning their clients’ resources with their values. He is one of WealthManagement.com’s 10 to Watch in 2021.  In this episode of Permission to Succeed, he and Doug Heikkinen discuss how financial advisors have responded to … Continue reading Episode 50 – Manage Your Clients’ Assets With Intention – With Luke Winskowski →

Mike Hlavek is the Chief Operating Officer and Founding Partner of Concurrent Advisors, an advisor-owned partnership of independent advisors affiliated with Raymond James Financial Services, Inc., who work together to realize a common vision of creating a superior client experience while growing their own practices.  In this episode of Permission to Succeed, he and Doug … Continue reading Episode 49 – Financial Advisors Should Bet on Themselves – with Mike Hlavek →

Julia Carlson is the founder & president of Financial Freedom Wealth Management Group, which she founded at 23. In this episode of Permission to Succeed, she and Doug Heikkinen discuss how she grew Financial Freedom into a multi-million dollar business, and how a family emergency forced her to let go, trust her team, and learn … Continue reading Episode 48 – Achieve Balance by Firing Yourself – With Julia Carlson →

Food safety and the food supply chain are things we are all thinking about more often. Brandon Hernandez is a co-founder of Whole Brain Consulting and has decades of experience in the food supply chain services industry. In this episode of Permission to Succeed, Doug Heikkinen and Brandon discuss how people work to keep the … Continue reading Episode 47 – Turn Your Failures Into Strengths with Brandon Hernandez →

As a former collegiate & professional basketball player, Derek Bruton, the new CEO of Kingswood Holdings, U.S., understands that everyone on a team plays a specific role to drive its success. The challenge is to deeply understand your role and have the humility to play it to the best of your ability.  In this episode … Continue reading Episode 46 – Stay Humble & Play Your Role – with Derek Bruton →

This episode of Permission to Succeed features Doug Heikkinen and Erin Botsford, Creator of the Elite Advisor Success System™, a training platform for financial advisors and their assistants.  A Barron’s Top 100 Advisor, Erin was in the financial services business for over 30 years and recently executed a successful exit. Today Erin invites advisors to … Continue reading Episode 45 – Take Your Ego Out of Your Business – with Erin Botsford →

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Stacy Havener, Founder & CEO of Havener Capital Partners, discussing the current environment and how, despite having the odds stacked against them on an uneven playing field, smaller asset managers can set themselves apart by telling their story. In this … Continue reading Episode 44 – Connect With Your Clients Through Storytelling – with Stacy Havener →

Everyone has a story. In today’s new reality, inspirational stories about how individuals work to overcome adversity are especially important. In this episode of Permission to Succeed, Doug Heikkinen talks with JT McCormick, President & CEO of Scribe Media about his journey, the importance of focusing on the positive and finding the lessons that make … Continue reading Episode 43 – Everyone Should Write and Publish Their Book – with J.T. McCormick →

This episode of Permission to Succeed (recorded on March 10, 2020) features Doug Heikkinen and Barrett Ayers, President of Adhesion Wealth, discussing how your P&L benefits when you build a deep understanding of your clients’ needs and goals, and how the current turmoil is actually an opportunity to pause and discuss strategies with your clients. … Continue reading Episode 42 – Focus on Your Core Strengths. Outsource the Rest. – with Barrett Ayers →